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.

Purchase

Devart Excel Add-in for Zoho

Devart Excel Add-in for Zoho
In Stock
Delivery: 1 working day
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€103.24
Free and without obligation

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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

What is Devart Excel Add-in for Zoho?
An Excel add-in that connects Excel to Zoho services, enabling import, analysis, and management of Zoho data directly within spreadsheets.
How does the add-in integrate with Excel?
It integrates into the Excel interface and provides commands to fetch Zoho data, map fields into worksheets, and refresh imported datasets.
Can I edit Zoho data from Excel and push changes back?
Depending on configured actions and permissions, the add-in can load Zoho records into worksheets and offer options to submit or update data back to Zoho.
How are authentication and data security handled?
Authentication is handled via the supported Zoho authentication workflow and connections use secure network communication; credentials are managed by the add-in according to configured access settings.