zoho creator schedule migration from excel

Migrating Schedule from Excel to Zoho Creator: A Step-by-Step Guide

Are you tired of manually managing your schedules in Excel? Look no further! In this article, we will walk you through the process of migrating your schedule from Excel to Zoho Creator, a powerful online accounting and project management tool.

Configuring Your Organisation

Before we begin, make sure you have configured your organisation settings in Zoho Books. To do this, click on the Gear icon in the top right corner of the page and navigate to the Settings section. This is where you can customise your organisation to suit your business requirements.

Importing Bank or Credit Card Accounts

It's also essential to add your bank or credit card accounts manually if needed. This is crucial because you won't be able to enter opening balances unless you do so. Pro Tip: Once you've imported the Chart of Accounts, ensure that your bank accounts have been imported properly.

Recording Transactions for Customers/Vendors

Now that you have set up your organisation and imported your bank accounts, it's time to record transactions for customers and vendors. To do this, follow these steps:

1. Highlight the rows you want to insert and click on the Update Rows button.

2. The referenced values you want to add will be displayed.

Using Formulas in Zoho Creator

After importing data from your Excel spreadsheet, you can use formulas in Zoho Creator to reference cells. To do this, select the cells where you want to add data and drag the formula down as far as needed.

Inserting Data into Zoho Creator

To insert data into Zoho Creator, follow these steps:

1. In a cell after the last row, enter a formula referencing the corresponding cell from your Excel spreadsheet.

2. By default, the add-in will create a new sheet with the name of the table.

3. After retrieving data, you can add data from an existing spreadsheet in Excel.

Retrieving Data from Zoho Creator

To retrieve data from Zoho Creator, follow these steps:

1. In the Sheet Name box, enter the name for the sheet that will be populated.

2. The Query box will then display the SQL query that corresponds to your request.

3. If you want to insert rows, you need to retrieve only one row.

Inserting Rows from Zoho Creator

To insert rows from Zoho Creator, follow these steps:

1. In the Maximum Rows menu, select the number of rows you want to retrieve.

2. In the Table or View menu, select the Leave_Types table.

3. Click on the From Zoho Creator button on the CData ribbon.

Linking Excel Spreadsheet to Zoho Creator

After retrieving data from Zoho Creator, any changes you make to the data are highlighted in red. To insert data into Zoho Creator, you will first need to retrieve data from the Zoho Creator table you want to add to. If you have not already done so, create a new Zoho Creator connection by clicking on From Zoho Creator on the ribbon.

In this article, we have walked you through the process of migrating your schedule from Excel to Zoho Creator using the CData Excel Add-In for Zoho Creator. This technique is useful if you want to work on Zoho Creator data in Excel and update changes, or if you have a whole spreadsheet you want to import into Zoho Creator.

By following these steps, you can easily migrate your schedule from Excel to Zoho Creator and take advantage of the powerful features this tool has to offer.

Zoho creator schedule migration from excel