How to update Zoho Projects from Excel

The CData Excel Add-In for Zoho Projects enables you to edit and save Zoho Projects data directly from Excel. This article explains how to transfer data from Excel to Zoho Projects. This technique is useful if you want to work on Zoho Projects data in Excel and update changes, or if you have a whole spreadsheet you want to import into Zoho Projects. In this example, you will use the Portals 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 Projects connection by clicking From Zoho Projects on the ribbon.

The connector uses OAuth to authenticate with Zoho Projects. CData Software has already registered an OAuth application with Zoho Project which is embedded and used to authenticate.

If you use the embedded credentials, set the InitiateOAuth connection property to "GETANDREFRESH".

If you would prefer to use your own custom OAuth app, see the Help documentation.

Retrieve Data from Zoho Projects

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

1. Click the From Zoho Projects button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Portals 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 Projects

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 Projects, 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 Portals 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.