Author: gint

Editing records one by one in Zoho CRM is slow. Meanwhile, mass changes come up all the time: reassigning lead owners, fixing phone formats, updating deal stages after a pipeline change, or cleaning imported junk. The good news? You can bulk update Zoho CRM records straight from Google Sheets, where bulk editing is what spreadsheets do best.

In this guide, you will pull records into a sheet, edit them with familiar spreadsheet tools, and then push the changes back to Zoho CRM. No CSV exports, no import wizard, and no code.

Why edit Zoho CRM data in a spreadsheet?

Zoho CRM has a mass update tool, but it changes one field to one value at a time. In contrast, a spreadsheet gives you much more power:

• Formulas. Fix phone formats, split names, or build values from other columns.
• Find and replace. Correct a misspelled company name across 500 records at once.
• Filters and sorting. Isolate exactly the rows that need a change before you touch anything.
• A visible audit trail. You see every value before and after, side by side.

Moreover, the whole edit happens outside the CRM. As a result, nothing changes in Zoho until you explicitly push the rows back.

What you need

• A Zoho CRM account (any edition)
• Google Sheets
• The G-Integrator for Zoho CRM add-on from the Google Workspace Marketplace

The add-on includes a free two-week trial, so you can run a full update cycle before paying anything.

Step 1: Pull the records you want to change

First, open your spreadsheet and connect the add-on to your Zoho account. Then click Get Module Records, pick the module (Contacts, Leads, Accounts, Deals, Tasks, or any custom module), and select the fields you plan to edit in the field tree. Finally, choose a start cell and click Execute.

Two tips make the next steps easier:

• Always include the ID field. The record ID tells Zoho exactly which record to update, so matching is precise.
• Pull only the columns you need. A narrow sheet is faster to edit and faster to upload.

The pull is auto-saved as a refreshable template. Therefore, you can rerun the same selection next week with one click.

Advanced: if you need a precise subset — for example, only leads created last quarter with no owner — use Get Data using COQL instead and write a query with a WHERE clause.

Step 2: Edit the data in bulk

Now the fun part. Because the data sits in Google Sheets, every spreadsheet trick applies:

• Use find and replace to fix a recurring typo.
• Add a helper column with a formula, then paste the results as values into the real column.
• Sort by owner, filter by stage, and change hundreds of cells with one drag-fill.

However, keep two rules in mind. First, never edit the ID column — it is the key that links each row to its Zoho record. Second, keep picklist values exact: Zoho rejects values that do not match the field’s allowed options.

Step 3: Push the changes back to Zoho CRM

Once the rows look right, select them and click Update / Insert / Upsert Selected Row(s) in the add-on menu. A mapping dialog opens. There, you:

1. Map each spreadsheet column to its Zoho field.
2. Choose a result column, where the add-on writes a status for every row.
3. Click Execute and Save Template.

The mapping is saved as a reusable template. Consequently, the next bulk update takes seconds: pull, edit, select, execute.

Update, insert, or upsert — which one?

• Update changes existing records. Rows must carry a record ID.
• Insert creates new records from the selected rows.
• Upsert does both: it updates a row when a match exists and inserts it otherwise. This is ideal for mixed lists.

Step 4: Check the results

After the push, look at the result column. Each row shows its own status, so a partial failure never hides. If a few rows fail — usually due to a picklist mismatch or a required field — fix just those cells and push only the failed rows again. In other words, you never redo the whole batch.

Common bulk update scenarios

Scenario	How to do it
Reassign lead owner	Pull leads with Owner + ID, replace owner values, update
Fix phone formats	Add a formula column, paste as values, update
Change deal stages in bulk	Filter deals by stage, edit the Stage column, update
Merge cleanup after import	Fix values in Sheets, upsert the corrected list
Add new contacts + update old ones	One sheet, one upsert run

Frequently asked questions

Can I update custom modules and custom fields?

Yes. Get Module Records lists custom modules alongside standard ones, and the mapping dialog shows every field your Zoho edition exposes, including custom fields.

How many records can I update at once?

The add-on processes the rows you select and paginates the work automatically. Large batches simply take a little longer — you do not need to split them by hand.

Will this overwrite fields I did not map?

No. Only mapped columns change. Unmapped Zoho fields keep their current values.

Does this work on the free Zoho CRM edition?

Yes. The add-on works with any Zoho CRM edition. On the G-Integrator side, you get a free two-week trial; after that, pick a plan on the pricing page.

Can I undo a bulk update?

There is no automatic undo. However, an easy safeguard exists: before you push, duplicate the sheet tab. That copy holds the original values, so you can push them back if needed.

Wrap-up

Bulk edits do not have to mean CSV exports and import wizards. Instead, pull records with Get Module Records, clean them with spreadsheet tools, and push them back with Update / Insert / Upsert Selected Row(s). With saved templates on both sides, the second run takes under a minute.

Ready to try it on your own data? Install G-Integrator for Zoho CRM and start your free two-week trial. For the full mapping reference, see the Upload data to Zoho CRM guide in our Help Center.

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Zoho CRM’s standard export gives you one module at a time. That works fine for a flat contact list. However, the moment you need deals joined with their accounts, or contacts filtered by a field on a parent record, flat exports fall short.

This is the job of Zoho CRM COQL queries. COQL — CRM Object Query Language — is Zoho’s SQL-like query language. In this guide, you will run COQL from Google Sheets with the G-Integrator for Zoho CRM add-on. First, we will cover the syntax. Then we will walk through real examples, including joins and one-to-many pulls.

What is COQL?

COQL lets you query Zoho CRM records with SELECT statements, much like SQL:

SELECT Last_Name, Email, Lead_Source
FROM Contacts
WHERE Lead_Source = 'Web'

If you know basic SQL, you already know most of COQL. Still, there are a few Zoho-specific rules to keep in mind:

• A WHERE clause is required. Zoho rejects queries without one. If you want all records, use a condition that always holds, such as WHERE id is not null.
• Field names use API names. Write “Account_Name", not “Account Name”. You can check API names under Setup → Developer Space → APIs in Zoho, or simply pick fields from the add-on’s field list.
• Joins work through lookup fields. Dot notation reaches fields on a related record, up to two relations deep.

What you’ll need

• A Zoho CRM account (any edition)
• A Google account
• The G-Integrator for Zoho CRM add-on from the Google Workspace Marketplace — it comes with a free two-week trial

No API keys and no code outside the query itself. Moreover, the add-on handles paging for you, so large results arrive in full.

Step 1: Connect Google Sheets to Zoho CRM

First, install the add-on in a Google Sheets spreadsheet. Then open:

Extensions → G-Integrator for Zoho CRM → Zoho Sign In

Sign in through Zoho’s own consent screen. The add-on never sees your password, and you can revoke access from your Zoho account at any time.

Step 2: Run your first COQL query

Next, click Get Data using COQL in the add-on menu. Type your query into the editor and run it:

SELECT Last_Name, First_Name, Email, Created_Time
FROM Contacts
WHERE Created_Time > '2026-01-01T00:00:00-05:00'

The matching rows land in your sheet, one record per row, with a header row on top.

Additionally, the add-on saves the query as a template. As a result, you can re-run it later with one click — or on a schedule, as we will see below.

Example queries you can copy

Filter by a picklist and sort

SELECT Deal_Name, Amount, Stage, Closing_Date
FROM Deals
WHERE Stage = 'Negotiation/Review'
ORDER BY Closing_Date asc

Join: pull account fields onto each deal

Lookup fields act as your join keys. For instance, each deal has an Account_Name lookup, so you can reach fields on the account through dot notation:

SELECT Deal_Name, Amount, Account_Name.Account_Name, Account_Name.Industry
FROM Deals
WHERE Amount > 10000

Every row now shows the deal next to its account’s name and industry. In SQL terms, this is an inner join — yet you wrote no JOIN clause at all.

Two levels deep

COQL follows lookups across two relations. For example, from a contact you can reach the owner of its parent account:

SELECT Last_Name, Account_Name.Account_Name, Account_Name.Owner.last_name
FROM Contacts
WHERE Account_Name is not null

One-to-many: repeat the parent for each child

A one-to-many pull lists child records with their parent’s fields on every row. To do that, query the child module and join up to the parent:

SELECT Account_Name.Account_Name, Deal_Name, Amount, Stage
FROM Deals
WHERE Account_Name.Industry = 'Technology'
ORDER BY Account_Name.Account_Name asc

The result reads like a report: each account appears once per deal, ready for a pivot table. Afterwards, you can group by account in the sheet to get totals per parent.

Multiple conditions

SELECT Last_Name, Email, Lead_Source, City
FROM Leads
WHERE (Lead_Source = 'Web' or Lead_Source = 'Referral') and City is not null

Wrap OR groups in parentheses, just as you would in SQL.

Step 3: Refresh your queries on a schedule

Finally, put the whole thing on autopilot. Open Workflows in the add-on menu and attach your saved COQL template to a schedule — hourly, daily, or weekly.

From then on, the sheet re-runs the query and rewrites the rows on its own. Consequently, any chart or pivot table built on that tab stays current without any clicks. See the automation guide for the details.

COQL tips and common errors

• “WHERE clause is mandatory.” Add WHERE id is not null when you want everything.
• Unknown field. Use the API name, not the display label. Find API names under Setup → Developer Space → APIs in Zoho CRM.
• Dates and times. Use ISO format with a timezone offset, e.g. '2026-01-01T00:00:00-05:00'.
• Large results. Zoho returns records in pages. The add-on pages through them for you, so you get the full result set in one run.
• Start small. Test with a tight WHERE clause first. Then widen it once the columns look right.

What does it cost?

G-Integrator for Zoho CRM comes with a free two-week trial, so you can test COQL pulls, templates, and workflows with your own data before you pay. After that, Premium plans bill monthly or yearly. Check the pricing page for current plans.

Frequently asked questions

Do I need to know SQL to use COQL?

Basic SELECT/WHERE knowledge is enough. In fact, the examples above cover most day-to-day needs — copy one and swap in your fields.

Can COQL join Zoho CRM modules?

Yes, through lookup fields. Dot notation such as Account_Name.Industry reaches fields on the related record, up to two relations deep.

How do I pull one-to-many data, like all deals per account?

Query the child module (Deals) and select parent fields through the lookup. Each child row then carries its parent’s fields, which makes grouping in Google Sheets easy.

Can the query refresh automatically?

Yes. Save the query as a template, then attach it to a workflow. The add-on re-runs it hourly, daily, or weekly and rewrites the rows in your sheet.

Which Zoho CRM editions support COQL?

COQL is part of Zoho’s API v2 and later, and it is available on standard editions. The add-on talks to that API, so if your edition has API access, COQL works.

Wrap-up

Flat exports answer flat questions. For joined and one-to-many data, COQL is the sharper tool — and with G-Integrator, it runs right inside Google Sheets, on a schedule if you like. Install G-Integrator for Zoho CRM, paste one of the examples above, and you will have joined CRM data in your sheet within five minutes. The two-week trial gives you full access to try it with your own modules.

Your CRM holds the data. Your spreadsheet is where you work with it. Yet moving records between Zoho CRM and Google Sheets by hand – export, download, import, clean up – wastes time and breaks the moment someone edits a record.

This guide shows you how to set up a Zoho CRM Google Sheets integration with the G-Integrator for Zoho CRM add-on. First, you will pull leads, contacts, or deals into a sheet. Then you will push changes back to the CRM. Finally, you will schedule automatic refreshes, so your sheet stays current on its own.

What you’ll need

• A Zoho CRM account (any edition)
• A Google account
• The G-Integrator for Zoho CRM add-on from the Google Workspace Marketplace – it comes with a free two-week trial

No API keys and no code. The add-on talks to Zoho through the official API.

Step 1: Connect Google Sheets to Zoho CRM

First, install the add-on in a Google Sheets spreadsheet. Then open:

Extensions – G-Integrator for Zoho CRM – Zoho Sign In

Click through Zoho’s sign-in flow and grant access. The add-on never sees your password. Also, you can revoke access from your Zoho account at any time.

If you belong to several Zoho organizations, choose the one you need. You can switch later.

Step 2: Import records into your sheet

Next, click Get Module Records in the add-on menu. In the dialog:

1. Pick a module – Contacts, Leads, Accounts, Deals, or any custom module.
2. Select the fields you want as columns.
3. Add filters if you only need part of the data – for example, leads created this month.
4. Run the pull.

Your records land in the sheet in seconds, one row per record. Moreover, the add-on saves your choices as a template. So the next pull – manual or scheduled – uses the same module, fields, and filters.

Pull related lists too

Need the records linked to a parent record – say, all deals under each account? Then use Get Related Lists. Pick the parent module and the related list, and the add-on flattens the result into rows.

Power users: query the CRM directly

If you know exactly what you want, click Get Data using COQL and write a query in Zoho’s CRM Query Language. This supports joins and one-to-many pulls. For examples, see our COQL guide.

Step 3: Push changes back to Zoho CRM

A one-way export is only half the story. With G-Integrator, you can also update the CRM from your sheet.

Edit the rows you need, select them, and then choose:

Update / Insert / Upsert Selected Row(s)

Map your spreadsheet columns to CRM fields once, and the add-on saves the mapping for next time. As a result, bulk edits become simple: fix fifty phone numbers in the sheet, select the rows, and push them back in one action.

• Update changes existing records.
• Insert creates new ones.
• Upsert does both – it updates a record when it exists and creates it when it does not.

Step 4: Schedule automatic refreshes

Finally, remove the manual step for good. Open:

Automation – Create Workflow

Choose the pull templates you want to refresh and set a schedule – hourly, daily, or weekly. From then on, the add-on reruns the pulls and rewrites the sheet by itself. In addition, workflows can email you after each run, so you know the data is fresh.

Bonus: 25+ built-in CRM reports

Besides raw records, the add-on ships with more than 25 ready-made reports. Open Reports – Custom Reports and pick one – sales analytics, aging, balances, inventory, and more. Each report renders straight into your sheet and can join the same refresh schedule. Browse the full list in the report catalog.

Do you use Zoho Analytics as well? Then open Reports – Zoho Analytics to pull Analytics reports, views, and tables into the same spreadsheet.

Manual export vs. a live integration

	Manual CSV export	G-Integrator
Time per update	5-10 minutes	Zero – runs on schedule
Data freshness	Stale right away	Refreshed hourly, daily, or weekly
Write-back to CRM	Re-import by hand	Update / Insert / Upsert from the sheet
Filters and fields	Re-picked every time	Saved as reusable templates
Reports	Build your own	25+ built in

Frequently asked questions

Is there a free plan?

No, but there is a free two-week trial with every feature enabled. After that, pick a plan on the pricing page.

Which modules can I pull?

All standard modules – Leads, Contacts, Accounts, Deals, Tasks, and so on – plus your custom modules. Related lists work too.

Can several people share the same templates?

Yes. Use Manage Templates on Cloud to share pull templates across your team, so everyone runs the same queries. See templates and sharing.

Will scheduled refreshes overwrite my formulas?

The refresh rewrites the data range of the pull. Therefore, keep your own formulas and charts on a separate tab that reads from the data tab.

Is my CRM data safe?

Yes. The add-on connects through Zoho’s official sign-in flow and never stores your password. Data moves directly between Zoho CRM and your Google Sheet.

Get started

Install G-Integrator for Zoho CRM from the Google Workspace Marketplace and start your free two-week trial. Ten minutes later, your leads, contacts, and deals will live in Google Sheets – and stay current without you. Learn more on the product page or in the quickstart guide.