Kaizen #12 - Bulk Read API

Kaizen #12 - Bulk Read API

Hello everyone!
We hope you all are having a wonderful start in the New Year!
Welcome back to another post in the Kaizen series!

In this post, we will discuss the Bulk Read API in detail.
​
What is the Bulk Read API?
​
The Bulk Read API allows you to export data from a module in Zoho CRM in bulk. The primary difference between the GET records API and the Bulk Read API is the number of records you can retrieve.
While you can get only 200 records per Get records API call, you can fetch 200,000 records per bulk read API call.

When should you use this API?

  • When you want to export more than 200 records through an API call.
  • When you want to perform background processes like migration, data backup, and initial data sync between Zoho CRM and external services.

What is the difference between GET Records API and Bulk Read API?

GET Records
Bulk Read API


You can fetch a maximum of 200 records per API call.


You can fetch a maximum of 200,000 records per API call.

The response is available instantly.

The response is not available instantly; the bulk read job is scheduled, and the status is available after job completion in the callback URL.

The records are available as JSON objects in the response.

The records are available in a downloadable CSV file or ICS file (for events).

What kind of export does the Bulk Read API support?

You can export 
  • Records available in a custom view. You can also apply the criteria on the records available in that custom view to filter the records further. Note that you cannot export records in the Co-owner, Shared by Me, and Shared to Me views.
  • Lookup fields of records in a module using the dot (.) operator.
  • Records in the events module as an ICS file.

How does the Bulk Read API work?

Scheduling a bulk read job encompasses the following steps.
  1. Creating a bulk read job.
  2. Getting the status of the scheduled job.
  3. Downloading the result.
We will now see each of these steps in detail.

Step-1: Creating a bulk read job

This involves making a POST API call to schedule a job to fetch records that match certain criteria, along with the required fields.
When this call is successful, the response returns an id. You can use this id to know the status of the job by polling, or check the job completion in the callback URL.

Request URL: {{api-domain}}/crm/bulk/v2/read
Request Method: POST

Consider an example where you want to export records from the Contacts module.
The below query fetches the records that matches one of the three criteria— 
  • The lead source is Advertisement (or)
  • The owner's last name is Boyle (or)
  • The phone number of the account associated with the contact contains the numbers 99807. 
The fields to be fetched are mentioned in the fields array. To fetch all fields in the module, do not input the fields key.

In this query, Account_Name is the default lookup field in the Contacts module. Owner.last_name returns the last name of the owner of the contact, Account_Name returns the ID and Account_Name.Account_Name returns the name of the account associated with the contact, and Account_Name.Phone returns the phone number of the account associated with the contact.

{
    "callback": {
        "url": "https://www.example.com/callback",
        "method": "post"
    },
    "query": {
        "module": "Contacts",
        "fields": [
            "Last_Name",
            "Owner",
            "Owner.last_name",
            "Account_Name.Account_Name",
            "Account_Name.Phone",
            "Lead_Source",
            "Created_Time"
        ],
        "criteria": {
            "group_operator": "or",
            "group": [
                {
                    "api_name": "Lead_Source",
                    "comparator": "equal",
                    "value": "Advertisement"
                },
                {
                    "api_name": "Owner.last_name",
                    "comparator": "equal",
                    "value": "Boyle"
                },
                {
                    "api_name": "Account_Name.Phone",
                    "comparator": "contains",
                    "value": "99807"
                }
            ]
        },
        "page": 1
    }
}

The below table gives the description of the keys in the sample input.

Key and Data Type
Mandatory
Description
callback
JSON Object
Yes
Contains a valid URL, which should allow the HTTP POST method. The Bulk Read Job's details are posted to this URL on successful completion or failure of the job.
query
JSON Object
Yes
Contains the module, fields that you want to export, criteria based on which you want to export the records, and the page. Refer to the query properties table below for more details.
file_type
String
Yes, when you want to export the events as an ICS file.
Specify the value of this key as "ics" to export all records in the Events module as an ICS file.

query properties

Key and Data Type
Mandatory
Description
module
String
Yes
The API name of the module from which you want to export the records. Specify the module name as "Events" if you want to export the records in the Events module as an ics file.
cvid
String
Yes, when you want to export records in a custom view
The unique ID of the custom view whose records you want to export. You can obtain the cvid from the Custom View Metadata API.
fields
JSON Array
No
The API Name of the fields you want to export from the module. Example: First_Name, Last_Name, Email, Owner.last_name. Do not input this key when you want to export the records in the Events module as an ICS file. The system throws FIELDS_NOT_SUPPORTED error, otherwise.
page
Integer
No
Default value for page is 1. The page value '1' means that the first 200,000 records matching your query will be exported. If you want to fetch the records from the range of 200,001 to 400,000, then you should mention the page as '2'. The maximum value for this key is 500.
criteria
JSON Object
No
To filter the records you want to export. This JSON object contains the API name of the field, comparator, and a group. Refer to the criteria properties table below for more details.

criteria properties

Key and Data Type
Mandatory
Description
api_name
String
Yes, if group and group_operator are not specified.
API name of the field you want to compare. Example: First_Name, Last_Name, Owner.last_name etc,. Example:
"criteria": {
        "api_name": "Lead_Source",
        "comparator": "equal",
        "value": "Advertisement"
    }
value
String or JSON array
Yes, if group and group_operator are not specified.
Positive integer values only.
group_operator
String
Yes, if api_name, comparator & value are not specified.
Logical operators. Supported values are and, or.
group
JSON array
Yes, if api_name, comparator & value are not specified.
Array of criteria objects.
comparator
String
Yes, if group and group_operator are not specified.
Specifies the comparator. Example: equal, greater_than. Refer to the comparators table for more details.

comparators

Data Type
Comparator
Value and Limits
Number (Integer),
Decimal/BigInteger/
Currency/Percent)
equal, not_equal, in, not_in, less_than, less_equal, greater_than, greater_equal
Any number values or ${EMPTY} for empty value. 
Not more than 19 digits for big integer, allows decimal values for decimal and currency fields. In multi-currency enabled accounts, only home currency value is supported.
Text (Email, Phone, URL, Picklist, Multi-select, etc)
equal, not_equal, in, not_in, contains, not_contains, starts_with, ends_with
Any text or ${EMPTY} for empty value.
Not more than 255 characters.
Date
equal, not_equal, in, not_in, between, not_between
Any date value in ISO 8601 format or ${EMPTY} for empty value.
DateTime
equal, not_equal, in, not_in, between, not_between
Any date time value in ISO 8601 format or ${EMPTY} for empty value. Example: 2019-04-01T14:24:04+05:30.
Milliseconds are not supported.
Boolean
equal
true or false.
Lookup
equal, not_equal, in, not_in
Biginteger value of the lookup, ${EMPTY} for empty value, or use the .(dot) operator to establish a relation between two modules.
Example: In the Contacts module, Owner fetches the ID of the Owner, whereas Owner.last_name fetches the last name of the owner. Account_Name fetches the ID of the Account associated with the base module, whereas Account_Name.Phone fetches the phone number of the account associated with the base module.
Text Area (Multi-line)
Not supported
Not supported

The response to the sample query is as follows. You can use the id in the details key to check the job status periodically as explained in step-2.

{
    "data": [
        {
            "status": "success",
            "code": "ADDED_SUCCESSFULLY",
            "message": "Added successfully.",
            "details": {
                "id": "3652397000000646004",
                "operation": "read",
                "state": "ADDED",
                "created_by": {
                    "id": "3652397000000186017",
                    "name": "Patricia Boyle"
                },
                "created_time": "2019-04-01T14:24:04+05:30"
            }
        }
    ],
    "info": {}
}

For more details and examples, refer to the Create Bulk Read Job page of our API guide.


Step-2: Getting the status of the scheduled bulk read job 


The bulk read API supports polling and callback.

Polling 
You can poll (check the status of the scheduled bulk read job) with the job ID you received in the previous step.
If you do not want to poll for the status of the job, you can wait for the system to notify you of job completion on the callback URL provided in the POST request.

Request URL: {{api-domain}}/crm/bulk/v2/read/{job_id}
Request Method: GET

The response contains the status of the scheduled job as either ADDED, IN PROGRESS, or COMPLETED.
When the job is complete, the response contains the result JSON object with the keys page, count, more_records, and download_url.
You can also find the download_url in the callback response from which you can download the zip file containing the CSV or ICS file.
If the more_records key is true, there are more records you need to export. Simply change the value of the key page in the POST request, and schedule another bulk read job to fetch the next set of records.
The download_url contains the URL to download the CSV file. Follow the instructions in step-3 to download the CSV file.
Here's a sample response to the above query when the job is completed.

{
    "data": [
        {
            "id": "3652397000000646004",
            "operation": "read",
            "state": "COMPLETED",
            "result": {
                "page": 1,
                "count": 3,
                "download_url": "/crm/bulk/v2/read/3652397000000646004/result",
                "per_page": 200000,
                "more_records": false
            },
            "query": {
                "fields": [
                    "Last_Name",
                    "Owner",
                    "Owner.last_name",
                    "Account_Name.Account_Name",
                    "Account_Name.Phone",
                    "Lead_Source",
                    "Created_Time"
                ],
                "module": "Contacts",
                "criteria": {
                    "group_operator": "or",
                    "group": [
                        {
                            "api_name": "Lead_Source",
                            "comparator": "equal",
                            "value": "Advertisement"
                        },
                        {
                            "api_name": "Owner.last_name",
                            "comparator": "equal",
                            "value": "Boyle"
                        },
                        {
                            "api_name": "Account_Name.Phone",
                            "comparator": "contains",
                            "value": "99807"
                        }
                    ]
                },
                "page": 1,
                "cvid": "554023000000093005"
            },
            "created_by": {
                "id": "554023000000235011",
                "name": "Patricia Boyle"
            },
            "created_time": "2019-05-09T14:01:24+05:30"
        }
    ]
}
The other possible values for the key state are 
  • ADDED - Indicates that the job is scheduled.
  • IN PROGRESS - Indicates that the job is under processing.
Note that only a completed job will have the download URL in its response.

Callback
If you do not want to poll for the status of the job, you can wait for the system to notify you of job completion on the callback URL provided in the POST request.
  • The state indicates the successful completion ("state":"COMPLETED") or failure ("state":"FAILED") of the job.
  • The callback response will also contain the download URL if the job was completed successfully.
Below is a sample callback response for a completed job.

{
    "job_id": "554023000000568002",
    "operation": "read",
    "state": "COMPLETED",
    "query": {
        "module": "Contacts",
        "criteria": {
            "group": [
                {
                    "api_name": "Lead_Source",
                    "comparator": "equal",
                    "value": "Advertisement"
                },
                {
                    "api_name": "Owner.last_name",
                    "comparator": "equal",
                    "value": "Boyle"
                },
                {
                    "api_name": "Account_Name.Phone",
                    "comparator": "contains",
                    "value": "99807"
                }
            ],
            "group_operator": "or"
        },
        "page": 1,
        "fields": [
            "Last_Name",
            "Owner",
            "Owner.last_name",
            "Account_Name.Account_Name",
            "Account_Name.Phone",
            "Lead_Source",
            "Created_Time"
        ],
        "cvid": "554023000000093005"
    },
    "result": {
        "page": 1,
        "count": 1588,
        "download_url": "/crm/bulk/v2/read/554023000000568002/result",
        "per_page": 200000,
        "more_records": false
    }
}

For more details, refer to the Get Bulk Read Job Details page of our API guide.

This is the final step to complete exporting records from a module in Zoho CRM.
Make a GET request to the download_url you received in the response of step-2.

Step-3: Downloading the CSV file
Request URL: {{api-domain}}/crm/bulk/v2/read/{job_id}/result
Request Method: GET
This request downloads the zip file. Extract it to get the CSV or ICS file.

Limitations

  • Only 10 requests for download are allowed for a one-minute interval. Crossing the limit throws the error with the HTTP code 429. All subsequent downloads will be unsuccessful.
  • After completing the bulk read job, you can access the downloadable file only for a period of one day. After that, you cannot access the file via the endpoints.
  • You can specify a maximum of 200 select fields via an endpoint. If you specify more than that, the system exports all fields available in that module.
  • The maximum value of the page key in the export request body is 500.
  • You can specify a maximum of 25 criteria in a query. This also includes the number of criteria in a custom view or a standard view. For example, if you specify the ID of the standard view "My converted Leads", which uses two criteria, the remaining criteria that you can use in the query will be 23.
  • in and not_in comparators can accept up to 20 values. For example: 'Lead Status' - 'in' - 'Cold,Warm,Hot,Junk,Contacted,Not Contacted,....(20 values)'.
  • You cannot retrieve multi-line, multi-select lookup fields.
  • Custom views in the Activities module, Co-Owner view in the Contacts module, the standard views Shared By Me and Shared To Me are not supported in this API.

For more details, refer to the Limitations page of our API guide.

We hope you found this post useful. Let us know your thoughts in the comment section, or reach out to us at support@zohocrm.com if you have any questions.

Cheers!


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              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 #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.

                                                              • Kaizen #226: Using ZRC in Client Script

                                                                Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

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

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

                                                              • Kaizen #217 - Actions APIs : Tasks

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

                                                              • Kaizen #216 - Actions APIs : Email Notifications

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


                                                              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

                                                                                                                • Credit Management: #2 Configuring Right Payment Terms for Credit Control

                                                                                                                  Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

                                                                                                                • Dependent (Conditional) Fields in Zoho Bookings Forms

                                                                                                                  Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value

                                                                                                                • Bug Report: Search fails to find existing notes after Evernote import

                                                                                                                  Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of that

                                                                                                                • Marketing Tip #13: Win repeat customers with post-purchase emails

                                                                                                                  The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask for

                                                                                                                • Zoho Form

                                                                                                                  I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533

                                                                                                                • Create & Update Zoho Vault Passwords via Zoho Flow

                                                                                                                  Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords

                                                                                                                • Custom Related List Inside Zoho Books

                                                                                                                  Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

                                                                                                                • Migrate different zoho subscription to zoho one

                                                                                                                  Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

                                                                                                                • Features, Feedback and Votes

                                                                                                                  We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise

                                                                                                                • There Might Be A Glitch in Determining If A String Represents A URL

                                                                                                                  I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Chri

                                                                                                                • Customer Management: #4 Enhance Customer Journey

                                                                                                                  When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,

                                                                                                                • Android app sync problem - multiple devices have same problem

                                                                                                                  Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

                                                                                                                • Marketing Tip #1: Optimize item titles for SEO

                                                                                                                  Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

                                                                                                                • Territory Assignment Issues (Lead to Account + Contact)

                                                                                                                  1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.

                                                                                                                • Marketer's Space: Proven tips to improve open rates – Part II

                                                                                                                  Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

                                                                                                                • SQL Table slowed to a crawl

                                                                                                                  Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed

                                                                                                                • Deluge Events/search API works in user environment but not in sandbox – why?

                                                                                                                  I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="

                                                                                                                • What are Zoho Meeting capabilities included in Zoho Workplace Standard?

                                                                                                                  I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participants

                                                                                                                • How can I get the participant list of a reoccurring meeting afterwards?

                                                                                                                  I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or some

                                                                                                                • Function #50: Send Mass emails to your customers

                                                                                                                  Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining

                                                                                                                • Full Hebrew Language Support for Client-Side Zoho Assist Interface

                                                                                                                  Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows

                                                                                                                • Add Hebrew & RTL Support to Feedback Widget

                                                                                                                  Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be

                                                                                                                • Merge Tickets Directly from Contact Page in Zoho Desk

                                                                                                                  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

                                                                                                                • Different languages for users

                                                                                                                  Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

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

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

                                                                                                                • 2025年 Zoho コミュニティ 活動の振り返り 🎉

                                                                                                                  ユーザーの皆さん、こんにちは！コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム：注目の投稿 フォーラム：多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム：注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。

                                                                                                                • Customer Management: #3 Giving Customers Control & Privilege

                                                                                                                  Rio, the founder of RenoTech Solutions, a fast-growing digital service company, found itself juggling a dozen different services for its clients. They handled one-time setup fees, recurring monthly invoices, and custom milestone-based billing for projects.

                                                                                                                • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

                                                                                                                  I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

                                                                                                                • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

                                                                                                                  Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides

                                                                                                                • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

                                                                                                                  Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and

                                                                                                                • Remote Control Functionality During Screen Sharing in Zoho Cliq

                                                                                                                  Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

                                                                                                                • Centralized Organization Information Management in Zoho One

                                                                                                                  Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires

                                                                                                                • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

                                                                                                                  Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove

                                                                                                                • Ability to Filter Alias Mailboxes in Zoho Recruit

                                                                                                                  Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

                                                                                                                • Automatic Department and Employee Sync Between Zoho One and Zoho People

                                                                                                                  Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

                                                                                                                • Prefered Bin Missing in android APP

                                                                                                                  Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.

                                                                                                                • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                                  Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

                                                                                                                • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

                                                                                                                  As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

                                                                                                                • Reusable Jira Connection for Multiple Zoho Projects Imports

                                                                                                                  Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for

                                                                                                                • Zoho invoice doesn't support Arabic language

                                                                                                                  I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

                                                                                                                • Next Page