Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II

Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II

Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API.  In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today, we'll discuss how to create a bulk write job, fetch the job status, and download the results.

1. Prepare the CSV file

2. Upload your zip file

3. Create a Bulk Write job

After uploading the file and obtaining the file ID, the next step is to create a bulk write job. For this, you will require the file ID, callback URL, and the field API names to perform one of the three operations: insert, update, or upsert. Upon a successful API call, the response will provide a job ID, with which you can check the job status in the next step.

The following are the keys you need to set.
  • callback (JSON object, optional) :  The CallBack object defines the callback URL and method for receiving notifications or updates about the job's status.
  • character_encoding (string, optional) : Specify the encoding to be used for the data being written.
  • operation (string, mandatory) : Specify the type of operation to be performed in the bulk write job. Possible values are insert, update and upsert.
  • ignore_empty (Boolean, optional) : If you have a few empty fields while updating the record and you want the system to ignore it, input the value as TRUE.
  • resource (JSON array, optional): Initiate an object of Resource class that contains the details of the module, file, and field mappings associated with the bulk write job. The resource array contains the file_id, module, find_by, field_mappings and type keys. For more details, refer to our help document here.

Mapping fields in bulk write jobs

To specify which value in the CSV file should be mapped to which field in the CRM module, you can use the field_mappings key in the resource array. This is an optional key, and if you omit it, the system will use the headers of the CSV file to map the fields. When the field_mappings is skipped, the CSV headers must be the field API names and, all the columns of your CSV file will be used for import. In this case, you should remove columns that you do not want to import into your CRM account.

Please note that the CSV headers will be ignored if field_mappings is used while creating the bulk write job.

When to use the field_mappings key?

You should use the field_mappings key if:
  • The column headers in your CSV file are different from the field API names in the CRM module.
  • You want to ignore certain columns in the CSV file.
  • You want to specify a default value for a field in the CRM module.

Rules for using the field_mappings key

  • When you map a field by specifying the field_mappings key, it is mandatory to specify either the index or the default_value key, or the system will throw an error.
  • The index is the position of the field in the CSV file, starting from 0.
  • The default_value key is used when you want to provide a default value for a field. By specifying a default value, you ensure that if a cell in the CSV file is empty, the system will populate it with the default value.
  • Use the ignore_empty key when you want the system to skip updating fields that are empty in the source file. Please note that for insert operation, ignore_empty will be set as false by default.
Index
Default Value
Ignore Empty
Empty Cell
Action
YES
YES/NO
TRUE/FALSE
NO
CSV Value
YES
YES
TRUE/FALSE
YES
Default Value
YES
NO
TRUE
YES
No Update
YES
NO
FALSE
YES
Empty
NO
YES
TRUE/FALSE
YES/NO
Default Value

  1. If you specify the index and there are no empty cells in the source file, the system will use the values from the CSV file for the corresponding fields. The default_value will be ignored in this case.
  2. For update and insert operations, when the index is specified and there are a few cells for which the value is empty in the source file, then for the corresponding records with empty value:
    • If default_value is specified, the field will be updated with the default_value.
    • If default_value is not specified, the system will handle the corresponding fields differently depending on the value of the ignore_empty key.
      • The field will be left untouched if ignore_empty is set to TRUE.
      • The field will be updated to an empty value if ignore_empty is FALSE.
  3. When the index is not specified, but a default_value is given, the system will update the corresponding fields in the CRM module with the specified default value. 

Bulk Insert with lookup and user lookup data

Here is an example of a simple bulk write job request:

<?php
namespace bulkwrite;

use com\zoho\crm\api\bulkwrite\BulkWriteOperations;
use com\zoho\crm\api\bulkwrite\RequestWrapper;
use com\zoho\crm\api\bulkwrite\CallBack;
use com\zoho\crm\api\util\Choice;
use com\zoho\crm\api\bulkwrite\Resource;
use com\zoho\crm\api\bulkwrite\FieldMapping;
use com\zoho\crm\api\modules\MinifiedModule;
use com\zoho\crm\api\bulkwrite\DefaultValue;

require_once "vendor/autoload.php";

class CreateBulkWriteJob
{
    public static function initialize()
    {
        // Add init code here.
        // Refer to this post for more details
    }

   public static function createBulkWriteJob(string $moduleAPIName, string $fileId)
    {
        $bulkWriteOperations = new BulkWriteOperations();
        $requestWrapper = new RequestWrapper();

       // Set the callback URL, and method
        $callback = new CallBack();
        $callback->setUrl("add_your_callback_url_here");
        $callback->setMethod(new Choice("post"));
        $requestWrapper->setCallback($callback);

        $requestWrapper->setCharacterEncoding("UTF-8"); //character encoding
   $requestWrapper->setOperation(new Choice("insert")); //specify the type of operation
       // module, file and field mapping details
        
        $resourceIns = new Resource();
        // To set the type of module that you want to import. The value is data.
        $resourceIns->setType(new Choice("data"));
        $module = new MinifiedModule();
        $module->setAPIName($moduleAPIName);
        $resourceIns->setModule($module);
        $resourceIns->setFileId($fileId);
        $resourceIns->setIgnoreEmpty(true);

        $fieldMapping1 = new FieldMapping();
        $fieldMapping1->setAPIName("Account_Name");
        $fieldMapping1->setIndex(0);
      
        $fieldMapping2 = new FieldMapping();
        $fieldMapping2->setAPIName("Phone");
        $fieldMapping2->setIndex(1);
    
        $fieldMapping3 = new FieldMapping();
        $fieldMapping3->setAPIName("Parent_Account");
        $fieldMapping3->setIndex(2);
        $fieldMapping3->setFindBy("id");
      
        $fieldMapping4 = new FieldMapping();
        $fieldMapping4->setAPIName("Referred_User");
        $fieldMapping4->setIndex(3);
        $fieldMapping4->setFindBy("id");
        $defaultValue = new DefaultValue();
        $defaultValue->setValue("4876876327565");
        $fieldMapping4->setDefaultValue($defaultValue);

        $resourceIns->setFieldMappings([$fieldMapping1, $fieldMapping2, $fieldMapping3, $fieldMapping4]);
        $requestWrapper->setResource([$resourceIns]);

    //Call createBulkWriteJob method that takes RequestWrapper instance as parameter
        $response = $bulkWriteOperations->createBulkWriteJob($requestWrapper);
        // Add your code to handle the response received in the $response.
    }
}

CreateBulkWriteJob::initialize();
$moduleAPIName = "Accounts"; //The module to which you want to insert the records
$fileId = "48768764054001"; // add your file_id received in the response of Upload File
CreateBulkWriteJob::createBulkWriteJob($moduleAPIName, $fileId);


In the above code, Referred_User is a user lookup field, and Parent_Account is a lookup field in the Accounts module. The CSV file contains the unique ID of the corresponding records in the lookup modules.



Here is a sample CSV file used for the above Bulk Insert job. Note that the unique record IDs of the lookup (Parent_Account) and user lookup(Referred_User ) fields. If you choose to schedule the job without using field mappings, ensure that you provide headers for these fields in the format field_api_name.id with the record IDs in the corresponding columns.

Updating or Upserting records by unique key:

During an update operation, the find_by field acts as a unique key that identifies the record to be updated. You can use the unique record id, or any other unique field for this. For example, if the Phone field is a unique field in the Accounts module, specifying setFindBy("Phone") allows updates based on the values present in the Phone field. Similarly, for an upsert operation, if there is no existing record matching the provided Phone number, a new record will be inserted. Conversely, if a matching record is found, it will be updated. 

Here is the code snippet for the field_mapping for an update operation using the Phone field as the unique key.


//You can use setFindBy method to update/upsert records based on a unique field
         $resourceIns->setFindBy("Phone");

//fieldMapping for the unique field
        $fieldMapping1 = new FieldMapping();
        $fieldMapping1->setAPIName("Phone");
        $fieldMapping1->setIndex(1);
        
        $fieldMapping2 = new FieldMapping();
        $fieldMapping2->setAPIName("Description");
        $fieldMapping2->setIndex(8);

Importing Subform Data

The Bulk Write API allows you to import and update records with subforms. To insert or update records with subforms, you must import the parent records first with Bulk Write API. For this bulk write job, $moduleAPIName has to be set with parent module with proper $fieldMapping. Refer to the first sample for more details.  

Once you have imported the parent records, get the parent record ids, prepare the CSV file with the subform data, and create a Bulk Write job for the subform module. You can get the parent record ids from the result zip file in Step 5 (Download the result). Refer to our previous post to know how to prepare the CSV file with the Subform data.

Consider a subform named Contact_details in the Accounts module, with the fields Contact_Name, Contact_Email, and Contact_Phone. Here is the code snippet for the field_mapping to import the subform data. 

//field_mapping for the Parent_Id
        $fieldMapping1 = new FieldMapping();
        $fieldMapping1->setAPIName("Parent_Id");
        $fieldMapping1->setIndex(0);
        $fieldMapping1->setFindBy("id");

//add proper field_mapping for the subform fields with the subform field API names

Note that in this case, the $moduleAPIName is the api name of the subform (Contact_details) and the operation type should be insert. The subform data is added to the corresponding record specified by Parent_Id field in the subform CSV. 

Multiselect Lookup Fields in Bulk Write API

To upload records with multiselect lookup fields, you can follow the same steps as for subforms. First, import the parent records using a Bulk Write job. Then, import the multiselect lookup field data using another Bulk Write job. For the multiselect lookup field data, the CSV file should contain both the parent record ID and the multiselect lookup field data. Please note that this method does not work for line items.
Consider a multiselect lookup field named Clients in the Accounts module, which is linked to the Contacts module.  In your CSV file, ensure that you include both the Parent Record ID and the linked record IDs. For multiselect lookup data, the $moduleAPIName should be the API name of the linked module, and in the field_mappings, the API names used should correspond to the field API names from the lookup module. Check the following sample code for more details.

//field_mapping for module 1 (Contacts)
         $fieldMapping1 = new FieldMapping();
    $fieldMapping1->setAPIName("Client_Account"); //field API name in the linked module
        $fieldMapping1->setIndex(0);
        $fieldMapping1->setFindBy("id");
  
// field_mapping for module 2 (Accounts)    
        $fieldMapping2 = new FieldMapping();
        $fieldMapping2->setAPIName("Account"); // field API name in the linked module
        $fieldMapping2->setIndex(1);
        $fieldMapping2->setFindBy("id");

4. Check job status

The Bulk Write API offers two options for monitoring the status of a job: polling and callback. If you prefer not to poll for job status, you can wait for the system to notify you of job completion by using the provided callback URL in the Create Bulk Write Job request. Alternatively, you can choose to poll the API using the job ID obtained from the previous step to check the status of the scheduled bulk write job. The job status can be one of the following: ADDED, INPROGRESS, or COMPLETED. Only completed jobs will include the download-URL key in the response.

Here is a code snippet to check the job status and get the download URL from the response.

public static function getBulkWriteJobDetails(string $jobId)
  {
    $bulkWriteOperations = new BulkWriteOperations();
    //Call getBulkWriteJobDetails method that takes jobId as parameter
    $response = $bulkWriteOperations->getBulkWriteJobDetails($jobId);
    if ($response != null) {
        $responseWrapper = $response->getObject();
        if ($responseWrapper instanceof BulkWriteResponse) {
            $result = $responseWrapper->getResult();
            if ($result != null) 
                echo ("Bulkwrite DownloadUrl: " . $result->getDownloadUrl() . "\n");
            }
        }
    }


5. Download the result

In this step, you can obtain the result of the bulk write job in a ZIP file that includes a CSV file containing the details of the job. Please note that you can get the details of only one bulk write job in a single API call. 

To download the result, you need to use the download_url provided in the response. The CSV file will consist of the first three mapped columns from the uploaded file, as well as three additional columns: STATUS, RECORD_ID, and ERRORS.

{
    public static function initialize()
    {
        // Add init code here.
        // Refer to this post for more details
    }

    public static function downloadBulkWriteResult(string $downloadUrl, string $destinationFolder) 
    {
        $bulkWriteOperations = new BulkWriteOperations();
        $response = $bulkWriteOperations->downloadBulkWriteResult($downloadUrl);
        // Add your code to handle the response received in the $response.
    }
}

DownloadBulkWriteResult::initialize();
$downloadUrl = "paste_your_download_url_here";
$destinationFolder = "/Documents";
DownloadBulkWriteResult::downloadBulkWriteResult( $downloadUrl,$destinationFolder);



The image shows the result of an Upsert operation. As you can see, few of the records were skipped because the unique field had a duplicate value. 

We hope you found this post useful. If you have any further questions, reach out to us at support@zohocrm.com or let us know in the comments section. We are looking forward to hearing from you!

Stay tuned for more useful posts in the series. See you all next week!

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • Sticky Posts

                                                          • 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.

                                                          • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                            Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方







                                                                                                            • Recent Topics

                                                                                                            • Exporting tickets

                                                                                                              I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?

                                                                                                            • Editing the Ticket Properties column

                                                                                                              This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

                                                                                                            • Copy field information to clipboard

                                                                                                              I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?

                                                                                                            • Issuing reconciling a bank statement

                                                                                                              HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation

                                                                                                            • Unknown table or alias 'A1'

                                                                                                              I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

                                                                                                            • Detect and ignore bots in visitors

                                                                                                              The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

                                                                                                            • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

                                                                                                              Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is

                                                                                                            • Zero Personalization of the File Sharing Experience

                                                                                                              By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every

                                                                                                            • External Share > Edit: Cannot Create Zoho Files

                                                                                                              Hi Zoho, When we create an external share link with Edit permission, our external users are unable to create a Zoho file (Zoho Writer, Zoho Sheet and Zoho Show). They can only upload files. They can edit the Zoho files if we create them internally and

                                                                                                            • Two factor authentication for helpdesk users

                                                                                                              The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

                                                                                                            • Kiosk can't merge picklist or multiselect

                                                                                                              There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

                                                                                                            • AGE field from DATE OF BIRTH Field.

                                                                                                              HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?

                                                                                                            • How to update/remove file in zoho creator widgets using javascript API

                                                                                                              Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

                                                                                                            • Introducing Enhanced Storage Management

                                                                                                              We’re excited to roll out two new enhancements in Zoho Recruit, Subscription Information and Storage Management — designed to give admins complete visibility into subscription details, feature limits, and storage consumption — all from one place inside

                                                                                                            • Announcing new features in Trident for Windows (v.1.34.4.0)

                                                                                                              Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into

                                                                                                            • Report Hover Setting

                                                                                                              Would be great if we will able to show information to the user while hovering a record in a report.

                                                                                                            • Vertical images displayed as horizontal

                                                                                                              Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

                                                                                                            • Zoho Desk iOS app update: Saved filters and sort options

                                                                                                              Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing

                                                                                                            • Introducing VeriFactu Support in Zoho Books

                                                                                                              Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

                                                                                                            • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

                                                                                                              Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's

                                                                                                            • Time Entries in Analytics

                                                                                                              I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain

                                                                                                            • Amazon invoice in Zoho Books

                                                                                                              I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now

                                                                                                            • Zoho Creator Upcoming Updates - November 2025

                                                                                                              Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling

                                                                                                            • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

                                                                                                              Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils

                                                                                                            • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

                                                                                                              Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data

                                                                                                            • How to book GST paid in zoho books

                                                                                                              hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

                                                                                                            • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                                                                                              Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@

                                                                                                            • Is it possible to create a word cloud chart in ZoHo Analystics?

                                                                                                              Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

                                                                                                            • 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

                                                                                                            • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                              Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

                                                                                                            • Your bot just got smarter: AI-Powered routing that reads between the lines

                                                                                                              What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

                                                                                                            • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

                                                                                                              If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email

                                                                                                            • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

                                                                                                              Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more

                                                                                                            • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                              Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?

                                                                                                            • Contacts per department

                                                                                                              Hello, Is it possible to limit Contacts to a Department? Thanks

                                                                                                            • Collections Management: #3 Tackling Payment Failures

                                                                                                              Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was

                                                                                                            • How do I increase the email attachment size in Zoho CRM ?

                                                                                                              It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

                                                                                                            • Custom Field in Zoho Projects pulling into Analytics

                                                                                                              We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

                                                                                                            • 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.

                                                                                                            • Zoho sign and creator error message {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"}

                                                                                                              Good day, I receive the error message: {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"} when running below code from creator to sign, void TestForSign(int ID) { //Fetch Template Details (Optional, for dynamic mapping)

                                                                                                            • Next Page