SOURCE 1 SOLUTIONS · HCP ASSOCIATES
Preparing ZoomInfo exports for a NetSuite handoff.
I led a Python-assisted workflow that reformatted ZoomInfo lead exports for Source 1 Solutions’ NetSuite lead-data handoff. Source 1 and HCP stakeholders defined the destination needs; I prepared the files and reusable workflow for the receiving team.
My role: File-preparation workflow lead
Period: 2025–2026
Tools: Python · ZoomInfo exports · Lead-file formatting
01 / PROJECT CONTEXT
Lead-data preparation within B2B operations
Source 1 Solutions’ lead operations involved records exported from ZoomInfo and intended for downstream use in NetSuite. The files needed a different arrangement for the receiving team’s process.
Source 1 and HCP stakeholders defined the destination needs. I led the Python-assisted formatting work and prepared the output for that handoff. The objective was to standardize file preparation and reduce repeated manual rearranging.
The lead-file handoff
ZoomInfo supplied the lead export. My work was the Python-assisted preparation between that source file and the receiving team’s NetSuite process.
ZoomInfo export
Lead records in the source export’s arrangement.
Python formatting
I reformatted the export into the structure needed for the handoff.
Prepared lead files
The receiving team handled the next stage in its NetSuite process.
Delivered: a reusable file-preparation workflow and reformatted lead data for the receiving team’s NetSuite process.
03 / DELIVERABLES
Prepared files and a reusable workflow
I delivered a reusable Python-assisted formatting workflow and prepared lead files for the receiving team’s NetSuite process. My work covered the export-to-prepared-file stage of the lead-data handoff; the receiving team handled the downstream process.
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