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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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.Â
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
Demo Video: How to integrate Google Sheets & Zoho Expense?
Setting Up Zoho Expense in Sheet Director
Choose App and Service :Â
Select Zoho Expense from the list of applications.Â
Select Service.Â
Zoho Expense ConfigurationÂ
Click on connect to Zoho Expense to connect to Zoho Expense so that you can pull data.Â
Zoho Expense to Google Sheet - Query
If Zoho Expense is connected successfully the following screen appears.Â
Select the required fields.Â
Filters & Sorting
Configure Filter and Sort by to filter and sort the executed data.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service
Sample Output
Google Sheet to Zoho Expense- Post
Entity
Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell valueÂ
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Mapping
After selecting the entity it will ask for intelligent mappingÂ
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fieldsÂ
Click on execute will ask for confirmation
Click save to save the service
It will show number of records ready to post
Click post now to post the records on Zoho Expense
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Zoho Expense- Sync
Select service as Synchronize Zoho Expense.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Zoho Expense.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Zoho Expense.
Zoho Expense Wins
Google Sheet Wins
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
Select Zoho Expense.
The latest updated data from Zoho Expense will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Zoho Expense will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Zoho Expense.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Zoho Expense will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
