Integrating Microsoft Excel with Zoho Bookings Using Pabbly Connect

Learn how to automate adding staff in Zoho Bookings from Microsoft Excel using Pabbly Connect, streamlining your workflow efficiently. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Microsoft Excel with Zoho Bookings, you need to access Pabbly Connect. Start by signing into your Pabbly account and selecting the Pabbly Connect application. This platform will facilitate the automation process, allowing you to create workflows that connect your applications seamlessly.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Create Staff in Zoho Bookings from New Microsoft Excel Rows.’ This naming convention will help you identify the workflow later. After naming, click on ‘Create’ to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set the trigger and action for the workflow in Pabbly Connect. The trigger will be ‘New Row in Worksheet’ from Microsoft Excel, while the action will be ‘Add Staff’ in Zoho Bookings. This means whenever a new row is added to your Excel sheet, a staff member will automatically be created in Zoho Bookings.

• Select Microsoft Excel as the trigger application.
• Choose the trigger event as ‘New Row in Worksheet’.
• Connect your Microsoft Excel account to Pabbly Connect.
• Select the workbook and worksheet you will be using.

After setting the trigger, proceed to set up the action. Choose Zoho Bookings as the action application and select ‘Add Staff’ as the action event. This setup ensures that the data from your Excel sheet will be sent to Zoho Bookings whenever a new row is added.

3. Filling Data in Microsoft Excel

To ensure the integration works smoothly, fill in the necessary data in your Microsoft Excel sheet. The required fields include the name, email address, date of birth, phone number, and gender of the staff member you wish to add. This data will be automatically transferred to Zoho Bookings through Pabbly Connect.

Here’s how to fill in the data:

• Enter the staff member’s name in the designated column.
• Provide the email address and ensure it is correctly formatted.
• Fill out the date of birth in the specified format (DD-MM-YYYY).
• Include the phone number and gender as required.

Once you have filled in the details, save the Excel file. This data will be fetched by Pabbly Connect when you test the workflow, ensuring that the correct information is sent to Zoho Bookings.

4. Mapping Data to Zoho Bookings

After successfully retrieving data from Microsoft Excel, the next step is to map this data to the corresponding fields in Zoho Bookings. This is a crucial part of using Pabbly Connect as it ensures that the information is accurately transferred to create a staff member.

To map the data, you need to select the fields in Zoho Bookings where the data from Excel will go. Here are the steps to follow:

Map the name field from the Excel response to the name field in Zoho Bookings. Map the email address to the corresponding email field. Ensure the date of birth is in the correct format during mapping. Fill in any additional required fields, such as service ID, if necessary.

Once everything is mapped correctly, proceed to test the workflow. This will ensure that the staff member is created in Zoho Bookings with the details provided in your Excel sheet, demonstrating the power of Pabbly Connect in automating tasks.

5. Testing and Verifying the Integration

After setting up the mapping, it’s time to test the integration to ensure everything functions as intended. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will execute the workflow and attempt to create a staff member in Zoho Bookings based on the data from Microsoft Excel.

Once the test is complete, check Zoho Bookings to verify that the staff member has been created successfully. Refresh your Zoho Bookings dashboard to see the newly added staff member with the details you entered in Excel. If everything is correct, you have successfully automated the process of adding staff from Excel to Zoho Bookings.

Remember, the integration will automatically add new staff members every time a new row is added to your Excel sheet, thanks to the capabilities of Pabbly Connect. This eliminates the need for manual entry, saving you time and reducing errors.

Conclusion

In this tutorial, we explored how to integrate Microsoft Excel with Zoho Bookings using Pabbly Connect. By automating the process, you can efficiently add staff members directly from your Excel sheet, streamlining your workflow and minimizing manual tasks.