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 #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

                                                            • 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.


                                                            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

                                                                                                              • Systematic SPF alignment issues with Zoho subdomains

                                                                                                                Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

                                                                                                              • Accessibility controls and multilingual captcha authorization for Help Center users ​

                                                                                                                Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

                                                                                                              • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

                                                                                                                La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

                                                                                                              • Item/service subtotal

                                                                                                                Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

                                                                                                              • Send email template "permission denied to access the api"

                                                                                                                Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

                                                                                                              • how to Solve Conflict Invoices in Zoho POS

                                                                                                                Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

                                                                                                              • Copy, Paste, Highlighted text

                                                                                                                when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

                                                                                                              • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

                                                                                                                "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

                                                                                                              • Publish to LinkedIn via API

                                                                                                                Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

                                                                                                              • FSM - Associating and selecting Contacts based on Service Addresses

                                                                                                                Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

                                                                                                              • Do Unpublished Products in Shopify Sync to Zoho POS?

                                                                                                                Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.

                                                                                                              • Problem in Zoho POS frontend ERP.

                                                                                                                We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record

                                                                                                              • Categorize Items with Item Headers

                                                                                                                Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

                                                                                                              • Discount on the transaction level in POS

                                                                                                                "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in

                                                                                                              • Create Tasklist with Tasklist Template using API v3

                                                                                                                In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

                                                                                                              • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                                Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

                                                                                                              • Jobs at multiple locations

                                                                                                                Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

                                                                                                              • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

                                                                                                                Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

                                                                                                              • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

                                                                                                                I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

                                                                                                              • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                                Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

                                                                                                              • Associating a Candidate to a Job Listing

                                                                                                                Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

                                                                                                              • WhatsApp Voice Message Sending Option in Bigin CRM

                                                                                                                I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.

                                                                                                              • CRM: hosting a single html file in Zoho and displaying it as a widget

                                                                                                                I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

                                                                                                              • How to change position button transtition of Blueprint?

                                                                                                                Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

                                                                                                              • Multi file upload

                                                                                                                Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

                                                                                                              • Sorting Descending in a lookup

                                                                                                                I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

                                                                                                              • Auto-upload Creator Files to WorkDrive

                                                                                                                Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

                                                                                                              • Asap Widget 2.0

                                                                                                                Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

                                                                                                              • Can the Trigger be changed?

                                                                                                                I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone

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

                                                                                                                Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

                                                                                                              • Can't send nor receive emails on my external email accounts since this morning

                                                                                                                Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending and

                                                                                                              • Creating Custom PDF Template from Form

                                                                                                                I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch

                                                                                                              • Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics

                                                                                                                Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.

                                                                                                              • Quick Copy Column Name

                                                                                                                Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the

                                                                                                              • Conditional Field Visibility in Bigin CRM

                                                                                                                I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

                                                                                                              • Introducing Zoho MCP for Bigin

                                                                                                                Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,

                                                                                                              • MCP > Creator connection failing with Claude

                                                                                                                I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

                                                                                                              • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

                                                                                                                Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

                                                                                                              • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

                                                                                                                As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a

                                                                                                              • Subforms in stateless forms

                                                                                                                I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

                                                                                                              • Next Page