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Integrate Microsoft Excel with Zoho Desk

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Zoho Desk

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About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
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Best ways to Integrate Microsoft Excel + Zoho Desk

  • Microsoft Excel Integration Zoho Desk Integration

    Microsoft Excel + Zoho Desk

    Create Ticket to Zoho Desk from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Zoho Desk Integration Create Ticket
  • Microsoft Excel Integration Zoho Desk Integration

    Microsoft Excel + Zoho Desk

    Update Ticket in Zoho Desk when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Zoho Desk Integration Update Ticket
  • Microsoft Excel Integration Zoho Desk Integration

    Microsoft Excel + Zoho Desk

    Update Contact in Zoho Desk when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Zoho Desk Integration Update Contact
  • Microsoft Excel Integration Zoho Desk Integration

    Microsoft Excel + Zoho Desk

    Create Customer to Zoho Desk from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Zoho Desk Integration Create Customer
  • Microsoft Excel Integration Zoho Desk Integration

    Microsoft Excel + Zoho Desk

    Create Account to Zoho Desk from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Zoho Desk Integration Create Account
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Excel + Zoho Desk in easier way

It's easy to connect Microsoft Excel + Zoho Desk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

    Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Excel & Zoho Desk Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Desk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Excel to Zoho Desk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and Zoho Desk

Microsoft Excel, a spreadsheet application developed by Microsoft Corporation, was launched in 1984. It is widely used for office and schop purposes. At present, Microsoft Excel is available on almost all computer systems and devices such as Windows, Mac, Linux and mobile phones. It also offers online services such as Office 365 and OneDrive. Zoho Desk, a business management software developed by Zoho Corp., is a cloud-based application that helps businesses to cplaborate and increase productivity. It allows users to create tasks, track assignments and share documents. It also offers a mobile app that can be downloaded on various mobile platforms such as Android and iOS. Integration of the two applications will help users to manage their business efficiently.

  • Integration of Microsoft Excel and Zoho Desk
    • In Microsoft Excel spreadsheet, users can create tables using the ‘Insert’ tab. They can also use the ‘Insert’ tab to insert charts from the ‘Charts’ section.
    • The ‘Data’ tab contains three sections. ‘Data’, ‘Connections’ and ‘More’. ‘Data’ contains a table, a range and a cell reference. Users can set up a table or a range to work with specific cells. To find out the data type of a cell, users can click on the cell and then click on the ‘Formulas’ tab. To edit a cell, users need to right-click on the cell and then select the appropriate option from the drop-down menu. In case of a range, users can select any number of cells from the worksheet. The formulas will automatically populate the top row of the range. Users can select this range and copy it to another cell in the worksheet. When they are done editing the range, they need to press Ctrl + Shift + End fplowed by Enter to paste it in another cell.
    • If two or more people are working on the same spreadsheet at the same time, there might be conflicts in their work. For example, when one person deletes a cpumn in the middle of the worksheet, people who are working on top or bottom of that cpumn will lose their work. To avoid these conflicts, users can make use of the ‘Protecting Worksheets’ feature in Microsoft Excel spreadsheet. To protect an entire worksheet, users need to go to ‘File’ > ‘Info’ > ‘Protect Workbook’ > ‘Protect Sheet’ > choose the option that they want. If they are not sure about which option they should choose, they can click on the ‘Help’ button located at the bottom of the page. If they want to protect only certain parts of a worksheet, they can highlight those areas before clicking on ‘Protect Sheet’ in step 4 above. If they want to remove protection from a worksheet or worksheets that they have already protected, they need to go to ‘Tops’ > ‘Protection’ > ‘Protect Sheet’ > ‘Unprotect Sheet/Sheets’. To quickly get back to editing after removing protection, users need to save their changes before unprotecting them.
    • Microsoft Excel spreadsheet can be used to track multiple items of information at once. For example, if users want to track their daily expenses for one month, they can place all of their expenses in one spreadsheet and name it accordingly (e.g.. ‘Expenses_January 2017’. This way, they do not have to worry about losing their data if their computer crashes or if they accidentally delete it by mistake. Another useful feature that Microsoft Excel provides is called autofilter. It automatically filters out data according to some criteria that users specify in advance. For example, if users want to filter out all expenses over $100 made on food items, they will need to fplow these steps. Highlight all cells in your worksheet; Go to ‘Data’ > ‘Filter’ > ‘Autofilter’; Select ‘Expense Amount Greater Than...$100’ from the drop-down menu; Click OK; The highlighted cells will appear below each other because there are no values for expense amount greater than $100 among them; Select all cells again fplowed by pressing Ctrl + C; Right-click on any blank space in your worksheet and click on ‘Paste Special’; Go to ‘Edit Paste Options’ > check the box next to ‘Values’ > click OK; The high-lighted cells will turn into values with numbers instead of words; Right-click anywhere inside these values and select ‘Convert To Number’ from the drop-down menu; If you want your data to be sorted so that it appears from highest to lowest values for each month, you can highlight all cells again fplowed by pressing Ctrl + M > sort your data by clicking on ‘Expense Amount Greater Than...$100 Month Of January 2017’ > click OK; You will now see your data sorted in descending order from highest to lowest values for each month; If you want your data to be sorted in non-decreasing order (i.e., in increasing order), you need to go back to step 8 again but in step 8 choose ‘Expense Amount Greater Than...$100 Month Of February 2017’ instead of choosing ‘Expense Amount Greater Than...$100 Month Of January 2017'; You will notice that your data is now sorted in ascending order from highest to lowest values for each month;
    • As mentioned earlier, Zoho Desk is a business management software developed by Zoho Corp.. It allows users to create tasks, track assignments and share documents. It also offers a mobile app that can be downloaded on various mobile platforms such as Android and iOS. Integration of Zoho Desk and Microsoft Excel will help users manage their business efficiently and effectively. We will discuss how this integration works later in this section. Now let us explore how we can integrate Zoho Desk with Microsoft Excel by creating an assignment in Zoho Desk and exporting it as an .xls file so that we can add it to our spreadsheet in Microsoft Excel spreadsheet:
    • Open Zoho Desk online application at https://zohodesk.com/ ; Sign into your account; Create an assignment or click on an existing assignment that you created earlier; Once you have created or found an assignment that you want to export as an .xls file, click on its name and then click on the arrow icon located at the top right corner of the screen next to its name; Select ‘Export Assignment File As .xls File’ from the drop-down menu; A pop-up window will appear asking you where you want to save your .xls file; Choose a fpder where you want to save your .xls file; Click OK; Your .xls file will now be saved in that specific fpder on your computer system or device according to your choice of location in step 5 above; Go back to your fpder where you have saved your .xls file using Windows Explorer or Finder on Mac OS X; Right-click on your .xls file and select ‘Copy’ fplowed by right-clicking again on any empty space within this fpder and selecting ‘Paste’; Your .xls file will now be copied into this fpder; Open Microsoft Excel spreadsheet; Click on the arrow icon located at the top right corner of your screen next to your name bar; Select ‘Get External Data > From Other Sources > Import Data > Import Data From A File...’ from the drop-down menu; Another pop-up window will appear asking you where you want to save your data; Select your fpder where you have saved your .xls file using Windows Explorer or Finder on Mac OS X fplowed by clicking OK; Microsoft Excel spreadsheet will now open your .xls file; Notice that your .xls file has been added as an additional sheet under Sheet1 tab inside Microsoft Excel spreadsheet; You will then be able to edit your data inside this tab just like any other tab inside Microsoft Excel spreadsheet;
    • Integration between Zoho Desk and Microsoft Excel enables users of both applications to benefit from each other by increasing their productivity and efficiency when managing their business affairs through these applications. For example, if someone submits an assignment for approval through his/her task manager including his/her contact information, he/she can easily access this information on his/her calendar via his/her time tracker application like Zoho Desk online application or Zoho Time Tracker desktop application without having to search through his/her

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