Connect Excel to Zoho Desk Using Add-In

Enhance your Zoho Desk experience with the Devart Excel Add-in for Zoho Desk. This powerful tool allows you to connect Microsoft Excel to Zoho Desk, facilitating quick and effortless data exchange between the two platforms.

Devart Excel Add-in for Zoho Desk that is designed to bridge the gap between Microsoft Excel and Zoho Desk allows you to:

Easily import data from Zoho Desk into Excel
Instantly refresh your Excel workbooks with up-to-date information from Zoho Desk
Make the necessary edits directly in Excel
Seamlessly syncing changes back to Zoho Desk
Benefit from the powerful functionality of Excel

Connect to Zoho Desk directly from Microsoft Excel

The Devart Excel Add-in for Zoho Desk enables you to connect directly to Zoho Desk from Excel, which is part of the Microsoft 365 suite of productivity tools. With this integration, you can conveniently manipulate Zoho Desk data within the familiar Excel interface. Additionally, you gain access to Excel's robust functionality, such as complex formulas, for enhanced insights and analysis of your Zoho Desk data.

Set up connection properties easily

Accessing your external data from Excel has never been easier. Simply navigate to the DEVART tab on the ribbon and select Get Data. This will open the Connection Editor dialog, where you choose your data source from the provided list. Then, specify the necessary connection parameters in the fields provided. To verify the connection properties, click Test Connection. Once all required parameters are set, proceed by clicking Next.

Set up connection properties from Excel to Zoho Desk

Take advantage of flexible data import

The add-in's robust Query Builder allows you to tailor your data import process to your exact needs. You can select the tables you want to import, apply specific conditions and filters for data retrieval, and define the sorting order to organize your data efficiently.

Additionally, you have the option to craft a custom query directly within the Query Builder interface or switch to the SQL Query tab to specify a SELECT statement for precise data extraction.

Preview data to be imported

The Devart Excel add-in for Zoho Desk enables you to preview the data to be exported and specify further options for importing data into Excel worksheets.

The preview functionality allows you to visually inspect the data before importing it, ensuring accuracy and completeness. This proves particularly beneficial when importing query results. This way, you will be sure you are getting the exact data you require.

Preview data to be imported - from Zoho Desk to Excel

Edit Zoho Desk Data like usual Excel spreadsheet

Access up-to-date Zoho Desk data right from your Excel workbook. With a simple click on the ribbon, refresh your analysis and charts to display the latest information. Editing Zoho Desk data in Excel is straightforward—activate the Edit Mode to perform tasks like adding or deleting rows and adjusting cell values, that are clearly highlighted for easy identification. After you finish your edits, simply confirm changes or revert them if needed. Additionally, the Devart Excel Add-in for Zoho Desk instantly validates data and flags errors for prompt correction.

Instant Data Validation - from Zoho Desk to Excel

Supported Data Sources

All sources
Supported databases
Supported cloud applications

Salesforce Marketing Cloud