Excel Add-In for Zoho CRM for Windows

Name: Excel Add-In for Zoho CRM
Rating: 4 (1 reviews)
Author: CData

By CData
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Developer’s Description

By CData

Connect Excel with Zoho CRM data.

The Zoho CRM Excel Add-In is a powerful tool that allows you to connect with live Zoho CRM account data, directly from Microsoft Excel. Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Zoho CRM tables of data. *Key Features:-Completely self-contained; no additional software installation is required.-The Excel Add-In for Zoho CRM is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.-Modify and delete Records.-Quickly export and backup data.-Operate on data with Charts and Pivot Tables.*Easy-To-Use, Straightforward Configuration:1-Install the Add-In2-Login with User & Password3-Select TablesInstalling any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Zoho CRM Data.