Access Live Zoho Books Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Zoho Books data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Zoho Books in Connect Spreadsheets and access live Zoho Books data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Zoho Books Connectivity for Excel

Connectivity to Zoho Books from Excel is made possible through Connect Spreadsheets . To work with Zoho Books data from Excel, we start by creating and configuring a Zoho Books connection.

1. Log into Connect Spreadsheets, click Sources and click Add Connection 👁 Adding a Connection
   
2. Select "Zoho Books" from the Add Connection panel 👁 Selecting a data source
   
3. Enter the necessary authentication properties to connect to Zoho Books.

   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.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Create & Test

With the connection configured, you are ready to connect to Zoho Books data from Excel for the web.

Access Live Zoho Books Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Zoho Books data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
3. Search for Connect Spreadsheets and click "Get it now" to install the Add-in. 👁 Install the Add-In
   
4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. 👁 Open Add in panel
   
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
   
6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
   
7. Choose a Connection (e.g. ZohoBooks1), Table (e.g. INVOICES), and Columns to import 👁 Connect Spreadsheets panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Live Access to Zoho Books Data from Spreadsheets

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

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.