Zoho Expense to Google Sheets: 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.
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.
Filters & Sorting
Configure Filter and Sort by to filter and sort the executed data.
Configure the destination settings to save the executed data.
Switch on Run automatically to execute services automatically in background.
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