Bulk user onboarding for Cliq Channels in a jiffy

Bulk user onboarding for Cliq Channels in a jiffy

As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could devote to actual development. 



Let's explore how to create a custom workflow using Cliq's platform components to streamline the process of bulk-adding users to a channel via a Zoho Sheet or CSV file. This approach facilitates a smooth onboarding experience without the need for manual effort.

Pre-requisite :

Before beginning to script the code below, we must create a connection with Zoho Cliq. Once a connection is created and connected, you can use it in Deluge integration tasks and invoke URL scripts to access data from the required service.

Create a Zoho Oauth default connection with any unique name and the scopes -  ZohoCliq.Channels.All and ZohoSheet.dataApi.ALL

Refer to the below links to learn more :

Step 1  : Creation of slash command

  • After a successful login in Cliq, hover to the top right corner and click your profile. Post clicking, navigate to Bots & Tools > Commands.
  • At your right, click the button - Create Command.
  • To know more about slash commands and their purposes, refer to Introduction to slash commands.
  • Create a slash command using your preferred name. Specify the following details: the command name, a hint (to give users an idea of what the command is for), and the access level.
  • Finally, click "Save & edit code".

  1. inputs = List();
  2. inputs.add({"name":"channels","label":"Pick a channel","placeholder":"Choose a channel where you need to add members","max_selections":"1","multiple":false,"mandatory":true,"type":"native_select","data_source":"channels"});
  3. inputs.add({"name":"headername","label":"Header name","placeholder":"Email ID","hint":"In which the Email ID is present","min_length":"0","max_length":"25","mandatory":true,"type":"text"});
  4. inputs.add({"type":"radio","label":"Import type","name":"import_Type","hint":"Choose a type that you need to import users","options":[{"label":"CSV","value":"csv"},{"label":"Zoho sheet","value":"zohosheet"}],"trigger_on_change":"true"});
  5. return {"name":"addbulkuser","type":"form","title":"Add bulk users","hint":"To add maximum of upto 1000 users in a channel.","button_label":"Add Users","inputs":inputs,"action":{"type":"invoke.function","name":"addbulkusers"};

Step 2  : Scripting form function

  • We need to create a function for the form that manages submission responses, including the Zoho Sheet link or CSV file, the name of the column containing the email addresses, and the channel details where users should be added in bulk.
  • Hover to the top right corner and click your profile. After clicking, navigate to Bots & Tools > Functions.
  • To your right, click the Create Function button.
  • Name the function "addbulkusers," provide a description as desired, and select "form" as the function type. Then, click "Save and edit code," and paste the following code.
  1. emailIdList = list();
  2. successlist = list();
  3. failedlist = list();
  4. try 
  5. {
  6. info form;
  7. formValues = form.get("values");
  8. columnName = formValues.get("headername");
  9. headerName = formValues.get("headername");
  10. if(formValues.get("import_Type").get("value") == "zohosheet")
  11. {
  12. url = formValues.get("url");
  13. spreadSheetId = url.getPrefix("?").getSuffix("open/");
  14. sheetName = url.getSuffix("?").getPrefix("&").getSuffix("=");
  15. worksheetname = sheetName.replaceAll(" ","%20");
  16. columnName = columnName.replaceAll(" ","%20");
  17. allDatas = list();
  18. params = Map();
  19. params.put("column_names",columnName);
  20. params.put("method","worksheet.records.fetch");
  21. params.put("worksheet_id",sheetName + "#");
  22. sheetDetails = invokeurl
  23. [
  24. url :"https://sheet.zoho"+environment.get("tld")+"/api/v2/" + spreadSheetId
  25. type :GET
  26. parameters:params
  27. connection:"addbulkusers"
  28. ];
  29. info sheetDetails;
  30. if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() <= 1000)
  31. {
  32. allDatas.addAll(sheetDetails.get("records"));
  33. }
  34. else if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() > 1000)
  35. {
  36. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
  37. }
  38. else
  39. {
  40. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  41. }
  42. info "allData: " + allDatas.size();
  43. if(allDatas.size() > 1000)
  44. {
  45. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
  46. }
  47. for each  data in allDatas
  48. {
  49. if(data.get(formValues.get("headername")) == null)
  50. {
  51. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  52. }
  53. emailIdList.add(data.get(formValues.get("headername")));
  54. if(emailIdList.size() == 100)
  55. {
  56. channelID = formValues.get("channels").get("id");
  57. params = {"email_ids":emailIdList};
  58. info "Params: " + params;
  59. addUsers = invokeurl
  60. [
  61. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  62. type :POST
  63. parameters:params.toString()
  64. detailed:true
  65. connection:"addbulkusers"
  66. ];
  67. info "Adduser: " + addUsers;
  68. if(addUsers.get("responseCode") == "204")
  69. {
  70. successlist.addAll(emailIdList);
  71. }
  72. else
  73. {
  74. failedlist.addAll(emailIdList);
  75. }
  76. info "100: " + emailIdList.size();
  77. emailIdList = list();
  78. }
  79. }
  80. if(emailIdList.size() > 0)
  81. {
  82. channelID = formValues.get("channels").get("id");
  83. params = {"email_ids":emailIdList};
  84. info "Params: " + params;
  85. addUsers = invokeurl
  86. [
  87. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  88. type :POST
  89. parameters:params.toString()
  90. detailed:true
  91. connection:"addbulkusers"
  92. ];
  93. info "Adduser: " + addUsers;
  94. if(addUsers.get("responseCode") == "204")
  95. {
  96. successlist.addAll(emailIdList);
  97. }
  98. else
  99. {
  100. failedlist.addAll(emailIdList);
  101. }
  102. info "Email id: " + emailIdList;
  103. }
  104. info "Successlist: " + successlist;
  105. info "Failedlist: " + failedlist;
  106. if(successlist.size() > 0 && failedlist.size() > 0)
  107. {
  108. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
  109. }
  110. else if(successlist.size() > 0 && !failedlist.size() > 0)
  111. {
  112. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
  113. }
  114. else if(!successlist.size() > 0 && failedlist.size() > 0)
  115. {
  116. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
  117. }
  118. info zoho.cliq.postToChat(chat.get("id"),postMessage);
  119. }
  120. else
  121. {
  122. csvFile = formValues.get("csvFile");
  123. csvFile = csvFile.getfilecontent();
  124. allDatas = csvFile.toList("\n");
  125. i = 0;
  126. indexValue = 0;
  127. indexBoolean = false;
  128. for each  data in allDatas
  129. {
  130. if(i == 0)
  131. {
  132. headers = data.toList(",");
  133. for each  header in headers
  134. {
  135. info header;
  136. if(headerName == header)
  137. {
  138. indexBoolean = true;
  139. indexValue = headers.indexOf(headerName);
  140. }
  141. }
  142. if(indexBoolean == false)
  143. {
  144. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  145. }
  146. }
  147. else 
  148.             {
  149. emailIdList.add(data.get(indexValue));
  150.             }
  151. i = i + 1;
  152. if(emailIdList.size() == 100)
  153. {
  154. channelID = formValues.get("channels").get("id");
  155. params = {"email_ids":emailIdList};
  156. info "Params: " + params;
  157. addUsers = invokeurl
  158. [
  159. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  160. type :POST
  161. parameters:params.toString()
  162. detailed:true
  163. connection:"addbulkusers"
  164. ];
  165. info "Adduser: " + addUsers;
  166. if(addUsers.get("responseCode") == "204")
  167. {
  168. successlist.addAll(emailIdList);
  169. }
  170. else
  171. {
  172. failedlist.addAll(emailIdList);
  173. }
  174. info "100: " + emailIdList.size();
  175. emailIdList = list();
  176. }
  177. }
  178. if(emailIdList.size() > 0)
  179. {
  180. channelID = formValues.get("channels").get("id");
  181. params = {"email_ids":emailIdList};
  182. info "Params: " + params;
  183. addUsers = invokeurl
  184. [
  185. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
  186. type :POST
  187. parameters:params.toString()
  188. detailed:true
  189. connection:"addbulkusers"
  190. ];
  191. info "Adduser: " + addUsers;
  192. if(addUsers.get("responseCode") == "204")
  193. {
  194. successlist.addAll(emailIdList);
  195. }
  196. else
  197. {
  198. failedlist.addAll(emailIdList);
  199. }
  200. }
  201. info "Successlist: " + successlist;
  202. info "Failedlist: " + failedlist;
  203. if(successlist.size() > 0 && failedlist.size() > 0)
  204. {
  205. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
  206. }
  207. else if(successlist.size() > 0 && !failedlist.size() > 0)
  208. {
  209. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
  210. }
  211. else if(!successlist.size() > 0 && failedlist.size() > 0)
  212. {
  213. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
  214. }
  215. info zoho.cliq.postToChat(chat.get("id"),postMessage);
  216. }
  217. }
  218. catch (e)
  219. {
  220. info e;
  221. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
  222. }
  223. return Map();

Step 3  : Configuring form change handler

  • After copying and pasting the code into the form submission handler, navigate to the form change handler for the created form function.
  • You can find this in the top left corner of the editor, where you will see an arrow next to the form submission handler. Clicking on this arrow will display the form change handler in a dropdown menu.
  • Click it to edit the code in the form change handler, which is necessary for real-time modifications to a form's structure or behaviour based on user input in a specific field. 
  1. targetName = target.get("name");
  2. info targetName;
  3. inputValues = form.get("values");
  4. info inputValues;
  5. actions = list();
  6. if(targetName.containsIgnoreCase("import_Type"))
  7. {
  8. fieldValue = inputValues.get("import_Type").get("value");
  9. info fieldValue;
  10. if(fieldValue == "csv")
  11. {
  12. actions.add({"type":"add_after","name":"import_Type","input":{"label":"CSV File","name":"csvFile","placeholder":"Please upload a zCSV File","mandatory":true,"type":"file"}});
  13. actions.add({"type":"remove","name":"url"});
  14. }
  15. else if(fieldValue == "zohosheet")
  16. {
  17. actions.add({"type":"add_after","name":"import_Type","input":{"name":"url","label":"Enter the sheet url","placeholder":"https://sheet.zoho.com/sheet/open/6xhgb324f142e91d845e5b4b472f7422379c9","min_length":"0","max_length":"400","mandatory":true,"type":"text","format":"url"}});
  18. actions.add({"type":"remove","name":"csvFile"});
  19. }
  20. }
  21. return {"type":"form_modification","actions":actions};

Business use cases:

  • HR onboarding: Seamlessly add new employees to internal communication channels.
  • Event management: Quickly invite attendees to event-specific channels.
  • Education platforms: Enroll students in course groups in one go.
  • Community building: Grow large communities by importing member lists effortlessly.

Bottom line

Bulk user addition in Cliq channels through Zoho Sheet or CSV files allows us to eliminate tedious tasks, reduce errors, and manage large-scale data effortlessly. Is onboarding consuming too much of your valuable development time? If so, it might be time to shake things up with a customized workflow!

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.

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                                                                                                                Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
                                                                                                              • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                                                                                                Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
                                                                                                              • About Zoneminder (CCTV) and Zoho People

                                                                                                                Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
                                                                                                              • Introducing the Zoho Projects Learning Space

                                                                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
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