Using CRM data in Sheets

Using CRM data in Sheets

I have many spreadsheets in Excel which help analyze Real Estate data. This involves comparing at least four properties with easily sourced data with about 30 standard fields per property. This would be IDEAL for mapping the data to selected fields and letting the Excel functions work. Manual entry is agonizing when Zoho clearly SHOULD be able to handle this, but not without great difficulty. I didn't buy Zoho One to become an expert coder and I'd rather not start into Creator. I simply don't have time to learn something so oblique to my business goals. I just want the values for "Name of Property" in CRM to feed to the "Name of Property" field in Sheets, "Value of Property" in CRM to be "Value of Property" in Sheets and so on. Currently, my Excel file is formatted with multiple pages with many different internal functions to help evaluate investment opportunities. Since these fields and functions are not in a table, dumping CSV data into the sheet would also require mapping of some kind. If I have to mimic the functions of Excel (Sheets) elsewhere in the CRM or Zoho universe, please point me in the right direction. Do I create a custom Evaluation module in CRM? Should I build it into the Deals module with the properties? It's so frustrating to feel so close, but have no idea how to proceed without logging months of trial and error. Copy-and-paste is a HUGE waste of time when I'm doing it HUNDREDS of times for a single evaluation. Avoiding just that was one reason for my plunge into Zoho in the first place.

Basically, I would like the functionality of fillable forms in Writer, but in Sheets. I know this is not presently available, but I would have great use for such a feature.  I also see value in keeping it all inside the CRM. Which direction would be most likely to provide a solution?  What are other people doing to evaluate CRM data like this?

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Connect with Zoho users from your industry, virtually!

                                                A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
                                              • Feature update: Advanced security settings

                                                We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now