If you aren't going to read this, and if you're not willing to do a little upfront analysis to determine whether or not this is something you want to do or can do, don't bother responding.
If you are the winning bidder, you will be required to sign a Non-Disclosure Agreement and a subcontractor agreement before certain information can be given and work can begin. Do not bid if you cannot agree to these terms.
We expect some sort of communication above and beyond "I can do it" during the bid process. If you are interested, we expect the first response to be questions related to the project, or specific examples of how you've already done this before and can give examples of some of the issues you addressed, etc... Something that shows us you know what you're talking about.
Working as a subcontractor on behalf of our company, you will be developing a product for one of our customers. This product needs to be in test by November 1. We do not believe this is neither a complex project nor a difficult one, but we do understand that due to the timeframe we are asking, we expect to pay more than normal.
Our customer uses a CRM application called Info@Hand from a company called LongReach. This application is in essence a modified instance of SugarCRM. Additionally, they recently purchased a new accounting application from a company called Intacct. It is a web-based app.
We need a SugarCRM guru who can build a module to interface these two applications. Intacct has provided us with an API they call the XML gateway. This API comes with good documentation on how to use it, along with example scripts and code examples. I've had to break up the document into two parts to get it to fit within this site's limits, but it is attached for your review, as well as the code examples.
Additionally, while we need code ready for test on 1 November, Intacct will not have a test environment ready for us until that time. That means we would need you to code based on the supplied Intacct API documentation, then work with us through the testing to finish up the work. We would expect the testing to last a couple weeks beyond the actual coding.
Here are some of the requirements of the module.
To synchronize basic customer information between Intacct Accounting and Info@Hand CRM
“Basic customer information” is defined as first name, last name, mailing address, shipping address, phone number, office number, mobile number, etc…” The “customer” may be an individual or a business.
1. Intacct will be the master, I@H the slave
2. Any newly entered account within Intacct will feed into I@H.
3. I@H will treat any new customer coming from Intacct as an account.
a. Activity will complete a check to see if an account, contact, or lead already exists within I@H.
i. If it does, information from Intacct will be considered an update and change the appropriate fields within I@H
ii. If it does not, a new account will be created within I@H
iii. If it does, but the customer is currently a lead, the system will convert them to an Account.
iv. If it does, but the customer is currently a contact, the system will create an Account using the same information, and then assign the contact subordinate to the account.
4. Updates on Accounts within I@H will feed to Intacct.
a. If the account does not exist in Intacct, nothing happens and the request is dropped.
b. If the account does exist, information from I@H will be considered an update and change the appropriate fields within Intacct.
5. Any changes made within I@H will require a note placed in history of the object be it an account, the contact, or both.
6. Any changes made within Intacct will require a note placed in a currently unknown log for the account.
7. The interface will be real-time if possible. Near real time if not possible.
8. Only adds and changes will be transacted between the systems. No full database updates.
We welcome any and all conversation and will respond as soon as possible to your inquiry. We will extend the bidding if needed to give you time to analyze, assuming you have shown us your understanding and willingness up to that point.
Thanks, and good luck!