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Zoho Creator Icon Excel Add-In for Zoho Creator

The Zoho Creator Excel Add-In is a powerful tool that allows you to connect with live Zoho Creator data, directly from Microsoft Excel.

Use Excel to read, write, and update Zoho Creator Records, Files, Jobs, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Zoho Creator provides formulas that can edit, save, and delete Zoho Creator data. The following three steps show how you can automate the following task: Search Zoho Creator data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Zoho Creator data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as ZohoCreatorConnection1, or a connection string. The connection string consists of the required properties for connecting to Zoho Creator data, separated by semicolons.

    The connector is already registered with Zoho Creator as an OAuth application.

    If you would prefer to use your own custom OAuth app, see the Help documentation.

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Zoho Creator data, such as Leave_Type.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
  3. =CDATAQUERY("SELECT * FROM Leave_Types WHERE Leave_Type = '"&B2&"'","AccountsServer="&B1&";Provider=ZohoCreator",B3)
  4. Change the filter to change the data.