Zoho Bigin
Google Sheets + Zoho Bigin Integration
Query from Zoho Bigin into Google Sheets or Post data from Google Sheets into Zoho Bigin or Synchronize data between Google Sheets and Zoho Bigin
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.Â
What is Zoho Bigin?
Zoho Bigin is a simple pipeline-centric CRM tool suitable for small businesses. With user-friendliness as its focal point, Zoho Bigin offers a suite of CRM features to streamline sales processes, close more deals, and accelerate growth. Moreover, you can easily upgrade to Zoho CRM once your business expands and outgrows Zoho Bigin.
Zoho Bigin to Google Sheets: Use Case(s)
> Pull data from Zoho Bigin objects and store it into a spreadsheet - Query
> Post data from Google Sheets into Zoho Bigin - Post
> Synchronize data between Google Sheets and Zoho Bigin - Synchronize
Zoho Bigin
Sheet Director
Google Sheets
Demo Video: How to integrate Google Sheets & Zoho Bigin?
Table Of Contents
Setting Up Zoho Bigin in Sheet Director
Choose App and Service :
Select Zoho Bigin from the list of applications.
Select Service.
Zoho Bigin ConfigurationÂ
Click on connect to Zoho Bigin to connect to Zoho Bigin so that you can pull data.Â
Zoho Bigin to Google Sheet – Query
If Zoho Bigin is connected successfully, the following screen appears.
Select the Module from the Module dropdown.
Note:Â
Before selecting fields, make sure you have given all the information above.
Select the required fields.
Select the maximum result that is required.Â
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 Bigin – Post
Entity
Select the entity object that you need to post to
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 the refresh icon on the side)
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 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 Spreadsheet)
Click on intelligent mapping to map the fields automatically.
Click on the “+” icon to add new mapping.
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 the Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields.
Click on execute will ask for confirmation.
Click save to save the service.
It will show the number of records ready to post.
Click post now to post the records on Zoho Bigin.
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Zoho Bigin – Synchronize
Select service as Synchronize Zoho Bigin.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Zoho Bigin.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Zoho Bigin.
Zoho Bigin Wins
Google Sheet Wins
Zoho Bigin Wins: Latest data from Zoho Bigin will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Bigin.
Note: The major requirement in synchronization is to 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 Bigin Wins
Select Zoho Bigin Wins.
The latest updated data from Creator 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 rows that are ready to be updated.
Moreover, the number of data that needs to be updated into Zoho Bigin 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.
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 Bigin.
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 rows that are ready to be updated.
Moreover, the number of data that needs to be updated into Zoho Bigin 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.