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 :

  • Select Zoho Expense from the list of applications.

  • Select Service.

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.

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