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Zoho Sheet Integrations

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Bit Form Integration With Zoho Sheet

Using Zoho Sheet integration with WordPress form builder, you can automatically push your WordPress form data in Zoho Sheet. You can easily integrate without any coding. This Documentation goes through the configuration process.

First, you have to log in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Zoho Sheet if you don’t have any form please create a new form. Please follow the screenshots below:

create_form

Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Sheet. Please follow the screenshots below:

Homepage
Bit-Form-to-Zoho-Sheet-integration-select

Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below

Bit-Form-to-Zoho-Sheet-api-console
GetStarted
api-console-server-based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.

Bit-Form-to-Zoho-Sheet-client-details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.

Bit-Form-to-Zoho-Sheet-client-secret

Then copy the Client ID and Client Secret and paste them to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.

Bit-Form-to-Zoho-Sheet-integration-homepage
Bit-Form-to-Zoho-Sheet-accept
Bit-Form-to-Zoho-Sheet-authorizations

Select the all required (Workbook, Worksheet, Header Row) from the dropdown.

Here’s Workbook means spreadsheets, Worksheet means sheet name and Header Row means the first row of the Zoho Sheet.

Notice :

  1. By default, the first row of the worksheet is considered a header row. This can be used if tabular data starts from any row other than the first row.
  2. Must have at least one record in your Zoho Sheet spreadsheets otherwise Map Fields will not appear.

Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

  1. Update Row: Select this action to update Zoho Sheet records based on criteria->

The criteria should be in the following format.

(=, !=, >, <,>=,<=, contains)

Consider the following table :

Example

Example criteria :

  1. “Name”=”Shakhawat”
  2. “Name” contains “Arif”
  3. “Name”=”Rubel” and “Age”<18
  4. (“Name”=”Rubel” or “Name”=”Arif”) and “Age”<18

A maximum of 5 nested criteria can be used.

In the above example, If “Age” is less than 18 and “Name” is equal to “Rubel” then the Category will be “Teenager“.

Update preference:

  1. update row for the first match only?

If you select Yes, the criteria will work for the first match only or if you select No the criteria will work for all the matches. Follow the example below:

2. Insert a new row if the above criteria don’t meet.

If you select Yes, insert a new row if the criteria don’t meet.

Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.

In the end, create a Workflow for triggering the integration. Select the integration that you created before.

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