Devart Excel Add-in for Zoho

Edit Zoho CRM data in Excel
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Publisher

Devart

Subcategories

Connectivity Drivers & ETL Integrations

Average rating

Deze score is berekend door AI op basis van publiek beschikbare informatie.
4.5 / 5

About this software

Devart Excel Add-in for Zoho CRM connects Microsoft Excel (Windows) to Zoho CRM so users can load, refresh, and edit CRM data within workbooks. It provides a visual Query Builder, SQL support, data preview, instant validation, and Edit Mode for making changes that can be committed or rolled back to Zoho CRM. The add-in uses Zoho API v2 with OAuth authentication and requires Microsoft Excel on Windows plus .NET Framework and VSTO runtime.

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Devart Excel Add-in for Zoho

Devart Excel Add-in for Zoho
In Stock
Delivery: 1 working day

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Price on request

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Benefits

  • Direct Excel integration: Connect and pull Zoho CRM records directly into Excel.
  • Editable live data: Edit CRM rows in Excel and commit changes back.
  • Flexible data queries: Use visual Query Builder or SQL for precise imports.
  • Instant refresh and validation: Refresh worksheets from Zoho CRM and validate entries instantly.
  • Windows-only compatibility: Integrates with Microsoft Excel on Windows; requires .NET and VSTO.

Available languages

  • English

Support information

  • Documentation center: Access online documentation, how-to articles, and downloadable CHM help files for installation and usage.
  • Community forum: Join forums to ask questions, find solutions, and view user discussions about the add-in.
  • Submit support requests: Create support tickets on Devart site; some requests require authentication on a Devart account.
  • Priority support option: Priority Support is available to customers with active subscriptions or purchased Priority contracts.
  • Product downloads: Downloads and product updates are available to licensed users during active subscription periods.

Frequently asked questions

How does the add-in connect to Zoho CRM?
The add-in uses Zoho API v2 with OAuth web login to obtain refresh tokens; API v1 authentication tokens are deprecated and no longer recommended.
Can users edit and save CRM records from Excel?
Yes — use Edit Mode to modify rows, then Commit to write changes or Rollback to cancel; edits are validated and highlighted.
Which Excel and operating system versions are supported?
Devart supports Microsoft Excel for Windows; compatible Excel versions include 2007 through 2021, and Windows 11 is supported per product updates.
Does the add-in support SQL queries for data selection?
Yes; it provides a visual Query Builder and advanced SQL support, including a local SQL engine for complex queries.
Can the add-in be purchased with other Devart packs?
Yes; it can be installed separately or obtained as part of Devart's Excel Add-ins Universal or Cloud Pack bundles.