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Import Zoho CRM Data to Google Sheets

In this guide, we will pull data from the Zoho CRM API directly into Google Sheets, using the API Connector add-on for Sheets. Zoho only supports authentication via OAuth2, so we’ll be connecting using API Connector’s built-in OAuth2 integration for Zoho.

OAuth2 is a paid feature, so please upgrade your account or install API Connector for a free trial.

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

If you haven’t connected API Connector to Zoho before, you’ll first need to initiate the connection as follows:

  1. Open up Google Sheets and click Add-ons > API Connector > Manage Connections.
  2. In the list of available connections, find Zoho CRM and click Connect.
    zoho-crm-img1
  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 in the Connections screen.
    zoho-crm-img3

PART 2: CREATE A ZOHO CRM API REQUEST URL

For our first request, we’ll keep it simple and get some basic information about your own Zoho account.

  • API root: https://www.zohoapis.com
  • Endpoint: /crm/v2/org

Putting it together, we get the full API Request URL.

https://www.zohoapis.com/crm/v2/org

PART 3: PULL ZOHO CRM API DATA INTO SHEETS

Now let’s enter that URL into API Connector and start importing Zoho data into Google Sheets.

  1. In the Create Request interface, enter the Request URL we just created.
    zoho-crm-img4
  2. We don’t need any headers for this API, so just leave that section blank.
  3. Under Authentication, choose Zoho CRM from the Connections dropdown.
    zoho-crm-img5
  4. Create a new tab and click ‘Set current’ to use that tab as your data destination.
  5. Name your request and click Run. A moment later you’ll see some information about your account populate your sheet.
    zoho-crm-img6

PART 4: MORE EXAMPLE API URLS

Now that we’ve validated the connection and shown how to connect, we can start pulling some more data. You can access the full list of metrics available in the Zoho CRM API here, but if you just want to get started, you can try the following URLs.

Note that by default, only 10 records will be returned. Add ?per_page=200 to the end of your URL to fetch up to 200 records (read more about this in the pagination section).

  • List of Accounts
    https://www.zohoapis.com/crm/v2/Accounts
    zoho-crm-img7
  • List of Leads
    https://www.zohoapis.com/crm/v2/Leads
    zoho-crm-img8
  • List of Contacts
    https://www.zohoapis.com/crm/v2/Contacts
  • List of Deals
    https://www.zohoapis.com/crm/v2/Deals
  • List of Campaigns
    https://www.zohoapis.com/crm/v2/Campaigns
  • List of modules
    https://www.zohoapis.com/crm/v2/settings/modules
  • List of CRM users
    https://www.zohoapis.com/crm/v2/users
  • Roles in your organization
    https://www.zohoapis.com/crm/v2/settings/roles
  • Metadata about the Leads module:
    https://www.zohoapis.com/crm/v2/settings/modules/Leads

PART 5: 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:

  • API Request URL: enter your request URL as usual, including the per_page=200 parameter, e.g. https://www.zohoapis.com/crm/v2/Leads?per_page=200
  • Pagination type: page parameter
  • Page parameter: page
  • Number of pages: enter the number of pages you’d like to fetch
    zoho-crm-img10

TECHNICAL NOTES

This integration pulls data from the Zoho CRM API into Google Sheets. It enables the following scopes

ZohoCRM.modules.READ –> Read all the resources in a module
ZohoCRM.org.READ –> Get org data
ZohoCRM.settings.READ –> Get metadata
ZohoCRM.users.READ –> Retrieve user data

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