Access Live Zoho Projects 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 Projects 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 Projects within your Connect Cloud instance and accessing live Zoho Projects 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 Projects, allowing you to easily access live Zoho Projects 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 Projects, leveraging server-side processing to quickly return Zoho Projects data.

Configure Zoho Projects Connectivity for Excel

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Zoho Projects" from the Add Connection panel
3. Zoho Projects uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho Projects.
4. Navigate to the Permissions tab in the Add Zoho Projects Connection page and update the User-based permissions.

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

Access Live Zoho Projects Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Zoho Projects 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. ZohoProjects1), Table (e.g. Portals), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Zoho Projects Data from Excel

In addition to viewing Zoho Projects data in Excel, CData Connect Cloud also lets you update and delete Zoho Projects data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Zoho Projects (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Zoho Projects

A notification will appear when the update is complete

Live Access to Zoho Projects Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Zoho Projects 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.