Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API

Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API

Hello all!

Welcome back to another post in our Kaizen series. 



This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries within a specific time range, using the Export Audit Log API introduced in Version 7.

Use Case

Zylker, a startup IT firm, has hired 10 project trainees for a six-month training program for the role of Technical Support Engineers. The manager at Zylker has added each trainee to the Zoho CRM as a user. These trainees interact with customers by giving product demos, attending meetings and calls, creating tasks, and being responsible for making deals won. 

Solution 

Zylker uses Zoho CRM's Export Audit Log API to track trainee activities. By exporting audit logs, the manager monitors how many calls, meetings, and tasks each trainee has completed. This helps the manager highlight areas where trainees need improvement and adjust training programs. After six months, the manager reviews the logs to decide which trainees performed well and should be offered permanent positions.

Note:
Users in the Administrator profile or CEO Role can access the audit logs. However, other users can only view their own and their sub-ordinates' audit Logs.

Exporting Audit Log

The Export Audit Log API is an asynchronous API, and an export job will be scheduled to export the audit log details. The exported audit log will be downloaded in either CSV or ZIP format, depending on the number of entries in the result. You can check the job's status using the Get the Status of the Export Audit Log Job API. Once the job is complete, you can download the results using the Download Export Audit Log Result API.

Let us see how Zylker uses the Zoho CRM API to monitor their trainees' performance.

Create Export Audit Log Job: 

Sample Request: {api-domain}/crm/{version}/settings/audit_log_export

Request Method: POST

Scope: ZohoCRM.settings.audit_logs.CREATE 

Notes:
  • The above sample request exports up to the last three years of audit log data across all modules in your Zoho CRM. 
  • The input request is optional i.e., if you skip the input request, the system will still export all actions in Zoho CRM. 
  • Use filters to export specific audit entries.

The sample input below is used to export an audit log for all 10 trainees in the Calls, Events, and Tasks modules over a six-month time range.
{
    "audit_log_export": [
        {
            "criteria": {
                "group_operator": "and",
                "group": [
                    {
                        "field": {
                            "api_name": "done_by"
                        },
                        "comparator": "in",
                        "value": [
                            {
                                "name": "Joe",
                                "id": "5725767000000583089"
                            },
                            {
                                "name": "Boyle",
                                "id": "5725767000000583000"
                            },
                            {
                                "name": "John",
                                "id": "5725767000000583001"
                            },
                            .
                            .
                            .

                        ]
                    },
                    {
                        "group_operator": "and",
                        "group": [
                            {
                                "group_operator": "and",
                                "group": [
                                    {
                                        "field": {
                                            "api_name": "audited_time"
                                        },
                                        "comparator": "between",
                                        "value": [
                                            "2024-01-05T00:00:00+05:30",
                                            "2024-06-04T23:59:59+05:30"
                                        ]
                                    },
                                    {
                                        "field": {
                                            "api_name": "module"
                                        },
                                        "comparator": "in",
                                        "value": [
                                            {
                                                "api_name": "Calls",
                                                "id": "5725767000000033015"
                                            },
                                            {
                                                "api_name": "Events",
                                                "id": "5725767000000002195"
                                            },
                                            {
                                                "api_name": "Tasks",
                                                "id": "5725767000000002193"
                                            }
                                        ]
                                    }
                                ]
                            }
                        ]
                    }
                ]
            }
        }
    ]
}
The above input schedules a job to export data that matches the criteria. The response to the above request is given below, and we will discuss how to see the status of the export audit log job and how to download the result in the upcoming sections in this post.

Refer to the Input JSON Keys to Export Audit Log Using Multiple Filters for input keys' explanations.

Note: 
With filters (either single or multiple criteria), you can export up to 6 months (180 days) of audit log data. Note that the time range should not exceed 180 days. 

Sample Response:

{
    "audit_log_export": [
        {
            "status": "success",
            "code": "SCHEDULED",
            "message": "ExportAuditlog scheduled successfully.",
            "details": {
                "id": "5725767000003525045" //unique job ID of the export audit log job.
            }
        }
    ]
}


The manager has scheduled an export audit log job to review their trainees' activities within the specified time range (six months).

Get the Status of the Export Audit Log Job

The manager at Zylker retrieves the details of the export audit log jobs that were scheduled previously using the POST Export Audit Log API.
  • Exporting All Trainees' Activities: By reviewing the complete log, the manager can analyze the overall performance of all trainees.
  • Filtering Specific trainees' Activities: Once after reviewing the entire log, the manager could filter data of only those trainees with average performance and provide them with the required training to help them improve.
Zylker retrieves the status of all scheduled export audit log jobs using the following URL: 

{api-domain}/crm/{version}/settings/audit_log_export

By default, it returns all the scheduled export jobs.

For retrieving the status of a specific scheduled export audit log job, Zylker uses the following URL:

{api-domain}/crm/{version}/settings/audit_log_export/{export_job_id}

Request Method: GET

Scope:  ZohoCRM.settings.audit_logs.READ 

Here is the sample response showing the status of the export audit log job for all the trainees:

{
    "audit_log_export": [
        {
            "id": "5725767000003525048",
            "status": "finished",
            "job_start_time": "2024-08-07T12:12:39-07:00",
            "job_end_time": "2024-08-07T12:12:44-07:00",
            "expiry_date": "2024-08-14T12:12:39-07:00",
            "created_by": {
                "name": "Jim", //Zylker's Manager
                "id": "5725767000000411001"
            },
            "criteria": {
                "group_operator": "and",
                "group": [
                    {
                        "comparator": "between",
                        "field": {
                            "api_name": "audited_time"
                        },
                        "value": [
                            "2024-01-05T00:00:00+05:30",
                            "2024-06-04T23:59:59+05:30"
                        ]
                    },
                    {
                        "comparator": "in",
                        "field": {
                            "api_name": "module"
                        },
                        "value": [
                            {
                                "api_name": "Tasks",
                                "id": "5725767000000002193"
                            },
                            {
                                "api_name": "Events",
                                "id": "5725767000000002195"
                            },
                            {
                                "api_name": "Calls",
                                "id": "5725767000000033015"
                            }
                        ]
                    }
                ]
            },
            "download_links": [
            ]
        }
    ]
}


Response JSON Keys explanation: 
  • audit_log_export (JSON array) : Contains the details for the audit log export request of the trainees.
  • id (string) : Represents the unique job ID of the export audit log job.
  • status (string) : Represents the status of the export audit log job. Possible values: Progress, Scheduled, Finished, and Failed.
  • job_start_time (string) : Represents the time at which the export job started.
  • job_end_time (string) : Represents when the export job was completed.
  • expiry_date (string) : Represents the expiry time of the exported audit log available in the download links.
  • created_by (JSON object) : Represents the ID and Name of the Zoho CRM user who initiated the export job.
  • criteria (JSON object) : Represents the conditions specified for a specific export audit log job using the Create Export Audit Log API.
  • download_links (JSON array) : Represents the unique downloadable link for the exported audit log. You can use this link to download the log data using the GET - Download Export Audit Log Result API. 

Download Export Audit Log Result

The manager at Zylker can download the result logs using the the "download_links" JSON array key in the response Get the Status of the Export Audit Log Job API.

An export audit log will be in either CSV or ZIP format, depending on the number of entries in the result. If the audit log contains 100,000 or fewer entries, the system will automatically export the logs in a CSV file. If there are more than 100,000 entries, the logs will be split into multiple CSV files inside a ZIP file, with each CSV file holding up to 100,000 entries. A maximum of 10,00,000 audit entries will be exported in a ZIP file.

Request Method: GET 

Scope: ZohoFiles.files.READ

In our case, download the audit log result in the CSV file format. 
Based on the downloaded results, the manager will analyze the trainees' performance to make hiring decisions and identify areas where those with average performance may need additional training. This approach helps the manager at Zylker to keep track of all trainees' activities regularly.

We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment  or reach out to us at support@zohocrm.com
Stay tuned for more insights in our upcoming Kaizen posts!







    • Sticky Posts

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

      • Recent Topics

      • How do I bulk archive my projects in ZOHO projects

        Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

      • ZOHO Work Drive Back Up

        I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

      • ZOHO Reports - Filter Logic?

        Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

      • Scanned Doc - selecting Item overwrites Rate

        I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

      • Recruit API search

        Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

      • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

        Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

      • No funcionan correctamente el calculo de las horas laborales para informe de tickets

        Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

      • Zoho desk desktop application

        does zoho desk has a destop applicaion?

      • Saving reading position + Keep screen on

        While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.

      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

      • Android app sync problem - multiple devices have same problem

        Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

      • How can i resend a campaign to only one of the recipients on the original campaign

        How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • How to show branch instead of org name on invoice template?

        Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

      • Create CRM Deal from Books Quote and Auto Update Deal Stage

        I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

      • Marketing Automation Requirements Questions

        I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip

      • Sharing URLs and direct access

        Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

      • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

        Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

      • Can a project be cloned?

        Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

      • Timesheet Tasks in Zoho Books: associate to service item

        How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

      • Task/Activity indicator in SalesPipeline overview has disappeared

        I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

      • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

        As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

      • JWT Token authentication problem that sometimes generates infinite redirect loops

        Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

      • Zoho Desk Android app update: Table view for All Departments view, custom button

        Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

      • What's New - December 2025 | Zoho Backstage

        In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

      • Need code format to specify default values

        Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

      • A Roundup of Zoho Sprints 2025

      • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

        We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

      • Sorting Custom Date in API isn't working w pagination limit

        How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

      • SAP Business One(B1) integration is now live in Zoho Flow

        We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

      • Enhancement in Role and Profile mapping of agents in Sandbox

        Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

      • The reason I switched away from Zoho Notebook

        My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

      • Decimal places settings for exchange rates

        Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

      • Zoho removed ability to see all Scheduled Reports!

        If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

      • Please can the open tasks be shown in each customer account at the top.

        Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

      • Automate Backups

        This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

      • GCLID and Zoho Bookings

        Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

      • Next Page