Zoho Projects to Google Sheets: Query from Zoho Projects into Google Sheets
What is Sheet Director?
Sheet Director is a G Suite 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,PayPal etc.
It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.
What is Zoho Projects?
Zoho Projects is an online project management software to create and manage projects efficiently.
Zoho Projects to Google Sheets: Use Case(s)
> Pull all data from Zoho Projects entities and store it into a spreadsheet.
Setting up Zoho Projects in Sheet Director
Choose App and Service:
Mention the required service name.
Select Zoho Projects from the list of applications.
Select service as Query into Sheet.
Zoho Projects Configuration
Select your data center(provide correct data center).
Click on Connect to Zoho Projects to connect to Zoho Projects
The Access request page will open
Click on Accept to connect with Zoho Projects
Zoho Projects to Google Sheet - Query
If Zoho projects is connected successfully the following screen appears.
Select the required Business
Select the Object as required.
For the objects like Project Task, Project Activities, etc. You need to select the project
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