Zoho CRM ODBC Driver for Microsoft Excel Connection

Accessing the Zoho CRM database can be fast and seamless by using the Open Database Connectivity (ODBC) solution. Providing full interoperability, the ODBC driver for Zoho CRM allows you to access live Zoho CRM data directly from Microsoft Excel. It enables you to retrieve data to Microsoft Excel, and review and modify these data right in this application.

Zoho CRM Key Features

Customization and flexibility
Forecasting and analytics
Files sync and share
Sales automation

Microsoft Excel Key Features

Pivot table reports
Data sorting, filtering and storing
Calculating large data
Database creation possibility

Direct Connection

Our data connector enables various ODBC-aware applications to establish a direct connection to Zoho CRM via TCP/IP to eliminate the need for a Zoho CRM client. A direct connection increases the speed of data transmission between Microsoft Excel and Zoho CRM for real-time analytics. It streamlines the deployment process since there is no need to distribute any additional client-side software with the ODBC driver for Zoho CRM.

What are some reasons to choose Devart ODBC Driver for Zoho CRM?

Integration

ODBC Driver for Zoho CRM is compatible with Microsoft Excel allowing extraction of data by executing SQL statements.

Platforms Variety

ODBC Driver for Zoho CRM can be used with 32-bit and 64-bit applications on both x32 and x64 platforms, so there is no need to additionally configure the driver, applications, or environment.

Fully Unicode-Compliant Driver

With our fully Unicode-compliant driver, you can properly retrieve and modify any data in multilingual Zoho CRM databases, regardless of their character set: Latin, Cyrillic, Hebrew, Chinese, etc., and in any language environment.

How to download, install, and configure ODBC Driver for Zoho CRM?

Windows

Step 1. Download and install the driver

Download the driver. Run the installer and follow the instructions in the wizard. Open ODBC Data Sources. In the System DSN tab, click Add. Select the needed driver and click Finish.

Step 2. Activate the driver

In the License tab of the Configuration dialog, click Input Activation Key and enter your key. Click OK.

Step 3. Configure the Data Source Name (DSN)

In the General tab of the Configuration dialog, fill in the fields with the database connection data. To test the connectivity, click Test Connection. To save the DSN, click OK.

How to Import Zoho CRM Data to Excel

Step 1

Click the Data in Excel. Expand the Get Data drop-down list and click From other sources >From ODBC.

Step 2

In the From ODBC dialog, choose your DSN. Additionally, you can enter an SQL statement that will be executed right after establishing a connection to the data source. Click Ok.

Step 3

In the Navigator window, select the table you want to retrieve data from and click Load . The data from the table will be displayed in the Excel spreadsheet where you can further work with it.

Advantages of Connectivity to Zoho CRM from Microsoft Excel via ODBC Driver

Secure Connection

Every operation with Zoho CRM becomes significantly faster using such capabilities of our driver as local data caching, connection pooling, and much more.

Working with Microsoft Excel using Multiple Functions

Using Microsoft Excel, you can create tables, add data, select, delete, sort, edit, combine data from several database tables, and find unique values quickly and easily.

ODBC Conformance

The driver fully supports the ODBC interface, its data types, and functions. It offers advanced connection string parameters and allows any ODBC-compliant desktop or web application to connect to Zoho CRM from Microsoft Excel on various platforms.

Simple SQL Querying on Microsoft Excel Files

Microsoft Excel processes SQL through its SQL dialect. Using ODBC connection, it is simple to execute different SQL queries to retrieve entire tables or specific columns from Excel, filter data, format data, numbers, etc.

Cost-Effective Deployment

Installing the driver is easy with the standalone installation file. There is no need in deploying and configuring any additional software which results in a reduction in deployment costs.

Sharing Your Data with Microsoft Excel

You can share your data with other users in Microsoft Excel quickly and easily. Upload your Microsoft Excel data to the SharePoint lists so that it can be available for you and others to use to create reports, data models, dashboards, etc.