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.
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 support@superjoin.ai. Thank you!
