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Data Pipeline (ETL) Build

Your numbers from QuickBooks, your CRM and your spreadsheets in one place that refreshes itself, with an alert when something breaks.

What it is

Your numbers live in three places and someone copies them into a spreadsheet every Monday. I connect those systems to one place that refreshes on a schedule, tells you when a refresh fails, and feeds a simple dashboard. People in my trade call this ETL: extract, transform, load.

This is my day job. Building, scheduling and watching data pipelines is what I do for a living.

Who it’s for

Distributors, manufacturers, contractors and other operations businesses whose reporting is still copy-and-paste, and any small firm that wants its numbers in one place. It’s also the groundwork most AI projects need first: AI works on clean, consolidated data.

Examples

  • Sales from QuickBooks and your CRM in one weekly dashboard.
  • Spreadsheets from several locations rolled into one report that updates overnight.
  • An export from your ERP joined to your other numbers, so nobody rebuilds it by hand.

What you get

  • One to three data sources (for example QuickBooks, a CRM such as a customer-tracking system, or spreadsheets) loaded into one place: a small cloud database, a Google Sheet or a Power BI dataset.
  • Scheduled refreshes.
  • An alert when a refresh fails, so a broken number doesn’t sit in a report for a month.
  • A simple dashboard.
  • Written documentation: what runs, when, and where it gets its data.

I use an off-the-shelf data tool or standard database queries, not custom code, so you aren’t left depending on software only I understand.

How it goes

  1. A call about where your data lives and which numbers matter.
  2. Two to three weeks of building and testing, with a check-in each week.
  3. Handover: the dashboard, the documentation and a walkthrough.

Care plan (optional)

The pipeline is handed over working and documented, and it runs without this. The plan is for firms that would rather I watch it: I check the refreshes, fix a break when one happens and make small changes, for a monthly fee.

Terms

  • Fixed price for up to three sources. More sources are quoted before work starts.
  • If you already run a data warehouse such as Snowflake, Databricks or BigQuery and need new or repaired pipelines, there’s a larger version. Ask me.