Kaizen #131 - Bulk Write for parent-child records using Scala SDK

Kaizen #131 - Bulk Write for parent-child records using Scala SDK

Hello and welcome back to this week's Kaizen!
Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write operations for parent-child records in a single operation, and how to do this using Scala SDK.

Quick Recap of Bulk Write API

Bulk Write API facilitates efficient insertion, updation, or upsertion of large datasets into your CRM account. It operates asynchronously, scheduling jobs to handle data operations. Upon completion, notifications are sent to the specified callback URL or the job status can be checked periodically.

When to use Bulk Write API?

  • When scheduling a job to import a massive volume of data.
  • When needing to process more than 100 records in a single API call.
  • When conducting background processes like migration or initial data sync between Zoho CRM and external services.

Steps to Use Bulk Write API:

  1. Prepare CSV File: Create a CSV file with field API names as the first row and data in subsequent rows.
  2. Upload Zip File: Compress the CSV file into a zip format and upload it via a POST request.
  3. Create Bulk Write Job: Use the uploaded file ID, callback URL, and field API names to create a bulk write job for insertion, update, or upsert operations.
  4. Check Job Status: Monitor job status through polling or callback methods. Status could be ADDED, INPROGRESS, or COMPLETED.
  5. Download Result: Retrieve the result of the bulk write job, typically a CSV file with job details, using the provided download URL.
In our previous Kaizen posts - Bulk Write API Part I and Part II, we have extensively covered the Bulk Write API, complete with examples and sample codes for the PHP SDK. We highly recommend referring to those posts before reading further to gain a better understanding of the Bulk Write API.
With the release of our V6 APIs, we have introduced a significant enhancement to our Bulk Write API functionality. Previously, performing bulk write operations required separate API calls for parent and each child module. But with this enhancement, you can now import them all in a single, operation or API call.

Field Mappings for parent-child records in a single API call

When configuring field mappings for bulk write operations involving parent-child records in a single API call, there are two key aspects to consider: creating the CSV file containing the data and constructing the input JSON for the bulk write job. 

Creating the data CSV file:

To set up the data for a bulk write operation involving parent-child records, you need to prepare separate CSV files - one for the parent module records, and one each for each child module records. In these CSV files, appropriate field mappings for both parent and child records need to be defined. 

The parent CSV file will contain the parent records, while the child CSV file will contain the child records. To make sure that each child record is linked to its respective parent record, we will add an extra column (MappingID in the image below) to both the parent and child CSV files. This column will have a unique identifier value for each parent record. For each record in the child CSV file, the value in the identifier column should match the value of the identifier of the parent record in the parent CSV file. This ensures an accurate relationship between the parent and child records during the bulk write operation.

Please be aware that the mapping of values is solely dependent on the mappings defined in the input JSON. In this case, the column names in the CSV file serve only as a reference for you. Please refer to the notes section towards the end of this document for more details.


Creating the CSV file remains consistent across all types of child records, and we have already discussed how each child record is linked to its respective parent record in the CSV file. To facilitate the same linkage in the input JSON, we have introduced a new key called parent_column_index. This key assists us in specifying which column in the child module's CSV file contains the identifier or index linking it to the parent record. In the upcoming sections, we will explore preparing the input JSON for various types of child records.

Additionally, since we have multiple CSV files in the zip file, we have introduced another new key named file_names in resources array. file_names helps in correctly mapping each CSV file to its corresponding module.

Ensure that when adding parent and child records in a single operation, the parent module details should be listed first, followed by the child module details in the resource array of the input body.

1. Multiselect Lookup Fields

In scenarios involving multiselect lookup fields, the Bulk Write API now allows for the import of both parent and child records in a single operation.
In the context of multiselect lookup fields, the parent module refers to the primary module where the multiselect lookup field is added. For instance, in our example, consider a multiselect lookup field in the Leads module linking to the Products module.

Parent Module : Leads 
Child module : The linking module that establishes the relationship between the parent module and the related records (LeadsXProducts)

Here are the sample files for the "LeadsXProducts" case:

Leads.csv (Parent)

LeadsXProducts.csv (Child)

Given below is a sample input JSON for this bulk write job. Please note that the index of the child linking column should be mapped under the key index, and the index of the parent column index should be mapped under parent_column_index. 

To map the child records to their corresponding parent records (linking module), you must use the field API name of the lookup field that links to the parent module. For example, in this case, the API name of the lookup field linking to the Leads module from the LeadsXProducts is Leads.

{
"operation": "insert",
"ignore_empty": true,
"callback": {
"method": "post"
},
"resource": [
{
"type": "data",
"module": { 
"api_name": "Leads" //parent module API name
},
"file_id": "4876876000006855001",
"file_names": [
"Leads.csv" //parent records CSV file
],
"field_mappings": [ // field mappings for the parent record fields
{
"api_name": "Company", //field API name
"index": 0 //index in the CSV file
},
{
"api_name": "First_Name",
"index": 1
},
{
"api_name": "Last_Name",
"index": 2
},
{
"api_name": "Email",
"index": 3
},
{
"api_name": "Phone",
"index": 4
}
]
},
{
"type": "data",
"module": { 
"api_name": "LeadsXProducts" //child module API name
},
"file_id": "4876876000006855001",
"file_names": [
"LeadsXProducts.csv" //child records CSV file
],
"field_mappings": [
{
"api_name": "Products",
"find_by": "id",
"index": 0
},
{
"api_name": "Leads", //field API name of the lookup field in the Linking Module
"parent_column_index": 5, // the index of the identifier column in the parent CSV file
"index": 1 //index of the identifier column in the child CSV file
}
]
}
]
}

The following is a sample code snippet for the Scala SDK, to achieve the same functionality. Find the complete code here.

var module = new MinifiedModule() // Create a new instance of MinifiedModule
module.setAPIName(Option("Leads")) // Set the API name for the module to "Leads"
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006899001")) // Set the file ID for the resource instance 
resourceIns.setIgnoreEmpty(Option(true))
var filenames = new ArrayBuffer[String] // Create a new ArrayBuffer to store file names
filenames.addOne("Leads.csv")
resourceIns.setFileNames(filenames) // Set the file names for the resource instance
// Create a new ArrayBuffer to store field mappings
var fieldMappings: ArrayBuffer[FieldMapping] = new ArrayBuffer[FieldMapping]
// Create a new FieldMapping instance for each field
var fieldMapping: FieldMapping = null
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Company"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
.
.
// Set the field mappings for the resource instance
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)
resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("LeadsXProducts"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006899001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("LeadsXProducts.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Products"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Leads")) //Specify the API name of the lookup filed in the Linking Module
fieldMapping.setParentColumnIndex(Option(5)) //Specify the index of the identifier column in the parent CSV file
fieldMapping.setIndex(Option(1)) //Specify the index of the identifier column in the child CSV file
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

2. Multi-User Lookup fields

In case of multi-user lookup fields, the parent module remains the module where the multi-user field is added. The child module is the lookup module created to facilitate this relationship.
For instance, let's consider a scenario where a multi-user field labeled Referred By is added in the Leads module, linking to the Users module.

Parent module : Leads 
Child module : The linking module, LeadsXUsers.

To get more information about the child module, please utilize the Get Modules API. You can get the details of the fields within the child module using the Fields API. 
Here is a sample CSV for adding a multi-user field records along with the parent records:

LeadsXUsers.csv

Please ensure that you create a zip file containing the corresponding CSV files, upload it to the platform and then initiate the bulk write job using the file ID. The values for index and parent_column_index will vary based on your specific CSV files.

To create a bulk write job using Create Bulk Write job API, add the following code snippet to your resource array.
{
"type": "data",
"module": { 
"api_name": "Leads_X_Users" // child module
},
"file_id": "4876876000006887001",
"file_names": [
"LeadsXUsers.csv" //child records CSV file name
],
"field_mappings": [
{
"api_name": "Referred_User",
"find_by": "id",
"index": 0
},
{
"api_name": "userlookup221_11", //API name of the Leads lookup field in LeadsXUsers module
"parent_column_index": 5, // the index of the identifier column in the parent CSV file
"index": 1 // the index of the identifier column in the child CSV file
}
]
}

To do the same using Scala SDK, add the following code snippet to your code:

resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Leads_X_Users"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006904001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("LeadsXUsers.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Referred_User"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("userlookup221_11"))
fieldMapping.setParentColumnIndex(Option(5))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

3. Subform data

To import subform data along with parent records in a single operation, you must include both the parent and subform CSV files within a zip file and upload it. In this context, the parent module refers to the module where the subform is added, and the child module is the subform module.

For instance, consider a subform named Alternate Address in the Leads module, with fields such as City and State. 

Parent module : Leads
Child module : Alternate_Address (api name of the Subform module). 

In the subform CSV file (Alternate_Address.csv), in addition to the data columns, include a column to denote the linkage to the parent record.
Once the zip file containing both the parent and subform CSV files is prepared, proceed to upload it to initiate the import process. When you create the bulk write job, ensure to specify the appropriate values for index and parent_column_index based on your specific CSV files in the input.

Here is a sample CSV for the subform data, corresponding to the parent CSV provided earlier.

Alternate_Address.csv

To create a bulk write job using Create Bulk Write job API to import the subform data, add the following code snippet to your resource array.

{
"type": "data",
"module": { 
"api_name": "Alternate_Address" //Subform module API name
},  
"file_id": "4876876000006915001",
"file_names": [
"Alternate_Address.csv" //child (subform) records CSV
],
"field_mappings": [
{
"api_name": "State",
"index": 0
},
{
"api_name": "City",
"index": 1
},
{
"api_name": "Parent_Id", //Leads lookup field in the subform module
"parent_column_index": 5,
"index": 2
}
]
}

To do the same using Scala SDK, add the following code snippet to your code:

resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Alternate_Address"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006920001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("Alternate_Address.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("State"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("City"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Parent_Id"))
fieldMapping.setParentColumnIndex(Option(5))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

4. Line Items

To import line items along with the parent records, an approach similar to handling subform data is used. The parent module is the module housing the parent records, while the child module corresponds to the line item field.

For instance, in the Quotes module, to import product details within the record, the child module should be Quoted_Items. 

Here is a sample CSV for importing the parent records to the Quotes module:

Quotes.csv

Given below is a sample CSV to add the product details in Quoted Items:

Quoted_Items.csv

Now to create a bulk write job for these records, here is a sample input JSON:

{
"operation": "insert",
"ignore_empty": true,
"callback": {
"method": "post"
},
"resource": [
{
"type": "data",
"module": { 
"api_name": "Quotes"
},
"file_id": "4876876000006949001",
"file_names": [
"Quotes.csv"
],
"field_mappings": [
{
"api_name": "Subject",
"index": 0
},
{
"api_name": "Deal_Name",
"find_by" : "id",
"index": 1
},
{
"api_name": "Quote_Stage",
"index": 2
},
{
"api_name": "Account_Name",
"find_by" : "id",
"index": 3
}
]
},
{
"type": "data",
"module": { 
"api_name": "Quoted_Items"
},
"file_id": "4876876000006949001",
"file_names": [
"Quoted_Items.csv"
],
"field_mappings": [
{
"api_name": "Product_Name",
"find_by" : "id",
"index": 0
},
{
"api_name": "Quantity",
"index": 1
},
{
"api_name": "Parent_Id",
"parent_column_index": 4,
"index": 2
}
]
}
]
}

To do the same using Scala SDK, add this code snippet to your file:

val bulkWriteOperations = new BulkWriteOperations
val requestWrapper = new RequestWrapper
val callback = new CallBack
callback.setUrl(Option("https://www.example.com/callback"))
callback.setMethod(new Choice[String]("post"))
requestWrapper.setCallback(Option(callback))
requestWrapper.setCharacterEncoding(Option("UTF-8"))
requestWrapper.setOperation(new Choice[String]("insert"))
requestWrapper.setIgnoreEmpty(Option(true))
val resource = new ArrayBuffer[Resource]
var resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
var module = new MinifiedModule()
module.setAPIName(Option("Quotes"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006953001"))
resourceIns.setIgnoreEmpty(Option(true))
var filenames = new ArrayBuffer[String]
filenames.addOne("Quotes.csv")
resourceIns.setFileNames(filenames)
var fieldMappings: ArrayBuffer[FieldMapping] = new ArrayBuffer[FieldMapping]
var fieldMapping: FieldMapping = null
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Subject"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Deal_Name"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Quote_Stage"))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Account_Name"))
fieldMapping.setIndex(Option(3))
fieldMapping.setFindBy(Option("id"))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)
resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Quoted_Items"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006953001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("Quoted_Items.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Product_Name"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Quantity"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Parent_Id"))
fieldMapping.setParentColumnIndex(Option(4))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

Notes : 

  • When importing a single CSV file (parent or child module records separately), field_mappings is an optional key in the resource array. If you skip this key, the field mappings must be defined using the column names in the CSV file. In such cases, the column names should correspond to the field API names. Additionally, all columns should be mapped with the correct API names, and there should not be any extra unmapped columns.
  • When importing parent and child records in a single API call, field_mappings is a mandatory key.
  • The identifier column in the parent and child CSV can have different column names, as the mapping is done based on the input JSON.

Points to remember

  • An uploaded file can be used for a single bulk write job only. If you want to retry the operation with the same data, upload the file again to generate a new file ID.
  • When adding parent and child records in a single operation, ensure that the parent module comes first, followed by the child module details in the resource array of the input body.
  • The parent and all child CSV files should be zipped into a single file and uploaded. You cannot use more than one zip file in a single bulk write job. 
  • Define appropriate mappings for both parent and child records using the parent_column_index and index key to establish the relationship.
  • Utilize the resources > file_names key to map the correct CSV with the appropriate module
  • For each parent in the parent records file:
    • By default, the limit for Subforms and Line Items is set to 200. While you can configure this limit for subforms in the UI, customization options are not available for Line Items.
    • MultiSelect Lookup fields have a maximum limit of 100. If you have more than 100 associations for a MultiSelect Lookup field, you may schedule additional bulk write jobs for the child records alone, importing 100 records at a time.
    • The maximum limit for Multi-User Lookup fields is restricted to 10. 
We hope that you found this post useful, and you have gained some insights into using the Bulk Write API effectively. If you have any queries, let us know in the comments below, or feel free to send an email to support@zohocrm.com. We would love to hear from you!

Recommended Reads :


    • Sticky Posts

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Recent Topics

    • zoho click, and nord VPN

      Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

    • Zoho Calender

      a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?

    • Matching ZOHO Payments in Banking

      Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how

    • New Enhancements to Zoho CRM and Zoho Creator Integration

      Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

    • Work Type - Limitation

      Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.

    • Emails sent through Bigin are not posting in IMAP Sent folder

      I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

    • Turning the page for Zoho SalesIQ: 2025 to 2026

      As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making

    • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

      We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Customer Management: #6 Common Mistakes in Customer Handling

      Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

    • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

      Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect

    • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

      Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App

    • Zoho Desk Android app update: Norwegian language support

      Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Payment Vouchers

      Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?

    • API in E-Invoice/GST portal

      Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

    • When I click on PDF/PRINT it makes the invoice half size

      When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

    • Search by contain letter in a column

      Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then

    • Enrich your contact and company details automatically using the Data Enrichment topping

      Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

    • Easier onboarding for new users with stage descriptions

      Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

    • Can add a colum to the left of the item in Zoho Books?

      I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

    • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

      Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so

    • How to disable the edit option in subform

      How to disable the edit option in subform

    • Adding non-Indian billing address for my Zoho subscription

      Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

    • Move record from one custom module to another custom module

      Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically

    • Notes Not Saving

      Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix

    • Prefill form with CRM/Campaigns

      I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which

    • Triggering a campaign automation from a Form

      I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered

    • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

      In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

    • Formula fields

      Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Is it possible to use module field filters via URL parameters?

      It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My

    • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

      Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

    • Next Page