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upwork.com 🟑 2026-05-08

πŸ”Ή Multi-County Tax Data Extraction & REsimpli CRM Pipeline
πŸ‘€ Client: πŸ‡ΊπŸ‡Έ United States Member since 2026-05-07
πŸ’° Price: ****
🚩 Problem: Ingest and standardize diverse tax roll data from multiple Texas counties into a unified format for automated lead scoring and CRM integration.
πŸ“¦ Existing: Not specified

Specifications:

[Target] Universal Translator Script (Python)
[Method] Data Ingestion & Transformation
[UI/UX] Not Applicable
[Stack] Python, Pandas, Google Sheets API
[Security] Data Encryption in Transit and at Rest
[Format] Standardized Master Sheet

Workflow:

1. Develop a Universal Translator script to handle .DAT, .CSV, and .SQL file formats.
2. Implement data mapping logic for Tarrant County’s MASTER, RECEIVABLE, and TEXT files by Account Number.
3. Clean and join datasets into a standardized Master Google Sheet.
4. Build an automated filter to identify 'Gold' leads based on delinquency criteria.
5. Exclude records with recent payments or 'Paid' status.
6. Integrate REsimpli CRM for lead scoring, ensuring list stacking logic prevents duplicates.
7. Configure Bland AI integration for live transfer handling and callback functionality.
8. Implement Simply Noted API for sending robotic handwritten letters.

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