Devart Excel Add-In for Zoho Books - 2026 Pricing, Features, Reviews & Alternatives

Devart Excel Add-in for Zoho Books is a data connectivity solution that establishes a seamless bridge between Microsoft Excel and Zoho Books accounting software. This specialized integration tool enables financial professionals, accountants, business analysts, and administrative staff to access, manipulate, and synchronize Zoho Books data directly within the familiar Excel environment. The add-in caters primarily to small and medium-sized businesses utilizing Zoho Books for their accounting needs, offering enhanced data management capabilities without requiring users to switch between different software interfaces. By transforming Excel into a powerful front-end for Zoho Books data, the solution addresses the common challenge of efficiently working with financial information stored in cloud-based accounting systems.

The Excel Add-in for Zoho Books delivers comprehensive functionality through its feature-rich architecture. Users can establish direct connections to their Zoho Books accounts through an intuitive connection editor that simplifies authentication and configuration processes. Once connected, the add-in's Query Builder enables precise data retrieval with customizable filters, conditions, and sorting options, while also supporting advanced users who prefer writing custom SQL queries. The data preview capability allows users to verify information before importing it into Excel worksheets. The bidirectional synchronization mechanism stands out as a core feature, enabling users to not only import live data from Zoho Books but also make modifications directly within Excel's familiar interface. These changes—including adding or deleting rows and modifying cell values—are visually highlighted and can be committed back to Zoho Books with validation checks that prevent data integrity issues. The add-in fully leverages Excel's native analytical capabilities, allowing users to apply complex formulas, create pivot tables, and generate visualizations using real-time Zoho Books data.

The Excel Add-in for Zoho Books offers extensive integration capabilities with Microsoft's ecosystem and Zoho's platform. The solution is compatible with multiple Excel versions, including Excel 2016, 2019, 2021, and Microsoft 365, ensuring broad accessibility across different organizational environments. The add-in utilizes Zoho Books' API infrastructure to establish secure connections, with regular updates maintaining compatibility with the latest API versions. While primarily designed as a standalone solution, the add-in can be purchased as part of larger bundles—including the Universal Pack, Cloud Pack, or Database Pack—that provide access to additional Devart Excel connectors for various data sources. This integration flexibility allows organizations to establish consistent data workflows across multiple platforms. The product's architecture ensures that all data transfers between Excel and Zoho Books occur securely, maintaining the integrity and confidentiality of sensitive financial information throughout the synchronization process.