Connect your Zoho CRM to Spreadsheets

• Google Sheets
• Microsoft Excel

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Why use Superjoin’s Google Sheets-Zoho CRM Integration?

Quick and Easy Integration

We’ve meticulously organized the data points to ensure easy accessibility in a format you’re already familiar with.

Preview your imports visually

Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing.

Automatic Refreshes

Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date.

Power of Google Sheets

Benefit from Google Sheets’ collaborative data analysis & other powerful capabilities.

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Step-by-step walkthrough: How to connect Zoho CRM to Google Sheets.

1

Get Add-ons

Select Add-ons and choose Get Add-ons. This action will redirect you to the Google Workspace Marketplace.

2

Search Superjoin

In the Google Workspace Marketplace pop-up window, search for “Superjoin”.

3

Click on Install

Click on Extensions from the Google Sheets menu.

Note: For the best experience, install Superjoin where there’s only a single account is logged in the Chrome profile.

4

Launch Superjoin

Once installed, navigate back to the Extensions menu tab in Google Sheets. Launch Superjoin from here. You should now see Superjoin running as a side panel on the right side of your screen.

5

Pick Zoho CRM

Select Zoho CRM from the list of available data sources.

6

Connect your account

• Select the Region where your Zoho CRM account is hosted.
• Click on the Authorize button.

7

Sign-in to Zoho CRM

• You will be redirected to the Zoho CRM sign-in page.
• Sign-in to your Zoho CRM account using credentials or other providers.

8

Allow Superjoin to access Zoho CRM data

• Click on the Accept button to allow to allow Superjoin to access your Zoho CRM data.

9

Authorization success screen

• You will see a success screen once the authorization is successful.

10

Select your Object

Now select the objects from the list you want to import from.

11

Select filters

Select the items that you want to filter. These filters depend on the type of object you have selected. For example,

Object Type	Filter Name
User	Type
User Territories	Config
Modules	Status

12

Enter Limit (Optional)

Optionally, enter the Limit of rows you want to write on Google Sheet, default is 50,000.

13

Click Import

Now simply click on the Import button to bring this selected data into your Google Sheets. This will pull the data and then start importing it into your Google Sheet.

14

Data pulled! Setup a auto-refresh schedule.

Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule. This way, you won’t need to manually update your Zoho CRM data in Google Sheets to reflect changes from the source.

Learn more about how to set up auto-refresh schedules here.

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Why use Superjoin’s Excel-Zoho CRM Integration?

Quick and Easy Integration

We’ve meticulously organized the data points to ensure easy accessibility in a format you’re already familiar with.

Preview your imports visually

Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing.

One-Click Refreshes

Enjoy one-click refreshes to ensure your sheets are always up to date.

Power of Microsoft Excel

Benefit from Microsoft Excel’s powerful data analysis & visualization capabilities.

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Step-by-step walkthrough: How to connect Zoho CRM to Microsoft Excel

1

Launch Add-ins

Click on Add-ins on the right side of the Excel toolbar.

2

Get Add-in

Click on the searchbar and type “Superjoin”. The results would show our add-in under the More search results section.

3

Authenticate with your Microsoft Account

Once Superjoin launches as a side panel, just click on Sign in with Microsoft and follow the steps to authenticate your Microsoft Office account with Superjoin.

4

Launch Superjoin

You should now see Superjoin running as a side panel on the right side of your screen.

5

Navigate to Queries

To begin, you can navigate to Queries, choose to Create new query.

6

Connect a New Source

Navigate to Sources, select Connect to a new source and search for Zoho CRM.

7

Connect your account

• Select the Region where your Zoho CRM account is hosted.
• Click on the Authorize button.

8

Sign-in to Zoho CRM

• You will be redirected to the Zoho CRM sign-in page.
• Sign-in to your Zoho CRM account using credentials or other providers.

9

Allow Superjoin to access Zoho CRM data

• Click on the Accept button to allow Superjoin to access your Zoho CRM data.

10

Authorization success screen

• You will see a success screen once the authorization is successful.

11

Select your Object

After connecting your account, you’ll be prompted to select the objects from the list you want to import data from.

12

Apply Filters

Select the items that you want to filter. These filters depend on the type of object you have selected. For example:

Object Type	Filter Name
User	Type
User Territories	Config
Modules	Status

13

Set Row Limit (Optional)

Optionally, enter the limit of rows you want to import into your Excel worksheet. The default is 50,000.

14

Import Data

Click on the “Import” button to bring your selected Zoho CRM data into Microsoft Excel. This will pull the data and then start importing it into your Excel worksheet.

15

Refresh Your Data

Your data has been imported successfully! You can refresh your data at any time by clicking the refresh button in the Superjoin panel.

You can set up one-click refreshes to ensure your Excel data stays up-to-date with your Zoho CRM.

Hope this guide helped you connect Zoho CRM to your spreadsheet using Superjoin.

If you have any questions or need further assistance, please don’t hesitate to reach out to our support team at [email protected]. Thank you!