Zoho Expense to Google Sheets: Query from Zoho Expense into Google Sheets.
What is Sheet Director?
Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.
It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.
What is Zoho Expense?
Zoho Expense automates business and travel expense management. It dramatically reduces the time required to record receipts, prepare expense reports and get them approved.
Zoho Expense to Google Sheets: Use Case(s)
> Pull data from Zoho Expense objects and present it into a Google Sheets.
Setting Up Zoho Expense in Sheet Director
Choose App and Service :
Select Zoho Expense from the list of applications.
Zoho Expense Configuration
Click on connect to Zoho Expense to connect to Zoho Expense so that you can pull data.
Zoho Expense to Google Sheet - Query
If Zoho Expense is connected successfully the following screen appears.
Select the required fields.
Click on '+' button below Filter(s) to add filter.
Click on '+' button below Sort By to add sorting.
Select the maximum result that is required.
Select the required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.
Switch on Run automatically to execute services automatically in background.
Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.
Click on execute to pull the data into sheet
Click save to save the service