Kaizen #191: Implementing "Login with Zoho" using Python SDK

Kaizen #191: Implementing "Login with Zoho" using Python SDK

      
Welcome back to another week of Kaizen!!

This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK.

To ground this in a real-world scenario, we will look at how Zylker Academy, a training institute offering web design and development courses, uses an internal portal that connects directly to Zoho CRM. This setup allows course coordinators to manage student data without maintaining a separate backend database.

Zylker receives frequent student enquiries and uses Zoho CRM to manage all related information. Every course coordinator, academic advisor, and support staff member who needs access to student information is added as a user in Zoho CRM, with access permissions aligned to their role. Instead of using Zoho’s interface directly, Zylker’s team works through a custom internal web portal, tailored to their workflow. This portal connects directly to Zoho CRM, reading from and writing to it, but does not have its own database.

But before this portal can access any CRM data, it must authenticate itself securely. Every time a user opens the portal, they must log in with their Zoho account. Once authenticated, they will be granted access to the CRM modules and records they are authorized to work with. That is where Login with Zoho comes in.

What is "Login with Zoho"?

Login with Zoho is Zoho’s implementation of the OAuth 2.0 Authorization Code flow. It allows applications to authenticate users and access their Zoho CRM data without ever handling their passwords.
Instead of asking users for their Zoho credentials directly, the app redirects them to Zoho’s login screen. Here is how it works:
  1. The app redirects the user to Zoho’s login page.
  2. The user logs in and approves the requested permissions (scopes).
  3. Zoho sends back an authorization code.
  4. The backend exchanges this code for access and refresh tokens.
  5. These tokens are used to make authenticated API calls.
This flow ensures that users maintain full control over their data. They can revoke access at any time, and your application never handles or stores passwords. 
In Zylker’s case, every time a coordinator opens the portal, they are prompted to log in with their Zoho account. Once authenticated, they can immediately begin working with student records—all backed by Zoho CRM.

Use Case Implementation: Zylker’s Student Management Portal

To demonstrate how this login flow works, we have built a stripped-down version of Zylker's portal:
  • A front-end form to enter and view student data
  • A backend server that interacts with Zoho CRM via the Zoho CRM Python SDK
The application includes a simple form for capturing student details—name, college, course, email, and phone number. Submitted data is treated as a Lead in Zoho CRM.
The app allows users to:
  • Add new leads
  • View a list of all registered leads
  • Edit an existing lead’s information
  • Delete records if necessary
All actions go straight to Zoho CRM using its Python SDK. But before any of this can happen, the user must complete the login flow.

Sample Project Structure

Before going into the implementation details, let us briefly define the components of the project.

Frontend
The frontend is a simple static web interface built with HTML, CSS, and JavaScript. It runs in the browser and handles user interactions and triggers backend API calls. These are the main files:
  • index.html : Main UI for login, data entry, and record viewing.
  • script.js : Contains the client-side logic to trigger login, submit data, and render records.
  • redirect.html :  A minimal page used to capture the authorization code returned by Zoho after login.
The frontend is served using any static server (e.g., Live Server in VS Code) and runs on http://localhost:5501/ in our example. 
Download the files from here.
Configuration Notes:
  • In script.js, update the redirect_url value in the login request to match your actual domain or port if you’re not using localhost:5501.
  • Ensure the URL in the Zoho API Console matches this redirect URI and port.
Backend
The backend is a Python server that handles all interactions with Zoho CRM via the Python SDK. It includes:
  • server.py : A custom HTTP server that:
    • Generates the Zoho login URL
    • Exchanges the authorization code for tokens
    • Initializes the SDK
    • Exposes endpoints like /create, /get_records, /update, and /delete
  • record.py : Contains functions to create, fetch, update, and delete records in CRM modules like Leads. Each function uses the Zoho Python SDK methods to perform a specific operation.
This server runs on http://127.0.0.1:8085/ in our example. 

Download the files from here.
Configuration Notes:
  • In server.py, replace the client_id with your actual client ID from Zoho's API Console.
  • In record.py, replace the client_secret with your actual client secret.
  • If required, change the front-end server’s host and port in the run() function at the bottom of server.py:
    def run(server_class=HTTPServer, handler_class=SDKInitialize, port=xxxx):

Sample project flow

      

Step 1: Register the application with Zoho API console

To initiate the login process, you need to register your application on the Zoho API Console. This is a one-time setup that provides your app with a Client ID and Client Secret, both of which are required to authenticate users and exchange authorization codes for tokens.
To register your application:
We will be using these values in the backend script (server.py)  that handles token exchange.

NotesNOTE: To support users from multiple data centres, make sure to enable multi-DC support for your application. You can do this by going to your app’s settings in the Zoho API Console and turning on the Multi-DC option.

Step 2: Implementing the login flow

Here is a walkthrough of the flow implemented in the project:

1. Page loads and triggers login

When a user opens the portal, the frontend automatically initiates the login sequence. It first makes a call to the backend to retrieve the Zoho authorization URL. 

In index.html, this triggers getRecords() on page load:
  1. <body onload="getRecords();">
In script.js, getRecords() calls the login() function:
  1. async function getRecords() {
  2.     login();
  3. }
The login() function sends a request to the backend to get the Zoho OAuth authorization URL.

2. Backend builds login URL

The backend responds with an OAuth URL that includes:
  • Your client ID
  • Scopes like ZohoCRM.modules.ALL
  • The redirect URI
In server.py, under do_GET, the /login endpoint generates the OAuth URL:
  1.    if parsed_url.path == '/login':
  2.             redirect_url = query_params.get('redirect_url', [''])[0]
  3.             scope = "ZohoCRM.settings.fields.ALL,ZohoCRM.modules.ALL,ZohoCRM.users.READ,ZohoCRM.org.READ"
  4.             url = "https://accounts.zoho.com/oauth/v2/auth?scope=" + scope + "&client_id=" + self.client_id + \
  5.                   "&redirect_uri=" + redirect_url + "&response_type=code&access_type=offline"
  6.             self._set_headers()
  7.             # Send response
  8.             response = {"url": url, "redirect_url": redirect_url}
  9.  self.wfile.write(json.dumps(response).encode('utf-8'))
Once the frontend (script.js) receives the login URL, it opens it in a popup window.
  1. const response = await fetch('http://127.0.0.1:8085/login?redirect_url=http://127.0.0.1:5501/redirect.html');
  2. const data = await response.json();
  3. const popup = openCenteredPopup(data.url, "PopupWindow", 600, 400);
Here's an example of the Zoho OAuth authorization URL format:
      scope=ZohoCRM.modules.ALL&
      client_id=YOUR_CLIENT_ID&
      response_type=code&
      access_type=offline&
      redirect_uri=YOUR_REDIRECT_URI

3. User logs in on Zoho

The user logs in with their Zoho credentials and is prompted to approve the app's access. Once they approve, Zoho redirects them to the specified redirect URI along with an authorization code and location parameter. The location parameter indicates which data centre the user belongs to.

4. Frontend captures the authorization code

The redirect page, a minimal HTML file (redirect.html),  reads the URL parameters and stores them in localStorage, then closes the popup:
  1. function setAccessToken() {
  2.     var hashProps = getPropertiesFromURL();
  3.     if (hashProps) {
  4.         for (var key in hashProps) {
  5.             if (hashProps.hasOwnProperty(key)) {
  6.                 localStorage.setItem(key, hashProps[key]);
  7.             }
  8.         }
  9.     }
  10.     setTimeout(function () { window.close(); }, 0);
  11. }

5. Token exchange and SDK initialization

Once the popup window is closed, the main window retrieves the authorization code and location and sends them to the backend’s /initialize endpoint.
In script.js:
  1. var code = localStorage.getItem("code");
  2. var location = localStorage.getItem("location");
  3. initialize(code, location, data.redirect_url);
  4. .
  5. .
  6. async function initialize(code, location, redirect_url) {
  7.     const response = await fetch('http://127.0.0.1:8085/initialize?code=' + code + '&location=' + location + '&redirect_url=' + redirect_url);
  8. }
In server.py, the /initialize endpoint handles SDK initialization:
  1. elif parsed_url.path == '/initialize':
  2.     code = query_params.get('code', [''])[0]
  3.     location = query_params.get('location', [''])[0]
  4.     redirect_url = query_params.get('redirect_url', [''])[0]
  5.     LeadsRecords().init(self.client_id, code, location, redirect_url)
In record.py, the SDK is initialized and tokens are stored.
  1. token = OAuthToken(client_id=client_id,
  2.                    client_secret=client_secret,
  3.                    grant_token=code,
  4.                    redirect_url=redirect_url)
  5. Initializer.initialize(environment=environment,
  6.                        token=token,
  7.                        logger=logger,
  8.                        store=store)  # FilePersistence or custom store
This exchanges the authorization code for:
  • An access token (valid for one hour)
  • A refresh token (used to get new access tokens)
These tokens are saved in a local file (sdk_tokens.json). This is configured using Zoho’s FilePersistence class during SDK initialization 

How are tokens linked to users?

The SDK maps each access and refresh token pair to a unique user-organization combination. This means tokens generated for different organizations by the same user are stored separately. Likewise, if a user generates new tokens for the same organization, the SDK updates the existing tokens instead of creating duplicates. This ensures that API calls always use the correct tokens tied to the authenticated user and their organization. 

To enable this mapping, the SDK retrieves the user and organization information in the background. This requires the appropriate scopes to be included during authentication, ZohoCRM.users.READ and ZohoCRM.org.READ. Without these scopes, the SDK cannot identify the user-org combination correctly, which can lead to multiple token entries for the same user. That is why, in our sample project, we have included these scopes explicitly in the server.py file during the SDK initialization.

Once the SDK is initialized, the user is logged in, and the app can begin making CRM API calls on their behalf.


Step 3: Accessing Zoho CRM

Once the user is authenticated and the Zoho SDK is initialized on the backend, the frontend can call custom backend endpoints like /create or /get_records. These endpoints use the authenticated SDK instance to make CRM API calls on behalf of the user.
  • GET /get_records?module=Leads : View all students
  • POST /create?module=Leads : Add new student
  • PUT /update?module=Leads&id=... : Edit existing entry
  • DELETE /delete?module=Leads&id=... : Remove existing entry

Deploying the sample project

To run this application, you will need two components:
  1. A frontend server to serve your HTML files (index.html, script.js, redirect.html). This can be done using any static web server (e.g., Live Server in VS Code).
  2. A Python backend server that handles login, token storage, and CRM API communication. You can run it using:
    python server.py
In the given example, both servers communicate over localhost. You should set your redirect URI accordingly when registering your app in the Zoho console.

Conclusion

Login with Zoho is a secure, OAuth-based mechanism that allows users to authorize your application to access their Zoho CRM data. In this example, we built a real-world use case, a student portal for Zylker Academy, that authenticates users and interacts with CRM directly using the Zoho CRM Python SDK.
By walking through the entire flow, you now understand:
  • Why OAuth is essential for secure CRM access
  • How to register an application in Zoho
  • What the login and token exchange flow looks like
  • How to implement "Login with Zoho" in your applications

What is next?

In this project, we have used a simple file persistence method to store the token files. But in a real world scenario, this may not always meet your business requirements. In next week's Kaizen, we will implement custom token persistence instead of file persistence in the current project. We will explain how to implement this using SQLite, In-Memory and List DBs. With that, you will be equipped to implement a persistence method that fits your application architecture and deployment environment.

We hope that you found this useful. If you have any queries, let us know the comments below, or send an email to support@zohocrm.com. As always, we would love to hear from you!!

Stay tuned for next week's Kaizen : Implementing Custom Token Persistence 


Download Links:
Further Reading:

    Access your files securely from anywhere

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







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • 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



                                                                    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

                                                                                        • 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

                                                                                                                • Payroll and BAS ( Australian tax report format )

                                                                                                                  Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
                                                                                                                • Zoho Desk API - Send Reply to CUSTOMERPORTAL

                                                                                                                  Hello! I'll try to send a reply to Customer Portal, But the response is 500 (INTERNAL_SERVER_ERROR in service response). {"Error":"{\"errorCode\":\"INTERNAL_SERVER_ERROR\",\"message\":\"An internal server error occurred while performing this operation.\"}"}
                                                                                                                • Python - code studio

                                                                                                                  Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                                • Issue with open-rate reporting in Zoho Campaigns

                                                                                                                  Hello, Since yesterday I’ve been experiencing an issue with the open-rate reports in Zoho Campaigns. The campaigns I send appear in the reports as if none of the emails have been opened, even though I know they have. To verify this, I replicated the campaign
                                                                                                                • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

                                                                                                                  Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com
                                                                                                                • Is It Possible to Convert a Custom Module to a Quote?

                                                                                                                  I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouraging
                                                                                                                • Proposal: Actionable API Error Messages to Reduce Support Ticket Volume

                                                                                                                  I've encountered a long-standing frustration with how Zoho Creator's API communicates errors to developers, and I'm hoping the Zoho team can address this in a future update. This issue has persisted for over 9 years based on community discussions, and
                                                                                                                • Allocating inventory to specific SO's

                                                                                                                  Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                                • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

                                                                                                                  TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
                                                                                                                • Add the ability to Hide Pages in Page Rules

                                                                                                                  Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only
                                                                                                                • using the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service

                                                                                                                  using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is Purchase
                                                                                                                • Changes to the send mail Deluge task in Zoho CRM

                                                                                                                  Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
                                                                                                                • Work Order wont mark as Completed

                                                                                                                  I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.
                                                                                                                • Item name special charaters <>

                                                                                                                  Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?
                                                                                                                • Zoho Analytics Dashboard - How to hide the user filter

                                                                                                                  I am using the same dashboard template across different external clients and applying a user filter to the data by site URL. How can I hide the user filter in View Mode so the external client won't see the list of other clients in the drop-down menu?
                                                                                                                • Customer Parent Account or Sub-Customer Account

                                                                                                                  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                                • Kaizen #229: Email-Deal Associations in Zoho CRM

                                                                                                                  Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with
                                                                                                                • Action Required: Update Microsoft SQL Server Security Settings Before February 2026

                                                                                                                  Dear Users, We recently deployed security updates in Zoho Analytics that inadvertently caused connection failures for a few customers using Microsoft (MS) SQL Server hosted on older Windows versions (Windows Server 2012, 2012 R2, and 2014). To restore
                                                                                                                • Contacts limit in basic vs standard - what counts? Are customers contacts?

                                                                                                                  I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,
                                                                                                                • Saving issue

                                                                                                                  First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not save
                                                                                                                • Automating Employee Birthday Notifications in Zoho Cliq

                                                                                                                  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                                                                                • Create Tasklist with Tasklist Template using API v3

                                                                                                                  In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                                                                                                • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

                                                                                                                  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)
                                                                                                                • Task Order

                                                                                                                  Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are ordered
                                                                                                                • Automating CRM backup storage?

                                                                                                                  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                                • 2026 Product Roadmap and Upcoming Features

                                                                                                                  This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected
                                                                                                                • Vendor legal and DBA names for USA users

                                                                                                                  I would like to hear how Zoho Books users are handling DBA names in the vendor profile. If the Company name in the vendor profile has to be the legal name (line 1 of the W-9), whare are you entering the DBA name (the name that checks are made out to)
                                                                                                                • Zoho Books API invoice email bouncing with 'relaying-issues' error

                                                                                                                  I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,
                                                                                                                • Stop the Workarounds: We Need Native Multi-Step Forms

                                                                                                                  After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly
                                                                                                                • Product Updates in Zoho Workplace applications | January 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People
                                                                                                                • How do i setup default values for few fields

                                                                                                                  We have few fields in CRM like rate of return, type etc - they can be picklist and standard inut fields. picklist we have choice to set default value. but how do we default some value in input type of fields?
                                                                                                                • We know the company but not the contact

                                                                                                                  We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitor
                                                                                                                • Customize Calendar view in Teamspaces Settings

                                                                                                                  Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of
                                                                                                                • How to filter subform report based upon main form report in dashboard

                                                                                                                  Hi Team, I am creating a dashboard in Zoho Analytics. I want to have a main form report and below I want to show subform report of main form. If I filter the main form with date then I want to show subform records based upon main form. how can I achieve
                                                                                                                • using the Client script I want to Hide Show the Fields

                                                                                                                  if Related to service means some of the field like service no want to shoe and hide Amc no , purchase no how i achive this let issu = ZDK.Page.getField('Issue_Related_To').getValue(); if (issu == 'Service') { var field_obj = ZDK.Page.getField('Warranty_Cases');
                                                                                                                • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

                                                                                                                  Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,
                                                                                                                • Write-Off multiple invoices and tax calculation

                                                                                                                  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                                                                                                • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                                                                                  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
                                                                                                                • vendors / customers with 2 different address and gst no

                                                                                                                  Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.
                                                                                                                • Recurring Automated Reminders

                                                                                                                  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature
                                                                                                                • Next Page