Category: Zoho CRM

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Tutorial: Get Output on New Sheet vs Replace Data in Same Sheet vs Append to Existing Data

Changes the way new data appears relative to existing data.

NOTE: The default setting is for the data to appear on a new sheet. Sheets can be switched between at the bottom of the window

TO REPLACE DATA ON CURRENT SHEET:

1. Follow standard process to get module records (See tutorial for step by step instructions). DO NOT PRESS EXECUTE

THE FOLLOWING STEPS MUST BE TAKEN BEFORE PRESSING EXECUTE

2. After selecting desired fields, Select option 2 “Change pull settings (optional)”

3. De-select option “Create a new sheet”

TO APPEND DATA TO CURRENT SHEET:

1. Follow standard process to get module records (See tutorial for step by step instructions). DO NOT PRESS EXECUTE

THE FOLLOWING STEPS MUST BE TAKEN BEFORE PRESSING EXECUTE

2. After selecting desired fields, Select option 2 “Change pull settings (optional)”

3. Change value in the “Start Cell Address” field to an unoccupied column

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Tutorial: Sort Output by Field(s)

This process sorts the data by (a) specified field(s)


1. Follow standard process to get module records (See tutorial for step by step instructions). DO NOT PRESS EXECUTE

THE FOLLOWING STEPS MUST BE TAKEN BEFORE PRESSING EXECUTE

2. After selecting desired fields, Select option 4 “Order Results by (optional)”

3. Select field to sort by and whether to sort in ascending or descending order

4. If you wish to further sort by another field (after the first level of sorting) press the “+” (plus) and repeat step 3. To remove a field press the “–” (minus)

Sample result (sorted by Account Type and Billing City):

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Tutorial: Filter module records by field

This process allows undesired data to be filtered out leaving only entries with a desired attribute


1. Follow standard process to get module records (See tutorial for step by step instructions). DO NOT PRESS EXECUTE

THE FOLLOWING STEPS MUST BE TAKEN BEFORE PRESSING EXECUTE

2. After selecting desired fields, Select option 3 “Select the field to filter by (optional)”

3. Select field to filter, method of filtering, and attribute(s) to filter by

The result will be a table with only the desired attributes

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Tutorial: Get Module Records

1. Go to “Add-ons” tab in the toolbar, select “G-Integrator for Zoho CRM” from dropdown list, select “Get Module Records” from second dropdown list.

2. From the dropdown list select the desired module

3. Select desired fields. Click the small arrow to expand an option. Press “Execute” button.