Kaizen #151: Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs
Hello everyone!Welcome back! In this week's Kaizen Series post, we will explore how to leverage ZDK CLI (Zoho Development Kit CLI) with a VCS (Version Control System) to reuse components across different Zoho CRM orgs.
Consider the scenario of a large industrial equipment manufacturer, Zylker Manufacturing. Smith is the Zoho Partner responsible for customizing Zoho CRM for Zylker Manufacturing. Zylker Manufacturing's sales team recently transitioned to Zoho CRM, and they are looking for a widget based visual representation to represent the team's performance. Individual sales reps and managers want to see how close they are to meeting their target, compare performance across team members, and identify areas for improvement.
Smith discusses this requirement with a fellow Zoho Partner, Olivia, and gets to know that her team has already developed an internal dashboard widget for the same requirement. Olivia agrees to share the widget with Smith.
Olivia has a team of developers who use ZDK CLI to develop each of their CRM use case specific customization and to interact with their CRM environment. They track & host those customization codes separately in their Github repositories.
To share the logic of the widget with Smith, Olivia shares her Github repository corresponding to Team Performance tracking widget based dashboard. `https://github.com/OliviaConsulting/dashboard.git`. Smith forks this repository to his own GitHub repository `https://github.com/zylkermanufacturing/dashboard.git`. Note that these GitHub repositories do not exist and are mentioned for illustrative purposes only.
Flow depiction of component sharing between different Zoho CRM orgs
Olivia's GitHub repositorySmith clones the forked repository to his local machine.
Inside the `dashboard` folder Smith logins to the ZDK CLI using zdk auth:login command.
The zdk org:status command displays the list of modified files.
Smith then pushes the changes to his crm environment using zdk org:push command. He can then try out the widget from his crm environment after associating.
Similar to widgets, ZDK CLI with VCS can also be used to reuse Profiles, Roles, Modules, Fields, and Layouts as well.
For the current beta release, ZDK CLI will exclusively be available for Sandbox environment and will not be operational in Production environments.
Using ZDK CLI with a version control system ensures better collaboration, accurate change tracking, and facilitates reusing components across different CRM orgs.
We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions, let us know in the comment section.
Happy Exploring!
Further Reading : ZDK Documentation
Previous Kaizen Post : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Mable Mary M P
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 thisKaizen #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 howKaizen #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
New to Zoho TeamInbox?
Zoho TeamInbox 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Books | Product updates | April 2026
Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assemblySync Attachments in Comments from Zoho Desk to Zoho Projects
Hello Zoho Desk Team, We hope you're doing well. We are actively using the Zoho Desk–Zoho Projects integration, especially for reporting and managing bugs/issues between support and development teams. Current Limitation: After creating a bugs/issues viaAllow Super Admins to Edit Task “Created By” and Issue “Reporter” Fields
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the ability to manage and correct system ownership fields in Zoho Projects, specifically: Task → Created By Issue → Reporter / Reported By CurrentAutomated Multi-Subsidiary Consolidation Engine in Zoho Books
For organizations managing multiple subsidiaries across different geographies or business units, consolidation is a quarterly/annual nightmare. Zoho Books lacks native consolidation tools, forcing companies to export data, manipulate it in Excel, andCalls where the local audio is shared, have echo
When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?SalesIQ Tip: Handle Multilingual Chats Without Switching Tools
When you're chatting with visitors from different regions, language is always a barrier. It slows things down, breaks the flow, and makes conversations feel disjointed, for both you and your customer. So, how does Zoho SalesIQ make this better? SalesIQBackorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.Mail bounces due to bad reputation
Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]Kaizen #240 - Deal Notes Sentiment Analysis with Zia Assistant API, Workflow, Deluge in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to detect negative sentiment in notes added to a deal in Zoho CRM using the Zia Assistant API with Workflow and Custom Functions. Introduction Sales teams capture everyOption for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)
I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. ForGraph style changed in Zoho Sheets
I've been working on a profit sheet. The grouped bar chart has changed from the last time I used it to now. It used to show where the bars started at 0. When I put in a negative number, it went negative past the zero (which is what I want) for only thatAvec le Sandbox dans Zoho Sign, expérimentez vos workflows de signature en toute sécurité
Le changement fait partie intégrante de tout workflow. Un processus de signature implique souvent plusieurs organisations, différentes étapes de validation et de signature, des exigences de conformité réglementaire, ainsi que plusieurs applications intégrées.ZohoDeskのCloudFrontにおけるSEO課題について
ZohoDeskにてサポートサイトを立ち上げました。 少し複雑な立ち上げ方をしているため、もしご経験のある方がおりましたらぜひご教授いただきたいと思っています。 複雑な状態のため背景含めてご説明いたします。 ●背景 ZohoDeskのデフォルトドメイン（xxxxx.zohodesk.com）をオリジナルドメイン（support.mycompany.com）にして、ZohoDeskにてヘルプセンターを本格的に立ち上げました。 ただし、古いサーバーのURLをこのZohoDeskの新サーバーにリダイレクトさせるために、CloudFrontのCDNを仲介しており、support.mycompany.comのオリジナルドメインの実態はCloudFrontに紐づいている状態となっております。【参加受付開始】Zoho ユーザー交流会、東名阪3都市で開催｜事例×AIセッションでリアルなZoho 活用を学びましょう（参加無料）
ユーザーの皆さんこんにちは。Zoho の中野です。 6月に東京、大阪、名古屋の3都市で Zoho ユーザー交流会 NEXUSを開催します！ 本日より参加登録受付開始しましたので、ぜひ以下よりご登録ください。 3都市それぞれ異なるユーザー事例をご用意。またAIセッション（Zia やZoho MCPの解説）も予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー 🟠 Zoho ユーザー交流会 NEXUS 2026 📍 大阪｜6月4日（木）18:00〜20:45Prevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platformsProject's Activity Stream Needs to Include Task Comments
When inside a Project, and clicking Dashboard -> Activity Stream, we see all Comments but we don't see any Comments posted within Tasks. We need to see Task Comments as they are equally important when viewing an Activity Stream so that we don't haveWhat is the maximum length/size of a presentation on Apple TV?
Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:Portal Module Permissions
I am setting up a portal for some of my clients. Part of that process is for them to add new contacts and new accounts and generate a quote for those new contacts and accounts. I have tried to add the accounts module so they can add new accounts whenNo Way to create SFTP Connection in Zoho Flow. Can do this in Zoho CRM but not In Zoho Flow
Zoho Deluge has an integration task for SFTP but there is no way to create a connection in Zoho Flow so you can't execute and SFTP step in a custom function in Zoho Flow because it requires a connection for SFTP step :(sub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cakeInvoice groups with sub-totals on a single invoice
Looking for ways to either group by item/service type or by customer on a single invoice with the group sub-totals. Is there functionality to do this? Anyone have an idea how if functionality doesn't exist? For Example; Customer wants to see service/product totals by locationZOHO Expense API Documentation - Can't see anything about Purchase Requests
Hello, I am reading the API Documentation for Zoho Expense but can't see anything about Purchase Requests - This is one of the modules we use the most. Has anyone had any luck getting Purchase Requests data from Zoho Expense via API? Thanks,Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesItem/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureAsk the Experts 28: Handling customer support with AI
Hello Everyone, Welcome to Ask the Experts 28. This month's session is centered around what every business is looking toward—automating repetitive tasks with AI. In Zoho Desk, you have Zoho's AI assistant–Zia, working its magic. Zia, your AI companion,Automating Real-Time Zoho Bookings Alerts in Zoho Cliq
Enable your teams to respond in seconds by bridging the gap between booking confirmation and team notification. No sticky notes, no calendar nudges and no follow-up frenzies. For businesses that rely on scheduled appointments, real-time visibility isPrint icon padlocked for users other than admin.
How do I allow printing for users in Zoho Docs? As an admin, I can print but no employees are able due to permissions not being set. I can't find a toggle for these permissions anywhere in the settings.Unable to edit my Kiosk
Something happened that now, I'm unable to edit/add any 'Screen' and 'Decision' elements in my kiosk flowchart -- it gives me the option to Preview, Edit, or Delete existing ones, but nothing happens when I select either Preview or Edit. I'm in DraftPackaged Weight And Dimensions
Hello, we have item weight and dimensions, please add packaged weight and dimensions. Thank youZoho Meeting - Feature Request - Introduce an option to use local date and time formating
Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around dateHow to restrict API access to only a few fields
We have a bunch of passwords set up that have a username, password, along with some other fields we've defined. Most of our users access vault the normal way through the browser or extension and are able to see all the fields they need. However what we'rezoho pos not opening
it showing unable to sync , error and not allowing me to login even though i have stable internet connectionWhat's New in Zoho Analytics - April 2026
Hello Users! April brings a fresh set of updates and enhanced capabilities designed to make your analytics more intuitive and efficient. Explore What's New! Zia Insights in Dashboards We’re bringing the power of Zia Insights directly into dashboards.Purchase Requests - how do I get Zoho Books Items to show up?
In Zoho Expense Admin View > Settings > Modules > Items the items in Zoho Books can be viewed, leading one to believe these items are available in Zoho Expense, I assume for purchase requests. However when I attempt to raise a purchase request, only twoZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéSolo Lawyer seeks guidance
Zoho for solo lawyer (child welfare/parental rights) I do mostly "low-bono" work for the state as an appointed lawyer in child dependency and neglect matters that all get billed to the state's Administrative Office of the Courts (low pay & capped) whereHow to sync overtime from zoho people to zoho payroll
Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull OvertimeMandatory Read procedure in ZOHO Learn manuals/articles
https://help.zoho.com/portal/en/kb/zoho-learn/knowledge/articles-chapters/articles/making-articles-mandatory-for-reading#To_send_reminders Mandatory read does NOTHING for a manual - it just enables the functionality for articles withint he manual, butSub-forms - additional tally stage
We have an sub-form for entering estimates. There are 5 stages which are using up all the tally fields. I want to add an Actual Costs column and have this tally somewhere to compare against the totals for each Stage. Is there a simple way to do this withTouchpoints
In the module Leads we use the fields "First touchpoint" and "Source" to register where we first met our lead. Touchpoint can be e.g. LinkedIn, Facebook, Website. Source can be an event like a fair. When the lead becomes a contact (converted lead), weNext Page