Working with Excel & Zoho
How to import a spreadsheet (data table) from excel?
- Click on "Create", then "New Table/Import Data" and select "Files";
2. Specify a table name, File Type and then Choose File and follow the prompts to import the data;
3. Your data will then appear in a table, but before you start preparing charts, it's a good idea to review the column format by clicking on "Edit Design" and review/update the Data Type column.
You can then commence preparing reports (eg charts) derived directly from this data table by clicking on "Create";
How to setup scheduled imports?
If you import the excel file from a Cloud Storage Drive (eg Google Drive), you can setup scheduled imports.
To import the file from a Cloud Storage Drive, import the data as per above, however select "Cloud Storage Drive" and you can specify the "cloud storage type" and also location;
When you click "next" and follow the import routine, the final step will prompt you to "Schedule this Import" where you can then set the parameters;
How to import from an email attachment?
If you have an excel file that you would like a non-Zoho user to update, you can setup an Email Import option whereby they send the file to a designated Zoho address and the data is updated.
After you have completed your first excel import, when you next import there is an option to "Import from Email Attachment";
Specify who can send the email and forward the email address to the user who will be emailing the spreadsheet. When they send the email, the Zoho data table will be updated within approx. 20 minutes.