Zoho Desk
Zoho Desk to Google Sheets: Query from Zoho Desk 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 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 Desk?
Zoho Desk is context-aware customer service software that helps you put your customers at the heart of the company.
Zoho Desk to Google Sheets: Use Case(s)
> Pull all data from Zoho Desk objects and store it into a google sheet
Zoho Desk
Sheet Director
Google Sheet
Setting Up Zoho Desk in Sheet Director
Choose App and Service :
Select Zoho Desk from the list of applications.
Select Service.
Zoho Desk Configuration
Click on connect to Zoho Desk to connect to Zoho Desk so that you can pull data.
Zoho Desk to Google Sheet - Query
If Zoho Desk 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.
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