Kaizen #92 - Bulk Read in PHP SDK

Kaizen #92 - Bulk Read in PHP SDK

Heya! Welcome back to the PHP SDK fold in our Kaizen series.

In this post, we will explore how to use bulk read APIs and how to structure the criteria format for different field data types in PHP SDK based on v4 APIs. This will ease your process of handling large volumes of data in an efficient and streamlined manner. 

What does Bulk Read API do?

The Bulk Read API helps you to fetch large volumes of data that meet specific criteria in a single request. Unlike the GET Records API , which has a limitation of 200 records per call, the Bulk Read API allows you to extract bulk data, 200k records, for data synchronisation purposes. This prevents the need for you to fire multiple API calls which can easily drain your daily credits.

This Bulk Read is asynchronous, thus the result for your request will not be available immediately. So, you will have to either poll the bulk read job status API to know the status or specify a callback URL for Zoho CRM to send notifications regarding the process. 

The CRM system processes your request and returns the results in either a CSV or ICS (for Meetings/Events module) zipped file. To download your result, use the job ID given in the response of bulk read job API .

This entire process can be wrapped into three stages as given below, 
  • Creating a Bulk Read Job 
  • Checking the status of a Bulk Read Job
  • Downloading the CSV/ICS data zip

Create a Bulk Read Job

1. Adding Callback URL

To get notified of the progress and results of the bulk read job, add a callback URL to the request body using the following format. 
$requestWrapper = new RequestWrapper();

$callbackVar = new CallBack();

$callbackVar->setUrl(" your_callback_url ");

$callbackVar->setMethod(new Choice("post"));

$requestWrapper->setCallback($callbackVar);
The method for callback URL is typically set to POST as it helps the client to send the required data along with the url to handle the callback appropriately.

2. Structuring a Query

A query comprises multiple parameters such as your desired module, fields, custom view ID, page value, file-type and criteria.

A criterion is typically a filter/condition used in a query to narrow down the data to your desired set of records. Criteria can include one or more conditions and you can combine them using group operators like 'and' and 'or' to create more complex filtering logic. 

Each condition in the criteria comprises three components.
  • Field - It refers to the field API name of the record, which you want to use for filtering purpose.
  • Comparator - It determines how the value of the specified field has to be evaluated.
  • Value - It represents the value of the field against which the record has to be evaluated.
This helps you to retrieve only the relevant records, thereby optimising the performance and reducing the amount of data transferred.

To enhance the understanding of how to structure a criterion, it is necessary to address these group operators and comparators before delving into it.

Group Operators 

Group Operators are used to perform logical operations on multiple conditions within a query. They help you in grouping multiple conditions together to create complex search criteria.The possible group operators are 'and' and 'or'.
  • and - It specifies that all conditions within the group must be satisfied for a record to be included in the query result.
  • or - It specifies that any of the conditions within the group can be satisfied for a record to be included in the query result.
These operators provide flexibility in constructing queries and retrieve the desired set of records from your CRM system with ease.

Comparators

Comparators are used in a query condition to specify the type of comparison that should be performed between a field and a value. They define the relationship between the field and the value and determine how the records are filtered. Refer to this help document to find the possible comparators with their field datatypes. 

An example of each datatype is given in PHP for your better understanding. 
Data Type
Example
  Number

$conditionVar = new Criteria();
$field = new MinifiedFields();
$field ->setAPIName("Amount");
$conditionVar>setField($field);
$conditionVar->setComparator(new Choice("greater_than"));
$conditionVar->setValue(10000);
  Multi-select 

$conditionVar = new Criteria();
$field = new MinifiedFields();
$field ->setAPIName("owner");
$conditionVar>setField($field);
$conditionVar->setComparator(new Choice("in"));
$owner = ["5545974393001", "5545974393011"]
$conditionVar->setValue($owner);
  DateTime                                   

$conditionVar = new Criteria();
$field = new MinifiedFields();
$field->setAPIName("Created_Time");
$conditionVar>setField($field);
$conditionVar->setComparator(new Choice("between"));
$createdTime = [date_create("2023-05-01T17:58:47+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get())), date_create("2023-06-01T17:58:47+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get()))];
$conditionVar->setValue($createdTime);
  Boolean

$conditionVar = new Criteria();
$field = new MinifiedFields();
$field ->setAPIName("Email_Opt_Out");
$conditionVar>setField($field);
$conditionVar->setComparator(new Choice("equal"));
$conditionVar->setValue(false);
  Lookup

$conditionVar = new Criteria();
$field = new MinifiedFields();
$field ->setAPIName("owner.last_name");
$conditionVar>setField($field);
$conditionVar->setComparator(new Choice("equal"));
$conditionVar->setValue("Boyle");

Structuring Simple Criteria

Below is a query format with a simple criterion of two conditions to filter your records from the given module. 

$criteriaVar = new Criteria();

$criteriaVar->setGroupOperator(new Choice("operatorValue"));

$conditionVar1 = new Criteria();

$fieldVar = new MinifiedFields();

$fieldVar->setAPIName("Field_API_Name");

$conditionVar1->setField($fieldVar);

$conditionVar1->setComparator(new Choice("comparatorValue"));

$conditionVar1->setValue("Field_Value");

$conditionVar2 = new Criteria();

$field = new MinifiedFields();

$field->setAPIName("Field_API_Name");

$conditionVar2->setField($fieldVar);

$conditionVar2->setComparator(new Choice("comparatorValue"));

$conditionVar2->setValue("Field_Value");

$criteriaVar->setGroup([$conditionVar1,$conditionVar2]);

$query->setCriteria($criteriaVar);

$requestWrapper->setQuery($query);

In the above format, the group operator is used for two different conditions.

Following is the json format of this simple criteria.
{
    "query": {
        "criteria": {
            "group_operator": "operatorValue",
            "group": [
                {
                    "comparator": "comparatorValue",
                    "field": {
                        "api_name": "Field_API_Name"
                    },
                    "value": "Field_Value"
                },
                {
                    "comparator": "comparatorValue",
                    "field": {
                        "api_name": "Field_API_Name"
                    },
                    "value": "Field_Value"
                }
            ]
        }
    }
}

Structuring Complex Criteria

To structure a criterion with four different conditions follow the below format.

//top-level group criteria with 2 different groups comprising of 2 different conditions each

$criteria = new Criteria();

$criteria->setGroupOperator(new Choice("operatorValue"));

//group1 with 2 different conditions

$groupVar1 = new Criteria();

$groupVar1->setGroupOperator(new Choice("operatorValue"));

$conditionVar11 = new Criteria();

$field11 = new MinifiedFields();

$field11->setAPIName("Field_API_Name");

$conditionVar11->setField($field11);

$conditionVar11->setComparator(new Choice("comparatorValue"));

$conditionVar11->setValue("Value");

$conditionVar12 = new Criteria();

$field12 = new MinifiedFields();

$field12->setAPIName("Field_API_Name");

$conditionVar12->setField($field21);

$conditionVar12->setComparator(new Choice("comparatorValue"));

$conditionVar12->setValue("Value");

$groupVar1->setGroup([$conditionVar11, $conditionVar12]);

//group2 with 2 different conditions

$groupVar2 = new Criteria();

$groupVar2->setGroupOperator(new Choice("operatorValue"));

$conditionVar21 = new Criteria();

$field21 = new MinifiedFields();

$field21->setAPIName("Field_API_Name");

$conditionVar21->setField($field21);

$conditionVar21->setComparator(new Choice("comparatorValue"));

$conditionVar21->setValue("Value");

$conditionVar22 = new Criteria();

$field22 = new MinifiedFields();

$field22->setAPIName("Field_API_Name");

$conditionVar22->setField($field22);

$conditionVar22->setComparator(new Choice("comparatorValue"));

$conditionVar22->setValue("Value");

$groupVar2->setGroup([$conditionVar21, $conditionVar22]);

//pushing the groups to the top-level group criteria

$criteria->setGroup([$groupVar1, $groupVar2]);

In the above format, two group variables ($groupVar1 and $groupVar2) are created, each representing a nested group of conditions. Both the groups are further assigned to the top-level group variable ($criteria). 

The json arrangement of the above format is given for your clarity.
{
    "query": {
        "criteria": {
            "group_operator": "operatorValue",
            "group": [
                {
                    "group_operator": "operatorValue",
                    "group": [
                        {
                            "comparator": "comparatorValue",
                            "field": {
                                "api_name": "Field_API_Name"
                            },
                            "value": "Field_Value"
                        },
                        {
                            "comparator": "comparatorValue",
                            "field": {
                                "api_name": "Field_API_Name"
                            },
                            "value": "Field_Value"
                        }
                    ]
                },
                {
                    "group_operator": "operatorValue",
                    "group": [
                        {
                            "comparator": "comparatorValue",
                            "field": {
                                "api_name": "Field_API_Name"
                            },
                            "value": "Field_Value"
                        },
                        {
                            "comparator": "comparatorValue",
                            "field": {
                                "api_name": "Field_API_Name"
                            },
                            "value": "Field_Value"
                        }
                    ]
                }
            ]
        }
     }
}

The default file type is CSV. To bulk read the Events module always prefer the ICS file type. Refer to this resource to fetch the custom view IDs, module and field API names. 

Below is a sample code for creating a bulk read job with compound criteria. The criteria follow this arrangement ((1 and 2) or (3 or 4)) of conditions.

<?php

use com\zoho\crm\api\bulkread\BulkReadOperations;
use com\zoho\crm\api\bulkread\CallBack;
use com\zoho\crm\api\util\Choice;
use com\zoho\crm\api\bulkread\Query;
use com\zoho\crm\api\bulkread\Criteria;
use com\zoho\crm\api\bulkread\RequestWrapper;
use com\zoho\crm\api\modules\MinifiedModule;
use com\zoho\crm\api\fields\MinifiedFields;
require_once "vendor/autoload.php";

class CreateBulkReadJob
{
public static function initialize()
    {
        // Add initialisation code
        // Refer to this article for more help
    }
    public static function createBulkReadJob(string $moduleAPIName)
    {
        $bulkReadOperations = new BulkReadOperations();
        $requestWrapper = new RequestWrapper();
        $callback = new CallBack();
        $callback->setUrl("https://www.callback.com/example");
        $callback->setMethod(new Choice("post"));
        $requestWrapper->setCallback($callback);

        //query
        $query = new Query();
        $module = new MinifiedModule();
        $module->setAPIName($moduleAPIName);
        $query->setModule($module);
        $query->setCvid("34770610087501");
        $query->setFields(["Last_Name"]);
        $query->setPage(1);

        //top-level group criteria with 2 different groups comprising of 2 different conditions each
        $criteria = new Criteria();
        $criteria->setGroupOperator(new Choice("or"));
        $criteriaList = array();

        //group1 with 2 different conditions
        $groupVar1 = new Criteria();
        $groupVar1->setGroupOperator(new Choice("and"));

        $conditionVar11 = new Criteria();
        $field11= new MinifiedFields();
        $field11->setAPIName("Last_Name");
        $conditionVar11->setField($field11);
        $conditionVar11->setComparator(new Choice("equal"));
        $conditionVar11->setValue("Boyle");
        
        $conditionVar12 = new Criteria();
        $field12 = new MinifiedFields();
        $field->setAPIName("Owner");
        $conditionVar12->setField($field12);
        $conditionVar12->setComparator(new Choice("in"));
        $owner = array("5545974000000393001","5545974000000393011");
        $conditionVar12->setValue($owner);
        $groupVar1->setGroup([$conditionVar11, $conditionVar12]);

         //group2 with 2 different conditions
        $groupVar2 = new Criteria();
        $groupVar2->setGroupOperator(new Choice("or"));

        $conditionVar21 = new Criteria();
        $field21 = new MinifiedFields();
        $field21->setAPIName("Company");
        $conditionVar21->setField($field21);
        $conditionVar21->setComparator(new Choice("equal"));
        $conditionVar21->setValue("Morlong Associates");
        
        $conditionVar22 = new Criteria();
        $field22= new MinifiedFields();
        $field22->setAPIName("Created_Time");
        $conditionVar22->setField($field22);
        $conditionVar22->setComparator(new Choice("between"));
        $createdTime = array(date_create("2023-04-15T17:58:47+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get())), date_create("2023-06-01T17:58:47+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get())));
        $conditionVar22->setValue($createdTime);
        $groupVar2->setGroup([$conditionVar21, $conditionVar22]);

         //pushing the groups to the top-level group criteria
        $criteria->setGroup($criteriaList);
        $query->setCriteria($criteria);
        $requestWrapper->setQuery($query);
        // $requestWrapper->setFileType(new Choice("ics")); for Events module
        $response = $bulkReadOperations->createBulkReadJob($requestWrapper);
        //Add your code to handle the response received in $response
        // For more details, refer here.
    }
}
CreateBulkReadJob::initialize();
$moduleAPIName = "Leads";
CreateBulkReadJob::createBulkReadJob($moduleAPIName);
?>

2. Status of a Bulk Read Job

To keep track of the status of your bulk read job, use the id provided in the details section of your bulk read job response. 

Here is a sample code for checking the status of a bulk read job.

<?php

use com\zoho\crm\api\bulkread\BulkReadOperations;

require_once "vendor/autoload.php";

class GetBulkReadJobDetails
{
public static function initialize()        
    {
        // Add initialisation code
        // Refer to this article for more help 
    }

    public static function getBulkReadJobDetails(string $jobId)
    {
        $bulkReadOperations = new BulkReadOperations();
        $response = $bulkReadOperations->getBulkReadJobDetails($jobId);
        //Add your code to handle the response received in $response
        // For more details, refer here.
    }
}
GetBulkReadJobDetails::initialize();
$jobId = "55459743108003";
GetBulkReadJobDetails::getBulkReadJobDetails($jobId);
?>

3. Download Bulk Read Result

To download your bulk read job result, use the job id mentioned in the bulk read job response. Additionally, provide the path of the destination folder where you would like to download the result. The result will be downloaded as a zip file containing CSV/ICS files.
Here is a sample code for downloading a bulk read job result.

<?php

namespace samples\bulkread;

use com\zoho\crm\api\bulkread\BulkReadOperations;

require_once "vendor/autoload.php";

class DownloadResult
{
public static function initialize()
    {
        // Add initialisation code
        // Refer to this article for more help  
    }
    public static function downloadResult(string $jobId, string $destinationFolder)
    {
        $bulkReadOperations = new BulkReadOperations();
        $response = $bulkReadOperations->downloadResult($jobId);
        $streamWrapper = $response->getObject()->getFile();
        fputs(fopen($destinationFolder . "/" . $streamWrapper->getName(), "w"), $streamWrapper->getStream());
        //Add your code to handle the response received in $response
        // For more details, refer here.
    }
}
DownloadResult::initialize();
$jobId = "55459743108003";
$destinationFolder = "/Downloads";
DownloadResult::downloadResult($jobId, $destinationFolder);
?>

We hope you found this post useful and engaging! 

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We value your thoughts and eagerly look forward to hearing from you.

Stay tuned for more enriching posts coming your way soon!

Cheers!

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                                                                                                                  Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

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                                                                                                                  we are not recieving or cannot send emails.Shows sysytem error

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                                                                                                                  I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

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                                                                                                                  hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

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                                                                                                                  My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

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                                                                                                                  "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

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                                                                                                                  Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

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                                                                                                                  I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

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                                                                                                                  Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate

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                                                                                                                  The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can

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                                                                                                                  Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

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                                                                                                                  I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is

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                                                                                                                  Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.

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                                                                                                                  We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?

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                                                                                                                  Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose

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                                                                                                                  Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

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                                                                                                                  The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!

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                                                                                                                  Zoho is not reading calls made.

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                                                                                                                  there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

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                                                                                                                • Extensions 101 webinar series: Build, integrate, and monetize with extensions

                                                                                                                  Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

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