Zoho Projects

Google Sheets + Zoho Projects Integration

Query from Zoho Projects 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, PayPal, etc.

It is available in the Google Workspace Marketplace. Please check the 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 data from Zoho Projects entities and store it into a spreadsheet - Query

Zoho Projects

Sheet Director

Google Sheets

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

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