How to Connect Excel to Zoho Desk

Zoho Desk is a widely-used helpdesk solution that many businesses rely on to manage customer queries and feedback across various channels. Zoho Desk enables users to understand customer needs and issues while tracking essential metrics. However, the Zoho Desk's built-in tools for data handling may be insufficient for some scenarios.

Many turn to Excel for data analysis, reporting, and manipulation due to its powerful features like calculations, formulas, and pivot tables. Therefore, the need for simple and efficient integration between Excel and Zoho Desk is clear.

Devart's Excel Add-in for Zoho Desk allows users to connect Excel to Zoho Desk directly and perform various tasks, including:

Precisely selecting the data to import
Retrieving data using dedicated SQL queries
Previewing data before importing from Zoho to Excel
Refreshing data within the Excel worksheet
Live editing data with all changes highlighted
Updating Zoho Desk data with changes made in Excel

This article will explore using this Zoho Desk Excel connector, focusing on establishing the connection, importing data, editing it, and directly uploading Excel to Zoho Desk.

Configure connection to Zoho Desk

Start by downloading and installing the Excel Add-in for Zoho Desk. Open your Excel worksheet and navigate to the new tab labeled Devart on the ribbon. Click Get Data to start the process of connecting to Zoho Desk.

View the available options on the Devart tab

In the Import Data Wizard, select Zoho Desk from the Data Source list.

Then specify the Zoho Desk connection parameters: select the Data Center and generate the Refresh Token.

Choose the required Data Center from the list, matching the one you use online.
Click Web Login to generate the Zoho Desk Refresh Token. This will redirect you to the Zoho portal. Log in with your credentials and grant access to Zoho Desk data by clicking Accept.

The generated token will be automatically inserted into the connection parameters of the Excel add-in.

For more precise settings, click Advanced to view the available options. All the parameters will be reflected in the Zoho Desk connection strings in the Import Data Wizard.

Consider the following optional parameters:

Allow saving add-in specific data in Excel worksheet: When checked, it stores specific details like queries in Excel.
Allow saving connection string in Excel worksheet: When checked, it reuses the connection settings whenever you load or reload data.
Allow saving security info: When checked, it reuses the security settings for every new connection.
Allow reuse connection in Excel: This parameter is unchecked by default. When enabled, it allows you to reuse the Zoho Desk connection across other Excel workbooks. You can save the specific connection and refer to it in the Manage Connections list.

Finally, click Test Connection to verify that all details are correct.

Import data from Zoho Desk

After successfully connecting to Zoho Desk, you can configure how to load Zoho Desk data into Excel by following these steps:

In the Import Data Wizard, click Next. Choose the data source (specific table) and the columns containing the data you need.

Select the table to import the data from into Excel

You can refine your data selection by adding specific criteria and filters. In the box on the right, you can configure the basic query visually. For more sophisticated query syntax, switch to the SQL Query tab in the same window.

Construct and apply the SQL query to select and import data

Preview your selection to ensure it meets your requirements. If needed, you can return to the previous tab and adjust your data import parameters at any time. When ready, click Finish to load Zoho Desk data into your Excel worksheet.

Preview the selected data before importing it into Excel

The selected data will now be available in your Excel worksheet.

Live edit Zoho Desk data

To start working with the imported Zoho Desk data, click Edit Mode. This enables the functionality to amend the data and save changes.

Enable the Edite mode to make and save changes

Note: Some data portions may not be editable; these records will be greyed out in the Excel window.

You can delete and insert rows with new data, edit cell contents, and perform other standard Excel actions. For instance, to insert a new row, enter the necessary values into the last table row highlighted in green in your Excel sheet.

All changes are highlighted in yellow.

To ensure you are working with the latest data, you can reload the data from Zoho Desk. Click Refresh, and the data will be updated accordingly.

If you make any mistakes, click Rollback to revert all changes and return to the original data version.

Click Rollback to return to the initial data version

Upload Excel data into Zoho Desk

The edited data in Excel is not automatically synchronized with Zoho Desk. You must upload it from Excel to Zoho Desk. Devart's Excel Add-in for Zoho Desk provides this functionality.

To apply local changes made in Excel to your Zoho Desk account, click Commit on the ribbon and confirm the action to upload Excel to Zoho Desk instantly.

This way, the Excel Add-in for Zoho Desk allows you to efficiently work with Zoho Desk data in Excel, using all of Excel's advanced data processing features.

Conclusion

As Excel is the most popular tool for data processing, many users prefer it for managing Zoho Desk data. Devart's Excel Add-in for Zoho Desk serves as an efficient solution for direct data transfer between Zoho Desk and Excel, allowing for quick and simple connections, efficient data editing, and committing changes from Excel back to Zoho Desk.

The Excel Add-in for Zoho Desk is available separately or as part of the Universal Pack, which includes dedicated solutions for over 20 different data sources, including databases and cloud data platforms.