Zoho Expense

Google Sheets + Zoho Expense Integration

Query from Zoho Expense into Google Sheets.

What is Sheet Director?

Sheet Director is a Google Workspace 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 Google Workspace Marketplace. Please check the 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 - Query

Zoho Expense

Sheet Director

Google Sheet

Setting Up Zoho Expense in Sheet Director

Choose App and Service : 

Zoho Expense Configuration 

Zoho Expense to Google Sheet - Query

Filters & Sorting

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho Expense- Post


Source Sheet

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the count of number of records posted successfully and failed to post.

Google Sheet to Zoho Expense- Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Zoho Expense.

Conflict Resolution: 

Zoho Expense Wins: Latest data from Zoho Expense will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Zoho Expense.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Zoho Expense Wins

Sample Output

Google Sheet Wins

Sample Output