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Transfer Data from Excel to Zoho Books

This article explains how to transfer data from Excel to Zoho Books using the Excel Add-In for Zoho Books.

The CData Excel Add-In for Zoho Books enables you to edit and save Zoho Books data directly from Excel. This article explains how to transfer data from Excel to Zoho Books. This technique is useful if you want to work on Zoho Books data in Excel and update changes, or if you have a whole spreadsheet you want to import into Zoho Books. In this example, you will use the INVOICES table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Zoho Books connection by clicking From Zoho Books on the ribbon.

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.

Retrieve Data from Zoho Books

To insert data into Zoho Books, you will first need to retrieve data from the Zoho Books table you want to add to. This links the Excel spreadsheet to the Zoho Books table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Zoho Books button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the INVOICES table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Zoho Books

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyINVOICESSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Zoho Books, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the INVOICES sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.