Kaizen #131 - Bulk Write for parent-child records using Scala SDK

Kaizen #131 - Bulk Write for parent-child records using Scala SDK

Hello and welcome back to this week's Kaizen!
Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write operations for parent-child records in a single operation, and how to do this using Scala SDK.

Quick Recap of Bulk Write API

Bulk Write API facilitates efficient insertion, updation, or upsertion of large datasets into your CRM account. It operates asynchronously, scheduling jobs to handle data operations. Upon completion, notifications are sent to the specified callback URL or the job status can be checked periodically.

When to use Bulk Write API?

  • When scheduling a job to import a massive volume of data.
  • When needing to process more than 100 records in a single API call.
  • When conducting background processes like migration or initial data sync between Zoho CRM and external services.

Steps to Use Bulk Write API:

  1. Prepare CSV File: Create a CSV file with field API names as the first row and data in subsequent rows.
  2. Upload Zip File: Compress the CSV file into a zip format and upload it via a POST request.
  3. Create Bulk Write Job: Use the uploaded file ID, callback URL, and field API names to create a bulk write job for insertion, update, or upsert operations.
  4. Check Job Status: Monitor job status through polling or callback methods. Status could be ADDED, INPROGRESS, or COMPLETED.
  5. Download Result: Retrieve the result of the bulk write job, typically a CSV file with job details, using the provided download URL.
In our previous Kaizen posts - Bulk Write API Part I and Part II, we have extensively covered the Bulk Write API, complete with examples and sample codes for the PHP SDK. We highly recommend referring to those posts before reading further to gain a better understanding of the Bulk Write API.
With the release of our V6 APIs, we have introduced a significant enhancement to our Bulk Write API functionality. Previously, performing bulk write operations required separate API calls for parent and each child module. But with this enhancement, you can now import them all in a single, operation or API call.

Field Mappings for parent-child records in a single API call

When configuring field mappings for bulk write operations involving parent-child records in a single API call, there are two key aspects to consider: creating the CSV file containing the data and constructing the input JSON for the bulk write job. 

Creating the data CSV file:

To set up the data for a bulk write operation involving parent-child records, you need to prepare separate CSV files - one for the parent module records, and one each for each child module records. In these CSV files, appropriate field mappings for both parent and child records need to be defined. 

The parent CSV file will contain the parent records, while the child CSV file will contain the child records. To make sure that each child record is linked to its respective parent record, we will add an extra column (MappingID in the image below) to both the parent and child CSV files. This column will have a unique identifier value for each parent record. For each record in the child CSV file, the value in the identifier column should match the value of the identifier of the parent record in the parent CSV file. This ensures an accurate relationship between the parent and child records during the bulk write operation.

Please be aware that the mapping of values is solely dependent on the mappings defined in the input JSON. In this case, the column names in the CSV file serve only as a reference for you. Please refer to the notes section towards the end of this document for more details.


Creating the CSV file remains consistent across all types of child records, and we have already discussed how each child record is linked to its respective parent record in the CSV file. To facilitate the same linkage in the input JSON, we have introduced a new key called parent_column_index. This key assists us in specifying which column in the child module's CSV file contains the identifier or index linking it to the parent record. In the upcoming sections, we will explore preparing the input JSON for various types of child records.

Additionally, since we have multiple CSV files in the zip file, we have introduced another new key named file_names in resources array. file_names helps in correctly mapping each CSV file to its corresponding module.

Ensure that when adding parent and child records in a single operation, the parent module details should be listed first, followed by the child module details in the resource array of the input body.

1. Multiselect Lookup Fields

In scenarios involving multiselect lookup fields, the Bulk Write API now allows for the import of both parent and child records in a single operation.
In the context of multiselect lookup fields, the parent module refers to the primary module where the multiselect lookup field is added. For instance, in our example, consider a multiselect lookup field in the Leads module linking to the Products module.

Parent Module : Leads 
Child module : The linking module that establishes the relationship between the parent module and the related records (LeadsXProducts)

Here are the sample files for the "LeadsXProducts" case:

Leads.csv (Parent)

LeadsXProducts.csv (Child)

Given below is a sample input JSON for this bulk write job. Please note that the index of the child linking column should be mapped under the key index, and the index of the parent column index should be mapped under parent_column_index. 

To map the child records to their corresponding parent records (linking module), you must use the field API name of the lookup field that links to the parent module. For example, in this case, the API name of the lookup field linking to the Leads module from the LeadsXProducts is Leads.

{
"operation": "insert",
"ignore_empty": true,
"callback": {
"method": "post"
},
"resource": [
{
"type": "data",
"module": { 
"api_name": "Leads" //parent module API name
},
"file_id": "4876876000006855001",
"file_names": [
"Leads.csv" //parent records CSV file
],
"field_mappings": [ // field mappings for the parent record fields
{
"api_name": "Company", //field API name
"index": 0 //index in the CSV file
},
{
"api_name": "First_Name",
"index": 1
},
{
"api_name": "Last_Name",
"index": 2
},
{
"api_name": "Email",
"index": 3
},
{
"api_name": "Phone",
"index": 4
}
]
},
{
"type": "data",
"module": { 
"api_name": "LeadsXProducts" //child module API name
},
"file_id": "4876876000006855001",
"file_names": [
"LeadsXProducts.csv" //child records CSV file
],
"field_mappings": [
{
"api_name": "Products",
"find_by": "id",
"index": 0
},
{
"api_name": "Leads", //field API name of the lookup field in the Linking Module
"parent_column_index": 5, // the index of the identifier column in the parent CSV file
"index": 1 //index of the identifier column in the child CSV file
}
]
}
]
}

The following is a sample code snippet for the Scala SDK, to achieve the same functionality. Find the complete code here.

var module = new MinifiedModule() // Create a new instance of MinifiedModule
module.setAPIName(Option("Leads")) // Set the API name for the module to "Leads"
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006899001")) // Set the file ID for the resource instance 
resourceIns.setIgnoreEmpty(Option(true))
var filenames = new ArrayBuffer[String] // Create a new ArrayBuffer to store file names
filenames.addOne("Leads.csv")
resourceIns.setFileNames(filenames) // Set the file names for the resource instance
// Create a new ArrayBuffer to store field mappings
var fieldMappings: ArrayBuffer[FieldMapping] = new ArrayBuffer[FieldMapping]
// Create a new FieldMapping instance for each field
var fieldMapping: FieldMapping = null
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Company"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
.
.
// Set the field mappings for the resource instance
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)
resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("LeadsXProducts"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006899001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("LeadsXProducts.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Products"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Leads")) //Specify the API name of the lookup filed in the Linking Module
fieldMapping.setParentColumnIndex(Option(5)) //Specify the index of the identifier column in the parent CSV file
fieldMapping.setIndex(Option(1)) //Specify the index of the identifier column in the child CSV file
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

2. Multi-User Lookup fields

In case of multi-user lookup fields, the parent module remains the module where the multi-user field is added. The child module is the lookup module created to facilitate this relationship.
For instance, let's consider a scenario where a multi-user field labeled Referred By is added in the Leads module, linking to the Users module.

Parent module : Leads 
Child module : The linking module, LeadsXUsers.

To get more information about the child module, please utilize the Get Modules API. You can get the details of the fields within the child module using the Fields API. 
Here is a sample CSV for adding a multi-user field records along with the parent records:

LeadsXUsers.csv

Please ensure that you create a zip file containing the corresponding CSV files, upload it to the platform and then initiate the bulk write job using the file ID. The values for index and parent_column_index will vary based on your specific CSV files.

To create a bulk write job using Create Bulk Write job API, add the following code snippet to your resource array.
{
"type": "data",
"module": { 
"api_name": "Leads_X_Users" // child module
},
"file_id": "4876876000006887001",
"file_names": [
"LeadsXUsers.csv" //child records CSV file name
],
"field_mappings": [
{
"api_name": "Referred_User",
"find_by": "id",
"index": 0
},
{
"api_name": "userlookup221_11", //API name of the Leads lookup field in LeadsXUsers module
"parent_column_index": 5, // the index of the identifier column in the parent CSV file
"index": 1 // the index of the identifier column in the child CSV file
}
]
}

To do the same using Scala SDK, add the following code snippet to your code:

resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Leads_X_Users"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006904001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("LeadsXUsers.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Referred_User"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("userlookup221_11"))
fieldMapping.setParentColumnIndex(Option(5))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

3. Subform data

To import subform data along with parent records in a single operation, you must include both the parent and subform CSV files within a zip file and upload it. In this context, the parent module refers to the module where the subform is added, and the child module is the subform module.

For instance, consider a subform named Alternate Address in the Leads module, with fields such as City and State. 

Parent module : Leads
Child module : Alternate_Address (api name of the Subform module). 

In the subform CSV file (Alternate_Address.csv), in addition to the data columns, include a column to denote the linkage to the parent record.
Once the zip file containing both the parent and subform CSV files is prepared, proceed to upload it to initiate the import process. When you create the bulk write job, ensure to specify the appropriate values for index and parent_column_index based on your specific CSV files in the input.

Here is a sample CSV for the subform data, corresponding to the parent CSV provided earlier.

Alternate_Address.csv

To create a bulk write job using Create Bulk Write job API to import the subform data, add the following code snippet to your resource array.

{
"type": "data",
"module": { 
"api_name": "Alternate_Address" //Subform module API name
},  
"file_id": "4876876000006915001",
"file_names": [
"Alternate_Address.csv" //child (subform) records CSV
],
"field_mappings": [
{
"api_name": "State",
"index": 0
},
{
"api_name": "City",
"index": 1
},
{
"api_name": "Parent_Id", //Leads lookup field in the subform module
"parent_column_index": 5,
"index": 2
}
]
}

To do the same using Scala SDK, add the following code snippet to your code:

resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Alternate_Address"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006920001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("Alternate_Address.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("State"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("City"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Parent_Id"))
fieldMapping.setParentColumnIndex(Option(5))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

4. Line Items

To import line items along with the parent records, an approach similar to handling subform data is used. The parent module is the module housing the parent records, while the child module corresponds to the line item field.

For instance, in the Quotes module, to import product details within the record, the child module should be Quoted_Items. 

Here is a sample CSV for importing the parent records to the Quotes module:

Quotes.csv

Given below is a sample CSV to add the product details in Quoted Items:

Quoted_Items.csv

Now to create a bulk write job for these records, here is a sample input JSON:

{
"operation": "insert",
"ignore_empty": true,
"callback": {
"method": "post"
},
"resource": [
{
"type": "data",
"module": { 
"api_name": "Quotes"
},
"file_id": "4876876000006949001",
"file_names": [
"Quotes.csv"
],
"field_mappings": [
{
"api_name": "Subject",
"index": 0
},
{
"api_name": "Deal_Name",
"find_by" : "id",
"index": 1
},
{
"api_name": "Quote_Stage",
"index": 2
},
{
"api_name": "Account_Name",
"find_by" : "id",
"index": 3
}
]
},
{
"type": "data",
"module": { 
"api_name": "Quoted_Items"
},
"file_id": "4876876000006949001",
"file_names": [
"Quoted_Items.csv"
],
"field_mappings": [
{
"api_name": "Product_Name",
"find_by" : "id",
"index": 0
},
{
"api_name": "Quantity",
"index": 1
},
{
"api_name": "Parent_Id",
"parent_column_index": 4,
"index": 2
}
]
}
]
}

To do the same using Scala SDK, add this code snippet to your file:

val bulkWriteOperations = new BulkWriteOperations
val requestWrapper = new RequestWrapper
val callback = new CallBack
callback.setUrl(Option("https://www.example.com/callback"))
callback.setMethod(new Choice[String]("post"))
requestWrapper.setCallback(Option(callback))
requestWrapper.setCharacterEncoding(Option("UTF-8"))
requestWrapper.setOperation(new Choice[String]("insert"))
requestWrapper.setIgnoreEmpty(Option(true))
val resource = new ArrayBuffer[Resource]
var resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
var module = new MinifiedModule()
module.setAPIName(Option("Quotes"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006953001"))
resourceIns.setIgnoreEmpty(Option(true))
var filenames = new ArrayBuffer[String]
filenames.addOne("Quotes.csv")
resourceIns.setFileNames(filenames)
var fieldMappings: ArrayBuffer[FieldMapping] = new ArrayBuffer[FieldMapping]
var fieldMapping: FieldMapping = null
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Subject"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Deal_Name"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Quote_Stage"))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Account_Name"))
fieldMapping.setIndex(Option(3))
fieldMapping.setFindBy(Option("id"))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)
resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Quoted_Items"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006953001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("Quoted_Items.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Product_Name"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Quantity"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Parent_Id"))
fieldMapping.setParentColumnIndex(Option(4))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

Notes : 

  • When importing a single CSV file (parent or child module records separately), field_mappings is an optional key in the resource array. If you skip this key, the field mappings must be defined using the column names in the CSV file. In such cases, the column names should correspond to the field API names. Additionally, all columns should be mapped with the correct API names, and there should not be any extra unmapped columns.
  • When importing parent and child records in a single API call, field_mappings is a mandatory key.
  • The identifier column in the parent and child CSV can have different column names, as the mapping is done based on the input JSON.

Points to remember

  • An uploaded file can be used for a single bulk write job only. If you want to retry the operation with the same data, upload the file again to generate a new file ID.
  • When adding parent and child records in a single operation, ensure that the parent module comes first, followed by the child module details in the resource array of the input body.
  • The parent and all child CSV files should be zipped into a single file and uploaded. You cannot use more than one zip file in a single bulk write job. 
  • Define appropriate mappings for both parent and child records using the parent_column_index and index key to establish the relationship.
  • Utilize the resources > file_names key to map the correct CSV with the appropriate module
  • For each parent in the parent records file:
    • By default, the limit for Subforms and Line Items is set to 200. While you can configure this limit for subforms in the UI, customization options are not available for Line Items.
    • MultiSelect Lookup fields have a maximum limit of 100. If you have more than 100 associations for a MultiSelect Lookup field, you may schedule additional bulk write jobs for the child records alone, importing 100 records at a time.
    • The maximum limit for Multi-User Lookup fields is restricted to 10. 
We hope that you found this post useful, and you have gained some insights into using the Bulk Write API effectively. If you have any queries, let us know in the comments below, or feel free to send an email to support@zohocrm.com. We would love to hear from you!

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                                                                                                                As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

                                                                                                              • Sync Data from MA to CRM

                                                                                                                Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

                                                                                                              • Is it possible to roll up all Contact emails to the Account view?

                                                                                                                Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

                                                                                                              • Update CRM record action

                                                                                                                Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

                                                                                                              • Notes badge as a quick action in the list view

                                                                                                                Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

                                                                                                              • What's new in Zoho One 2025

                                                                                                                Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,

                                                                                                              • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                                Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

                                                                                                              • Add deluge function to shorten URLs

                                                                                                                Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

                                                                                                              • Edit default "We are here to help you" text in chat SalesIQ widget

                                                                                                                Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

                                                                                                              • Quick way to add a field in Chat Window

                                                                                                                I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting

                                                                                                              • How to create a two way Sync with CRM Contacts Module?

                                                                                                                Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app

                                                                                                              • Zoho Sheet for Desktop

                                                                                                                Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

                                                                                                              • Allow Manual Popup Canvas Size Control

                                                                                                                Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

                                                                                                              • Where is the settings option in zoho writer?

                                                                                                                hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

                                                                                                              • How to set page defaults in zoho writer?

                                                                                                                hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

                                                                                                              • Develop and publish a Zoho Recruit extension on the marketplace

                                                                                                                Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

                                                                                                              • How to import data from PDF into Zoho Sheet

                                                                                                                I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password

                                                                                                              • Zoho Projects Android app: Integration with Microsoft Intune

                                                                                                                Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through

                                                                                                              • Cant't update custom field when custom field is external lookup in Zoho Books

                                                                                                                Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

                                                                                                              • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                                                                                                Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

                                                                                                              • About Zoneminder (CCTV) and Zoho People

                                                                                                                Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand

                                                                                                              • Introducing the Zoho Projects Learning Space

                                                                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

                                                                                                              • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                                I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

                                                                                                              • How to show branch instead of org name on invoice template?

                                                                                                                Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

                                                                                                              • Unable to remove the “Automatically Assigned” territory from existing records

                                                                                                                Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

                                                                                                              • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                                                                                                Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps

                                                                                                              • Set connection link name from variable in invokeurl

                                                                                                                Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

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