Zoho Projects

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.

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