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!

Recommended Reads :


    Access your files securely from anywhere

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








                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources

                                                              • Sticky Posts

                                                              • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                                Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

                                                              • Kaizen #226: Using ZRC in Client Script

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

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

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

                                                              • Kaizen #217 - Actions APIs : Tasks

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

                                                              • Kaizen #216 - Actions APIs : Email Notifications

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


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    Zoho TeamInbox Resources

                                                                      Zoho DataPrep Resources


                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

                                                                                                                  Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

                                                                                                                • Rich-text fields in Zoho CRM

                                                                                                                  Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

                                                                                                                • Font Size 11 - Zoho CRM Email Templates

                                                                                                                  Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

                                                                                                                • Error 400 Booking

                                                                                                                  Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

                                                                                                                • Zoho Projects - Email Notifications for Feed Updates

                                                                                                                  Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

                                                                                                                • Zoho Analytics Export API

                                                                                                                  Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

                                                                                                                • Request to Remove LinkedIn Verification from My Emai

                                                                                                                  I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

                                                                                                                • Introducing the all-new email parser!

                                                                                                                  Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

                                                                                                                • Extracting Images from a Zoho Creator Report into a Pages

                                                                                                                  If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

                                                                                                                • Zoho is blocking emails I subscribe to from one sender

                                                                                                                  About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

                                                                                                                • Inactive Items - Make Less Prominent by Default

                                                                                                                  Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

                                                                                                                • How to calculate GST based on "Ship To Address"

                                                                                                                  We into the interior designing work, providing "Works Contract Services" to our clients across India. We are registered under GST in Maharashtra state. For works contract services as per the GST rule, we need to decide place of supply based on "Ship to

                                                                                                                • I NEED TO NUMBER TO TEXT NO HERE

                                                                                                                  =NUMBERTEXT NEEED

                                                                                                                • Auto-fill New Row with Previous Row Values

                                                                                                                  rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

                                                                                                                • API question - adding a thread to an existing ticket

                                                                                                                  Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

                                                                                                                • Calendar week view: Today + 6

                                                                                                                  Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).

                                                                                                                • How to restrict user/portal user change canvas view

                                                                                                                  Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

                                                                                                                • How to add to Subforms via Zapier with Zoho Writer?

                                                                                                                  I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed

                                                                                                                • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

                                                                                                                  La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations

                                                                                                                • Collections Management: #6 Realign Customers who gets back In-Term

                                                                                                                  Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expected

                                                                                                                • Zoho Mail IP Blacklist

                                                                                                                  I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.

                                                                                                                • I can receive but not send emails

                                                                                                                  Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.

                                                                                                                • The challenge of 24/7 connectivity: Being present and meeting customer expectations

                                                                                                                  Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favorite

                                                                                                                • How to download all attachments from inbox, send, other folders in one go

                                                                                                                  Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.

                                                                                                                • Cannot connect mail accounts to Thunderbird

                                                                                                                  Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate

                                                                                                                • Alias Email Id already exists

                                                                                                                  Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

                                                                                                                • Unable to connect to smtp server, connection timed out

                                                                                                                  Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com

                                                                                                                • 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.

                                                                                                                • DKIM Verification Failed (Namecheap)

                                                                                                                  Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

                                                                                                                • Emails stuck in Queue

                                                                                                                  Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

                                                                                                                • Soft Bounce from transational emails from BREVO (Sendinblue)

                                                                                                                  I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

                                                                                                                • Getting an error Address not found Your message wasn't delivered

                                                                                                                  Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

                                                                                                                • Support Uploading YouTube Videos Longer Than 60 Minutes

                                                                                                                  Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

                                                                                                                • Need Faster Help? Try Live Chat Support

                                                                                                                  Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

                                                                                                                • Can't deactivate Spell Check

                                                                                                                  Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

                                                                                                                • Zoho Toolkit Email Signature Generator

                                                                                                                  I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

                                                                                                                • Company Policy Upload - Request All EE to review and sign

                                                                                                                  How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

                                                                                                                • Zoho Sign Global Settings vs. Template and Document

                                                                                                                  Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

                                                                                                                • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

                                                                                                                  Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

                                                                                                                • Zoho IP blocked by SpamCop

                                                                                                                  Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

                                                                                                                • Next Page