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upwork.com 🟑 2026-05-08

πŸ”Ή POS Migration & Data Extraction
πŸ‘€ Client: πŸ‡ΊπŸ‡Έ United States Member since 2018-09-21
πŸ’° Price: ****
🚩 Problem: Minimize operational disruption during transition from Clover POS to a new system.
πŸ“¦ Existing: [Not specified]

Specifications:

[Target] Extract and organize Clover POS data including sales history, inventory, customers, tax reports, payment types, and employee exports.
[Method] Use Clover export tools and manual reconstruction for relationships like modifiers and bundles.
[UI/UX] Not applicable
[Stack] Excel, CSV, cloud storage services (e.g., Google Drive, Dropbox)
[Security] Ensure data privacy during extraction and transfer; use secure cloud storage.
[Format] Organize in structured folders and clean master spreadsheets.

Workflow:

1. Extract Clover POS data using export tools, focusing on sales history, inventory, customers, tax reports, payment types, and employee exports.
2. Manually reconstruct relationships like modifiers and bundles due to flat CSV format.
3. Organize all files in structured cloud folders for easy access.
4. Create clean master spreadsheets with deduplicated customer records and standardized SKU naming conventions.
5. Prepare import-ready CSVs for the new POS system.
6. Assist with inventory, customer, modifier, pricing structure, tax setup, reporting categories, test transactions, and validation during parallel deployment.
7. Support running Clover and new POS simultaneously for 1-2 weeks to compare reporting accuracy and troubleshoot inconsistencies.
8. Export year-to-date sales and tax reports for accounting continuity with QuickBooks Online.
9. Assist with controlled shutdown process, final exports, validations, and ensure historical data retention.

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