1 to 3 months –
10-30 hrs/week –
Migrate Zoho CRM, Projects, and Invoices to Basecamp, Freshbooks and HighRise
Import in bulk / csv whenever possible. Re-create all active projects including project / task templates as well as notes / users.
Migrate all of 2013 accounting IE invoices / estimates / payments / creditnotes etc. If possible migrate all using CSV / Software . If not, at least 2013. All items as well.
Import CRM / Account info and especially notes into Highrise. Manually enter anything not capable of importing via CSV
Must have strong familiarity with ...