Importing Data into Zoho Reports

Import/Upload Data into Zoho Reports

Zoho Reports provides various options to import the data that you have in local files, Web URLs, Cloud drives (Google Spreadsheets, Google Docs etc), Local/Cloud databases, popular business applications and from your custom applications into Zoho Reports reporting databases for your in-depth analysis & reporting.

This section discusses the various options to import data into Zoho Reports:

Import from Files and Feeds

Zoho Reports allows you to import data stored in tabular file formats like CSV, XLS (Excel), JSON, OData, and HTML files in your system or as a web feed. 

Comma Separated Value (CSV) | Excel (XLS and XLSX) | HTML | JSON | XML | OData

Import from Cloud Storage/Drive

Zoho Reports allows you to import data stored on different Cloud Drive/Storage such as Zoho Docs, Google Drive, Dropbox, Box and OneDrive, for advanced reporting and analysis. 

Zoho Docs | Google Drive | Dropbox Box | Box | Microsoft OneDrive

Import from Cloud Databases

Zoho Reports allows you to import the data stored in different Cloud databases such as Amazon RDS, Amazon Redshift, Microsoft SQL Azure, Google Cloud SQL, Heroku etc for advanced reporting & analysis. You can easily setup data import from these cloud databases using the simple setup wizard.

Shown below is the import presentation for Amazon RDS. You can access the individual setup presentations for each of the Cloud Database from the respective links given below.

Amazon RDS | Amazon Redshift | Microsoft SQL Azure | Google Cloud SQL (MySQL and PostgreSQL) | Heroku PostgreSQL | Common Cloud Services 

Import from Local Databases 

If you have applications that stores data in any local or relational databases like MS Access, MySQL, SQL Server, Sybase, PostgreSQL, Oracle, SQLite, DB2, DB2 AS/400, SQLite, FireBird etc you can easily import them into Zoho Reports.

MySQL | Oracle | SQL Server | Sybase | PostgreSQL | DB2 | DB2-AS/400 | MS Access | SQLite | Firebird | JDBC Driver Supported Databases

Import Data from Popular Business Applications

Zoho Reports enables you to analyze data from 25+ popular business applications. You can easily connect to these applications and make use of the advanced reporting and analytical capabilities of Zoho Reports. Each integration comes bundled with a wide range of handpicked domain specific reports that will help you jumpstart on analyzing your data.

Zoho Apps

Zoho CRM |  Zoho Finance |  Zoho Projects | Zoho CreatorZoho Desk | Zoho Campaigns | Zoho Survey | Zoho BugTracker | Zoho Recruit | SCP | SDP

Popular Business Applications

Salesforce CRM |  Stripe Subscriptions |  Xero | QuickBooksTeamwork Projects  |  Others

Importing Data using Zoho Reports API

The Zoho Reports API Guide helps Independent Software Vendors, Developers and System Integrators to build /integrate powerful reporting and analytical capabilities into their applications using the Zoho Reports API.

Zoho Reports API Guide

Importing Data using Zapier

Zapier is a Web Automation app that helps you connect with other complementary apps side by side. The Zoho Reports app for Zapier enables you to connect and extract data from over 500+ other online applications.

Setting up Zoho Reports App for Zapier

Importing Data using Flatly

Flatly is a web automation app that allows you to seamlessly integrate data from popular CRM services such as Insightly CRM, Pipedrive and Base CRM into Zoho Reports using Google Drive

Insightly CRM | Pipedrive CRM | Base CRM

Managing Data Sources

Zoho Reports allows you to easily view and manage all the data sources setup in a reporting database from a single page. This enables you to keep track and manage all the sources from which the data has been imported in a reporting database.

Managing Data Sources