Access Live ZohoMarketingHub Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to ZohoMarketingHub data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to ZohoMarketingHub in your Connect AI instance and access live ZohoMarketingHub data in Excel spreadsheets.

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

Configure ZohoMarketingHub Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ZohoMarketingHub" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ZohoMarketingHub.

   Start by setting the Profile connection property to the location of the ZohoMarketingHub Profile on disk (e.g. C:\profiles\ZohoMarketingHub.apip). Next, set the ProfileSettings connection property to the connection string for ZohoMarketingHub (see below).

   ZohoMarketingHub API Profile Settings

   Register an OAuth application in the Zoho Developer Console as a server-based application to obtain your Client ID and Client Secret.

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

With the connection configured, you are ready to connect to ZohoMarketingHub data from Excel.

Access Live ZohoMarketingHub Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live ZohoMarketingHub data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in.
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance
6. In the CData Connect AI panel in Excel, click Import
7. Choose a Connection (e.g. API1), Table (e.g. CampaignDetails), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to ZohoMarketingHub Data from Cloud Applications

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

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.