Hello,
Yes, This is True.
Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in proper way. Infact not even trying to resolve it.
Rather than that we realized that few CS people even tried to Blame MS Excel Software. What a Fun.
Let me try to explain-
I have a Bank Statement that I have downloaded directly from Bank's official site in Excel format. The date format of which is dd-MM-yyyy
Whenever I try to import the statement in Zoho Books using the same Date format, it throws error, stating that the Date format do NOT matches.
I tried verifyhing the format by simply right clcking any Cell (that has date), and check the format, that again shows the same one, that is dd-MM-yyyy
Still it didn't worked.
Surprisingly, that same excel file (having dd-mm-yyyy), worked if I choose UnMatched Date format from within the Zoho books, that dd/mm/yyyy.
Now, this is seriously a problem or a bug. They should accept it and resolve it, without any further delay
This also shows, that Zoho Books Do NOT accepts the format dd-mm-yyy, but is just sits there for formality purposes, and will never work.
2. Another Proof-
I tried to download the Sample file from within the Banking module of Zoho books. Then I view it by confirming the Date format first (so as to use and Map the fields accordingly and correctly).
I found that this Sample file also has the Date format dd-mm-yyyy
To my utter surprise, when I try to upload that Sample Excel file (as it is), and Map the Date fields accordingly (dd-mm-yyyy), even that throws the same error of Date format not matching.
This clearly indicates there is something wrong with the Import of Statements and Unmatching of Date fields.
Selected Date format is NOT matching at all, specially for dd-mm-yyyy date format.
You are requested to check and verify this at your end, by simply downloading the Excel Sample file in CSV format having dd-mm-yyyy format and try to match and Map the fields with the same format. And then try to upload the Sample statement file (as it is).
Also, for your reference, I can share the Statement file with you (having dd-mm-yyyy) if required. You can suggest me, if there is anything wrong with our own statement excel file.
Please let me know, how to share the privately. Or shall I attach here directly
Please resolve
Regards
Recent Topics
Paid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
Creator HTML page refresh
Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
What is your opinion of the new UI?
Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
What are the OAuth scopes needed to access the Zoho MCP server?
I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here
Support Uploading YouTube Videos Longer Than 60 Minutes
Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API
Account blocked for IMAP use
Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."
Is SMTP included in the free plan?
My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks
Zoho mail issue.
I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas
My email is blocked from sending
I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
cannot recieve or send emails
we are not recieving or cannot send emails.Shows sysytem error
Getting Attachments in Zoho Desk via API
Is there a way to get attachments into Zoho Desk via an API? We have a process by which a zoho survey gets sent to the user as a link in a notification. The survey has several upload fields where they can upload pdf documents. I've created
Zoho Sites - contact us form
I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page." I am unable
Setting checkbox value on template in Sign from Creator
Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
Scheduled Reports - Do not send empty report
Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
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
Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025
Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful
switching from POP3 to IMAPI do I need to change settings in Web email?
hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?
My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
Collections Management: #5 Convenience on Offer, using Self-Checkout
"Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
Uploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'
Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
Zoho CRM Portal User Timeline History Unavailable
Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models
Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
Almost all Flows are being queued
A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
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
How to update custom multi-user field in Zoho Projects?
I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
Tip of the Week #75– Manage your social media messages from a single shared inbox.
Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
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"
The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
Using files from Zoho CRM in Gemini/ChatGPT/Claude
Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
Zoho Analytics & Zoho Creator - Modified Time value
I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
Zoho CRM - Option to create Follow-Up Task
When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
Portal For Different Apps
I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
Calls undetected
Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
Send Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
Zoho Projects - Project Details on the Project Menu
Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
Introducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
Zoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
Zia Conversation Summary: Context at a glance for every customer interaction
Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was
Next Page