Tips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions

Tips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions

If you've been looking for a way to update certain data in Zoho Subscriptions that's outdated or just needs to be changed in bulk, then this week's tip is for you.

Also, be sure to check out last week's post about sending invoices to your subscribers using Webmerge, in case you missed it.

Bulk-updating data can help you save time and effort

Need to update the value for a custom field? How about updating salespersons for subscriptions because there's been a change in your company's staff? These actions can be quite tiresome, especially if there are numerous fields to go through and edit.

For now, Zoho Subscriptions supports bulk-updates for credit notes with the upper limit being 25 credit notes per update. However, if you'd like to update fields for other modules without any restrictions on the number of fields that can be updated, that's where this method of bulk-updating will come in handy. Let's see how.

How It Works

For this to work, you'd have to export your data from the module where you want to make changes and import it in a spreadsheet software like Zoho Sheet or Google Sheets. Next, enter the values that you'd like to update in the spreadsheet and run a script (we'll link it below) in the spreadsheet software, which updates the required values from the spreadsheet to Zoho Susbcriptions via our powerful REST APIs.

Here's how you can do it:

Let's take an example where you need to update the salesperson field for multiple subscriptions. To do this:
  • Go to Zoho Subscriptions > More Actions.
  • Click Export Subscriptions.
Once you've exported the file, it needs to be imported into a spreadsheet software.

Next, create another column for salespersons.


Fill in the name of the salespersons for the subscriptions that you want to update it for.



To update this data from the Spreadsheet to Zoho Susbcriptions, you'd have to create a script that can communicate with Zoho Susbcriptions via an API.

Creating the script in Zoho Sheet:
  • Go to Zoho Sheet > Tools > Custom Functions > Create.
  • Use the script below and customize it as required.
Creating the script in Google Sheets:
  • Go to Google Sheets > Tools > Script Editor > New Project.
  • Use this script and customize it as required.
Note: A previous version of this post contained scripts which used Authtokens for authentication with Zoho Subscriptions' APIs. However, support for Authtokens has been removed as of 30 June 2021. The scripts have since been updated to use authentication via OAuth, and you must add your access tokens' detail in the script, along with your organization ID. Learn how to generate access tokens.

Create another column to execute this script. This column will also be used to display whether the script succeeded or not, so it can be named accordingly. To execute the script in this column, type ' = ' followed by the name of the function() and then provide the cell positons of the subscription ID and salesperon as parameters. For example, =UpdateSalesPerson(a2,c2).



On pressing enter, the salesperson will be updated in Zoho Susbcriptions and the status of the script will be updated in the spreadsheet. To update the remaining salespersons, simply double click on the bottom right corner of the first cell where you ran the script. The spreadsheet application will then automatically run the script for the remaining salespersons.



Similarly, this script can be used for other modules as well by importing their data and making necessary changes to the script. Here's an example where the same script has been tweaked to bulk-update custom fields.

Try it out and let us know what you think in the comments below! We'll be back next week with a new post, so stay tuned.

Cheers,
Varun Steven
The Zoho Subscriptions Team




      • Sticky Posts

      • Tip #4 : Refer and Earn Workflow system for your Subscription Business

        Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

      • Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

        Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

      • Tip #3 : Send SMS Reminders for your Subscription Business

        Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

      • Tips And Tricks - Announcement

        Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

      • Tip #6 : Accessing external URLs from Zoho Subscriptions

        Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

        • Recent Topics

        • Inadequate Customer Support

          Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being

        • Incorrect Closing Stock Amount value

          Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory

        • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

          #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

        • Zoho vault uses only password to unlock not a TouchID

          TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS

        • Unable to add Guest Members

          We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an

        • Webhook when estimate is refused is not firing

          Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

        • Create a custom button to modify custom fields in zoho Inventory

          I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere

        • How to add a record for a different report

          I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

        • Webhook 'when estimate is refused' is not firing

          Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

        • Amazon Integration

          Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

        • Link project tasks to tasks in CRM and/or other modules.

          Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks

        • Count the NUMBER of Contacts for an Account automatically

          Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

        • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

          Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

        • geographic search filter in map view

          Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

        • Announcement: Upcoming changes to the permission grant flow for OAuth apps

          This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant

        • Add Google Workspace Module to Zoho Flow

          Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

        • How do i remove the Powered by Zoho logo from my careers page

          Can I remove this? ​

        • Totals on Pivot Table

          Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

        • Team Inbox is not working AGAIN

          I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

        • HOW TO USE ZOHO

          IDK

        • Zoho account sign in with passkey

          Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

        • Pivot table with Text values - "Matrix Report"

          User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

        • Canvas View in Zoho Recruit

          Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

        • Can Wisestamp email signature be use with Zoho mail?

          Does a Wisestamp email signature work with Zoho mail?

        • WiseStamp

          WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

        • Power BI connector (Zoho Creator) to Zoho Projects

          How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

        • Update your Google connection with Zoho TeamInbox

          Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

        • Easy way to delete attachments

          I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

        • Sites Speed and Performance Grades

          I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

        • Integrating Quotes with leads Information

          Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

        • Unknown error occurred

          Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

        • Zoho one

          I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

        • Dialing Microsoft Teams Phone Service via Zoho CRM

          I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

        • Emailing lookup field but placing this as an ID or number rather than text

          Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

        • Search mails in shared mailbox

          Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

        • User Emails Blocked

          Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

        • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

          The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

        • Is it possible to hide Developer Space for all user in Zoho Projects

          Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

        • API (v2) Search Criteria using CONCAT

          With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

        • Next Page