How to connect external apps to Zoho Sheet via data connection

How to connect external apps to Zoho Sheet via data connection

Zoho Sheet allows you to securely connect Zoho apps, third-party apps, and import data via data connection.
List of external apps supported in Zoho Sheet:
  1. Salesforce
  2. HubspotCRM
  3. QuickBooks
  4. Stripe
  5. Monday
  6. AirTable
  7. Xero
  8. Type Form
  9. Jira Cloud
  10. Google Sheets 

How to connect external apps to Zoho Sheet

  1. Navigate to Data > Data Connection > Connect External Apps.
  2. Select the preferred app and enter the service details (Client ID and Client Secret or API Key, based on the app you select) and click Authenticate.
Once you're done, you'll be redirected to sign in to the provider.

How to generate the Client ID and Client Secret 

For Salesforce: 

  1. Log in to Salesforce.
  2. Click Setup at the top-right corner of the page.
  3. From the Setup page side pane, under Apps, select App Manager.
  4. Click New Connected App in the top-right corner.
NotesIn newer Salesforce orgs (Summer 2025 and later), New Connected App may be replaced with New External Client App. From the Setup page side pane, navigate to External Client Apps > External Client App Manager.
  1. Click New External Client App.
  2. In the Basic Information drop-down, enter the External Client App name, API Name, Contact Email, and Distribution State.
  3. Scroll down and under the API (Enable OAuth Settings) drop-down, check off the Enable OAuth button.
  4. Enter the Callback URL and OAuth scopes.
  5. Click Create.
  6. Go to the Settings tab and click the OAuth Settings drop-down. Click Consumer Key and Secret under App Settings. This willtake you to a new window where you enter the verification code and click Verify.
  7. Once verified, you can view the Consumer Key and Secret. Copy them.
  8. Go to Zoho Sheet and paste the Consumer Key and Secret and click Authenticate.
 
Notes

Redirect URL: https://<sheetBaseUrl>/sheet/dataconnection/oauthcallback



Scope Label (Salesforce UI)
Scope value
Access and manage your data API
api
Perform requests on your behalf at any time
refresh_token




 For Hubspot: 

  1. Log in to Hubspot.
  2. Click the Settings gear icon at the top right.
  3. From the left side pane, navigate to Integrations > Legacy Apps.
  4. Click Create legacy app at the top right.
  5. From the Create Legacy App dialog, click Public.
  6. In the App Info tab, enter the basic information, including the name of the app you're creating and a description.
  7. Switch to the Auth tab to enter the Redirect URLs and Scopes.
  8. Click Add new scope to add the list of scopes. Select the scopes and click Update.
  9. Click Create app at the bottom.
  10. Copy the generated Client ID and Client Secret.
  11. Go to Zoho Sheet and paste the Client ID and Client Secret, then click Authenticate

Notes

Redirect URL: https://<sheetBaseUrl>/sheet/dataconnection/oauthcallback

Example: https://sheet.zoho.com/sheet/dataconnection/oauthcallback


Scope
Purpose
crm.objects.contacts.read
Read contact records
crm.objects.companies.read
Read company records
crm.objects.deals.read
Read deal records
crm.schemas.contacts.read
Read contact property metadata/schema
crm.schemas.companies.read
Read company property metadata/schema
crm.schemas.deals.read
Read deal property metadata/schema
crm.objects.owners.read
Read record owner details
crm.objects.commercepayments.read
Read commerce/payment-related records
tickets
Access ticket-related data
oauth
Required for Oauth authentication




 For Monday: 

  1. Log in to Monday.com 
  2. Click your profile icon in the top-right and select Developers
  3. From the dashboard, click Create app.
  4. From the Create new app dialog, enter the App name and App Slug, then click Create app.
  5. From the side pane, click OAuth & permissions. Select the list of required scopes from the Scopes tab, then click Save Scopes. Switch to the Redirect URLs tab to enter the Redirect URL, then click Save Scopes.
  6. Now go to the side pane and click General settings to copy the Client ID and Client Secret.
  7. Go to Zoho Sheet and paste the Client ID and Client Secret and click Authenticate.
  8. On the authorization page that opens, review the requested permissions and click Authorize.
Notes

Redirect URL: https://<sheetBaseUrl>/sheet/dataconnection/oauthcallback


 For Typeform: 

  1. Log in to Typeform.
  2. Click your username drop-down in the top-left and select Developer apps.
  3. Click Register a new app.
  4. From the pop-up dialog, enter the app name, website, redirect URI, developer email, and click Register app.
  5. Copy the client secret that's been generated and click Got it. You can find the Client ID under the app you created.
  6. Go to Zoho Sheet, enter the Client ID and Client Secret, then click Authenticate
Scope
Purpose
forms:read
Read forms definitions and structure
responses:read
Read form responses and submissions
offline
Enables refresh tokens for long-lived sessions




 For Jira: 

  1. Click the Create drop-down at the right and select OAuth 2.0 integration.
  2. Enter the app name, read and agree to the terms, and click Create.
 
To setup permissions:
  1. From the left side pane, click Permissions. From the list of API names, add Jira API by clicking on Add.
  2. Click Configure to set the scopes.
  3. Navigate to Classic scopes > Jira platform REST API and click Edit Scopes. Select the suitable scopes (read:jira-work and read:jira-users)for your app and click Save. Similarly, under Jira Service Management API, click Edit Scopes and select the required scopes (read:servicedesk-request) and Save.
To setup Authorization:
  1. From the left side pane, click Authorization. You'll see OAuth 2.0 (3LO) as the authorization type. Click Add.
  2. Enter the Callback URL and click Save changes.
  3. Go to Settings in the left side pane. Under Authentication details, you'll find the Client ID and Secret. Copy them.
  4. Go to Zoho Sheet and paste the Client ID and Client Secret and click Authenticate
Scope
Purpose
openid
Required for OpenID Connect
email
Access the account email address
Read and access Google Sheets data
Read Google Drive files




For Google Sheets: 

  1. Go to console.google.cloud.com and sign in.
  2. Click Select a Project from the left side top bar and select the preferred project from the list. Otherwise, click New Project to create a new project.
  3. Enter the project name and parent resource and click Create.
 
To enable APIs:
  1. From the left side pane, navigate to APIs & services > Enabled APIs & services. In the search bar at the top, search for Google Sheets API and click Enable. Similarly, search for Google Drive API and click Enable.
 
To configure OAuth consent screen:
  1. From the left side pane, navigate to APIs & services > OAuth consent screen.
  2. Under the Audience tab, click Get started. Enter the app information, audience, contact information, etc and click Create.
  3. Switch to the Data Access tab and add the required scopes and click Update.
  4. Switch to the Clients tab and click Create Client from the top bar. Select Web application from the Application type drop-down.
  5. Click Add URI under Authorized redirect URI and add the URI.
  6. Click Create. Copy the Client ID and Client Secret.
  7. Go to Zoho Sheet and paste the Client ID and Client Secret and click Authenticate.
 
Notes

Redirect URL: https://<sheetBaseUrl>/sheet/dataconnection/oauthcallback


ScopePurpose
openidRequired for OpenID Connect
emailAccess the account email address
https://www.googleapis.com/auth/spreadsheetsRead and access Google Sheets data
https://www.googleapis.com/auth/drive.readonlyRead Google Drive files


For Airtable: 

  1. Log in to Airtable
  2. Click your profile icon and select Builder Hub.
  1. Select OAuth integrations in the left side pane and click Register an OAuth integration. Enter the integration name and OAuth redirect URLs and click Register Integration.
 

 

 

  1. Once you register, under Developer details, you'll find the Client ID. Click Generate client secret to get the client secret. Once the client secret is generated, copy it.

  1. Under Scopes, select data.records.read (to read records from Airtable bases) and schema.bases.read (to read the structure/schema of bases and tables).  

Notes

Redirect URL: https://<sheetBaseURL>/sheet/dataconnection/oauthcallback

Example: https://sheet.zoho.com/sheet/dataconnection/oauthcallback

 

Scopes:

Scope

Purpose

data.records:read

Read records from Airtable bases

schema.bases:read

Read the structure/schema of bases and tables

 

 

 

 

  1. Once you're done, click Save changes.

 

 

 

  1. Go back to Zoho Sheet, paste the Client ID and Client Secret under the Airtable authentication dialog.
 

 

  1. Once you've authenticated, select the data fields. 

For Xero: 

  1. Log in to Xero.
  2. Go to My Apps in the top navigation pane and click New app.
  3. Enter the app name and OAuth 2.0 redirect URI.
  4. Once you're done, click Create app.
  5. Click configuration in the left side pane, you'll find the Client ID. Click Generate client secret to generate the client secret.
  6. Go to Zoho Sheet and paste the Client ID and Client Secret, then click Authenticate

Scope

Purpose

openid

Required for OpenID Connect authentication

profile

Access basic profile information

email

Access the account email address

offline_access

Enables refresh tokens for long-lived sessions

accounting.settings.read

Read organisation settings and details

accounting.contacts.read

Read contacts (customers, suppliers)

accounting.transactions.read

Read invoices, bills, and transactions




For Quickbooks: 

Go to developer.intuit.com and log in.
 
To create a workspace:
  1. From the dashboard, go to My Workspaces and click the + icon to create a new workspace.
  2. From the Create a Workspace window, enter the workspace name, company, and contact details and click Next.
  3. Your workspace has now been created. Click Open workspace.
 
To create an app inside the workspace:
  1. Go to your workspace and click the + icon under the Apps tab.
  2. Enter the app name, basic details, and permissions, then click Next.
  3. Your app has now been created. From the app's confirmation screen, toggle the Show Credentials switch to view your app's Client ID and Client Secret. Copy them.
  4. Go to Zoho Sheet, paste the Client ID and Secret, and click Authenticate

Scope

Purpose

com.intuit.quickbooks.accounting

Access QuickBooks accounting data

openid

Required for OpenID Connect authentication

profile

Access basic profile information

email

Access the account email address





 For Stripe: 

  1. Log in to the Stripe.com dashboard.
  2. From the Stripe dashboard, click the Settings icon at the top-right corner.
  3. Click Developers under Personal Settings.
  4. Click API Keys.
  5. Under API keys > Restricted keys, click Create Restricted key.
  6. From the Create a restricted key dialog, select the appropriate key usage option and click Continue.
  7. In the Choose a permission template dialog, select a permission template and click Continue.
  8. Enter a name for the restricted API key in the Key name field and click Create Key at the bottom.
  9. From the Your New API Key dialog that opens, copy the API key.
  10. Go to Zoho Sheet and paste the API key and click Authenticate


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