Devart Excel Add-in for Zoho CRM

Work with live Zoho CRM data directly in Microsoft Excel.

Built for: CRM Developed by: Devart
  ( 1 )

Devart Excel Add-in for Zoho CRM allows you to connect Microsoft Excel to Zoho CRM, quickly and easily load data from Zoho CRM to Excel, instantly refresh data in an Excel workbook from Zoho CRM, edit these data, and save them back to Zoho CRM.
It enables you to work with Zoho CRM contacts, accounts, opportunities, leads, calls, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

Key Features:

  • Connect to Zoho CRM Directly from Excel
    You can connect Excel to Zoho CRM via Zoho CRM API v2, with OAuth authentication, or via Zoho CRM API v1, by specifying its authentication token.
  • Use Query Builder or SQL to Import Data You Need
    Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.
  • Instantly Refresh Data Whenever You Need
    It's very convenient to always have fresh data from Zoho CRM right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your Zoho CRM data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.
  • Edit Zoho CRM Data Like Usual Excel Spreadsheets
    To edit Zoho CRM data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it - add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.
    After you finish editing, simply click Commit to write changes to Zoho CRM or Rollback to cancel changes.

Tags

Deployment type API-built integrations
Published date Sep 11, 2017
Version 1.0
Category Analytics
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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