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Get the Report →Access Live Zoho CRM Data in Excel 365 Online (Excel for the web)
Connect to Zoho CRM data from Excel 365 Online (Excel for the web) with CData Connect Cloud.
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 CRM 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 CRM within your Connect Cloud instance and accessing live Zoho CRM 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 CRM, allowing you to easily access live Zoho CRM 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 CRM, leveraging server-side processing to quickly return Zoho CRM data.
This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.
Configure Zoho CRM Connectivity for Excel
Connectivity to Zoho CRM from Excel is made possible through CData Connect Cloud. To work with Zoho CRM data from Excel, we start by creating and configuring a Zoho CRM connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Zoho CRM" from the Add Connection panel
- Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM.
- Navigate to the Permissions tab in the Add Zoho CRM Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to Zoho CRM data from Excel for the web.
Access Live Zoho CRM Data in Excel for the web
The steps below outline connecting to CData Connect Cloud from Excel to access live Zoho CRM data.
- Log into Excel, create a new sheet (or open an existing one).
- Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
- Search for CData Connect Cloud Add-In and install the Add-in.
- Click Data and open the CData Connect Cloud Add-In.
- In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
- In the CData Connect Cloud panel in Excel, click Import
- Choose a Connection (e.g. ZohoCRM1), Table (e.g. Accounts), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data
Update Zoho CRM Data from Excel
In addition to viewing Zoho CRM data in Excel, CData Connect Cloud also lets you update and delete Zoho CRM data. Begin by importing data (as described above).
- Update any cell or cells with changes you want to push to Zoho CRM (your changes will be in red)
- In the CData Connect Cloud Add-In panel, select Update
- Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
- Click Execute to push the updates to Zoho CRM
A notification will appear when the update is complete
Live Access to Zoho CRM Data from Cloud Applications
New, you have a direct, cloud-to-cloud connection to live Zoho CRM 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.