Create and manage data connections | Zoho Sheet Help Guide

How to create and manage data connections?

Data connections

Data connections help you pull in data from URLs, feeds, and other Zoho applications powered by Zoho Flow. 


To import data from a URL:

  1. Click on the Data > Data Connection > Create Connection.
  2. Choose to import from Feeds/URLs.

To import data from other Zoho applications:

  1. Click on the Data > Data Connection > Create Connection.
  2. From the Data Connection dialog box, choose the service you want to bring in data from.
  3. Click the Authenticate button.
  4. In the authentication window that opens, you'll be asked to Accept Zoho Flow's request to access data from the application you've chosen.
  5. Once the authentication is complete, choose the data that you want to import using the Data Connection dialog box.
  6. You can also fetch only the specific data from the desired service using the filter option. Click on the Filter option to filter data in the selected service by field.
  7. Once done, click Next.
                    Field - The field in which you wish to filter the data.
                    Condition - The condition based on which you wish to filter the data.
                    Value - The value you wish to be present in the filtered data.
  1. After you select data, you'll have to select a cell where the imported data will be displayed.  
  2. You'll also have to specify whether you want to import data from the connected application Only Once and Now, or Now, and Schedule Periodically.
  3. If you've chose to import data Now, and Schedule Periodically, you can choose how often to repeat the task.


  1. If there are more than 10000 records in a selected service, then only the recent 10000 records can be fetched.

A data link refers to the spreadsheet in which the data from the selected connection or service is fetched. To manage a data link:
  1. Click on the Data > Data Connection > Manage Connections > Data Links
  2. From the Data Link dialogue box, you can edit, delete, and refresh the data links.


To manage a connection: 

  1. Click on the Data > Data Connection > Manage Connections > My Connections.
  2. From the Manage Connections dialogue box, you can view the number of data connections, data links created under each connection, status of the connection, and also revoke, reconnect or delete a connection.
  3. If you wish to delete a connection, click on the bin icon alongside the connection you want to delete. 


To revoke authentication for a service:

  1. Click on Data > Data Connection > Manage Connections > My Connections
  2. From the Manage Connections dialogue box, you can revoke authentication by clicking the Revoke option beside a connection.

What applications does Zoho Sheet Data Connection support?

You can connect the following applications to Zoho Sheet to pull in data:
  1. Feeds/URLs
  2. Zoho CRM
  3. Zoho Analytics
  4. Zoho Creator
  5. Zoho Books
  6. Zoho Invoice
  7. Zoho Projects
  8. Zoho BugTracker
  9. Zoho Expense
  10. Zoho Inventory
  11. Zoho Desk
  12. Zoho Campaigns
  13. Zoho Forms
  14. Zoho Recruit
  15. Zoho Sprints
  16. Bigin

Pricing

We offer two different plans for data connection users, based on which the access to the number of active data links, number of data connections, hourly schedule and minimum schedule interval will differ. Users who have already purchased any of the Zoho products, like WorkDrive, Workplace, Office Suite and Zoho One bundles will have access to the features that come under the paid plan. 

Features
Paid plan
Free plan
Number of data connections
25
5
Number of data links per service
25
5
Number of data links per document
25
5
Hourly schedule support
Yes
No
Minimum schedule interval
1 hour
1 day


User-level permissions:
  1. Collaborators are restricted from editing, refreshing, or deleting the connections or links the owner created.
  2. However, collaborators associated with the spreadsheet can create, edit, refresh and delete their own data connections and data links.

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