WeDid: CSV upload to SQL Database

Challenges Our Financial Services client required daily data uploads of investment related data into their Investment Management System. The data arrived in CSV files that were transferred via FTP each evening and loaded into the MSSQL database. The integration was needed within days with minimum requirements available. The solution needed to be integrated into a…

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WeDid: CSV Upload to Salesforce

Challenges Customer runs an external system to track client information and updates. This system is due to be phased out in the future, but required integration to Salesforce to ensure Account and Contact information is in sync.¬†Without some type of integration, updated client information would not be replicated to Salesforce unless it was manually re-keyed,…

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WeDid: CSV Upload to SmartTurn

Challenges The current business process is manual, involving re-keying of data and the opportunity to make mistakes in the process. Daily sales orders need to be automatically entered to the Customer’s warehousing system, SmartTurn. The customer can generate a CSV file containing the orders but needed an integration solution to updating their warehouse system automatically.…

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