Connect Zoho Books to Microsoft Excel
Send Zoho Books contacts, invoices, transactions and 15 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Zoho Books reporting
How to connect Zoho Books and Microsoft Excel
4 steps. You can preview the Zoho Books data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Zoho Books
Sign in to Zoho Books and authorize Coupler.io. There's no API key to copy.
Sign in with Zoho Books
Step 2 of 4
Choose what to export
Pick the Zoho Books data you want in Microsoft Excel.
Show 10 more data types Show fewer data types
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Zoho Books data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.
Each run wipes the previous data and writes fresh Zoho Books data.
Coupler.io made it easy to create dashboards and reports from different data sources. The sync is reliable and the user experience is amazing.
Take your data analytics to the next level
Sign Up with Google
Sign Up with MICROSOFT
SIGN UP WITH EMAIL
By signing up to Coupler.io, you agree to our Privacy Policy and Terms of Use.
Build your Zoho Books integrations with these destinations
Get the most of Zoho Books to Microsoft Excel integration
Gather data
Understand data
Automate data
Act on data
18 data types, including Contacts, Invoices, Transactions, Users and Bankings.
You sign in to Zoho Books and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date and end date to cover the period you need.
An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.
Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Zoho Books by date or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Microsoft Excel.
