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

    • Business Hours with lunch break

      Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks

    • Zoho Desktop App- Unable to Minimize/Freezes

      I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable

    • Can Zoho Marketing Automation send OTP codes via WhatsApp during user registration?

      The flow I would like to implement is: A user signs up in the mobile app and enters their phone number. The system generates a one-time verification code (OTP). The OTP is sent to the user via WhatsApp message. The user enters the code in the app to confirm

    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

    • Can I export to PDF in Zoho Learn

      I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Zoho Sprints iOS app update: Global view, screen capture control, file encryption, tags enhancement

      Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You can

    • Marking a meeting 'done'.

      I would like to somehow mark a meeting 'done' and placed under the contact's page rather than deleting it and having no record of it. Am I missing a button that does this?

    • Zoho Projects Android and iOS app update: Conditional layout rules for Tasks

      Hello everyone! Task conditional layout rules configured on the web app(projects.zoho.com) are now applied on the Zoho Projects Android and iOS app. Conditional layout rules can be set for the Add/ edit task form and it allows you to change the property

    • How to account for vat with postponed VAT accounting

      Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • How can I link Products in a Deal Subform to the Products Module

      Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this working

    • Zobot with Plugs

      Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the

    • Use URL field to populate Image in a Email Template

      We have two records Record 1: Appointments (with a Lookup to Doctors module) Related Record 2: Doctors (with a URL field that is an image of the doctor) We would like to populate a CRM email template with the image of the URL field for the related doctor

    • Delete button

      Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Invalid scope choice: Workdrive integration in CRM

      Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.

    • Dark Mode - Font Colors Don't Work

      When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Zoho mail admin panel not opening

    • Zoho CRM WooCommerce Integrtation

      Looking for a solution for my 50 client to show detailed analytics on source of traffic that led to events, leads, conversions. Hi all, I have not been able to find a workable guide or solution to how exactly step by step integrate the Zoho CRM with WooCommerce

    • Attaching files to emails within CRM Deals.

      Hello, We have recently started using the extension "Workdrive for CRM" (Related List) to view/store our documents for each Deal, instead of using Attachments. Overall it feels like a better way to go but the user experience is not so great when it comes

    • Service line items

      Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.

    • 500 internal server error on opening an iframe through a deluge script

      Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.

    • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • No Need To Fix Something That Is Working

      Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho

    • Filter button in the Zoho Sheet Android App doesn't toggle on

      I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

    • Is Zoho Sites still actively being developed?

      Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace

    • Project Notifcatiion Emails - Milestone

      Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client

    • Zoho Forms - Feature Request - Year Field

      Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"

    • Integrate Excel or Zoho Sheet functions / calculations to CRM product module

      Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote

    • Sync CRM Contacts to USER'S contacts on Office 365

      I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email function

    • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

      Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

    • Zoho Books | Product updates | February 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

    • Update latitude & longitude address field API

      How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();

    • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

      Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more

    • inability to use different primary address on invoice per location

      my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.

    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Anyone in Australia using Zoho Books AND has their account with NAB?

      Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

    • Next Page