Access Live Zoho Inventory 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 Zoho Inventory data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Zoho Inventory in your Connect AI instance and access and update live Zoho Inventory data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Zoho Inventory, allowing you to easily access live Zoho Inventory 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 Zoho Inventory, leveraging server-side processing to quickly return Zoho Inventory data.

Configure Zoho Inventory Connectivity for Excel

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

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

2. Select "Zoho Inventory" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Zoho Inventory.

   In order to connect to Zoho Inventory, set the following connection properties:

   • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
   • InitiateOAuth: set the to "GETANDREFRESH"
   • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

   The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Zoho Inventory Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live Zoho Inventory Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Zoho Inventory 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. 👁 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 👁 Authorizing the Add-In
   
6. In the CData Connect AI panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. ZohoInventory1), Table (e.g. Contacts), and Columns to import 👁 CData Connect AI 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
   

Update Zoho Inventory Data from Excel

In addition to viewing Zoho Inventory data in Excel, CData Connect AI also lets you update and delete Zoho Inventory data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Zoho Inventory (your changes will be in red)
2. In the CData Connect AI Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Zoho Inventory, and a notification will appear when the update is complete

Live Access to Zoho Inventory Data from Cloud Applications

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

👁 Imported data (Salesforce is shown)


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