Kaizen #131 - Bulk Write for parent-child records using Scala SDK

Kaizen #131 - Bulk Write for parent-child records using Scala SDK

Hello and welcome back to this week's Kaizen!
Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write operations for parent-child records in a single operation, and how to do this using Scala SDK.

Quick Recap of Bulk Write API

Bulk Write API facilitates efficient insertion, updation, or upsertion of large datasets into your CRM account. It operates asynchronously, scheduling jobs to handle data operations. Upon completion, notifications are sent to the specified callback URL or the job status can be checked periodically.

When to use Bulk Write API?

  • When scheduling a job to import a massive volume of data.
  • When needing to process more than 100 records in a single API call.
  • When conducting background processes like migration or initial data sync between Zoho CRM and external services.

Steps to Use Bulk Write API:

  1. Prepare CSV File: Create a CSV file with field API names as the first row and data in subsequent rows.
  2. Upload Zip File: Compress the CSV file into a zip format and upload it via a POST request.
  3. Create Bulk Write Job: Use the uploaded file ID, callback URL, and field API names to create a bulk write job for insertion, update, or upsert operations.
  4. Check Job Status: Monitor job status through polling or callback methods. Status could be ADDED, INPROGRESS, or COMPLETED.
  5. Download Result: Retrieve the result of the bulk write job, typically a CSV file with job details, using the provided download URL.
In our previous Kaizen posts - Bulk Write API Part I and Part II, we have extensively covered the Bulk Write API, complete with examples and sample codes for the PHP SDK. We highly recommend referring to those posts before reading further to gain a better understanding of the Bulk Write API.
With the release of our V6 APIs, we have introduced a significant enhancement to our Bulk Write API functionality. Previously, performing bulk write operations required separate API calls for parent and each child module. But with this enhancement, you can now import them all in a single, operation or API call.

Field Mappings for parent-child records in a single API call

When configuring field mappings for bulk write operations involving parent-child records in a single API call, there are two key aspects to consider: creating the CSV file containing the data and constructing the input JSON for the bulk write job. 

Creating the data CSV file:

To set up the data for a bulk write operation involving parent-child records, you need to prepare separate CSV files - one for the parent module records, and one each for each child module records. In these CSV files, appropriate field mappings for both parent and child records need to be defined. 

The parent CSV file will contain the parent records, while the child CSV file will contain the child records. To make sure that each child record is linked to its respective parent record, we will add an extra column (MappingID in the image below) to both the parent and child CSV files. This column will have a unique identifier value for each parent record. For each record in the child CSV file, the value in the identifier column should match the value of the identifier of the parent record in the parent CSV file. This ensures an accurate relationship between the parent and child records during the bulk write operation.

Please be aware that the mapping of values is solely dependent on the mappings defined in the input JSON. In this case, the column names in the CSV file serve only as a reference for you. Please refer to the notes section towards the end of this document for more details.


Creating the CSV file remains consistent across all types of child records, and we have already discussed how each child record is linked to its respective parent record in the CSV file. To facilitate the same linkage in the input JSON, we have introduced a new key called parent_column_index. This key assists us in specifying which column in the child module's CSV file contains the identifier or index linking it to the parent record. In the upcoming sections, we will explore preparing the input JSON for various types of child records.

Additionally, since we have multiple CSV files in the zip file, we have introduced another new key named file_names in resources array. file_names helps in correctly mapping each CSV file to its corresponding module.

Ensure that when adding parent and child records in a single operation, the parent module details should be listed first, followed by the child module details in the resource array of the input body.

1. Multiselect Lookup Fields

In scenarios involving multiselect lookup fields, the Bulk Write API now allows for the import of both parent and child records in a single operation.
In the context of multiselect lookup fields, the parent module refers to the primary module where the multiselect lookup field is added. For instance, in our example, consider a multiselect lookup field in the Leads module linking to the Products module.

Parent Module : Leads 
Child module : The linking module that establishes the relationship between the parent module and the related records (LeadsXProducts)

Here are the sample files for the "LeadsXProducts" case:

Leads.csv (Parent)

LeadsXProducts.csv (Child)

Given below is a sample input JSON for this bulk write job. Please note that the index of the child linking column should be mapped under the key index, and the index of the parent column index should be mapped under parent_column_index. 

To map the child records to their corresponding parent records (linking module), you must use the field API name of the lookup field that links to the parent module. For example, in this case, the API name of the lookup field linking to the Leads module from the LeadsXProducts is Leads.

{
"operation": "insert",
"ignore_empty": true,
"callback": {
"method": "post"
},
"resource": [
{
"type": "data",
"module": { 
"api_name": "Leads" //parent module API name
},
"file_id": "4876876000006855001",
"file_names": [
"Leads.csv" //parent records CSV file
],
"field_mappings": [ // field mappings for the parent record fields
{
"api_name": "Company", //field API name
"index": 0 //index in the CSV file
},
{
"api_name": "First_Name",
"index": 1
},
{
"api_name": "Last_Name",
"index": 2
},
{
"api_name": "Email",
"index": 3
},
{
"api_name": "Phone",
"index": 4
}
]
},
{
"type": "data",
"module": { 
"api_name": "LeadsXProducts" //child module API name
},
"file_id": "4876876000006855001",
"file_names": [
"LeadsXProducts.csv" //child records CSV file
],
"field_mappings": [
{
"api_name": "Products",
"find_by": "id",
"index": 0
},
{
"api_name": "Leads", //field API name of the lookup field in the Linking Module
"parent_column_index": 5, // the index of the identifier column in the parent CSV file
"index": 1 //index of the identifier column in the child CSV file
}
]
}
]
}

The following is a sample code snippet for the Scala SDK, to achieve the same functionality. Find the complete code here.

var module = new MinifiedModule() // Create a new instance of MinifiedModule
module.setAPIName(Option("Leads")) // Set the API name for the module to "Leads"
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006899001")) // Set the file ID for the resource instance 
resourceIns.setIgnoreEmpty(Option(true))
var filenames = new ArrayBuffer[String] // Create a new ArrayBuffer to store file names
filenames.addOne("Leads.csv")
resourceIns.setFileNames(filenames) // Set the file names for the resource instance
// Create a new ArrayBuffer to store field mappings
var fieldMappings: ArrayBuffer[FieldMapping] = new ArrayBuffer[FieldMapping]
// Create a new FieldMapping instance for each field
var fieldMapping: FieldMapping = null
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Company"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
.
.
// Set the field mappings for the resource instance
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)
resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("LeadsXProducts"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006899001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("LeadsXProducts.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Products"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Leads")) //Specify the API name of the lookup filed in the Linking Module
fieldMapping.setParentColumnIndex(Option(5)) //Specify the index of the identifier column in the parent CSV file
fieldMapping.setIndex(Option(1)) //Specify the index of the identifier column in the child CSV file
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

2. Multi-User Lookup fields

In case of multi-user lookup fields, the parent module remains the module where the multi-user field is added. The child module is the lookup module created to facilitate this relationship.
For instance, let's consider a scenario where a multi-user field labeled Referred By is added in the Leads module, linking to the Users module.

Parent module : Leads 
Child module : The linking module, LeadsXUsers.

To get more information about the child module, please utilize the Get Modules API. You can get the details of the fields within the child module using the Fields API. 
Here is a sample CSV for adding a multi-user field records along with the parent records:

LeadsXUsers.csv

Please ensure that you create a zip file containing the corresponding CSV files, upload it to the platform and then initiate the bulk write job using the file ID. The values for index and parent_column_index will vary based on your specific CSV files.

To create a bulk write job using Create Bulk Write job API, add the following code snippet to your resource array.
{
"type": "data",
"module": { 
"api_name": "Leads_X_Users" // child module
},
"file_id": "4876876000006887001",
"file_names": [
"LeadsXUsers.csv" //child records CSV file name
],
"field_mappings": [
{
"api_name": "Referred_User",
"find_by": "id",
"index": 0
},
{
"api_name": "userlookup221_11", //API name of the Leads lookup field in LeadsXUsers module
"parent_column_index": 5, // the index of the identifier column in the parent CSV file
"index": 1 // the index of the identifier column in the child CSV file
}
]
}

To do the same using Scala SDK, add the following code snippet to your code:

resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Leads_X_Users"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006904001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("LeadsXUsers.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Referred_User"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("userlookup221_11"))
fieldMapping.setParentColumnIndex(Option(5))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

3. Subform data

To import subform data along with parent records in a single operation, you must include both the parent and subform CSV files within a zip file and upload it. In this context, the parent module refers to the module where the subform is added, and the child module is the subform module.

For instance, consider a subform named Alternate Address in the Leads module, with fields such as City and State. 

Parent module : Leads
Child module : Alternate_Address (api name of the Subform module). 

In the subform CSV file (Alternate_Address.csv), in addition to the data columns, include a column to denote the linkage to the parent record.
Once the zip file containing both the parent and subform CSV files is prepared, proceed to upload it to initiate the import process. When you create the bulk write job, ensure to specify the appropriate values for index and parent_column_index based on your specific CSV files in the input.

Here is a sample CSV for the subform data, corresponding to the parent CSV provided earlier.

Alternate_Address.csv

To create a bulk write job using Create Bulk Write job API to import the subform data, add the following code snippet to your resource array.

{
"type": "data",
"module": { 
"api_name": "Alternate_Address" //Subform module API name
},  
"file_id": "4876876000006915001",
"file_names": [
"Alternate_Address.csv" //child (subform) records CSV
],
"field_mappings": [
{
"api_name": "State",
"index": 0
},
{
"api_name": "City",
"index": 1
},
{
"api_name": "Parent_Id", //Leads lookup field in the subform module
"parent_column_index": 5,
"index": 2
}
]
}

To do the same using Scala SDK, add the following code snippet to your code:

resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Alternate_Address"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006920001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("Alternate_Address.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("State"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("City"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Parent_Id"))
fieldMapping.setParentColumnIndex(Option(5))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

4. Line Items

To import line items along with the parent records, an approach similar to handling subform data is used. The parent module is the module housing the parent records, while the child module corresponds to the line item field.

For instance, in the Quotes module, to import product details within the record, the child module should be Quoted_Items. 

Here is a sample CSV for importing the parent records to the Quotes module:

Quotes.csv

Given below is a sample CSV to add the product details in Quoted Items:

Quoted_Items.csv

Now to create a bulk write job for these records, here is a sample input JSON:

{
"operation": "insert",
"ignore_empty": true,
"callback": {
"method": "post"
},
"resource": [
{
"type": "data",
"module": { 
"api_name": "Quotes"
},
"file_id": "4876876000006949001",
"file_names": [
"Quotes.csv"
],
"field_mappings": [
{
"api_name": "Subject",
"index": 0
},
{
"api_name": "Deal_Name",
"find_by" : "id",
"index": 1
},
{
"api_name": "Quote_Stage",
"index": 2
},
{
"api_name": "Account_Name",
"find_by" : "id",
"index": 3
}
]
},
{
"type": "data",
"module": { 
"api_name": "Quoted_Items"
},
"file_id": "4876876000006949001",
"file_names": [
"Quoted_Items.csv"
],
"field_mappings": [
{
"api_name": "Product_Name",
"find_by" : "id",
"index": 0
},
{
"api_name": "Quantity",
"index": 1
},
{
"api_name": "Parent_Id",
"parent_column_index": 4,
"index": 2
}
]
}
]
}

To do the same using Scala SDK, add this code snippet to your file:

val bulkWriteOperations = new BulkWriteOperations
val requestWrapper = new RequestWrapper
val callback = new CallBack
callback.setUrl(Option("https://www.example.com/callback"))
callback.setMethod(new Choice[String]("post"))
requestWrapper.setCallback(Option(callback))
requestWrapper.setCharacterEncoding(Option("UTF-8"))
requestWrapper.setOperation(new Choice[String]("insert"))
requestWrapper.setIgnoreEmpty(Option(true))
val resource = new ArrayBuffer[Resource]
var resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
var module = new MinifiedModule()
module.setAPIName(Option("Quotes"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006953001"))
resourceIns.setIgnoreEmpty(Option(true))
var filenames = new ArrayBuffer[String]
filenames.addOne("Quotes.csv")
resourceIns.setFileNames(filenames)
var fieldMappings: ArrayBuffer[FieldMapping] = new ArrayBuffer[FieldMapping]
var fieldMapping: FieldMapping = null
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Subject"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Deal_Name"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Quote_Stage"))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Account_Name"))
fieldMapping.setIndex(Option(3))
fieldMapping.setFindBy(Option("id"))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)
resourceIns = new Resource
resourceIns.setType(new Choice[String]("data"))
module = new MinifiedModule()
module.setAPIName(Option("Quoted_Items"))
resourceIns.setModule(Option(module))
resourceIns.setFileId(Option("4876876000006953001"))
resourceIns.setIgnoreEmpty(Option(true))
filenames = new ArrayBuffer[String]
filenames.addOne("Quoted_Items.csv")
resourceIns.setFileNames(filenames)
fieldMappings = new ArrayBuffer[FieldMapping]
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Product_Name"))
fieldMapping.setFindBy(Option("id"))
fieldMapping.setIndex(Option(0))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Quantity"))
fieldMapping.setIndex(Option(1))
fieldMappings.addOne(fieldMapping)
fieldMapping = new FieldMapping
fieldMapping.setAPIName(Option("Parent_Id"))
fieldMapping.setParentColumnIndex(Option(4))
fieldMapping.setIndex(Option(2))
fieldMappings.addOne(fieldMapping)
resourceIns.setFieldMappings(fieldMappings)
resource.addOne(resourceIns)
requestWrapper.setResource(resource)

Notes : 

  • When importing a single CSV file (parent or child module records separately), field_mappings is an optional key in the resource array. If you skip this key, the field mappings must be defined using the column names in the CSV file. In such cases, the column names should correspond to the field API names. Additionally, all columns should be mapped with the correct API names, and there should not be any extra unmapped columns.
  • When importing parent and child records in a single API call, field_mappings is a mandatory key.
  • The identifier column in the parent and child CSV can have different column names, as the mapping is done based on the input JSON.

Points to remember

  • An uploaded file can be used for a single bulk write job only. If you want to retry the operation with the same data, upload the file again to generate a new file ID.
  • When adding parent and child records in a single operation, ensure that the parent module comes first, followed by the child module details in the resource array of the input body.
  • The parent and all child CSV files should be zipped into a single file and uploaded. You cannot use more than one zip file in a single bulk write job. 
  • Define appropriate mappings for both parent and child records using the parent_column_index and index key to establish the relationship.
  • Utilize the resources > file_names key to map the correct CSV with the appropriate module
  • For each parent in the parent records file:
    • By default, the limit for Subforms and Line Items is set to 200. While you can configure this limit for subforms in the UI, customization options are not available for Line Items.
    • MultiSelect Lookup fields have a maximum limit of 100. If you have more than 100 associations for a MultiSelect Lookup field, you may schedule additional bulk write jobs for the child records alone, importing 100 records at a time.
    • The maximum limit for Multi-User Lookup fields is restricted to 10. 
We hope that you found this post useful, and you have gained some insights into using the Bulk Write API effectively. If you have any queries, let us know in the comments below, or feel free to send an email to support@zohocrm.com. We would love to hear from you!

Recommended Reads :


    • 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

    • Download a file from within a zoho creator widget

      I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

    • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

      Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill

    • Zoho / Outlook Calendar sync

      The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

    • Email content just contain 'OK' ,not what we expect

      create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

      We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

    • Reopen ticket

      Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply

    • Allow Admins to Transfer Ownership of Their Own Files & Folders

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to

    • Tip#46: Capture accurate log hours

      Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet

    • Moving to app-specific authentication for Google integrations

      Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an

    • Lost the ability to sort by ticket owner

      Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

    • Playback and Management Enhancements for Zoho Quartz Recordings

      Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

    • Zoho Analytics - Feature Request For Time Based Data Source Fetch

      Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

    • Which user's capacity is used for Shared Mailbox storage?

      We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?

    • Inserting the current date / time

      I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

    • Migrate data from old to new account

      Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?

    • Campaign editor overrides href value

      I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • Bug Report and Suggestions for Improvement in Zoho Applications

      Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

    • Canvas Flex Box containers should not require a width/height.

      Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

    • Zoho Desk Android app update: Filter enhancement, Save Filters

      Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

    • Very long loading times | bad performance [ZOHO DC: EU]

      Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

    • Zia Profile Summary now supports six languages and responds faster

      After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

    • Introducing Zoho Show Android 3.0

      Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

    • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

      Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

    • Peppol integration zoho invoicefu

      Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

    • Allow Recording Only a Selected Portion of the Screen

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

    • Restricting Calendar View to Working Hours

      Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

    • Add Camera Background Blur During Recording

      Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

    • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

      Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

    • Whatsapp Integration questions

      Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

    • Allow Font Size 11 in Editors...

      That is basic functionality...

    • link mail.zoho.com/UnblockMe to unblock

      Could you please unblock my account heloisa.bomfim@expansaodenegocios.com

    • Unblocked me

      Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com

    • Integrating External Portal Tickets Into Zoho Desk

      A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible

    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

    • Send WhatsApp voice messages from Bigin

      Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

    • Next Page