Zoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? Thanks
Setting up SAAS business through Zoho Billing
Can we send a payment reminder notifications on Whatsapp through Whatsapp Business API linked with payment failures or for dunning manangement. When we configure plans for mid cycle upgrades in zoho subscription do we still need to set that up in payment
Is there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?
Differences in Zoho Billing when accessing it directly or via Zoho One.
We have noticed some interesting differences in our Zoho Billing account depending on how we log in to the application. For example: Logging in via https://zoho.com/billing Logging in via https://one.zoho.com/billing Using the same user ID, one sees different
Rate limit and change status not notified to the customer
Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteria
Need Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique required
Push field from Billing to CRM?
In z Billing, in the payment page I have 2 checkmarks : "accept the terms and condition" and "subscribe to receive email". Is there a way to push those checkmarks into CRM? I need them as a proof. Yes they can't really register if they didn't check the
Change Error Message to give customers clarity
Zoho, When a customer tries to sign up through a hosted payment page and their credit card gets declined, they get the most ambiguous message: "There was a problem processing the request. Please try again later or contact us at {admin email address} for
Cancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?
Options for subscription listing on customer portal page
How can I add the values of existing fields somewhere in the subscription info on the customer portal? The portal shows each subscription by it's Subscription Number, but we don't use that. We have two fields that we will like to have show up in the sub
Custom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
Supress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?
Not All Zoho Subscriptions are Synching with Zoho CRM
Hi, there! We have noticed that only some of our subscriptions are actually being pulled over to CRM. I have checked, double checked, and triple checked that I set up the integration correctly in both Subscriptions and CRM and did it exactly as it says
Duplicate email addresses in Zoho Subscriptions Customers
We use email address as our login ID for our app (as many saas apps do) and having multiple customers in Zoho Subs with the same email address causes a lot of problems for us in our connected systems. I understand your reasoning for allowing duplicate
Renaming products in active subscriptions
I have several subscriptions that use a product that had one name when the subscription was created. Since then, I've changed the name of the product, but it still shows the old name in the customer's record. Is there a way to change that?
Workaround for selling Digital Products
Hello! Did anyone had tried selling digital products in Zoho Commerce? I know they only allowed physical products. But have anyone find a workaround? Like sending the digital product through email? Thanks!
Send subscription email template using deluge
Hi Folks, I am struggling to have some idea to send an existing email template from deluge. I am create an invoice notification templates but unable to get or send that email template using deluge. It would be great if someone can assist me in getting/firing
Zoho Commerce with Flow for subscriptions
Hi I had a look at Zoho flow tonight but sadly could not achieve what I wanted too.I was hoping that I could use subscription app to manage some of the products I sell as they are effectively phone subscriptions. To the end I had hoped it would be a easy
Customer and Subscription limit
We have a Zoho One account. I have 12000+ customers and as many subscriptions. Is there any upper limit for the number of customers and subscription that can be created for Zoho subscription which is part of the Zoho One account ?
Subscription Invoices - Custom Field
Hello All, I am looking at using the "Sales Person" or a standard field to show coverage date. Essentially, our coverage date is current month - 1 (So today in July, the coverage period would be June 2019). I am wondering if anyone has any suggestions on how this may be accomplished. Thank you. Peter
Reporting on Cancellation Reason and Notes Fields
I'm trying to find a way to generate a list of cancelled subscriptions that includes the cancellation reason and the notes field from the subscription and am running into a road block. Here is what I have tried: Reports in Zoho Subs - can get reason from churned subs reports, but no notes. Zoho Analytics - can't seem to get either field Zapier - reason and notes doesn't seem to be available Any ideas on how I can get this data?
Confirm plan_code property is included in the response for the get list subscriptions API
We are using the Zoho Subscription API to get a list of subscriptions filtered by customer_id. However, when I read the example response in the documentation (https://www.zoho.com/subscriptions/api/v1/subscription/#list-all-subscriptions), I don't see
Import subscriptions
Hi, Is there a way to import subscriptions from another company?
data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' }
When trying to create a subscription and sending plan details I am getting this error data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' } , although I believe it is normal to have more than 100 character
Is there a way to add a negative unbilled charge for a cancellation mid month?
Is it possible to add any sort of refund billing to invoices when working with deactivations in the middle of a billing cycle? Currently we use a lot of automation for our billing, and one issue is dealing with customers who cancel mid month, we want
Historical Records when customer email address changes
When an email address is changed on a customer record, all past invoices for subs under that customer now show the new email address instead of the one it was originally sent to. This makes it very hard to put together a history of account. Do the related
Offline Payments - Refund
What is the correct process to refund an offline payment? I want it listed in Zoho Subscriptions as a refund for my reports, but not for an actual payment as that is handled offline. Do I create a credit note, then refund that? Thanks
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
How do you turn off Welcome email in Subscriptions?
When we create a subscription it sends out a welcome email. Is there a way to turn that first email off and only have the Reminder email 30 days prior to the yearly renewal date go out? We know how to turn the Reminder emails on, but we don't know how
How Do I Not Require a Credit Card on Hosted Payment Page
Your own marketing says that requiring a customer to enter a credit card for a trial reduces the chance that people will sign up. I can't find any way to not require the user put in a credit card. This should be an easy setting. The only references I see in the forum say that you can't use the hosted payment page. This is such a basic feature that this makes no sense to me. What is the workaround? If there is no way to not require the credit card, I would have a free trial as a plan but I don't see
Add another email (CC) to Invoice and Email notifications.
I am reaching out to inquire whether it is possible to add a second person in the CC section of the email for invoice and estimate notifications in Zoho. Currently, I am able to select a second person only when sending the invoice manually, but I would
Subscriptions Integration with CRM - Duplicate merge and sync pointing to the wrong customer
Hi everyone, We have the integration set up between CRM and Subscriptions. A while ago, we merged a bunch of customers in subscriptions. Now, the integration sync between CRM and Subscriptions sometimes updates the customer that became inactive during
Bericht "Aktive Kunden" wie in der mobilen Version
In der mobilen Version von Zoho Subscription zeigt der Bericht "Aktive Kunden" die Tarif (Tarifname) mit der jeweiligen Anzahl. In der Web-Version zeigt der Bericht "Aktive Kunden" ein ganz anderes Ergebnis. Hier müsste man jeden einzelnen Tarif anwählen,
Wie viele Erweiterungen kann man pro Plan (Tarif) anlegen?
Ist die Anzahl der Erweiterungen pro Tarif begrenzt?
Coupon Code Field Pre-Populated with New Sign-Up Offer
My intent was to offer a 33% discount for the first-time subscribers and would like the coupon code to be pre-populated on the sign-up page to avoid reworking of applying the code following a customer complaint if they fail to enter it on sign-up.
Generate Access and Refresh Tokens api required params
Hi, I am using Generate Access and Refresh Tokens api i need to know about some param. Can you please tell from where can i get grant_type, code ? Please have a look on screenshot https://prnt.sc/Ht4MorssmNPR/ Kindly help me. Regards
Minimum period for a plan
I submitted this as a request, but I think its actually a question: how can I set a plan so that is is billed monthly, but has a minimum term of 3 months, i.e. cannot be cancelled by the subscriber within the first 3 months, after that it moves to monthly
Api error
Hi, I am using Generate Access and Refresh Tokens api on postmen. I have client_id, client_secret,, redirect_uri and all required parameters but i am getting error : { "error": "invalid_client" } please have a look on screenshot https://prnt.sc/ee-gBWgVZ9iS
Paid Subscription Trial?
What's the best way to set up a paid subscription trial vs. a free trial?
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