Excel Spreadsheet Automation on Zoho CRM Data with the QUERY Formula

The CData Excel Add-In for Zoho CRM provides formulas that can edit, save, and delete Zoho CRM data. The following three steps show how you can automate the following task: Search Zoho CRM 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 CRM data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as ZohoCRMConnection1, or a connection string. The connection string consists of the required properties for connecting to Zoho CRM data, separated by semicolons.

  The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in 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 CRM data, such as Industry.
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.

=CDATAQUERY("SELECT * FROM Accounts WHERE Industry = '"&B2&"'","InitiateOAuth="&B1&";Provider=ZohoCRM",B3)

👁 Formula inputs used in this example. (Google Apps is shown.)

3. Change the filter to change the data. 👁 The outputs of the formula. (Google Apps is shown.)