Expected duration: 1 - 2 weeks Our business uses Zoho Suite for most operations. We also use a separate quoting tool that exports data as CSV files. These CSV files contain the information needed to create Sales Orders in Zoho Inventory, but they also have extra, unnecessary data, and some data is missing. Each line item in the CSV file includes a cell referencing an "Area". We want to use these "Area" values as headers within the Zoho Inventory Sales Order to group related items.
We need a way to easily create Zoho Inventory Sales Orders using these CSV files. We would like a form where we can:
Select a Client: Choose a client from our Zoho CRM account. Upload a CSV File: Upload the CSV file exported from our quoting tool. Process the CSV: The tool should automatically: Read and understand the CSV file. Identify and extract the necessary data for a Zoho Inventory Sales Order (e.g., product names, quantities, prices, and Area). Ignore or remove the extra, unnecessary data in the CSV. Handle any missing data. i.e. Sales Order # and Date {should be automatic}(Please suggest ways to handle missing data in your proposal. For example, we could have default values, or the tool could ask us to enter the missing data.) Create a Zoho Inventory Sales Order: The tool should automatically create a new Sales Order in Zoho Inventory, linked to the chosen client in Zoho CRM. The Sales Order should contain the correct products, quantities, and prices from the CSV file, grouped by "Area" with the "Area" name as a header above each group of related items.
We have a zoho one subscription so we have access to flow and forms if this would improve useability. I thought a zoho form would be a good way to kick off this workflow.
If attached an example CSV (as pdf, wouldn't let me upload an actual CSV) and a Manually created Sales Order to match for examples. In the CSV the first three columns were added manually to aid in importing. This information is not readily available.
