Zoho Desk

Google Sheets + Zoho Desk Integration

Query from Zoho Desk 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, etc.

It is available in the Google Workspace Marketplace. Please check the 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 data from Zoho Desk objects and store it into a google sheet - Query

> Post data from spreadsheet to Zoho Desk - Post

> Synchronize data between spreadsheet and Zoho Desk - Synchronize

Zoho Desk

Sheet Director

Google Sheet

Demo Video: Integrate Google Sheets and Zoho Desk to pull and push data

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.

Sample Output

Google Sheet to Zoho Desk - Post

Entity
Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.

Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

Select the Status column
If 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 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)

Mapping
After selecting the entity it will ask for intelligent mapping
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 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 number of records ready to post
Click post now to post the records on Zoho Desk

Sample Output

It will show the counts of number of records posted successfully and failed to post

Google Sheet to Zoho Desk - Sync

Select service as Synchronize.

Select the entity and required values.
Select the Fields that you want to update.

Select the Max results required.

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Zoho Desk.

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and Zoho Desk.

Zoho Desk Wins
Google Sheet Wins

Zoho Desk Wins: Latest data from Zoho Desk will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Zoho Desk.

Note: The major requirement in synchronization is the 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 Desk Wins

Select Zoho Desk.
The latest updated data from Zoho Desk 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)

If your sourcesheet has data already, it will ask for mapping.
If your sourcesheet is empty, it will query the mentioned number of records from the app to sheet and then ask for the mapping.
You can click on Yes and proceed with Intelligent mapping or you can click on No and proceed with manual mapping.

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 data that are ready to be updated.
Also, the number of data that needs to be updated into Zoho Desk 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.

Google Sheet Wins

Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Zoho Desk.

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 data that are ready to be updated.
Also, the number of data that needs to be updated into Zoho Desk 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.

Zoho Desk

Google Sheets + Zoho Desk Integration

What is Sheet Director?

What is Zoho Desk?

Zoho Desk to Google Sheets: Use Case(s)

> Pull data from Zoho Desk objects and store it into a google sheet - Query

> Post data from spreadsheet to Zoho Desk - Post

> Synchronize data between spreadsheet and Zoho Desk - Synchronize

Zoho Desk

Sheet Director

Google Sheet

Demo Video: Integrate Google Sheets and Zoho Desk to pull and push data

Setting Up Zoho Desk in Sheet Director

Zoho Desk to Google Sheet - Query

Filters & Sorting

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho Desk - Post

Sample Output

Google Sheet to Zoho Desk - Sync

Synchronize settings:

Zoho Desk Wins

Sample Output

Google Sheet Wins

Sample Output

Sheet Director

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