Data Transfer to Zoho CRM

Data Transfer to Zoho CRM



Hello everyone!
Welcome back to another exciting Kaizen post! This time, we will discuss the solution for a use case—leveraging Client Scripts and Functions to get the job done efficiently by integrating with Zoho Sheets.

In this kaizen post,

  1. Handling Manual Entries of Data in Subforms
  2. Scenario 
  3. Solution
  4. Add a button in Create Page(Canvas)
  5. Create a Function to fetch data from Sheet
  6. Create a Client Script to get Sheet Details, fetch and populate data
  7. Summary
  8. Related links

1. Handling Manual Entries of Data in Subforms

Manually entering data into Zoho CRM subforms is simple and straightforward when dealing with a few rows. However, repeatedly copying a large set of rows from a Sheet to a Subform can be challenging. Manually mapping lookup fields and adding parent IDs is not only time-consuming but also prone to errors, leading to inefficiencies in data entry. Automating this process can greatly improve efficiency, saving both time and effort.
Here’s how you can seamlessly fetch data from Zoho Sheets and populate Zoho CRM subforms—including lookup fields—using Client Scripts and Functions.

2. Requirement

Zylker manufactures medical instruments, and its sales representatives manage bulk orders from distributors and hospitals. Product details are typically provided in a sheet, which the sales reps must manually enter into the subform on the Order Creation Page. However, creating numerous entries is tedious, time-consuming, and prone to errors. To streamline the process, a "Populate from Sheet" button is embedded in the Order module of Create Page(Canavas). When clicked, it should
  • Display a pop-up asking to enter the Sheet ID.
  • Fetch order details (product names, quantities, and prices) from a specific Zoho Sheet.
  • Fetch the id of the Product name from the Products module and populate the lookup field "Product".
  • Populate other data into the Product list Subform inside Zoho CRM.

3. Solution 

To accomplish this requirement with a button click, you need to use a Canvas Page and add a button to it. (Currently, Client Scripts do not support Custom Buttons on the Create Page(Standard). When clicked, the Client Script should be triggered, it should retrieve the Sheet ID from the user, invoke a function to read the data, and populate the content into the Subform.

So you need to follow the following steps.
  • Add a button in Create Page(Canvas)
  • Create a Function to fetch data from Sheet
  • Create a Client Script.

a. Add a button in Create Page(Canvas)
  • Go to Settings > Canvas > Form View tab. Click the three dots next to the Canvas Order Create Page and click edit.


  • Right click on the button and add the Element ID for the new button and click Save.



b. Create a Function to fetch data from Sheet
  • Go to Setup > Developer Hub > Functions.
  • In the Functions page, click + Create New Function.
  • Choose the category as Button.
  • Click Create.
  • In the Create Function page, enter a name and description for your function.
  • Write your function code. The below function is used to integrate CRM with Zoho Sheets and reads the content of the Sheet using zoho.sheet.getRecords(sheetid ,tab name)
  1. SheetData = zoho.sheet.getRecords(sheetid,"Sheet1");
  2. d = list();
  3. for each  record in SheetData.get("records")
  4. {
  5. d.add(record);
  6. }
  7. info d;
  8. return d.toString();

  • Click Edit Argument next to the function's namespace and define the parameter "Sheetid" and click Save.
  • Click the three dots next to the Function name and select REST API.
  • Enable the OAuth2 for the Function csvRead as shown below.




    c. Create a Client Script

  • Go to Setup > Developer Hub > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.
  • Enter the following script and click Save.

  1. var a = ZDK.Page.getField("Product_list").getValue();
  2. var casesheetid = ZDK.Client.getInput([{ type: 'text', label: 'Enter the Sheet ID' }], 'Sheet details', 'OK', 'Cancel');
  3.     console.log("casesheetid " + casesheetid);
  4. if (casesheetid == null) {
  5.         ZDK.Client.showAlert("Enter the *Case Sheet ID - Import* to import data");
  6.     }
  7.     let csvdata = []; // list to store csv data
  8.     let imported_list = [
  9.         {
  10.         "Product_Name": {
  11.         "id": "",
  12.         "name": ""
  13.         },
  14.         "Quantity":"",
  15.         "Unit_Price": "",
  16.         "Amount": ""
  17.         }
  18.     ]
  19.     try {

  21.      ZDK.Client.showLoader({type: 'page', template:'vertical-bar', message: 'Loading ...'});
  22.         resp = ZDK.Apps.CRM.Functions.execute("getData", casesheetid); // invoke function that extracts data from Sheet
  23.     }
  24.     catch {
  25.         ZDK.Client.showAlert("Unexpected error occured" + resp);
  26.     }
  27.     var k = resp._details.userMessage;
  28.     k = "[" + k + "]";
  29.     let jsonArray = JSON.parse(k);//Convert to a valid JSON array format
  30.     jsonArray.forEach((pr, i) => {
  31.         csvdata.push(pr);
  32.     });

  34.     if (csvdata.length) {
  35.         log("csvdata length" + csvdata.length);
  36.         csvdata.forEach(row => {
  37.             log("Product_Name" + row.Product_Name);
  38.             log("Case Version" + row.Version);
  39.             log("Case " + row.Case);
  40.             imported_list.push({ Product_Name: { id: "", name: row.Product }, Quantity: row.Quantity, Unit_Price: row.Unit_Price, Amount: row.Amount});
  41.         });
  42.     }
  43.     imported_list.shift(); // remove the dummy row
  44.     imported_list.forEach((row, i) => {
  45.         apiResponse = ZDK.Apps.CRM.Products.searchByCriteria(`(Product_Name:equals:${row.Product_Name.name})`);
  46.  if (apiResponse.length == 0) {
  47.             // If there is no matching record, ask user if a new record has to be created or not.
  48.             var count = i + 1;
  49.             ZDK.Client.showAlert("*S.No* " + count + " - '" + row.Product_Name.name + "'" + " is an *invalid Product Name*", "Invalid Product Name", "Okay");
  50.         }
  51.         apiResponse.forEach((rec) => {
  52.             if (!(rec.id == null)) {
  53.                 row.Product_Name.id = rec.id;
  54.             }
  55.         });
  56.     });
  57. ZDK.Page.getField('Product_list').setValue(imported_list);
  58. ZDK.Client.hideLoader();


  • In this code, several ZDKs are used for various purposes. Click on the ZDK hyperlinks to learn more.

  1. User Input: The code uses ZDK.Client.getInput() to fetch a "Sheet ID" from the user. This input is crucial for further operations.
  2. Input Validation: If the user cancels or doesn't enter a sheet ID, the code checks for null and prompts the user to enter the ID using ZDK.Client.showAlert().
  3. Function Invocation: The code invokes a CRM function named getData using ZDK.Apps.CRM.Functions.execute(), passing the sheet ID as a parameter. 
  4. Loader Display: To indicate that a process is running, a loader is displayed using ZDK.Client.showLoader(). 
  5. Data Parsing and Transformation: The response from the function "resp" is parsed into a JSON array format. This involves converting the response into a string and then parsing it into a JSON object. The processed data is transformed into a format suitable for populating a CRM field. This involves creating a new list (imported_list) and pushing the transformed data into it.
  6. Subform Population: Finally, the transformed data is used to populate the Subform named Product_list using ZDK.Page.getField().setValue(). After completing the process, the loader is hidden using ZDK.Client.hideLoader().
  • Here is how the Client Script works.


  • Here, using Client Script, you can instantly add all products from the Sheet with a single click and populate the lookup field without specifying ID for the lookup field "Product".

4. Summary

In this post, we have discussed,
  • How to get input from the user and pass the input while invoking a Function
  • How to Invoke a Function
  • How to import data from Sheets to Zoho CRM Subform
  • How to use Search Records API to fetch the ID of a field.


    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 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.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! 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.

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Kaizen #193: Creating different fields in Zoho CRM through 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.

    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    • Recent Topics

    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

    • Add an email to an existing ticket is not working

      I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

    • New CRM to Campaigns Sync Doesn't Continue Making Updates

      Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

    • Zoho Integration with UPS

      I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

    • Cannot log in to IMAP account as of last night

      Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

    • Low Stock View

      We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

    • Improve History Feature in Zoho Inventory

      At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Show backordered items on packing slip

      We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

    • Document | Files

      The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

    • books+POS+ tap to pay+ stripe

      So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

    • Canvas Form View - Client Script Page on load - Url params not working

      We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

    • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

      Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

    • Zohomail does not support additional fields in mailto links

      Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

    • Is it possible to set a customer context variable in Zobot

      Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

    • Cannot change Blog Title

      There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

    • Pending Sales Order Reports

      Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

    • Manage monthly tasks with projectsf

      Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

    • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

      Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

    • How to verify website ownership with google search console

      Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

    • "SPF record exceed the allowed limit of 10"

      Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

    • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

      Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

    • Animated GIF Images in Chat

      I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

    • I can't seem to login in to Mail Apps of MacOS /IOS

      Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

    • Profile Image Showing Incorrectly in Zoho Mail

      Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

    • I need access to my old email

      I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

    • Set Defaults for Email Groups

      Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

    • LOGS FOR RECEIVED MAIL ( READ DATE & TIME)

      In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.

    • Domain verification probem

      Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.

    • Switching to Cloudflare email routing from Zoho Mail

      Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived

    • Un Subscription Button

      How can i Add the Un Subscription Button in Zoho mail

    • Documents unable view and need to downlad

      I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.

    • we encountered a problem while sending your email. please try again later.

    • Adding and removing people from groups

      We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.

    • MAIL SEARCH IS NOT WORKING

      THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST

    • URL Parameter on Help Center SIgn in link

      Is it possible to add a url parameter to the sign in link on the Help Center?

    • migrating from HelpScout

      I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

    • Next Page