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CData Excel Add-In for ZohoCRM 2017

CData Excel Add-In for ZohoCRM 2017 - Build 17.0.6634

Overview

The CData Excel Add-In for ZohoCRM 2017 provides the easiest way to connect to Zoho CRM data from Excel. From the CData ribbon, you can supply your credentials and select Zoho CRM data as tables and columns into the spreadsheet. The spreadsheet is then linked with the remote data. To update the data, edit the spreadsheet.

Key Features

  • Work with the remote Zoho CRM data in real time.
  • Select tables and columns using the CData ribbon.
  • Edit the spreadsheet to update the remote data.

Getting Started

See Establishing a Connection to connect your workbook to Zoho CRM.

You can then start Retrieving Data using the CData toolbar on the ribbon. After pulling the data into the sheet, you can refresh the spreadsheet with any changes to the remote data. You can also configure automatic refresh.

Using the Excel Add-In

See Using the Excel Add-In to use the CData ribbon to execute create, read, update, and delete (CRUD) operations:

  • Updating data: To update Zoho CRM data, you can directly edit the spreadsheet. Select rows and then use the ribbon to post the changes.

  • Selecting data: To execute more advanced searches, you can execute SQL statements to Zoho CRM, just as you would query a traditional database. For the syntax of the SELECT statement, see Getting Records.

    Additionally, you can create dynamic spreadsheets that use cell values as inputs to the query; see Writing Parameterized Queries.

You can also access any of the functionality available on the ribbon from a formula or a macro; see CData Excel Formulas and Macro (VBA) Functions.

SQL Compliance

See SQL Compliance for a syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model to find more information on how the add-in models the Zoho CRM APIs as tables, views, and stored procedures, as in a relational database.

Connection String Options

The Connection properties describe the various options that can be used to establish a connection.

 
 
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Build 17.0.6634.0