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

                                                                                                              • Login verification emails never received.

                                                                                                                I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

                                                                                                              • Global lists for Multi select

                                                                                                                It would be great if I could select a global list to use for a multi select dropdown filed.

                                                                                                              • Yahoo is rejecting e-mails sent from a Zoho server

                                                                                                                Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

                                                                                                              • Yahoo blocks e-mail sent from Zoho servers

                                                                                                                Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

                                                                                                              • Working with dates and Function Field

                                                                                                                Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"

                                                                                                              • What's New in Zoho Analytics - November 2025

                                                                                                                We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

                                                                                                              • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

                                                                                                                Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

                                                                                                              • temporary system errorlouis

                                                                                                                J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

                                                                                                              • How to Cancel/Delete Queued Mail Merge?

                                                                                                                Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

                                                                                                              • SOLVED: Stopping Multiple Invitations when sync with Google Calendar

                                                                                                                I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and

                                                                                                              • Need to add a new admin for my domain

                                                                                                                Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

                                                                                                              • Possible Fraud Site.

                                                                                                                Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

                                                                                                              • Zoho mail to Teaminbox

                                                                                                                Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

                                                                                                              • Crear tarea CRM con recordatorio desde Zoho Flow

                                                                                                                Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

                                                                                                              • Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge

                                                                                                                Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when

                                                                                                              • Multiple clients in one project

                                                                                                                Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

                                                                                                              • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

                                                                                                                Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

                                                                                                              • Marketers' Space: The importance of warming up your sender domain

                                                                                                                Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

                                                                                                              • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                                A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

                                                                                                              • Search Just Got Smarter in Notebook

                                                                                                                Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

                                                                                                              • Zoho Desk app update - AI Integration for IM Chats

                                                                                                                Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

                                                                                                              • Open A.I assistant Connect with Zoho Desk instant Message Conversations

                                                                                                                I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

                                                                                                              • Cannot upgrade subscription plan due to payment error message

                                                                                                                Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

                                                                                                              • Enhancing Zia's service with better contextual responses and article generation

                                                                                                                Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

                                                                                                              • Zoho Desk app update: AI powered features

                                                                                                                Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

                                                                                                              • Bulk update Archived Ticket

                                                                                                                Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I

                                                                                                              • Channel Configuration and Default Channels

                                                                                                                There are some of the default fields that cannot be removed or changed. Examples are the social media ones, such as Facebook. It would be nice to be able to remove these fields as it would be confusing if someone selected this but it's not configure

                                                                                                              • Delay function execute

                                                                                                                I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

                                                                                                              • Support www.camcard.com

                                                                                                                Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

                                                                                                              • Option to Customize Career Site URL Without “/jobs/Careers”

                                                                                                                Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

                                                                                                              • Can't make a document editable to anyone

                                                                                                                Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings

                                                                                                              • Edit Default Print

                                                                                                                What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).

                                                                                                              • Widget shows error

                                                                                                                Hi， May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com

                                                                                                              • How to print envelope labels from Zoho CRM

                                                                                                                Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho

                                                                                                              • Data Import: New interface, improved field mapping, and more

                                                                                                                Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more

                                                                                                              • Address labels

                                                                                                                Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal.  First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this

                                                                                                              • Print Labels

                                                                                                                How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!

                                                                                                              • Mailing labels - Improperly formatted

                                                                                                                All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,

                                                                                                              • Printing mailing labels

                                                                                                                The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data

                                                                                                              • Pageless mode needed to modernise Writer

                                                                                                                When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice

                                                                                                              • Next Page