How to integrate the zoho sheets with your Application

How to integrate the zoho sheets with your Application

Hello Zoho Developers,

Here are some tricks and ideas for Zoho Sheets.

Zoho sheets.

Zoho Sheet is an online spreadsheet application that's part of the Zoho Suite. 
It allows users to create, edit, and share spreadsheets in real-time, similar to other spreadsheet tools like Microsoft Excel or Google Sheets.
Here are some key features of Zoho Sheet.

1. Collaboration:
Multiple users can work on the same spreadsheet simultaneously, with real-time updates and communication tools like comments and chat.

2. Data Analysis:
It offers various data analysis tools such as pivot tables, charts, and data validation options to help users manage and analyze their data effectively.

3. Formulas and Functions:
Zoho Sheet supports a wide range of formulas and functions for complex calculations, including financial, statistical, and logical functions.

4. Integration:
It integrates with other Zoho applications and third-party services, including Google Drive, Dropbox, and Microsoft Office, making it easy to import and export data.

5. Automation: 
Users can automate repetitive tasks using macros and scripts, and set up notifications for changes or specific events.

6. Customization:
Offers customization options for cells, rows, and columns, as well as themes and formatting tools to tailor spreadsheets to specific needs.

7. Security:
Provides features like role-based permissions and data encryption to ensure data security and control over access.

8. Offline Access:
Users can access and edit spreadsheets offline, with changes synced when the user is back online.

Zoho Sheet is part of Zoho’s broader suite of productivity tools, which also includes email, CRM, and project management software.

Zoho Sheets supports these formats 
XLSX, XLSM, and XLS file formats, including files with VBA macros.

How do you integrate Zoho Sheets with your application.

1. Create a zoho sheets.
2. Take the resource ID, Each Zoho sheet has a unique identifier called a resource ID.
3. The first step is to retrieve the zoho sheet using the API.
4. Set the parameters (you need to pass the Parameter Map) according to your requirements.

 4(a). If you want to fetch the data from the sheet

resourceId = "zoho sheet resource id";
searchmap = Map();
searchmap.put("method","worksheet.usedarea");
searchmap.put("worksheet_name","Sheet1");
UsedCells = invokeurl
[
type :GET
parameters:searchmap
connection:"crm_conn"
];
info UsedCells;

// Get the used area from the sheet.
used_row_index = UsedCells.get("used_row_index");
used_column_index = UsedCells.get("used_column_index");


 4(b). If you want to set the value in a particular cell

paramMap5 = Map();
paramMap5.put('method','cell.content.set');
paramMap5.put('worksheet_name','Sheet1');
paramMap5.put('row',1);
paramMap5.put('column',1);
paramMap5.put('content',smaplevar);
response5 = invokeurl
[
type :POST
parameters:paramMap5
connection:"crm_conn"
];
info response5;

 4(c). If you want to clear the sheet.
Cleadatamap = Map();
Cleadatamap.put("method","range.content.clear");
Cleadatamap.put("worksheet_name","Sheet1");
Cleadatamap.put("start_column","1");
Cleadatamap.put("end_column",used_column_index);
Cleadatamap.put("start_row","3");
Cleadatamap.put("end_row",used_row_index);
ClearData = invokeurl
[
type :POST
parameters:Cleadatamap
connection:"crm_conn"
];

5. When you create your data map to generate a sheet, use the Create API for Zoho Sheet.

paramMap2 = Map();
paramMap2.put('method','worksheet.records.add');
paramMap2.put('worksheet_name',"Sheet1");
paramMap2.put('header_row',2);
paramMap2.put('json_data',dataList11);
response1 = invokeurl
[
type :POST
parameters:paramMap2
connection:"crm_conn"
];
info response1;

Use the Zoho Sheet API from this link: https://www.zoho.com/sheet/help/api/v2/.


Thanks & Regards
Saurav Nigota
Zoho Developer || Dotsquares 


      • Sticky Posts

      • What's new in Zoho Sheet: Simplify data entry and collaboration

        Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
      • Introducing Forms in Zoho Sheet

        We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
      • Slicers are now available in Zoho Sheet—filter your data interactively

        At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,
      • Introducing Data Bars: Graphically represent changes in data within the cells

        Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method
      • Feature enhancement: Highlight rows based on a cell value

        Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

        • Recent Topics

        • How to Filter timewise question to check uploaded one month or two months before in these community question ?

          i want to find the question that is asked some month or before any particular year, so how can i filter it ?
        • Proposal for Creating a Unique "Address" Entity in Zoho FSM

          The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
        • Workflow Down/Bug

          We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
        • Service Locations: Designed for Shared Sites and Changing Customers

          Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.
        • Can I re-send the Customer Satisfaction Survey after a ticket closure?

          Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
        • Filter contacts based on selected category in Zoho Desk ticket

          Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
        • Assign Income to Project Without Invoice

          Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time
        • Tracking Non-Inventory Items

          We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
        • Profile Page View Customization

          I need to change the fields, sections from the profile view of an emplyoyee.
        • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

          Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.
        • Accessing shared mailboxes through Trident (Windows)

          Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
        • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

          I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
        • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

          TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
        • filtering lookup field options based on information in another module.

          In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
        • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

          Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
        • Introducing Assemblies and Kits in Zoho Inventory

          Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
        • Does the ability exist to make tax on the customer profile mandatory?

          I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
        • email association with CRM

          Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
        • Fix the speed

          It takes ages to load on every step even though my dataset is quite small.
        • Credit Note for Shipped and Fatoora pushed invoices

          We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
        • FSM - Timesheet entires for Internal Work

          Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
        • Add a way of clearing fields values in Flow actions

          It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
        • Role Management

          I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
        • Highlight a candidate who is "off limits"

          Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
        • Announcing new features in Trident for Windows (v.1.37.5.0)

          Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
        • Early Payment Discount customize Text

          Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
        • Deprecation of SMS-based multi-factor authentication (MFA) mode

          Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
        • Zoho Sheet - Desktop App or Offline

          Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
        • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

          Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
        • Call description in notes

          When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
        • Email Address for Contact not Populating

          When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
        • New in CRM: Dynamic filters for lookup fields

          Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
        • Why hybrid project management might be the best fit for you?

          Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
        • Allow all Company Users to view all projects, but only owner/admins can change projects

          I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
        • Fail to send Email by deluge

          Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
        • Seeking help to be able to search on all custom functions that are defined

          Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally
        • Totals for Sales Tax Report

          On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
        • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

          Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
        • Leistungsdatum in Rechnungen (Zoho Books)

          Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
        • Next Page