Tips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions
If you've been looking for a way to update certain data in Zoho Subscriptions that's outdated or just needs to be changed in bulk, then this week's tip is for you.
Also, be sure to check out last week's post about sending invoices to your subscribers using Webmerge, in case you missed it.
Bulk-updating data can help you save time and effort
Need to update the value for a custom field? How about updating salespersons for subscriptions because there's been a change in your company's staff? These actions can be quite tiresome, especially if there are numerous fields to go through and edit.
For now, Zoho Subscriptions supports bulk-updates for credit notes with the upper limit being 25 credit notes per update. However, if you'd like to update fields for other modules without any restrictions on the number of fields that can be updated, that's where this method of bulk-updating will come in handy. Let's see how.
How It Works
For this to work, you'd have to export your data from the module where you want to make changes and import it in a spreadsheet software like Zoho Sheet or Google Sheets. Next, enter the values that you'd like to update in the spreadsheet and run a script (we'll link it below) in the spreadsheet software, which updates the required values from the spreadsheet to Zoho Susbcriptions via our powerful REST APIs.
Here's how you can do it:
Let's take an example where you need to update the salesperson field for multiple subscriptions. To do this:
- Go to Zoho Subscriptions > More Actions.
- Click Export Subscriptions.
Once you've exported the file, it needs to be imported into a spreadsheet software.
Next, create another column for salespersons.
Fill in the name of the salespersons for the subscriptions that you want to update it for.
To update this data from the Spreadsheet to Zoho Susbcriptions, you'd have to create a script that can communicate with Zoho Susbcriptions via an API.
Creating the script in Zoho Sheet:
- Go to Zoho Sheet > Tools > Custom Functions > Create.
Creating the script in Google Sheets:
- Go to Google Sheets > Tools > Script Editor > New Project.
- Use this script and customize it as required.
Note: A previous version of this post contained scripts which used Authtokens for authentication with Zoho Subscriptions' APIs. However, support for Authtokens has been removed as of 30 June 2021. The scripts have since been updated to use authentication via OAuth, and you must add your access tokens' detail in the script, along with your organization ID. Learn how to generate access tokens.
Create another column to execute this script. This column will also be used to display whether the script succeeded or not, so it can be named accordingly. To execute the script in this column, type ' = ' followed by the name of the function() and then provide the cell positons of the subscription ID and salesperon as parameters. For example, =UpdateSalesPerson(a2,c2).
On pressing enter, the salesperson will be updated in Zoho Susbcriptions and the status of the script will be updated in the spreadsheet. To update the remaining salespersons, simply double click on the bottom right corner of the first cell where you ran the script. The spreadsheet application will then automatically run the script for the remaining salespersons.
Similarly, this script can be used for other modules as well by importing their data and making necessary changes to the script. Here's an example where the same script has been tweaked to bulk-update custom fields.
Try it out and let us know what you think in the comments below! We'll be back next week with a new post, so stay tuned.
Cheers,
Varun Steven
The Zoho Subscriptions Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Varun Steven
Holly Furlong
Richard
mp
Badri | Zoho Billing
Sticky Posts
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. CustomersTip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer'sTip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you canTips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,Tip #6 : Accessing external URLs from Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Adding Images to a Quote in Zoho CRM
We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates. We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates. This is a problem,Uplifted homepage experience
Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:【Zoho CRM】住所項目のアップデート：構造化された正確な住所入力を実現
ユーザーの皆さん、こんにちは。Zoho コミュニティグループの中野です。 今回は「Zoho CRM アップデート情報」の中から、住所項目に関するアップデートをご紹介します。 アップデートの概要 これまでの住所項目は、自由入力形式のテキスト欄が中心でした。 そのため、入力者によって書き方がバラバラになりやすく、データの検索やレポート集計が難しいという課題がありました。 今回追加された新しい住所項目では、住所を構造化されたフォーマットで管理できるようになりました。 以下の要素をそれぞれ個別の項目として分割して管理します。How to hide Activity Side Panel
How do you hide the activity side panel? Clicking on the link and reviewing the activity does not remove it and it does not seem to timeout. I have any activity that have been listed there since January. Thank you.This version of app doesn't support this notecard type Error
So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just webEdit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.Choose Component for User Filter
This filter in the Choose Component for User Filter would be better if had an Order or Group by function. Also, the Specify the default filter values: is very confusing and limiting.Preventing auto-redirect to Parent Record on Save...
Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",Zoho Desk - Event Calendar View
Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need toRe-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timersOption to Delete Chats in IM
Currently, there is no option to delete any chats in IM, regardless of their source.Is it possible to make tags "required"
We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for eachShowing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associatedID:2406331
Hello, I have sent the form (ID:2406331) but no answer after two days. This is a paid subscription, I am not allowed to use the eighth paid slot of 50GB email space anymore, only 7 are being used. Is anyone going to help me please so I can use the eighthCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesApproval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. CanI would like to know wich person viewed the file
I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank youTransaction Rule Matching
Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the followingNotebook on Mac: Fuzzy fonts in list view
Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. AttachedTrigger workflows from SLA escalations in Zoho Desk?
Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticketZoho CRM Email Templates 100% Width No Background How?
Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this?ZOHO CRM Quote Export / Quote Report
How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fieldsIntroducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRMAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Adding a Mark Up
Can you use the discount column to be a mar up column on estimates and invoices?URGENT. Recovering email without eArchive
Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!Subscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning processLogo Doesnt appear on email
Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanksHow to see Statement Details Shown in Unclassified Transactions in All Transactions?
All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!Non-Avalara Tax Automation wtih Zoho Books
We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. WeMigrating to the new outgoing webhook model in Zoho Connect
Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networksCreate formula calculations in Assemblies for scaling quantities
Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assemblyLastest update
The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else havingTip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'
Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.What matters more in Zoho implementations: tools or system architecture?
I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplierFacturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,[Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more
Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data acrossDeposit on invoice
I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employerZoho NOTEBOOK: What are file size restrictions?
I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audioConcern Regarding Stock Validation in Inventory Management
Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, orNext Page