Kaizen #13 - Bulk Write API

Kaizen #13 - Bulk Write API

Hello everyone!

Welcome to yet another post in the Kaizen series.
This week, we are going to discuss the Bulk Write API.

What is the Bulk Write API?

The bulk write API allows you to insert, update, and upsert records in a module in Zoho CRM in bulk. The primary difference between the bulk write API, and the Insert, Update, Upsert records API, is the number of records that you can handle. 

While you can insert, update, and upsert, only 100 records via the Insert, Update, and Upsert Records API per call, you can handle 25000 records via a Bulk Write API call.

When you should use the Bulk Write API?
  1. When you want to insert, update, or upsert more than 100 records per API call. 
  2. When you want to perform background processes like migration and initial data sync between Zoho CRM and external services.
Below are the differences between Insert, Update, Upsert Records API and the Bulk Write API.

Insert, Update, Upsert Records
Bulk Write API
You can insert, update, or upsert only 100 records per API call.
You can insert, update, or upsert 25000 records per API call.
The response is available instantly.
The response is not available instantly; the bulk write job is scheduled, and the status is available after job completion in the callback URL.
You will receive a success response. 
A downloadable ZIP file containing a CSV file, is available with ID, status, and errors if any.

How does the Bulk Write API work?

To insert, update, or upsert records in bulk, follow the below steps:

  1. Prepare your CSV file
  2. Upload your file
  3. Create a bulk write job
  4. Check the job status
  5. Download the result
Now, let us see each step in detail.

1. Prepare your CSV file

The Bulk Write API only accepts a CSV file compressed into a ZIP file as input. The first row should contain the field API names. Refer to the field metadata API, to get the field API names. Each subsequent row contains the data to be written in Zoho CRM. You can insert, update, or upsert records only in a single module through one bulk write API call. Refer to attachments to get a sample ZIP file to bulk-insert contacts. 

Input format for each data type

Datatype
Description
Single Line
Accepts up to 255 characters.
Accepts alphanumeric and special characters.
Ex: Mike O'Leary
Multi-Line
Small - accepts up to 2000 characters.
Large - accepts up to 32000 characters.
Ex: This is a sample description.
Email
Accepts valid email IDs.
Phone
Accepts up to 30 characters. This limit may vary based on the value configured in 'Number of characters allowed' in the properties pop-up of the field, in UI.
Accepts only numeric characters and '+' (to add extensions). 
Ex: 9800000099
Picklist
You can pass an existing pick list value. If you give a new one, it is automatically added to the pick list set.
The pick list value accepts all alphanumeric and special characters.
Ex: auto mobile
Multiselect Picklist
You can either pass the existing pick list values or add a new one. The values are separated by semicolon(;).
The pick list value accepts all alphanumeric and special characters.
Ex: Analytics;Bigdata
Date
Accepts date in yyyy-MM-dd format.
Ex: 2019-08-28
Date/Time
Accepts date and time in yyyy-MM-ddTHH:mm:ss±HH:mm
ISO 8601 format.
Number
Accepts numbers up to 9 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI.
Accepts only numeric values.
Ex: 350
Currency
Before the decimal point - accepts numbers up to 16 digits.  This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI.
After the decimal point - accepts precision up to 9 digits. This limit may vary based on the value configured in 'Number of decimal paces' in the properties pop-up of the field, in UI.
Decimal
Before the decimal point - accepts numbers up to 16 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI.
After the decimal point - accepts precision up to 9 digits. This limit may vary based on the value configured in 'Number of decimal places' in the properties pop-up of the field, in UI.
Accepts only numeric values.
Ex: 250000.50
Percent
Accepts numbers up to 5 digits.
Accepts only numeric values.
Ex: 25
Long Integer
Accepts numbers up to 18 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI.
Accepts only numeric values.
Ex: 0012345600012
Checkbox
Accepts Boolean values (true,false).
Ex: true
URL
Accepts valid URLs.
Lookup
Accepts the unique ID of the record, which you can get through the get records API.
Use the dot(.) operator to link the record. For instance, if there is an account lookup in the Contacts module, you can give the column name as Account.id
Ex: Account.id : 4150868000001136302

Note:
Multiselect and User datatype fields are not supported in Bulk Write.

Here is a sample content for a CSV file with different field types.



Note:
  1. To give multiple values for a multi-select pick list field, enclose them in double quotes("") and separate each value with the semicolon(;).
  2. If your multi-line field has more than one line, input them directly by enclosing them in double quotes("").
2. Upload your CSV file

This involves making a POST API call, with the ZIP file containing the required data. The file is passed as form-data input, with key as file. When the call is successful, you will receive a file_id which you can further use to create a bulk write job.

Headers

Header Name
Description
feature
bulk-write
X-CRM-ORG
Your zgid which you get from the organization API.




3. Create a bulk write job

In this step, make a POST API call with the file_id obtained from the previous step, the callback URL, operation type (insert, update, upsert), module, and field API names. When the call is successful, you will receive a job ID in the response. You can use this ID in another request to poll for the status of the job.

Request URL

{{api-domain}}/crm/bulk/v2/write

Sample Input for bulk insert

{
    "operation": "insert",
    "callback": {
        "method": "post"
    },
    "resource": [
        {
            "type": "data",
            "module": "Contacts",
            "file_id": "4150868000001038001",
            "field_mappings": [
                {
                    "api_name": "Last_Name",
                    "index": 0,
                    "default_value": {
                        "value": "DefaultValue"
                    }
                },
                {
                    "api_name": "Email",
                    "index": 1
                },
                {
                    "api_name": "Phone",
                    "index": 2
                }
            ]
        }
    ]
}

Sample Input for Bulk Update

{
  "operation": "update",
  "callBack": {
    "method": "post"
  },
  "resource": [
    {
      "type": "data",
      "module": "Contacts",
      "file_id": "4150868000001123001",
      "field_mappings": [
        {
          "api_name": "Last_Name",
          "index": 0
        },
        {
          "api_name": "Email",
          "index": 1
        },
        {
          "api_name": "Phone",
          "index": 2,
          "ignore_empty": true
        }
      ],
      "find_by": "Email"
    }
  ]
}

Input Keys

Key
Description
operation
string, mandatory
The operation to be done. The possible values are—insert, update, upsert.
insert - To insert records in bulk.
update - To update existing records in bulk.
upsert - To update if the record exists or insert the record.
callback
JSON object, mandatory
The callback details. Contains callback URL in the "callback" key and the "method" as post. 
resource
JSON array, mandatory
The details of the data in the ZIP file that is uploaded. 
  • "type" with value "data "
  • "module"- It is the module (API name) you want to write the data in, from the uploaded CSV file.  Refer to the module metadata for more details.
  • "file_id" - It is the file ID obtained in the previous step.
field_mappings
JSON array, mandatory
The details about the fields given in the CSV file. Each object corresponds to each field in the CSV file. Mention the position of the fields in the CSV file in the "index" key, that must start from 0. 
"default_value" key can be used when a few fields are left blank, and you want the system to fill the default details.
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.
find_by
string, mandatory (for Update and Upsert)
The system finds the record to be updated by the "find_by" field. It must be a unique field configured in Zoho CRM. 

To check the same, go to Setup > Modules and Fields > Choose Module > Choose Layout > Choose the field > Click on more options > Check if Do not allow duplicate values is enabled. 
Using field metadata API, you can get which fields can be set as unique fields in the CRM.



4. Check job status

The Bulk Write API supports polling and callback. 

Polling
You can poll to check the status of the scheduled bulk write job with the job ID you received in the previous step.

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



Sample Response

  1. The status can be either ADDED, INPROGRESS, or COMPLETED. Only the COMPLETED jobs will have the "download-URL" key in the response. 
  2. The "file" JSON object in the response represents the total count of records (added, skipped, updated). If the status is mentioned as "skipped" for any record, the reason will be displayed under the ERRORS column, in the downloaded ZIP file. 
{
  "status": "COMPLETED",
  "character_encoding": "UTF-8",
  "resource": [
    {
      "status": "COMPLETED",
      "type": "data",
      "module": "Contacts",
      "field_mappings": [
        {
          "api_name": "Email",
          "index": 1,
          "format": null,
          "find_by": null,
          "module": null,
          "default_value": null
        },
        {
          "api_name": "Last_Name",
          "index": 0,
          "format": null,
          "find_by": null,
          "module": null,
          "default_value": {
            "name": null,
            "module": null,
            "value": "DefaultValue"
          }
        },
        {
          "api_name": "Phone",
          "index": 2,
          "format": null,
          "find_by": null,
          "module": null,
          "default_value": null
        }
      ],
      "file": {
        "status": "COMPLETED",
        "name": "Contacts.csv",
        "added_count": 7,
        "skipped_count": 0,
        "updated_count": 0,
        "total_count": 7
      }
    }
  ],
  "id": "4150868000001060014",
  "callback": {
    "method": "post"
  },
  "result": {
  },
  "created_by": {
    "id": "4150868000000225013",
    "name": "Patricia Boyle"
  },
  "operation": "insert",
  "created_time": "2020-01-03T15:19:52+05:30"
}

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.

5. Download the result

In this step you can get the result of the bulk write job in a ZIP containing the CSV file. Call the 'download_url' to download the result. The CSV file will contain the first three mapped columns from the uploaded file, and three more columns—STATUS, RECORD_ID, and ERRORS.

Request URL: {{api-domain}}/crm/bulk/v2/write/{job_id}/result

Sample Response



You can see that out of four records, one was skipped because the unique field had a duplicate value.

Limitations
  • You can upload only one ZIP file per bulk write API call.
  • You can bulk write to only one module per API call.
  • The size of the ZIP file being uploaded must not exceed 25 MB. If the file size exceeds the size limit, you must split the file and schedule it as multiple bulk write jobs. Also, you can bulk write only up to 25000 records with 200 column headers per bulk write API call.
  • Every successfully scheduled bulk write job reduces 500 credits from your daily credit limit. 
  • All the mandatory fields must be given in the CSV file if you are trying to insert records. Similarly, ID is mandatory when you are trying to update records.
  • Subforms are not supported in Bulk Write.
  • Consider that you have a lookup field in the Leads module, that looks up to other leads. You cannot have the value of this field as another Lead that is being written in this bulk write job. In other words, you can only lookup to an existing lead.
    For limitations, refer to limitations in our API guide.
    We hope you found this post useful. If you have any further queries, reach out to us at support@zohocrm.com or let us know in the comments section.

    Cheers!
        Previous 'Kaizen' - Bulk Read API
        Next 'Kaizen' - Notification API



    Access your files securely from anywhere








                            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

                                                                                                              • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                                Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

                                                                                                              • Item Bulk Edit - Allow for Reorder Level

                                                                                                                We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

                                                                                                              • Sharing my portal URL with clients outside the project

                                                                                                                Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

                                                                                                              • StatusIQ

                                                                                                                Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

                                                                                                              • Report sorting not working

                                                                                                                I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following

                                                                                                              • This site can’t be reached mail.zoho.com took too long to respond

                                                                                                                In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.

                                                                                                              • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

                                                                                                                I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

                                                                                                              • Company Multiple Branch/ Location Accounting

                                                                                                                Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

                                                                                                              • Include Suggested Articles in New Ticket Email

                                                                                                                When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

                                                                                                              • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

                                                                                                                Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom

                                                                                                              • SAP S/4 HANA Integration via ZOHO Flow

                                                                                                                Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks

                                                                                                              • VLOOKUP FUNCTION PROBLEM

                                                                                                                   Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

                                                                                                              • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

                                                                                                              • Zoho Flow Completely Broken?

                                                                                                                Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling

                                                                                                              • Print / Export full Dashboard page

                                                                                                                Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

                                                                                                              • emails duplicated in my outlook client

                                                                                                                Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

                                                                                                              • How to check task starting time in zoho mobile app?

                                                                                                                I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

                                                                                                              • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

                                                                                                                I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

                                                                                                              • List of packaged components and if they are upgradable

                                                                                                                Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

                                                                                                              • Cliq iOS can't see shared screen

                                                                                                                Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

                                                                                                              • RouteIQ for Zoho FSM

                                                                                                                Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

                                                                                                              • Export Tickets from the Help Center

                                                                                                                Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

                                                                                                              • Zoho Books Sandbox environment

                                                                                                                Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

                                                                                                              • Super Admin Logging in as another User

                                                                                                                How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

                                                                                                              • Is it possible to remove filtering options?

                                                                                                                My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

                                                                                                              • Function #18: Associate invoice templates automatically based on customer language

                                                                                                                For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

                                                                                                              • Changing field types

                                                                                                                Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

                                                                                                              • Quote PDF – Header image stopped rendering suddenly

                                                                                                                Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

                                                                                                              • Changing Default PDF Name

                                                                                                                Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

                                                                                                              • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

                                                                                                                Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

                                                                                                              • Removing "Products" as mandatory field from Sales Order creation page

                                                                                                                Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to

                                                                                                              • Function #48: Manage fixed installment payments using Zoho Books

                                                                                                                Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

                                                                                                              • 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

                                                                                                              • Spotlight series #6: The Show app for Android TV has a new look!

                                                                                                                Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

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

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

                                                                                                              • WorkDrive for Excel Add on

                                                                                                                Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

                                                                                                              • Zoho Books integration sync from Zoho CRM does not work

                                                                                                                Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

                                                                                                              • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

                                                                                                                The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

                                                                                                              • Referencing a cell from another sheet

                                                                                                                My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by

                                                                                                              • Next Page