Google Sheets AppiWorks
Interact with Google Sheets directly from Zoho Bigin
What is Google Sheets AppiWorks?
Google Sheets AppiWorks for Zoho Bigin is a Zoho Bigin extension that integrates Zoho Bigin and Google Sheets. It helps users to export data from Zoho Bigin to Google Sheets, import data from Google Sheets to Zoho Bigin and show contextual data from Google Sheets inside Zoho Bigin.
Why do you need?
If you are looking at integrating Zoho Bigin with Google Sheets and getting your processes automated, look no further. Google Sheets AppiWorks for Zoho Bigin covers you fully.
Key Features
✅ Auto Interaction: Automatically insert a row into Google Sheets when a new contact/ lead or any record in a Zoho Bigin module is created.
✅ On Demand Interaction: Insert rows into Google Sheets on selected contacts/ leads or any records in a Zoho Bigin module.
✅ Bulk Import: Import data from Google Sheets/view into Zoho Bigin with a guided setup.
✅ View Contextual data: Show related data from Google Sheets inside the Zoho Bigin module GUI
✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho Bigin and Google Sheets.
Sample Use Cases
► Insert a new row into the Google Sheets when a new contact is created on Zoho Bigin
► Export 200 selected contacts from Zoho Bigin into the Google Sheets
► Import contacts from the Google Sheets into Zoho Bigin Contacts.
► View related invoices or payment data from a homegrown system (that runs on Google Sheets)
Installation
Go to Zoho Marketplace
Search for Google Sheets AppiWorks
Click on the Install Now.
It will open a dialog to agree on the terms of services of the vendor and Zoho Marketplace and the vendor's privacy policy.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho Bigin and you will also get a confirmation email from Zoho Marketplace.
Setup
After installation is successful, Sign in to Zoho Bigin and go to any module Eg. Contacts (see attached image on the right side).
Click on the Google Sheets AppiWorks Config button.
You will now be redirected to the Google Sheets AppiWorks homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is enabled.
Click on START AUTOMATING.
It will redirect you to the Setup Zoho Bigin Connection page.
Establish a connection by clicking on Authorize with Zoho Bigin to proceed.
It will redirect you to the Connection Success page.
Here, either you can create a new service or go to your existing services list.
Give a name to your automation service.
Give a description to your service (optional)
Choose the Automation type.
Click on Next
Choose the Zoho Bigin module from which you want to export.
Apply filters if you want to conditionally export to Google Sheets.
Click on Next
How to create an Export service?
Choose the Connection Or Create a new Connection.
Choose a Sheet tab from Google Sheets.
Enter the Start Cell value.
Select a Primary key column from Google Sheets.
Click on Next
Click on the + Add button to create a new mapping between the Zoho module & Google Sheets sheet tab columns.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Choose an App Field.
Choose the mapping type.
Choose the Source field (selected Zoho Bigin module fields).
Template mapping type supports multiple field insertions with a message (see eg. on the right side)
You can add multiple fields by clicking on three dots symbol for the templated type (shown on the right side)
Click on Add to add the mapping
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of a record.
Switch on the Allow Manual Execution if you want to export inside the Zoho Bigin module page.
Activate the service by switching on the final switch. Otherwise, the service will not get executed.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to the services list page by clicking on the Previous Page button.
Notes:
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button Google Sheets AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho Bigin module tab (eg. Contacts).
Select the records and click on the Google Sheets AppiWorks button.
Services created for the module and enabled for manual execution are listed on the Google Sheets AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see right side image carousel for a glance at manual execution.
How to create an Import service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as Import
Choose the Connection Or Create a new connection.
Choose an Object/ sheet from Google Sheets.
Enter the Start Cell value.
Choose the Primary key column from the Google Sheets tab.
Click on Next
Do the mapping between the Zoho module and Google Sheets object/ sheet fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup the Data Filter (If applied it will bring only filtered rows from Google Sheets, else it will bring all the rows)
Click on the (+) button to add the query filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Preview Data button to see the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
It will show you the number of records selected for the import.
Click on the Import Now button to Import into the Zoho Bigin Contacts module.
Activate the service
Click on the Save button to save the service for future use.
How to create a View service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as View.
Choose the Connection Or Create a new connection.
Choose an Object/ Sheet from Google Sheets.
Click on Next
Setup the Connecting filters (connecting filters is basically a link between the Zoho Bigin module & Google Sheets)
Click on the (+) button to add the connecting filters. You can add multiple filters.
Choose the App Field, Operator & Zoho Field.
Click on Next & Save the service.
Go to the Zoho module tab, where you create the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Zoho Bigin contacts module. So we will go to the Contacts tab in the Zoho Bigin dashboard.
Click on any record (in this case, any contact).
Scroll down to the end, and you can see the Google Sheets AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results
