![]() ![]() The next two steps allow filtering and sorting the data.After a successful connection, you can select the data you want to be displayed in Excel and click Next.In the appeared dialog, you can choose the data source you want to connect to.Click the From Other Sources dropdown menu, and then click From Microsoft Query.Open Excel, in the main menu, click the Data tab. ![]() You can use this option to create a simple query for retrieving data from Zoho CRM to Excel via ODBC driver. The required data is now displayed in the existing Excel worksheet.Ĭonnecting Excel to Zoho CRM with the Query Wizard.In the Import data dialog, you can select the way your data will be viewed in Excel and the place where to put it in the worksheet, and click OK.To connect to the table containing the required data, select its name and click Next to enter and save information about your new file or click Finish.Now select a data source you want to connect to, and click Next.In the opened dialog, select ODBC DSN and click Next to continue.Click From Other Sources, and then click From Data Connection Wizard. You can use this option to connect to OLE DB or ODBC external data source that has already been defined. The data from the table will be a displayed in an Excel spreadsheet where you can further work with it.Ĭonnecting Excel to Zoho CRM with Data Connection Wizard (Legacy Wizard) In the window that appears, select the table you want to retrieve data from, and click Load.If your database is not password-protected or you've already specified your credentials in the ODBC data source settings, select Default or Custom and press Connect If you're using a database username or password, select Database and enter your credentials in the dialox bog, then click Connect.Additionally, you can enter an SQL statement that will be executed right after establishing a connection to the data source. ![]() If you haven't configured your ODBC driver yet, you can expand the Advanced Options dialog box and enter the connection string for your data source (without credentials, which are defined in the credentials dialog box in the next step).
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |