Frequently Asked Questions on Bulk Read API and Bulk Write API

Frequently Asked Questions on Bulk Read API and Bulk Write API

🎊 Nearing 200th Kaizen Post – We want to hear from you!
Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. 

Hello all!!
Welcome back to another post in the Kaizen series!

In this post, we will address some of the most frequently asked questions about Zoho CRM's Bulk Read API and Bulk Write API from the Zoho CRM Developer Community Forum.

 Frequently Asked Questions on Bulk Read API 

1. What is the Bulk Read API, and when should I use it?

Bulk Read refers to bulk data export. This API allows you to export large datasets i.e., you can export up to 2,00,000 records in a single export job from Zoho CRM in CSV format. Bulk Read APIs are best suited for backups and data migration.

2. Since Zoho CRM has other record APIs such as GET Records API, COQL API, and Search API to retrieve data, why should I use the Bulk Read API? 

Other record APIs like the GET Records API, COQL API, and Search API are used to retrieve data, but they return fewer records per API call. This can quickly lead to reaching your daily API limits, unlike the Bulk Read API, which can be used to export larger datasets.
  • GET Records API : You can fetch up to 200 records per API call. Use pagination to retrieve up to 1,00,000 records from a module.
  • COQL API : You can fetch up to 2000 records per API call. Using LIMIT and OFFSET, you can fetch up to 100,000 records. To get beyond 100,000 records, refer to Pagination section of the API help documentation. Also, it supports cross-module queries.
  • Search API : You can fetch up to 200 records per call. With pagination, you can retrieve up to 2,000 records in total. Using this API, you can search for records in a module based on a criteria that you define. 
  • Advantages of Bulk Read API : 
    • You can export up to 2,00,000 records per API call.
    • Use the page_token to export the next set of 2,00,000 records until all records are fetched.

3. How do I make a Bulk Read API call?

The process involves three steps:
  • Create a Bulk Read Job : Make a POST call with the required details, including module, fields, and filter criteria. For a successful API call, you will receive a unique job_id in the response. 
  • Check Job Status : Use the job_id to poll for status of the Bulk Read API. You can also set up a callback URL for notifications, where you will be notified when the Bulk Read job is complete.
  • Download Results : Once the Bulk Read job is complete, you will get the download_url in the response of the Get Status API. Use this download URL to download the ZIP file containing the CSV or ICS files. 

4. What are the supported and unsupported modules in the Bulk Read API?

Supported modules :
leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, price books, quotes, sales orders, purchase orders, invoices, subforms, linking module, and custom modules.

Unsupported modules :
Modules that appear as related lists in a record like Emails and Attachments are treated as separate modules in Zoho CRM. The Bulk Read API does not support these related list modules.

5. How can I export subform records in a module using the Bulk Read API?

To export subform records using the Bulk Read API, specify the subform’s API name in your request. 

Request Method: POST
Sample Request:


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Project_Details"
        }
    },
    "file_type": "csv"
}
Note: In the above example, the Project_Details is the API name of the subform to be exported. 

Exporting subform records based on criteria


  {
    "query": {
        "module": {
            "api_name": "Project_Details"
        },
        "fields": [
            "Project_Name",
            "Project_Type",
            "Expected_Budget",
            "Status"
        ],
        "criteria": {
            "field": {
                "api_name": "Expected_Budget"
            },
            "comparator": "greater_equal",
            "value": "40000" //Retrieving subform records with an expected budget greater than or equal to $40,000
        }
    }
}

For more details on subforms, refer to Kaizen #124 - Manipulating Subform using Zoho CRM APIs. 

6. How can I export multi-select lookup (MxN) records in a module using the Bulk Read API?

Specify the API name of the linking module in your request to export records from a multi-select lookup (MxN) field.

Request Method: POST
Sample Request:


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "EmpXSkills"
        },
        "fields": [
            "Employees.Name",
            "Employees.Year_of_Experience",
            "Skills.Name"
        ],
        "criteria": {
            "group": [
                {
                    "field": {
                        "api_name": "Employees.Year_of_Experience" 
                    },
                    "comparator": "greater_than",
                    "value": "4"
                },
                {
                    "field": {
                        "api_name": "Skills.Name"
                    },
                    "comparator": "contains",
                    "value": "Social"
                }
            ],
            "group_operator": "AND"
        }
    }
}

In the sample, EmpXSkills is the API name of the linking module.

7. How can I export multi-module lookup field's data in a module using the Bulk Read API?

The Appointments module has a multi-module lookup field called Appointment_For. To export data that includes this field, specify the API name of the Appointments module in the module key of your Bulk Read API request.

Request Method: POST
Sample Request: 


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Appointments__s" //API name of the Appointments module
        }
      
    },
    "file_type": "csv"
}
Note: The Appointment_For field cannot be used in the criteria. 


8. What are the field limits for a Bulk Read API request?

You can specify up to 200 fields per request. If the limit is exceeded, the API returns all fields in the module by default.

9. What are the criteria limits for the Bulk Read API in Zoho CRM?

The Bulk Read API supports a maximum of 25 criteria per query, including the criteria defined in custom views. Make sure your filter conditions do not exceed this limit to avoid errors during query execution.
Request Method: POST
Sample Request:


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Contacts"
        },
        "fields": [
            "Last_Name",
            "Owner",
            "Lead_Source",
            "Created_Time"
        ],
        "criteria": {
            "group_operator": "and",
            "group": [
                {
                    "field": {
                        "api_name": "Lead_Source"
                    },
                    "comparator": "equal",
                    "value": "Advertisement"
                },
                {
                    "field": {
                        "api_name": "Owner"
                    },
                    "comparator": "equal",
                    "value": "Boyle"
                },
            .
            .
            .
             // Add more criteria objects here, up to 25 total
            ]
        }
    }
}

10. How do I fetch data from lookup fields using the Bulk Read API?

To fetch data from lookup fields, use the dot (.) operator. Refer to the following Sample Request for reference.
Request Method: POST
Sample Request:



{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Contacts"
        },
        "fields": [
            "Last_Name",
            "Owner",
            "Owner.last_name",
            "Account_Name.Account_Name", //account lookup field 
            "Account_Name.Phone",
            "Lead_Source"
        ],
        "criteria": {
            "group_operator": "or",
            "group": [
                {
                    "field": {
                        "api_name": "Lead_Source"
                    },
                    "comparator": "equal",
                    "value": "Advertisement"
                },
                {
                    "field": {
                        "api_name": "Owner.last_name" //owner lookup field in the Contacts 
                    },
                    "comparator": "equal",
                    "value": "Boyle"
                },
                {
                    "field": {
                        "api_name": "Account_Name.Phone" //account lookup field in the Contacts 
                    },
                    "comparator": "contains",
                    "value": "99807"
                }
            ]
        }
    }
}

11. Why do I get a "RESOURCE_NOT_FOUND" error when checking the status of a Bulk Read job?



{
    "status": "error",
    "code": "RESOURCE_NOT_FOUND",
    "message": "The requested resource doesn't exist.",
    "details": {
        "resource": "5725767000006841003"
    }
}


The "RESOURCE_NOT_FOUND" will be thrown for the following three reasons.

  • API version mismatch : If there is a version mismatch between the API used to create the job and the API used to fetch its status. For example, if you create a Bulk Read job using v6 and then try to check the job status using v8, you will get the "RESOURCE_NOT_FOUND" error. Always use the same API version consistently for all operations related to a Bulk Read job, from creation to status check to file download. Double-check the version in your request URL before making API calls.
  • Job ID expiration : If you pass an expired job ID, the system will return this error.
  • Invalid job ID : If you pass an incorrect job ID in the job_id key, the system will return this error.

12. What file formats are supported?

The data is returned as a ZIP file containing either a CSV or ICS file upon job completion. You can download the file from the URL provided in the response of the Status API call.
  • CSV: Default format for all modules.   
  • ICS: Available only for the Events module.

13. How long are the exported files available for download?

The download_url is valid for one day after job completion. After that, the file is inaccessible.

14. How to handle large datasets beyond the record limit?

Use the page key to paginate the export of large datasets. The maximum possible value of page key is 500.

For example, 
  • page=1 retrieves records 1 to 200,000
  • page=2 retrieves records 200,001 to 400,000
If the more_records key is true in the response of Get the Status of the Bulk Read Job API, it indicates that there are more records available to fetch. In such a case, use pagination and make more Bulk Read API calls to retrieve them. 

Request Method: GET
Sample Response:

{
    "data": [
        {
            "id": "3652397000000646004",
            "operation": "read",
            "state": "COMPLETED",
            "result": {
                "page": 1,
                "per_page": 200000,
                "count": 200000,
                "download_url": "/crm/bulk/v8/read/2276164000001136017/result",
                "more_records": true,
                "next_page_token": "bca6fba106357ae3b1ecbd63f"
            },
            "query": {
                "module": {
                    "id": "2276164000000000125",
                    "api_name": "Contacts"
                },
                "page": 1
            },
            "created_by": {
                "id": "2276164000000471001",
                "name": "Patricia"
            },
            "file_type": "csv"
        }
    ]
}

Use the page_token key to get the next set of records. You can find the value for page_token in the next_page_token field of the response from your Get Bulk Read Job Status API call. 

Now, again, use the POST - Bulk Read API with this token to fetch the next batch of records.
Request Method: POST
Sample Request: 

{
    "query": {
        "page_token": "bca6fba106357ae3b1ecbd63f"
    }
}

15. What are the download rate limits for the Bulk Read API?

A maximum of 10 download requests are allowed per minute. If this limit is exceeded, the server returns an HTTP 429 (Too Many Requests) error.

16. Is it possible to export records based on a custom view?

Yes, the Bulk Read API supports exporting records based on a custom view by specifying the CVID in your request. Refer to the Bulk Read API documentation for details.

17. Does the Bulk Read API preserve the order of fields in the response?

The Bulk Read API does not follow a specific order for fields in the response when all fields from a module are requested. However, if you specify a set of fields using the fields JSON array, the response will maintain the same order as provided.

18. Is it possible to schedule multiple Bulk Read jobs?

Yes, you can schedule multiple Bulk Read jobs simultaneously.

19. Is it possible to cancel a Bulk Read request after it is initiated?

No, once a Bulk Read request is initiated, it cannot be cancelled.

20. Do the download URLs require any kind of authentication? Or can anyone access them?

Yes, authentication is required to access download URLs.
  • Admin users can download the results of all Bulk Read jobs.
  • Non-admin users can only download their own Bulk Read jobs.

21. How many records can be exported from the Events module in ICS format per API call?

The ICS format is supported only for the Events module. You can export up to 20,000 records in ICS format from the Events module in a single API call.

Frequently Asked Questions on Bulk Write API

1. What is the Bulk Write API and what operations does it support?

The Bulk Write API allows you to insert, update, or upsert large sets of data (up to 25,000 records) asynchronously in Zoho CRM. 

It supports three main operations:
  • Insert: Create new records
  • Update: Modify existing records 
  • Upsert: Update existing records or create new ones if no matching record exists.

2. What file formats are supported for bulk operations?

The Bulk Write API accepts one ZIP file containing CSV files.
  • To import records into modules such as Deals and Accounts,i.e, to import records only to the parent modules, the ZIP file should contain only one CSV file. For example, if you want to import 50,000 records into the Leads module, you need to make two CSV files (25,000 records each), compress each CSV file into a separate ZIP file, and make two separate Bulk Write API requests.
  • To import parent and child records (subform or linking module) in a single API call, the ZIP can include multiple CSV files - one for the parent module and others for the child modules. For more details on handling parent-child records, refer to Kaizen #131 - Bulk Write for parent-child records using Scala SDK.
  • The maximum allowed size of the ZIP file is 25 MB.

3. What are the key points to keep in mind while preparing a CSV file for the Bulk Write API?

  • Maximum of 25,000 records per file
  • Maximum of 200 column headers
  • Supported delimiters: comma (,), semicolon (;), colon (:), or pipe (|)
  • All records must belong to the same module
Things to note with the header row 
  • If field mapping is not provided in the API request, then the first row must contain CRM field API names. This enables automatic mapping by the system.
  • If field mapping is provided explicitly in the API request, then the first row can contain any name like display_label. In this case, the first row will be discarded by the system, and it will rely only on the field mapping in the API request.
Recommended way to create a ZIP file for Bulk Write API

It is recommended to create the ZIP file from the terminal. When you zip files through UI (right-click -> Compress), hidden files like __MACOSX may be added to the zip file, which can cause upload errors.
 
Example : 

zip bulk_data.zip parent.csv -> zip test.zip test.csv

Field mapping is
  • Optional for single-module bulk jobs.
  • Mandatory for parent-child module jobs.

4. What are the mandatory headers to include while making a Bulk Write job?

        

                            Header

 

                             Value

Authorization

Zoho-oauthtoken {access_token}

Content-Type

multipart/form-data

X-CRM-ORG {org_id}  Use the Organization API to get your org ID.

123456789

feature

bulk-write 

5. Why am I getting the "403 Invalid Response From Service Team" error while uploading my ZIP file using the Bulk Write API?

Using an incorrect or missing Org ID in the X-CRM-ORG header will result in this 403 error response. Specify a valid Org ID in the header when uploading the ZIP file.  Use the Organization API to get your Org ID.

6. How do I handle lookup fields in my input CSV?

For lookup fields, the column header should follow one of the following formats:

 

Option 1: To reference by ID

 

Option 2: To reference by a field value (like name)

Use the format: field_api_name.id

Example: Account_Name.id

Use the format: field_api_name.field_api_name

Example: Account_Name.Account_Name

7. How do default values work in field mappings for the Bulk Write API?

While mapping fields in your Bulk Write API request, you can set a default_value for any field. This is helpful when the uploaded CSV file does not have a corresponding value for the field, but you want to map a default value to that field in that case. 
Here is a sample field mapping for a picklist field Lead_Source with a default value:

Sample Field Mapping


{
    "api_name": "Lead_Source", // Picklist field
    "index": 2, // Column index in the CSV
    "default_value": { // Optional key with a default value
        "value": "call"
    }
}

If the CSV file has a value in column index 2, that value will be used. If the CSV column is empty for a record, the default_value - call (in our case) will be used instead. 
Please note that the default key is optional. If default_value is not provided and the field is required, records with missing values may fail.

8. How do I handle multi-select picklist fields in the Bulk Write API?

Use semicolons (;) to separate multiple values in the CSV file and in the default value mapping in the request body.
Example in CSV:  "A;B;C"

Sample Field Mapping

{
    "api_name": "Rating",
    "default_value": {
        "value": "A;B"
    }
}
If the CSV does not contain a value for the field, the value specified under default_value will be used.

9. How do I set a default value for a date field in the Bulk Write API? 

When setting a default value for a date field, only the ISO format is allowed. 

Sample Field Mapping


{
 "api_name": "Registered_day",
 "default_value": {
 "value": "2025-03-21"
 }
}
If the CSV column for the date field is empty, the default date in ISO format will be used. 

10. How do I set a default value for a decimal field in the Bulk Write API?

For decimal fields, the default value must be a number using a dot (.) as the decimal separator. Commas (;) are not allowed.

Sample Field Mapping

{
    "api_name": "Decimal",
    "default_value": {
        "value": "99.75"
    }
}
Only numbers with a dot (.) as the decimal separator are supported. Values like "99,75" are invalid and will cause errors.

11. Can I import Subform and MxN (linking module) data using the Bulk Write API?

Yes, the Subform and MxN (linking module) modules are treated as separate modules in Zoho CRM. Like modules such as Leads and Contacts, you can import data into CRM using the Bulk Write API.

For cases such as importing parent-child data, for example, Leads (parent module) and its associated subform records (child module), you must include multiple CSV files - one for the parent and one for the subform within a single ZIP file and upload it in a single Bulk Write request. Also, make sure the field mappings are correct in the input request.
Refer to Kaizen #131 - Bulk Write for parent-child records using Scala SDK for more details on handling parent-child records.

12. Is Multi-module Lookup (MML) supported in the Bulk Write API?

No, Multi-module Lookup (MML) fields are not currently supported in the Bulk Write API.
Currently, in Zoho CRM API Version 8, the Appointment_For field in the Appointments module is an MML field. Since the Appointments module itself is not supported in Bulk Write, importing data into it - including MML fields is not possible using the Bulk Write API.

13. Is it possible to cancel a Bulk Write request after it is initiated?

No, once a Bulk Write request is initiated, it cannot be cancelled. The job will run to completion unless it fails due to an error.

14. Can I schedule multiple Bulk Write jobs simultaneously?

Yes, you can schedule multiple Bulk Write jobs simultaneously. There is no restriction on the number of jobs you can initiate in parallel.

15. Are there any restrictions on the file name for CSV or ZIP files in the Bulk Write API?

No, there are no specific restrictions on the file name. You can name your CSV or ZIP files as needed. For example, leads_data.csv and leads_with_subform.zip.

16. Are Auto Number and Formula field types supported in the Bulk Write API?

No, both Auto Number and Formula fields are not supported in the Bulk Write API.

17. Are External ID fields supported in the Bulk Write API?

Yes, only the Org-based external ID field is supported, and user-based external fields are not supported.

18. What are the unsupported Modules in Bulk Write API?

The Attachments, Notes, Events, Calls, Upload file fields, and Record images are treated as separate modules in Zoho CRM and are not supported by the Bulk Write API. 




                                        x-----------------------------x



We trust that this post meets your needs and is helpful.
Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com


Stay tuned for more insights in our upcoming Kaizen posts!


Other Frequently Asked Questions in Kaizen

    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    • Recent Topics

    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Custom Buttons for Mass Actions

      Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • Question regarding import of previous deals...

      Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

    • Auto Capitalize First Letter of Words

      Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Link(s) between Notes

      Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

    • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

      Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

    • I don't see any WITHDRAWL transaction at all

      Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

    • Shared inbox unable to see replies

      Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

    • Kaizen #136 - Zoho CRM Widgets using ReactJS

      Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM

    • 404 error at checkout

      Our customers are getting a 404 error at checkout. Anyone else with the same problem?

    • FONT Sizing in Notebook

      Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing

    • Can managers Upload documents to their direct rapports?

      Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there something

    • Leave balance display for next year

      Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balance

    • Please add an “Auto-Apply Unused Credits” toggle

      Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for

    • Zoho Books not working/loading

      Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

      Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

    • Follow-up emails via Workflow Automation not staying in the same thread

      Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

    • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

      We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:

    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

    • How to conditionally embed an own internal widget with parameters in an html snippet?

      Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

    • Sync more than one Workdrive

      Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Limitations on editing a message in Cliq

      Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

    • Next Page