Kaizen #57 - Mass Update API in Zoho CRM

Kaizen #57 - Mass Update API in Zoho CRM

Hello everyone!

Welcome back to yet another post in the Kaizen series.
This week, we will discuss the Mass Update API in Zoho CRM.

In this post, we will cover the following:
1. Introduction
2. Mass Update Records API 
3. Schedule Update and Get Status
4. Common errors pertaining to the Mass Update API
5. FAQs regarding the Mass Update API

1. Introduction

Generally, there can be cases where you might need to update the same field for multiple/all records in a module. To avoid the tediousness of the task, Zoho CRM offers Mass Update API to update the values of specific fields in multiple records in a module. The request requires field API names, record IDs, the custom view ID, and territory ID as input depending on the type of mass update you intend to perform. 

Mass Update can occur in 2 different ways:
a. Scheduler Type: When you specify the custom view ID and the territory ID, a job gets scheduled in the background. In the response, the system returns a "job_id" which you can use to get the status of the same. Use this job_id in the GET request to get the result. In this type of mass update, You can update a maximum of 50,000 records in a single request.

b. Non-Scheduler Type: When you specify the record IDs, the system updates the records instantly. You can update a maximum of 500 records in a single API call in this type of mass update. 

Modules supporting Mass Update APIs:
Leads, Accounts, Contacts, Deals, Campaigns, Activities, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom.

2. Mass Update Records API

Request URL: {{api-domain}}/crm/v2/{module_api_name}/actions/mass_update

Scope Required: 
ZohoCRM.mass_update.{module_name}.UPDATE

Request JSON keys:
Key
Data Type
Description
Mandatory
cvid
string
The custom view ID whose records you want to mass update
Mandatory when you want to mass update custom view fields.
over_write

boolean
Used when updating a multi-select picklist field. Providing true will overwrite the already present value while the default false value will add the value to the pick list
Optional
territory
JSON Object
Used to update the records in a territory.
Mandatory when you update territory fields.
ids
JSON Array
Specify the IDs of the records you want to mass update. A maximum of 500 IDs can be specified in the request.
Mandatory when records are updated by IDs.

Sample Request:
{{api-domain}}/crm/v2/Leads/actions/mass_update

Sample Response:


3. Schedule Update and Get Status

Let us see how to schedule a mass update by custom view ID and check it's status:

i. Schedule mass update using 'cvid' and retrieve the 'job_id'.

Sample Request: 
{{api-domain}}/crm/v2/Leads/actions/mass_update

Sample Response:

From the response, you can see that the mass update is scheduled and the job_id to check status is 3719520000001274002. 

ii. Check status of the scheduled Mass Update

Request URL: 
{{api-domain}}/crm/v2/{module_api_name}/actions/mass_update?job_id={job_id}

Scope Required:
ZohoCRM.mass_update.{module_name}.READ

Note: job_id is the only mandatory parameter that must be passed to obtain the status of the process. 

Sample Request: 
{{api-domain}}/crm/v2/Leads/actions/mass_update?job_id=3719520000001251XXX

Sample Response:
i. Response right after the mass update is scheduled. The status in the response is SCHEDULED.


ii. Response once the schedule is completed. The status in the response is COMPLETED.


Response JSON Keys
Key
Description
Status
Indicates the status of mass update. Possible values are COMPLETED, SCHEDULED, RUNNING, and FAILED.
Failed_Count
Specifies the number of records that failed to be mass updated.
Updated_Count
Specifies the number of records that were successfully mass updated.
Not_Updated_Count
Specifies the number of records that are not updated yet.
Total_Count
Specifies the total number of records that were scheduled to be mass updated

4. Common errors pertaining with the Mass Update APIs and ways to handle them

HTTP Status Code
Error Code
Message
Reason
403
NO_PERMISSION
Field Edit Permission not given
User does not have permission to edit the field
403
NO_PERMISSION
Customview not accessible
Custom view is not accessible to the user of the module
400
NO_RECORDS_FOUND
No record found to update
There are no records in the specified custom view
200
ALREADY_SCHEDULED
Already a Mass Action scheduler is running for the given cvid
The records in the custom view specified are already scheduled for a mass update.
200
LIMIT_EXCEEDED
Record count exceeded
Number of records that can be mass updated has exceeded the maximum allowed limit of 50000
200
RECORD_IN_BLUEPRINT
The record is in blue print
The specified record is in blueprint and user tries to update a blueprint picklist value


5. FAQs regarding Mass Update API

Q. What happens if some record IDs that I provide are invalid?
A: While mass updating records based on their IDs, if some of the record IDs are invalid only those records will not be processed.
Sample Response when one of the ID is invalid:


Q. Can I mass update the email field in the module?
A. No, you cannot mass update Email field. The other fields that cannot be processed for mass update are lookup fields, layout fields, multi line fields, and line items.

Q. Is it possible to mass update the account owner via Zoho CRM API?
A: No, you cannot mass update the account owner via Zoho CRM API. It throws the following error:
{
    "data": [
        {
            "code": "INVALID_DATA",
            "details": {
                "api_name": "Account_Owner"
            },
            "message": "This field cannot be updated in the Mass Update",
            "status": "error"
        }
    ]
}

Q. How to set the scope for custom modules?
A. The process is similar to that of setting scope for any standard module. The scope for Mass Update API is ZohoCRM.mass_update.{module_name}.UPDATE/READ. Hence, for example, if your custom module name is 'Clients', the scope would be 'ZohoCRM.mass_update.Clients.UPDATE/READ

Q. Can I have more than one mass update job for a custom view?
A. No, only one mass update job can happen on a custom view at a given time. An error is thrown with the error code 'ALREADY_SCHEDULED'. 

We hope you found this post useful. Let us know your thoughts in the comment section or reach us out at support@zohocrm.com.

Cheers!









    • Recent Topics

    • Free webinar: How to use passkeys with Zoho Vault

      Hi everyone! Passkeys are transforming the way we sign in—making authentication safer, faster, and completely passwordless. No more memorizing complex passwords or worrying about credential theft. With Zoho Vault, you can securely manage both passwords

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

      Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • How can we clear a signature field with deluge?

      I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?

    • Online PDF Editor

      Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please

    • How do I disconnect my Salesforce integration?

      I need to integrate a different Salesforce sandbox with my Zoho form.

    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

    • Zoho Recruit -> Exchange Online Relay

      HI! I have tried to connect Recruit to our MS 365 Exchange Online without any luck. I use this guide https://help.zoho.com/portal/en/kb/recruit/outreach/email-relay/articles/email-relay-zoho-recruit#Configuring_Email_Relay_Settings Do anyone have the

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • an issue in Zoho CRM where the workflow rule is not triggering

      H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

    • 401 Unauthenticated Error – Zoho CRM to Google Sheets Integration

      Hi I'm building an Automation Function in Zoho CRM using Deluge that appends contact data from Zoho CRM into a Google Sheet whenever a new contact is created. WHAT I'VE DONE: I created a connection in Zoho CRM (Developer Hub → Connections) with the following

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Income not showing in direct bank feed

      Hi, I am trying to enter income without knowing or mentioning customer, as i am told, my client wants single or cash basis accounting but i seriously struggling......................

    • I am not able to check in and checkout in zoho people even location access allowed

      This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

    • Preview future shift rotation in Shift Schedule

      Hi, What if, instead of the current behavior, the Shift Rotation feature in Zoho People allowed users to preview future shift schedules before the scheduler execution? Currently, when a shift rotation is configured (for example, monthly rotation), the

    • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

    • Sign Out

      Hello, I have a doubt with Permalink. I have a view created with critera to show only the records belonging to the user who has sign in. The problem is that the different users use the same computer and some times the user login keep signed, and when I send the permalink (by email) of the view, the users enter with other login signed. Moreover the permalink view doesn�t allow to do a log out. May I add something in the permalink to request always sign in? Sorry for my English. Many thanks! Regards

    • Announcing new features in Trident for Windows (v.1.39.4.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening communication and simplifying workflows. Let’s dive into what’s new! Upload email attachments to WorkDrive. Until now, you could

    • Introducing Automatic Field Addition (Text Tags) in Zoho Sign

      Hello, Today we are excited to announce the general availability of automatic field addition (text tags) feature in Zoho Sign. Now, you can now add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process. For example: when you add text tags to your sales orders, new employee contracts, and NDAs, Zoho Sign will add the corresponding fields when these documents are uploaded for the signing process. If you

    • Introducing Built-in Telephony in Zoho Recruit

      We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • Splitting Transactions in Zoho Books

      I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

    • Statement Aging On Cutomer Statement

      Hello, Is it possible to put aging on customer statements? Current 1-30days 31-60days 61-90days 91-120days Over 120 days. See attached image from another accounting package. Many customers pay off a statement and clear older invoices.

    • Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

      Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded

    • Response rate and time on social media

      Hello, I just want to know if it's possible to manage the response rate and response time from my social media on zoho social ? I don't see any statistical reports on the online scoreboard ? Thank you in advance for your response and sorry if the question has already been posted

    • Whatsapp BOT with CRM

      Hello, how do you use Whatsapp integrations in zoho CRM?

    • Ability to translate Zoho CRM Kiosks

      Hi team, Is support for translating kiosk text and screen names in the Zoho CRM translation tool planned on the roadmap? Thanks,

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Editing the list of Categories in the Categorize Manually section of Banking in Zoho Books

      Hi, I need to create two new Categories called Withdrawals and Deposits to categorize payments in a bank account. How do I edit the Categories list?

    • Can I write a check in Zoho Books with no associated bill?

      This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

    • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

      Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

    • [Free Webinar] Intelligent document processing with Zoho RPA

      Hello everyone! Greetings from the Zoho RPA team! We're excited to invite you to our upcoming webinar on intelligent document processing with Zoho RPA, where we'll introduce powerful new capabilities designed to make your automation journey smarter, faster,

    • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

      The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

    • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

      Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

    • Send emails directly via Cases module

      Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

    • Webinar Alert: Supercharge landing pages with data insights | Zoho LandingPage

      Every visitor to your landing page leaves behind valuable data, but are you leveraging it to improve conversions? Join our expert-led Landing Page Analytics webinar to learn how to track, analyze, and optimize landing page performance with Zoho LandingPage’s

    • Bulk Deletion of Zoho Projects Using Node.js and Zoho Projects API

      Zoho Projects currently does not provide a built-in option to delete multiple projects in bulk from the UI. When working with testing environments or large numbers of temporary projects, deleting them one by one becomes time-consuming. To address this,

    • Show unsubscribed contacts ?

      Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

    • Next Page