Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

🎊 Nearing 200th Kaizen Post – We want to hear from you!
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. 

Hello all!!
Welcome back to another post in the Kaizen series!

In this post, we will address some of the most frequently asked questions about Zoho CRM's Bulk Read API and Bulk Write API from the Zoho CRM Developer Community Forum.

 Frequently Asked Questions on Bulk Read API 

1. What is the Bulk Read API, and when should I use it?

Bulk Read refers to bulk data export. This API allows you to export large datasets i.e., you can export up to 2,00,000 records in a single export job from Zoho CRM in CSV format. Bulk Read APIs are best suited for backups and data migration.

2. Since Zoho CRM has other record APIs such as GET Records API, COQL API, and Search API to retrieve data, why should I use the Bulk Read API? 

Other record APIs like the GET Records API, COQL API, and Search API are used to retrieve data, but they return fewer records per API call. This can quickly lead to reaching your daily API limits, unlike the Bulk Read API, which can be used to export larger datasets.
  • GET Records API : You can fetch up to 200 records per API call. Use pagination to retrieve up to 1,00,000 records from a module.
  • COQL API : You can fetch up to 2000 records per API call. Using LIMIT and OFFSET, you can fetch up to 100,000 records. To get beyond 100,000 records, refer to Pagination section of the API help documentation. Also, it supports cross-module queries.
  • Search API : You can fetch up to 200 records per call. With pagination, you can retrieve up to 2,000 records in total. Using this API, you can search for records in a module based on a criteria that you define. 
  • Advantages of Bulk Read API : 
    • You can export up to 2,00,000 records per API call.
    • Use the page_token to export the next set of 2,00,000 records until all records are fetched.

3. How do I make a Bulk Read API call?

The process involves three steps:
  • Create a Bulk Read Job : Make a POST call with the required details, including module, fields, and filter criteria. For a successful API call, you will receive a unique job_id in the response. 
  • Check Job Status : Use the job_id to poll for status of the Bulk Read API. You can also set up a callback URL for notifications, where you will be notified when the Bulk Read job is complete.
  • Download Results : Once the Bulk Read job is complete, you will get the download_url in the response of the Get Status API. Use this download URL to download the ZIP file containing the CSV or ICS files. 

4. What are the supported and unsupported modules in the Bulk Read API?

Supported modules :
leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, price books, quotes, sales orders, purchase orders, invoices, subforms, linking module, and custom modules.

Unsupported modules :
Modules that appear as related lists in a record like Emails and Attachments are treated as separate modules in Zoho CRM. The Bulk Read API does not support these related list modules.

5. How can I export subform records in a module using the Bulk Read API?

To export subform records using the Bulk Read API, specify the subform’s API name in your request. 

Request Method: POST
Sample Request:


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Project_Details"
        }
    },
    "file_type": "csv"
}
Note: In the above example, the Project_Details is the API name of the subform to be exported. 

Exporting subform records based on criteria


  {
    "query": {
        "module": {
            "api_name": "Project_Details"
        },
        "fields": [
            "Project_Name",
            "Project_Type",
            "Expected_Budget",
            "Status"
        ],
        "criteria": {
            "field": {
                "api_name": "Expected_Budget"
            },
            "comparator": "greater_equal",
            "value": "40000" //Retrieving subform records with an expected budget greater than or equal to $40,000
        }
    }
}

For more details on subforms, refer to Kaizen #124 - Manipulating Subform using Zoho CRM APIs. 

6. How can I export multi-select lookup (MxN) records in a module using the Bulk Read API?

Specify the API name of the linking module in your request to export records from a multi-select lookup (MxN) field.

Request Method: POST
Sample Request:


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "EmpXSkills"
        },
        "fields": [
            "Employees.Name",
            "Employees.Year_of_Experience",
            "Skills.Name"
        ],
        "criteria": {
            "group": [
                {
                    "field": {
                        "api_name": "Employees.Year_of_Experience" 
                    },
                    "comparator": "greater_than",
                    "value": "4"
                },
                {
                    "field": {
                        "api_name": "Skills.Name"
                    },
                    "comparator": "contains",
                    "value": "Social"
                }
            ],
            "group_operator": "AND"
        }
    }
}

In the sample, EmpXSkills is the API name of the linking module.

7. How can I export multi-module lookup field's data in a module using the Bulk Read API?

The Appointments module has a multi-module lookup field called Appointment_For. To export data that includes this field, specify the API name of the Appointments module in the module key of your Bulk Read API request.

Request Method: POST
Sample Request: 


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Appointments__s" //API name of the Appointments module
        }
      
    },
    "file_type": "csv"
}
Note: The Appointment_For field cannot be used in the criteria. 


8. What are the field limits for a Bulk Read API request?

You can specify up to 200 fields per request. If the limit is exceeded, the API returns all fields in the module by default.

9. What are the criteria limits for the Bulk Read API in Zoho CRM?

The Bulk Read API supports a maximum of 25 criteria per query, including the criteria defined in custom views. Make sure your filter conditions do not exceed this limit to avoid errors during query execution.
Request Method: POST
Sample Request:


{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Contacts"
        },
        "fields": [
            "Last_Name",
            "Owner",
            "Lead_Source",
            "Created_Time"
        ],
        "criteria": {
            "group_operator": "and",
            "group": [
                {
                    "field": {
                        "api_name": "Lead_Source"
                    },
                    "comparator": "equal",
                    "value": "Advertisement"
                },
                {
                    "field": {
                        "api_name": "Owner"
                    },
                    "comparator": "equal",
                    "value": "Boyle"
                },
            .
            .
            .
             // Add more criteria objects here, up to 25 total
            ]
        }
    }
}

10. How do I fetch data from lookup fields using the Bulk Read API?

To fetch data from lookup fields, use the dot (.) operator. Refer to the following Sample Request for reference.
Request Method: POST
Sample Request:



{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Contacts"
        },
        "fields": [
            "Last_Name",
            "Owner",
            "Owner.last_name",
            "Account_Name.Account_Name", //account lookup field 
            "Account_Name.Phone",
            "Lead_Source"
        ],
        "criteria": {
            "group_operator": "or",
            "group": [
                {
                    "field": {
                        "api_name": "Lead_Source"
                    },
                    "comparator": "equal",
                    "value": "Advertisement"
                },
                {
                    "field": {
                        "api_name": "Owner.last_name" //owner lookup field in the Contacts 
                    },
                    "comparator": "equal",
                    "value": "Boyle"
                },
                {
                    "field": {
                        "api_name": "Account_Name.Phone" //account lookup field in the Contacts 
                    },
                    "comparator": "contains",
                    "value": "99807"
                }
            ]
        }
    }
}

11. Why do I get a "RESOURCE_NOT_FOUND" error when checking the status of a Bulk Read job?



{
    "status": "error",
    "code": "RESOURCE_NOT_FOUND",
    "message": "The requested resource doesn't exist.",
    "details": {
        "resource": "5725767000006841003"
    }
}


The "RESOURCE_NOT_FOUND" will be thrown for the following three reasons.

  • API version mismatch : If there is a version mismatch between the API used to create the job and the API used to fetch its status. For example, if you create a Bulk Read job using v6 and then try to check the job status using v8, you will get the "RESOURCE_NOT_FOUND" error. Always use the same API version consistently for all operations related to a Bulk Read job, from creation to status check to file download. Double-check the version in your request URL before making API calls.
  • Job ID expiration : If you pass an expired job ID, the system will return this error.
  • Invalid job ID : If you pass an incorrect job ID in the job_id key, the system will return this error.

12. What file formats are supported?

The data is returned as a ZIP file containing either a CSV or ICS file upon job completion. You can download the file from the URL provided in the response of the Status API call.
  • CSV: Default format for all modules.   
  • ICS: Available only for the Events module.

13. How long are the exported files available for download?

The download_url is valid for one day after job completion. After that, the file is inaccessible.

14. How to handle large datasets beyond the record limit?

Use the page key to paginate the export of large datasets. The maximum possible value of page key is 500.

For example, 
  • page=1 retrieves records 1 to 200,000
  • page=2 retrieves records 200,001 to 400,000
If the more_records key is true in the response of Get the Status of the Bulk Read Job API, it indicates that there are more records available to fetch. In such a case, use pagination and make more Bulk Read API calls to retrieve them. 

Request Method: GET
Sample Response:

{
    "data": [
        {
            "id": "3652397000000646004",
            "operation": "read",
            "state": "COMPLETED",
            "result": {
                "page": 1,
                "per_page": 200000,
                "count": 200000,
                "download_url": "/crm/bulk/v8/read/2276164000001136017/result",
                "more_records": true,
                "next_page_token": "bca6fba106357ae3b1ecbd63f"
            },
            "query": {
                "module": {
                    "id": "2276164000000000125",
                    "api_name": "Contacts"
                },
                "page": 1
            },
            "created_by": {
                "id": "2276164000000471001",
                "name": "Patricia"
            },
            "file_type": "csv"
        }
    ]
}

Use the page_token key to get the next set of records. You can find the value for page_token in the next_page_token field of the response from your Get Bulk Read Job Status API call. 

Now, again, use the POST - Bulk Read API with this token to fetch the next batch of records.
Request Method: POST
Sample Request: 

{
    "query": {
        "page_token": "bca6fba106357ae3b1ecbd63f"
    }
}

15. What are the download rate limits for the Bulk Read API?

A maximum of 10 download requests are allowed per minute. If this limit is exceeded, the server returns an HTTP 429 (Too Many Requests) error.

16. Is it possible to export records based on a custom view?

Yes, the Bulk Read API supports exporting records based on a custom view by specifying the CVID in your request. Refer to the Bulk Read API documentation for details.

17. Does the Bulk Read API preserve the order of fields in the response?

The Bulk Read API does not follow a specific order for fields in the response when all fields from a module are requested. However, if you specify a set of fields using the fields JSON array, the response will maintain the same order as provided.

18. Is it possible to schedule multiple Bulk Read jobs?

Yes, you can schedule multiple Bulk Read jobs simultaneously.

19. Is it possible to cancel a Bulk Read request after it is initiated?

No, once a Bulk Read request is initiated, it cannot be cancelled.

20. Do the download URLs require any kind of authentication? Or can anyone access them?

Yes, authentication is required to access download URLs.
  • Admin users can download the results of all Bulk Read jobs.
  • Non-admin users can only download their own Bulk Read jobs.

21. How many records can be exported from the Events module in ICS format per API call?

The ICS format is supported only for the Events module. You can export up to 20,000 records in ICS format from the Events module in a single API call.

Frequently Asked Questions on Bulk Write API

1. What is the Bulk Write API and what operations does it support?

The Bulk Write API allows you to insert, update, or upsert large sets of data (up to 25,000 records) asynchronously in Zoho CRM. 

It supports three main operations:
  • Insert: Create new records
  • Update: Modify existing records 
  • Upsert: Update existing records or create new ones if no matching record exists.

2. What file formats are supported for bulk operations?

The Bulk Write API accepts one ZIP file containing CSV files.
  • To import records into modules such as Deals and Accounts,i.e, to import records only to the parent modules, the ZIP file should contain only one CSV file. For example, if you want to import 50,000 records into the Leads module, you need to make two CSV files (25,000 records each), compress each CSV file into a separate ZIP file, and make two separate Bulk Write API requests.
  • To import parent and child records (subform or linking module) in a single API call, the ZIP can include multiple CSV files - one for the parent module and others for the child modules. For more details on handling parent-child records, refer to Kaizen #131 - Bulk Write for parent-child records using Scala SDK.
  • The maximum allowed size of the ZIP file is 25 MB.

3. What are the key points to keep in mind while preparing a CSV file for the Bulk Write API?

  • Maximum of 25,000 records per file
  • Maximum of 200 column headers
  • Supported delimiters: comma (,), semicolon (;), colon (:), or pipe (|)
  • All records must belong to the same module
Things to note with the header row 
  • If field mapping is not provided in the API request, then the first row must contain CRM field API names. This enables automatic mapping by the system.
  • If field mapping is provided explicitly in the API request, then the first row can contain any name like display_label. In this case, the first row will be discarded by the system, and it will rely only on the field mapping in the API request.
Recommended way to create a ZIP file for Bulk Write API

It is recommended to create the ZIP file from the terminal. When you zip files through UI (right-click -> Compress), hidden files like __MACOSX may be added to the zip file, which can cause upload errors.
 
Example : 

zip bulk_data.zip parent.csv -> zip test.zip test.csv

Field mapping is
  • Optional for single-module bulk jobs.
  • Mandatory for parent-child module jobs.

4. What are the mandatory headers to include while making a Bulk Write job?

        

                            Header

 

                             Value

Authorization

Zoho-oauthtoken {access_token}

Content-Type

multipart/form-data

X-CRM-ORG {org_id}  Use the Organization API to get your org ID.

123456789

feature

bulk-write 

5. Why am I getting the "403 Invalid Response From Service Team" error while uploading my ZIP file using the Bulk Write API?

Using an incorrect or missing Org ID in the X-CRM-ORG header will result in this 403 error response. Specify a valid Org ID in the header when uploading the ZIP file.  Use the Organization API to get your Org ID.

6. How do I handle lookup fields in my input CSV?

For lookup fields, the column header should follow one of the following formats:

 

Option 1: To reference by ID

 

Option 2: To reference by a field value (like name)

Use the format: field_api_name.id

Example: Account_Name.id

Use the format: field_api_name.field_api_name

Example: Account_Name.Account_Name

7. How do default values work in field mappings for the Bulk Write API?

While mapping fields in your Bulk Write API request, you can set a default_value for any field. This is helpful when the uploaded CSV file does not have a corresponding value for the field, but you want to map a default value to that field in that case. 
Here is a sample field mapping for a picklist field Lead_Source with a default value:

Sample Field Mapping


{
    "api_name": "Lead_Source", // Picklist field
    "index": 2, // Column index in the CSV
    "default_value": { // Optional key with a default value
        "value": "call"
    }
}

If the CSV file has a value in column index 2, that value will be used. If the CSV column is empty for a record, the default_value - call (in our case) will be used instead. 
Please note that the default key is optional. If default_value is not provided and the field is required, records with missing values may fail.

8. How do I handle multi-select picklist fields in the Bulk Write API?

Use semicolons (;) to separate multiple values in the CSV file and in the default value mapping in the request body.
Example in CSV:  "A;B;C"

Sample Field Mapping

{
    "api_name": "Rating",
    "default_value": {
        "value": "A;B"
    }
}
If the CSV does not contain a value for the field, the value specified under default_value will be used.

9. How do I set a default value for a date field in the Bulk Write API? 

When setting a default value for a date field, only the ISO format is allowed. 

Sample Field Mapping


{
 "api_name": "Registered_day",
 "default_value": {
 "value": "2025-03-21"
 }
}
If the CSV column for the date field is empty, the default date in ISO format will be used. 

10. How do I set a default value for a decimal field in the Bulk Write API?

For decimal fields, the default value must be a number using a dot (.) as the decimal separator. Commas (;) are not allowed.

Sample Field Mapping

{
    "api_name": "Decimal",
    "default_value": {
        "value": "99.75"
    }
}
Only numbers with a dot (.) as the decimal separator are supported. Values like "99,75" are invalid and will cause errors.

11. Can I import Subform and MxN (linking module) data using the Bulk Write API?

Yes, the Subform and MxN (linking module) modules are treated as separate modules in Zoho CRM. Like modules such as Leads and Contacts, you can import data into CRM using the Bulk Write API.

For cases such as importing parent-child data, for example, Leads (parent module) and its associated subform records (child module), you must include multiple CSV files - one for the parent and one for the subform within a single ZIP file and upload it in a single Bulk Write request. Also, make sure the field mappings are correct in the input request.
Refer to Kaizen #131 - Bulk Write for parent-child records using Scala SDK for more details on handling parent-child records.

12. Is Multi-module Lookup (MML) supported in the Bulk Write API?

No, Multi-module Lookup (MML) fields are not currently supported in the Bulk Write API.
Currently, in Zoho CRM API Version 8, the Appointment_For field in the Appointments module is an MML field. Since the Appointments module itself is not supported in Bulk Write, importing data into it - including MML fields is not possible using the Bulk Write API.

13. Is it possible to cancel a Bulk Write request after it is initiated?

No, once a Bulk Write request is initiated, it cannot be cancelled. The job will run to completion unless it fails due to an error.

14. Can I schedule multiple Bulk Write jobs simultaneously?

Yes, you can schedule multiple Bulk Write jobs simultaneously. There is no restriction on the number of jobs you can initiate in parallel.

15. Are there any restrictions on the file name for CSV or ZIP files in the Bulk Write API?

No, there are no specific restrictions on the file name. You can name your CSV or ZIP files as needed. For example, leads_data.csv and leads_with_subform.zip.

16. Are Auto Number and Formula field types supported in the Bulk Write API?

No, both Auto Number and Formula fields are not supported in the Bulk Write API.

17. Are External ID fields supported in the Bulk Write API?

Yes, only the Org-based external ID field is supported, and user-based external fields are not supported.

18. What are the unsupported Modules in Bulk Write API?

The Attachments, Notes, Events, Calls, Upload file fields, and Record images are treated as separate modules in Zoho CRM and are not supported by the Bulk Write API. 




                                        x-----------------------------x



We trust that this post meets your needs and is helpful.
Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com


Stay tuned for more insights in our upcoming Kaizen posts!


Other Frequently Asked Questions in Kaizen



      • Sticky Posts

      • 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.

      • 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

        • Recent Topics

        • Function #61: Automatically add free item to the invoice based on item quantity

          Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions

        • Notes for Items for Future Purchase Order

          Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..

        • Schemes of different tyoe

          How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and

        • Zohomail

          Im trying to setup email address zoho

        • Clients not receiving emails

          I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

        • Free Plan mail accounts details

          In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

        • ZOHO Mail App Not working

          There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?

        • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

          Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping

        • Unable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"

          My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the title

        • Caixa de saĂ­da bloqueada. Como desbloquear?

          Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? Quantos

        • Zoho Forms - Improve the CRM integration field to query data from more than one module

          Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function

        • desbloquear cuenta

          Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano

        • Not Receiving Incoming Mail

          I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you

        • Will zoho thrive be integrated with Zoho Books?

          title

        • BARCODE PICKLIST

          Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

        • Making preview pane "stick"

          Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

        • Reason:554 5.1.8 Email Outgoing Blocked

          I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to

        • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

          Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

        • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

          Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

        • 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?

        • Page Rules in Forms

          🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined

        • Unusual activity detected from this IP. Please try again after some time

          When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

        • Cancellation of written-off invoice

          Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

        • Create Invoice automated with Package

          Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS

        • I want to create a mailing list, NOT a group.

          Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

        • how to download all my files

          We are in the middle of zoho docs to zoho workdrive migration. I can not access my zoho docs page. I get redirected immediately to a zoho workdrive page. I would like to download all my files so that I have a backup in case something goes wrong with the

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • no me llegan los correos a Zoho mail

          No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

        • Group Calendar as Default for adding new events, etc?

          Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

        • Bookmark Loading is Buffering

          Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,

        • Zoho Webinar custom registration fields into Zoho CRM

          I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

        • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

          Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better

        • Download Google Drive Shared Image/File Using Deluge – Complete Guide

          Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains

        • How to update Acuity appointment fields from Zoho Flow?

          Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that

        • When will Zoho Learn be able to support SCORM files on the mobile app?

          When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

        • No horizontal scroll bar in reports

          Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,

        • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

          Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker

        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

        • Request to remove domain "greentechcoatings.vn" from previous Zoho account

          Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account

        • Trigger actions in third-party apps using Zoho Flow

          Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and

        • Next Page