InvokeURL butchering JSON for OpenAI API calls

InvokeURL butchering JSON for OpenAI API calls

My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to a list of known schools from a public database that has both a standardized school name, address, phone number, and other data about the school (along with a unique identifier) stored in our org's Zoho Analytics database.

To accomplish this, we are trying to leverage OpenAI's API to find a "best match" of the unique ID. When a school is created in our system, I am getting the "State", "Zip", and entered school name. This runs a query in Zoho Analytics to return batches of 250 schools in that state at a time (to avoid API size problems), and runs this through OpenAI to find which in each batch is the closest match to what was entered, and saves that to a new array. This repeats for all schools in the state, then afterwards runs the set of "winners" through OpenAI one more time to get the best overall winner.

The problem is our API call to OpenAI - it continually returns 

{"error":{"message":"We could not parse the JSON body of your request. (HINT: This likely means you aren't using your HTTP library correctly. The OpenAI API expects a JSON payload, but what was sent was not valid JSON. If you have trouble figuring out how to fix this, please contact us through our help center at help.openai.com.)","type":"invalid_request_error","param":null,"code":null}}

I verified several times that my JSON body is indeed correct. I also have alternated between using "parameters" and "body", and various ways to stringify the payload - none of which have any improvement. Recommendations from ChatGPT believe that regardless of me specifying "content-type: application/json", it is still mangling the payload.

The worst part is - this actually worked just fine until last night (October 17, 2025), sometime around 5pm. I had been running the version of the script below to back-fill our existing school database, which had been calling this API every 45 seconds for a couple days without any errors. OpenAI insists they have not changed anything on their end, and zoho insists the same on theirs. Any help would be appreciated.

string standalone.SetSchoolAddressAPI()
{
PAGE_SIZE = 250;
random = randomNumber(1,50);
school = zoho.crm.searchRecords("Schools","(NCES_School_ID:equals:99)",1,random);
st_school_id = school.get(0).get("id");
info st_school_id;
school = zoho.crm.getRecordById("Schools",st_school_id);
school_name = ifnull(school.get("Name"),"");
acc_id = null;
if(school.containsKey("Account") && school.get("Account") != null && school.get("Account").containsKey("id"))
{
acc_id = school.get("Account").get("id");
}
account = Map();
if(acc_id != null)
{
account = zoho.crm.getRecordById("Accounts",acc_id);
}
account = ifnull(account,Map());
school_zip = ifnull(school.get("Zip"),account.get("Billing_Code"));
school_state = ifnull(school.get("State"),account.get("Billing_State"));
target_name = ifnull(school_name,"");
state_input = ifnull(school_state,"");
zip_input = ifnull(school_zip,"");
/***** --- Enforce state presence & normalize --- *****/
if(state_input == null || state_input == "")
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
return "No state on record; aborting NCES match.";
}
state_input = state_input.trim();
/***** === Zoho Analytics fixed config (unchanged) === *****/
workspace_name = "Zoho CRM Analytics";
view_name = "NCES Schools";
owner_email = "xxx";
ws_enc = zoho.encryption.urlEncode(workspace_name);
view_enc = zoho.encryption.urlEncode(view_name);
endpoint = "https://analyticsapi.zoho.com/api/" + owner_email + "/" + ws_enc + "/" + view_enc;
/***** === Step 1: Count rows by state === *****/
state_esc = state_input.replaceAll("'","''");
count_sql = "select count(*) as total_count from \"" + view_name + "\" where \"State\"='" + state_esc + "'";
count_params = Map();
count_params.put("ZOHO_ACTION","EXPORT");
count_params.put("ZOHO_OUTPUT_FORMAT","JSON");
count_params.put("ZOHO_SQLQUERY",count_sql);
count_params.put("ZOHO_API_VERSION","1.0");
count_resp = invokeurl
[
url :endpoint
type :POST
parameters:count_params
connection:"zoho_analytics_conn"
];
total_count = 0;
// First try KV shape: {"data":[{"total_count":"10398"}]}
if(count_resp != null && count_resp.containsKey("data") && count_resp.get("data") != null && count_resp.get("data").size() > 0)
{
tc_raw = count_resp.get("data").get(0).get("total_count");
if(tc_raw != null)
{
total_count = tc_raw.toLong();
}
}
else
{
// Fallback to rows shape:
// {"response":{"result":{"column_order":["total_count"],"rows":[["10398"]]}}}
if(count_resp != null && count_resp.containsKey("response"))
{
resp_obj = count_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
// rows are arrays, so first cell holds the count as string
if(first_row != null && first_row.size() > 0)
{
tc_raw2 = first_row.get(0);
if(tc_raw2 != null)
{
total_count = tc_raw2.toLong();
}
}
}
}
}
}
}
/***** === Step 2: Build list of page indexes (Deluge compliant, no while) === *****/
page_map = list();
num_pages = (total_count / PAGE_SIZE).toLong();
if(total_count % PAGE_SIZE > 0)
{
num_pages = num_pages + 1;
}
// use nested for-each loops over a fixed dummy list to reach num_pages
dummy = list();
for each  d in {"a","b","c","d","e","f","g","h","i","j"}
{
// outer loop (10×)
for each  e in {"1","2","3","4","5","6","7","8","9","10"}
{
// inner loop (10×)
if(page_map.size() < num_pages)
{
page_map.add(page_map.size());
}
}
}
/***** === Step 3: For each page, fetch candidates and pick a batch winner via OpenAI === *****/
batch_winners = list();
for each  p in page_map
{
offset_val = p * PAGE_SIZE;
sql_batch = "select \"State\",\"School Name\",\"NCES School ID\",\"Zip\"" + "from \"" + view_name + "\" where \"State\"='" + state_esc + "' " + "limit " + PAGE_SIZE.toString() + " offset " + offset_val.toString();
params = Map();
params.put("ZOHO_ACTION","EXPORT");
params.put("ZOHO_OUTPUT_FORMAT","JSON");
params.put("ZOHO_API_VERSION","1.0");
params.put("KEY_VALUE_FORMAT","true");
params.put("ZOHO_SQLQUERY",sql_batch);
count_params.put("ZOHO_API_VERSION","1.0");
resp_batch = invokeurl
[
url :endpoint
type :POST
parameters:params
connection:"zoho_analytics_conn"
];
/***** Parse candidates safely no matter the response shape *****/
candidates = list();
if(resp_batch != null)
{
// Case 1: Key-value format (normal Zoho Analytics JSON)
if(resp_batch.containsKey("data") && resp_batch.get("data") != null)
{
candidates = resp_batch.get("data");
}
// Case 2: Nested "response" > "result" > "rows" format
else if(resp_batch.containsKey("response"))
{
resp_obj = resp_batch.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
// convert matrix rows into list of maps for consistency
for each  row_item in rows_list
{
row_map = Map();
// optional: if you have column_order, map by index
if(result_obj.containsKey("column_order"))
{
cols = result_obj.get("column_order");
idx = 0;
for each  col in cols
{
if(row_item.size() > idx)
{
row_map.put(col,row_item.get(idx));
}
idx = idx + 1;
}
}
candidates.add(row_map);
}
}
}
}
}
if(candidates.isEmpty())
{
info "No candidates found for this page (state=" + state_input + ")";
continue;
}
/***** Build compact OpenAI prompt for this batch *****/
cand_lines = "";
for each  c in candidates
{
id_short = ifnull(c.get("NCES School ID"),"");
name_short = ifnull(c.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(c.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
cand_lines = cand_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + cand_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
ai_resp = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
// ========== Step 4: Inspect result ==========
best_id = "";
best_conf = 0.0;
raw_content = ai_resp.get("choices").get(0).get("message").get("content");
// Remove markdown fences if present
cleaned = raw_content.replaceAll("(?s)```json|```","").trim();
parsed = cleaned.toMap();
school_id = parsed.get("nces_school_id");
confidence = parsed.get("confidence");
for each  c in candidates
{
if(c.get("NCES School ID") == school_id)
{
if(confidence > 0.8)
{
//do not put low-confidence candidates in the winner batch
c.put("confidence",confidence);
batch_winners.add(c);
break;
}
}
}
}
/***** === Step 4: Final round — pick overall best among batch winners === *****/
if(batch_winners.size() == 0)
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
info "No candidates found for state=" + state_input;
}
winner_lines = "";
for each  w in batch_winners
{
id_short = ifnull(w.get("NCES School ID"),"");
name_short = ifnull(w.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(w.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
winner_lines = winner_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + winner_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
final_ai = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
selected_nces = "";
confidence = 0.0;
contentText = final_ai.get("choices").get(0).get("message").get("content");
// Step 2: Sanitize it — remove code block markers and trim spaces/newlines
cleanText = contentText.replaceAll("```json","");
cleanText = cleanText.replaceAll("```","");
cleanText = cleanText.trim();
// Step 3: Parse the cleaned string as JSON
contentJSON = cleanText.toMap();
// Step 4: Extract the NCES/NCAS ID
selected_nces = contentJSON.get("nces_school_id");
/***** === Step 5: Find selected record and update CRM (unchanged) === *****/
/***** === Step 2: Fetch single row by NCES School ID === *****/
row_sql = "select \"NCES School ID\", \"Website\", \"Address\", \"Address 2\", \"City\", \"State\", \"Zip\", \"Phone\", \"Grade Level\" " + "from \"" + view_name + "\" " + "where \"NCES School ID\" = '" + selected_nces + "' " + "limit 1";
row_params = Map();
row_params.put("ZOHO_ACTION","EXPORT");
row_params.put("ZOHO_OUTPUT_FORMAT","JSON");
row_params.put("ZOHO_SQLQUERY",row_sql);
row_params.put("ZOHO_API_VERSION","1.0");
row_resp = invokeurl
[
url :endpoint
type :POST
parameters:row_params
connection:"zoho_analytics_conn"
];
/***** === Step 3: Parse response and assign variables === *****/
nces_id_final = "";
Website_final = "";
Address_final = "";
Address2_final = "";
City_final = "";
State_final = "";
Zip_final = "";
Phone_final = "";
Grade_final = "";
// First check for JSON KV structure
if(row_resp != null && row_resp.containsKey("data") && row_resp.get("data") != null && row_resp.get("data").size() > 0)
{
row_data = row_resp.get("data").get(0);
nces_id_final = selected_nces;
Website_final = ifnull(row_data.get("Website"),"");
Address_final = ifnull(row_data.get("Address"),"");
Address2_final = ifnull(row_data.get("Address 2"),"");
City_final = ifnull(row_data.get("City"),"");
State_final = ifnull(row_data.get("State"),"");
Zip_final = ifnull(row_data.get("Zip"),"");
Phone_final = ifnull(row_data.get("Phone"),"");
Grade_final = ifnull(row_data.get("Grade Level"),"");
}
else
{
// Fallback for "rows" format
if(row_resp != null && row_resp.containsKey("response"))
{
resp_obj = row_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
if(first_row != null && first_row.size() >= 9)
{
nces_id_final = ifnull(first_row.get(0),"");
Website_final = ifnull(first_row.get(1),"");
Address_final = ifnull(first_row.get(2),"");
Address2_final = ifnull(first_row.get(3),"");
City_final = ifnull(first_row.get(4),"");
State_final = ifnull(first_row.get(5),"");
Zip_final = ifnull(first_row.get(6),"");
Phone_final = ifnull(first_row.get(7),"");
Grade_final = ifnull(first_row.get(8),"");
}
}
}
}
}
}
country = "USA";
if(isNull(State_final))
{
country = "";
}
update_map = Map();
update_map.put("NCES_School_ID",nces_id_final);
update_map.put("School_Website",Website_final);
update_map.put("Address",Address_final);
update_map.put("Address_2",Address2_final);
update_map.put("City",City_final);
update_map.put("State",State_final);
update_map.put("Zip",Zip_final);
update_map.put("School_Phone",Phone_final);
update_map.put("Grade_Level",Grade_final);
update_map.put("Country",country);
update_rec = zoho.crm.updateRecord("Schools",st_school_id,update_map);
info st_school_id + " Updated";
/***** === Diagnostics === *****/
diag = Map();
diag.put("school_id",st_school_id);
diag.put("selected_nces_school_id",nces_id_final);
diag.put("model_confidence",confidence);
used_fallback = false;
if(selected_nces == "" || selected_nces == null)
{
used_fallback = true;
}
diag.put("used_fallback",used_fallback);
return diag.toString();
}

    • 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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Include Suggested Articles in New Ticket Email

        When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Item Bulk Edit - Allow for Reorder Level

        We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

      • Sharing my portal URL with clients outside the project

        Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

      • Report sorting not working

        I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following

      • This site can’t be reached mail.zoho.com took too long to respond

        In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.

      • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

        I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

      • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

        Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom

      • SAP S/4 HANA Integration via ZOHO Flow

        Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks

      • VLOOKUP FUNCTION PROBLEM

           Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

      • Zoho Flow Completely Broken?

        Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling

      • Print / Export full Dashboard page

        Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

      • emails duplicated in my outlook client

        Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

      • How to check task starting time in zoho mobile app?

        I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

      • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

        I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

      • List of packaged components and if they are upgradable

        Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Knowledgebase SEO

        We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

      • RouteIQ for Zoho FSM

        Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

      • Export Tickets from the Help Center

        Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

      • Is it possible to remove filtering options?

        My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

      • Function #18: Associate invoice templates automatically based on customer language

        For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

      • Changing field types

        Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

      • Quote PDF – Header image stopped rendering suddenly

        Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

      • Changing Default PDF Name

        Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

      • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

        Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

      • Function #48: Manage fixed installment payments using Zoho Books

        Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

      • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

        As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

      • Spotlight series #6: The Show app for Android TV has a new look!

        Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

      • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

        In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

      • WorkDrive for Excel Add on

        Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

      • Zoho Books integration sync from Zoho CRM does not work

        Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

      • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

        The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

      • auto close automated alert tickets which are similar

        Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves

      • Paging through API results. a major gap in your documentation.

        There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

      • Recurring invoices were generated with old template...

        I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,

      • Write-Off multiple invoices and tax calculation

        Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

      • Leave Report Emailed Weekly

        I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

      • Next Page