Access Live Zoho Books Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Zoho Books data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Zoho Books within your Connect Cloud instance and accessing live Zoho Books data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Zoho Books, allowing you to easily access live Zoho Books data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Zoho Books, leveraging server-side processing to quickly return Zoho Books data.

Configure Zoho Books Connectivity for Excel

Connectivity to Zoho Books from Excel is made possible through CData Connect Cloud. To work with Zoho Books data from Excel, we start by creating and configuring a Zoho Books connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Zoho Books" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Zoho Books.

   Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Zoho Books Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Zoho Books data from Excel for the web.

Access Live Zoho Books Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Zoho Books data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. ZohoBooks1), Table (e.g. INVOICES), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Zoho Books Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Zoho Books data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.