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I already run my daily-meal tracking system on Excel. Customers pay me through UPI, but at the moment I still copy every confirmation into their individual sheets by hand. I’m looking for a clean upgrade that will pull each UPI payment confirmation automatically and drop the amount into the correct customer row or ledger the moment the transaction succeeds. Key points you should cover • Automatic data entry: once the UPI provider sends its confirmation (SMS, email, webhook, or downloaded statement—whichever is most reliable), the script or add-in should parse it, match the virtual payment address / phone / reference number to my existing customer list, and post the amount, date, and reference ID to the right column. • Excel-based automation: I’d like to stay inside the current workbook structure, so VBA, Power Query, Office Scripts, or a lightweight connector that writes straight to .xlsx all work for me—no third-party dashboards necessary. • Error handling: flag any payment that can’t be matched so I can resolve it manually. • Scalability: today it’s about 80 transactions a day; I’d like headroom for more without the file slowing down. Deliverable An Excel solution (macro-enabled workbook, add-in, or script package) with clear setup instructions and a quick demo that shows one live or sample UPI confirmation flowing straight into the correct customer sheet.
Project ID: 40463910
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Hello, Your requirement is completely achievable inside Excel using a smart VBA automation system. Instead of complicated live APIs, I will create a clean and simple workflow where you only need to download the daily UPI statement (PhonePe/Paytm/Bank CSV or Excel) and upload it into your workbook using an “Upload Statement” button. Once uploaded, the macro will automatically: • Read all payment entries • Match customers using UPI ID/phone/reference • Update the correct customer ledger/sheet • Prevent duplicate entries • Refresh reports/dashboard • Send unmatched payments to a separate review sheet This approach is reliable, fast, scalable, and easy for daily use without changing your current Excel workflow. I will also provide proper setup instructions and a working demo for smooth usage. Looking forward to working with you. Best, Om Kumar Singh
₹3,000 INR in 2 days
2.3
2.3
22 freelancers are bidding on average ₹1,611 INR for this job

As a seasoned full-stack developer with over 10 years of experience, I have developed a deep understanding and expertise in a wide range of technologies that are highly relevant to your project. My proficiency in VBA, Power Query, and Office Scripts combined with my extensive database knowledge mean I can design for you an automated data-entry system entirely within Excel, assuring the integrity of your current workbook's structure while providing a streamlined solution. I will leverage my skills in NLP and OCR technologies to extract relevant payment details from confirmation messages, match them to your existing customer list, and update the respective columns hassle-free.
₹600 INR in 2 days
6.9
6.9

Hi There!! I completely understood the project & i can do it within just few working days. Kindly allow me to work with you , you will me more happy & satisfied with my accurate work i am sure.
₹1,150 INR in 3 days
5.7
5.7

As an experienced and versatile professional, I believe I am the ideal fit for your project. With my extensive expertise in Excel, including profound knowledge of VBA and Excel Macros, I can ensure a clean upgrade for your daily-meal tracking system. My focus will be on automating data entry for each UPI payment confirmation, matching them with the appropriate customer sheet, and updating precisely all the required details such as amount, date, and reference ID. Moreover, my proficiency in Office Scripts and Power Query allows me to provide you with an Excel-based solution that seamlessly integrates with your existing workbook structure without any need for third-party dashboards. This ensures efficiency and simplicity in managing your meal-tracking system. Considering the increasing volume of transactions, you can rely on my ability to design scalable solutions without affecting your file's performance in any way. Notably, I prioritize meticulous error handling, which means any failed or unmatched payment would be flagged promptly for manual addressal. Give me this opportunity and experience fast turnaround time without compromising on quality; after all, my primary commitment is to provide top-quality services on time every time!
₹7,050 INR in 1 day
5.2
5.2

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
₹1,500 INR in 1 day
5.1
5.1

Hi, I can build this Excel-based UPI payment automation system for your existing daily-meal tracking workbook. My approach will be to keep your current Excel structure and create an automation layer that captures UPI payment confirmations from the most reliable available source — email, SMS export, bank/UPI statement, or webhook if supported by your provider. The solution will: • Parse UPI payment confirmations automatically • Match customer using phone number, UPI ID, reference number, or customer mapping table • Post amount, payment date, and transaction/reference ID into the correct customer ledger/sheet • Flag unmatched payments in a separate review sheet • Prevent duplicate posting using transaction ID checks • Handle around 80+ daily transactions with scalable logic • Include clear setup instructions and a sample/live demo flow Suggested Excel setup: • Customer Master sheet • Payment Import/Raw Data sheet • Matched Payments sheet • Unmatched/Error Log sheet • Individual customer ledger update logic I can first review your sample workbook and a few UPI confirmation samples, then confirm the final workflow and fixed quote.
₹1,500 INR in 1 day
4.7
4.7

Hi, I’ve reviewed your project and can help you get it done quickly and accurately. I’m Sarim Ali Khan, a top-rated freelancer specializing in data automation, analysis, and workflow optimization. My clients hire me because I deliver on time, on budget, and with zero guesswork. I can start right away and share a quick sample if you’d like. Let’s chat about the details and get you results — fast. Best, Sarim
₹1,050 INR in 7 days
4.3
4.3

Hi there! This sounds like a great project and I'm confident I can deliver a solution for you. I'll create an Excel-based script that automatically pulls in your UPI payment confirmations, matches them to your customer list, and updates your sheets. It will include error handling for unmatched payments and be built for scalability. I'm ready to get started.
₹1,500 INR in 1 day
4.2
4.2

Hi, I can easily DO your work IN 24 HOURS, DM me now to get started, PRICE NEGOTIABLE 100% Work satisfaction is provided.
₹1,500 INR in 1 day
4.0
4.0

Hi, I can help automate your Excel-based meal tracking and UPI payment workflow so transactions are recorded automatically without manual entry. I understand the goal is to keep your current workbook structure while creating a reliable and scalable system that captures payment confirmations and updates the correct customer ledger instantly. I can build an Excel automation solution using VBA, Power Query, Office Scripts, or a lightweight integration depending on which UPI confirmation source is most reliable for your setup (SMS, email, statements, or webhook/API if available). The system will automatically parse transaction details, match them with your customer records using identifiers like UPI ID, phone number, or reference ID, and update the correct sheet with amount, date, and transaction details. Unmatched or suspicious entries can be flagged automatically for manual review, and the workflow will be optimized to handle increasing transaction volume smoothly without slowing down your workbook. I can also provide setup documentation and a working demo showing sample payment confirmations flowing directly into the correct customer sheet.
₹2,999 INR in 7 days
3.0
3.0

Hi there, Automating UPI confirmation parsing — matching VPA, phone, or reference number to the right customer row and posting amount, date, and reference ID automatically — is exactly the kind of Excel automation we can build cleanly in Python or VBA without touching your existing workbook structure. Here's what we'll deliver: - Parser that reads UPI confirmations from your chosen source and extracts amount, date, reference ID, and sender identifier - Customer matching logic — maps VPA/phone/reference to your existing customer list - Auto-posts to the correct row/sheet the moment a confirmation is processed - Unmatched payments flagged in a separate review column for manual resolution - Handles 80+ daily transactions without file slowdown — optimised write logic - Clear setup instructions + demo with a sample UPI confirmation flowing end-to-end I will personally test the matching logic against edge cases before handover. One question: where do UPI confirmations currently arrive — Gmail inbox, SMS on a phone, downloaded bank statement, or does your UPI provider offer a webhook or API? That determines the entire parsing approach and is the most important decision before we start.
₹1,500 INR in 7 days
2.4
2.4

Hi, How do you currently receive your UPI payment confirmations, and what format are they in? To automate your data entry, I can develop a VBA script or Office Script that captures confirmations and inputs the data into Excel seamlessly. The solution will match incoming confirmations to your customer list, posting amounts, dates, and reference IDs accurately while flagging any unmatched entries for manual review. I’ll ensure it scales to handle more than 80 transactions daily without slowing down your workbook. You’ll receive clear setup instructions and a demo showcasing a live UPI confirmation flowing into the correct sheet. I’m experienced in VBA, Excel automation, and data processing, so I’m confident I can deliver exactly what you need. Let me know if you’d like to move forward! Best Regards, Salman Malik
₹1,000 INR in 2 days
2.4
2.4

Hi! I'm Sudhir Jain — MIT graduate, Excel VBA specialist. I can automate UPI payment entries in Excel using VBA macros — automatically parsing transaction data, populating entries, and generating reconciliation reports. My Excel automation expertise ensures a fast, reliable, error-free solution. 100% on-time delivery!
₹1,050 INR in 7 days
2.1
2.1

Hi, I carefully reviewed your workflow, and I can build an Excel-based automation system that captures UPI payment confirmations and posts them directly into the correct customer ledger without manual copying. What you’ll get: * Automated payment entry into your existing Excel workbook * Parsing of UPI confirmations from SMS, email, statements, or webhook sources * Customer matching using phone number, UPI ID, or transaction reference * Automatic posting of amount, date, and transaction ID * Unmatched-payment flagging for manual review * Scalable setup optimized for growing transaction volume * Clear setup guide and demo workflow included I can implement this using VBA, Power Query, Office Scripts, or a lightweight automation layer depending on your preferred setup and UPI source format. I’ve completed similar projects with 5⭐ feedback for accuracy and delivery. Estimated turnaround: 2–4 days Budget: ₹1,200 INR Please send me a message so we can get started immediately.
₹1,200 INR in 2 days
2.2
2.2

Hi, I can help automate your Excel-based meal tracking system by importing UPI payment confirmations (from statements, emails, SMS, or webhooks where available), matching them to customers, and updating the correct ledger automatically. The solution will include duplicate-checking, unmatched payment flags for manual review, and will work within your existing workbook structure using VBA, Office Scripts, or a lightweight backend depending on the payment source. I can also provide clear setup instructions and a demo showing transactions flowing into the correct customer sheet. Looking forward to discussing your current payment workflow and Excel structure. Thanks, Hemant
₹1,500 INR in 7 days
0.9
0.9

Hello, I can build a fully automated Excel system that captures each UPI payment confirmation (via SMS, email, webhook, or statement), matches it to your customer list, and posts the amount, date, and reference ID directly into the correct sheet. The solution will include: VBA or Office Script automation within your existing workbook Error handling for unmatched transactions Scalable performance for 80+ daily entries Step‑by‑step setup guide and demo You’ll receive a clean, reliable upgrade that eliminates manual copying and keeps your ledger accurate in real time. Best regards, Jigna Soni
₹1,050 INR in 7 days
0.0
0.0

Project Proposal: Automated UPI Payment Sync for Excel Hi there, Managing 80+ daily manual entries is a massive time sink. I can build a clean, automated solution that keeps you entirely inside your existing Excel workbook—no third-party dashboards required. ?️ The Solution Approach Since you want a reliable, lightweight setup, we will use an Office Script / VBA hybrid paired with a Power Query email automation link. The Trigger: UPI confirmation emails (from your bank/provider) will automatically route to a dedicated folder. The Automation: A lightweight background script parses the Email/SMS data (Amount, Date, Ref ID, and Customer Identifier like Phone/VPA). The Excel Ledger: Power Query imports this parsed data instantly. A customized VBA macro then matches the identifier against your customer list, updates the correct row/ledger, and flags mismatched payments in an "Error/Review" sheet for manual resolution. ? Why This Fits Your Needs Built for Excel: Runs entirely within your .xlsm workbook. High Scalability: Handles 500+ daily transactions easily without slowing down the file. Error Proof: Bulletproof matching with strict error logging. ? Deliverables A fully configured macro-enabled workbook (.xlsm). Step-by-step setup guide for the automated email fetcher. A sample dataset to run a live test demonstration. Looking forward to automating your workflow! Let's get started.
₹1,050 INR in 4 days
0.0
0.0

Hello, I am interested in supporting your Excel automation project. I am a verified freelancer with strong experience in Excel workflows, data handling, automation logic, and structured financial tracking. I understand that you want to keep your current daily-meal tracking workbook and automate UPI payment entry so successful transactions are matched to the correct customer ledger without manual copying. I can help build an Excel-based solution using the most reliable available source, such as SMS export, email confirmation, webhook data, or downloaded bank/UPI statements. The workflow can parse payment amount, date, reference ID, VPA/phone number, match it against your customer list, and post the transaction into the correct row or sheet. I can include: • Automatic payment parsing and entry • Customer matching by VPA, phone, or reference • Unmatched payment flagging for manual review • Error log for duplicates or incomplete confirmations • Scalable structure for 80+ daily transactions • Clear setup instructions and sample/live demo Depending on your current workbook and UPI confirmation source, I can recommend VBA, Power Query, Office Scripts, or a lightweight connector while keeping everything Excel-based and easy to maintain. Kind regards,
₹600 INR in 7 days
0.0
0.0

Hello, Your project is exactly the kind of Excel automation I specialize in. I can build a clean, reliable system that automatically captures UPI payment confirmations and updates the correct customer ledger inside your existing Excel workflow without requiring you to manually copy entries anymore. Deliverables: • Fully working automated Excel solution • Macro-enabled workbook or script package • Setup instructions • Demo with sample/live payment flow • Clean, maintainable code and logic Why I’m a good fit: • Strong experience in Excel automation and VBA development • Experience integrating payment data and transaction reconciliation workflows • Focus on reliability, speed, and low-maintenance solutions • Clear communication and quick turnaround I can start immediately and would be happy to discuss the best confirmation source (SMS, email, statement, or webhook) for maximum reliability and automation. Looking forward to working with you.
₹1,500 INR in 1 day
0.0
0.0

Hello, I can help create a practical Excel-based automation for your UPI payment entries. Because the best technical approach depends on how you receive the confirmations, I would first build a clean MVP around the most reliable source you can provide: downloaded statement, email confirmation, SMS export, or webhook data. The solution can parse the payment amount, date, reference ID, and payer identifier, then match it to your customer list and write the entry into the correct row or ledger. I can also add an “unmatched payments” section so any unclear transaction is flagged for manual review instead of being posted incorrectly. For this budget, I would suggest starting with a simple working version using sample confirmations or an exported statement, plus clear setup instructions. After that, we can extend it if you need a more advanced live integration. Best regards Sergej W.
₹1,050 INR in 3 days
0.0
0.0

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