How to update Zoho Inventory from Excel

The CData Excel Add-In for Zoho Inventory enables you to edit and save Zoho Inventory data directly from Excel. This article explains how to transfer data from Excel to Zoho Inventory. This technique is useful if you want to work on Zoho Inventory data in Excel and update changes, or if you have a whole spreadsheet you want to import into Zoho Inventory. In this example, you will use the Contacts table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Zoho Inventory connection by clicking From Zoho Inventory on the ribbon.

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.

Retrieve Data from Zoho Inventory

To insert data into Zoho Inventory, you will first need to retrieve data from the Zoho Inventory table you want to add to. This links the Excel spreadsheet to the Zoho Inventory table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Zoho Inventory button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Contacts table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Zoho Inventory

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Zoho Inventory, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Contacts sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.