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Import Zoho CRM Data to Google Sheets

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In this guide, we will pull data from the Zoho CRM API directly into Google Sheets, using the API Connector add-on for Sheets.

Contents

Before You Begin

Click here to install the API Connector add-on from the Google Marketplace.

Part 1: Connect to the Zoho CRM API

The easiest way to get started with the Zoho CRM API is through API Connector’s built-in integration.

  1. Select Zoho CRM from the drop-down list of applications
    zohocrm-application
  2. Under Authorization, click Connect to Zoho CRM
  3. You will be directed to Zoho and asked to authorize the connection. Click Accept.
    zoho-crm-img2
  4. You'll now be returned to your Google Sheet, and can verify that your Zoho CRM API connection is active.

Part 2: Pull Data from Zoho CRM to Sheets

Now that we’re connected, let’s pull some data into Sheets.

  1. Under Endpoint, select an endpoint. We'll start with /{module_api_name}, which lets us retrieve data from any of the modules in our account.
    zohocrm-endpoints
  2. Fill in the required module_api_name parameter and, optionally, any optional parameters.
  3. Select a destination sheet, name your request, and click Run.
    zohocrm-response

Part 3: Create a Custom Request

Alternatively, you can create a custom request instead of using API Connector’s built-in integration. When you create a custom request, you add your complete URL into the request URL field and select Zoho CRM from the dropdown OAuth menu.

To easily convert from a preset request to a custom API URL, tick the Add request URL box before running your preset request (under Output options). This will print out your complete API URL, which you can then copy/paste into the request URL field.

Part 4: Handle Pagination

Zoho limits the number of records returned in each request. By default, only 10 records will be returned unless you use the 'page' and 'per_page' parameters as described in their documentation.
zoho-crm-img9

In API Connector you can loop through these pages automatically with the pagination handling feature, like this:

  • Pagination type: page parameter
  • Page parameter: page
  • Run until: choose when to stop fetching data
    pagination-page-parameter

Part 5: API Documentation

Official API documentation: https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html

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