Bulk user onboarding for Cliq Channels in a jiffy

As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could devote to actual development. 

Let's explore how to create a custom workflow using Cliq's platform components to streamline the process of bulk-adding users to a channel via a Zoho Sheet or CSV file. This approach facilitates a smooth onboarding experience without the need for manual effort.

---

Pre-requisite :

Before beginning to script the code below, we must create a connection with Zoho Cliq. Once a connection is created and connected, you can use it in Deluge integration tasks and invoke URL scripts to access data from the required service.

Create a Zoho Oauth default connection with any unique name and the scopes -  ZohoCliq.Channels.All and ZohoSheet.dataApi.ALL

Refer to the below links to learn more :

• Connections in Cliq
  
• Zoho Cliq REST API Documentation
  

---

Step 1  : Creation of slash command

• After a successful login in Cliq, hover to the top right corner and click your profile. Post clicking, navigate to Bots & Tools > Commands.
  
• At your right, click the button - Create Command.
  
• To know more about slash commands and their purposes, refer to Introduction to slash commands.
  
• Create a slash command using your preferred name. Specify the following details: the command name, a hint (to give users an idea of what the command is for), and the access level.
  
• Finally, click "Save & edit code".
  

1. inputs = List();
2. inputs.add({"name":"channels","label":"Pick a channel","placeholder":"Choose a channel where you need to add members","max_selections":"1","multiple":false,"mandatory":true,"type":"native_select","data_source":"channels"});
3. inputs.add({"name":"headername","label":"Header name","placeholder":"Email ID","hint":"In which the Email ID is present","min_length":"0","max_length":"25","mandatory":true,"type":"text"});
4. inputs.add({"type":"radio","label":"Import type","name":"import_Type","hint":"Choose a type that you need to import users","options":[{"label":"CSV","value":"csv"},{"label":"Zoho sheet","value":"zohosheet"}],"trigger_on_change":"true"});
5. return {"name":"addbulkuser","type":"form","title":"Add bulk users","hint":"To add maximum of upto 1000 users in a channel.","button_label":"Add Users","inputs":inputs,"action":{"type":"invoke.function","name":"addbulkusers"};

Step 2  : Scripting form function

• We need to create a function for the form that manages submission responses, including the Zoho Sheet link or CSV file, the name of the column containing the email addresses, and the channel details where users should be added in bulk.
  
• Hover to the top right corner and click your profile. After clicking, navigate to Bots & Tools > Functions.
  
• To your right, click the Create Function button.
  
• Name the function "addbulkusers," provide a description as desired, and select "form" as the function type. Then, click "Save and edit code," and paste the following code.
  

1. emailIdList = list();
2. successlist = list();
3. failedlist = list();
4. try 
5. {
6. info form;
7. formValues = form.get("values");
8. columnName = formValues.get("headername");
9. headerName = formValues.get("headername");
10. if(formValues.get("import_Type").get("value") == "zohosheet")
11. {
12. url = formValues.get("url");
13. spreadSheetId = url.getPrefix("?").getSuffix("open/");
14. sheetName = url.getSuffix("?").getPrefix("&").getSuffix("=");
15. worksheetname = sheetName.replaceAll(" ","%20");
16. columnName = columnName.replaceAll(" ","%20");
17. allDatas = list();
18. params = Map();
19. params.put("column_names",columnName);
20. params.put("method","worksheet.records.fetch");
21. params.put("worksheet_id",sheetName + "#");
22. sheetDetails = invokeurl
23. [
24. url :"https://sheet.zoho"+environment.get("tld")+"/api/v2/" + spreadSheetId
25. type :GET
26. parameters:params
27. connection:"addbulkusers"
28. ];
29. info sheetDetails;
30. if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() <= 1000)
31. {
32. allDatas.addAll(sheetDetails.get("records"));
33. }
34. else if(sheetDetails.get("status") == "success" && sheetDetails.get("records").size() > 1000)
35. {
36. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
37. }
38. else
39. {
40. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
41. }
42. info "allData: " + allDatas.size();
43. if(allDatas.size() > 1000)
44. {
45. return {"type":"form_error","text":"I can only able to add 1000 user. Kindly try passing with 1000 records in the sheet!!!"};
46. }
47. for each  data in allDatas
48. {
49. if(data.get(formValues.get("headername")) == null)
50. {
51. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
52. }
53. emailIdList.add(data.get(formValues.get("headername")));
54. if(emailIdList.size() == 100)
55. {
56. channelID = formValues.get("channels").get("id");
57. params = {"email_ids":emailIdList};
58. info "Params: " + params;
59. addUsers = invokeurl
60. [
61. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
62. type :POST
63. parameters:params.toString()
64. detailed:true
65. connection:"addbulkusers"
66. ];
67. info "Adduser: " + addUsers;
68. if(addUsers.get("responseCode") == "204")
69. {
70. successlist.addAll(emailIdList);
71. }
72. else
73. {
74. failedlist.addAll(emailIdList);
75. }
76. info "100: " + emailIdList.size();
77. emailIdList = list();
78. }
79. }
80. if(emailIdList.size() > 0)
81. {
82. channelID = formValues.get("channels").get("id");
83. params = {"email_ids":emailIdList};
84. info "Params: " + params;
85. addUsers = invokeurl
86. [
87. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
88. type :POST
89. parameters:params.toString()
90. detailed:true
91. connection:"addbulkusers"
92. ];
93. info "Adduser: " + addUsers;
94. if(addUsers.get("responseCode") == "204")
95. {
96. successlist.addAll(emailIdList);
97. }
98. else
99. {
100. failedlist.addAll(emailIdList);
101. }
102. info "Email id: " + emailIdList;
103. }
104. info "Successlist: " + successlist;
105. info "Failedlist: " + failedlist;
106. if(successlist.size() > 0 && failedlist.size() > 0)
107. {
108. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
109. }
110. else if(successlist.size() > 0 && !failedlist.size() > 0)
111. {
112. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
113. }
114. else if(!successlist.size() > 0 && failedlist.size() > 0)
115. {
116. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
117. }
118. info zoho.cliq.postToChat(chat.get("id"),postMessage);
119. }
120. else
121. {
122. csvFile = formValues.get("csvFile");
123. csvFile = csvFile.getfilecontent();
124. allDatas = csvFile.toList("\n");
125. i = 0;
126. indexValue = 0;
127. indexBoolean = false;
128. for each  data in allDatas
129. {
130. if(i == 0)
131. {
132. headers = data.toList(",");
133. for each  header in headers
134. {
135. info header;
136. if(headerName == header)
137. {
138. indexBoolean = true;
139. indexValue = headers.indexOf(headerName);
140. }
141. }
142. if(indexBoolean == false)
143. {
144. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
145. }
146. }
147. else 
148.             {
149. emailIdList.add(data.get(indexValue));
150.             }
151. i = i + 1;
152. if(emailIdList.size() == 100)
153. {
154. channelID = formValues.get("channels").get("id");
155. params = {"email_ids":emailIdList};
156. info "Params: " + params;
157. addUsers = invokeurl
158. [
159. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
160. type :POST
161. parameters:params.toString()
162. detailed:true
163. connection:"addbulkusers"
164. ];
165. info "Adduser: " + addUsers;
166. if(addUsers.get("responseCode") == "204")
167. {
168. successlist.addAll(emailIdList);
169. }
170. else
171. {
172. failedlist.addAll(emailIdList);
173. }
174. info "100: " + emailIdList.size();
175. emailIdList = list();
176. }
177. }
178. if(emailIdList.size() > 0)
179. {
180. channelID = formValues.get("channels").get("id");
181. params = {"email_ids":emailIdList};
182. info "Params: " + params;
183. addUsers = invokeurl
184. [
185. url :environment.get("base_url") + "/api/v2/channels/" + channelID + "/members"
186. type :POST
187. parameters:params.toString()
188. detailed:true
189. connection:"addbulkusers"
190. ];
191. info "Adduser: " + addUsers;
192. if(addUsers.get("responseCode") == "204")
193. {
194. successlist.addAll(emailIdList);
195. }
196. else
197. {
198. failedlist.addAll(emailIdList);
199. }
200. }
201. info "Successlist: " + successlist;
202. info "Failedlist: " + failedlist;
203. if(successlist.size() > 0 && failedlist.size() > 0)
204. {
205. postMessage = {"text":"Successfully added " + successlist.size() + " member(s) and failed for " + failedlist.size() + " Member(s)"};
206. }
207. else if(successlist.size() > 0 && !failedlist.size() > 0)
208. {
209. postMessage = {"text":"Successfully added " + successlist.size() + " member(s)"};
210. }
211. else if(!successlist.size() > 0 && failedlist.size() > 0)
212. {
213. postMessage = {"text":"Adding members in channel failed for " + failedlist.size() + " member(s)"};
214. }
215. info zoho.cliq.postToChat(chat.get("id"),postMessage);
216. }
217. }
218. catch (e)
219. {
220. info e;
221. return {"type":"form_error","text":"I can't find any email ids. Kindly re-check the column name and header row!!!"};
222. }
223. return Map();

Step 3  : Configuring form change handler

• After copying and pasting the code into the form submission handler, navigate to the form change handler for the created form function.
  
• You can find this in the top left corner of the editor, where you will see an arrow next to the form submission handler. Clicking on this arrow will display the form change handler in a dropdown menu.
  
• Click it to edit the code in the form change handler, which is necessary for real-time modifications to a form's structure or behaviour based on user input in a specific field. 
  

1. targetName = target.get("name");
2. info targetName;
3. inputValues = form.get("values");
4. info inputValues;
5. actions = list();
6. if(targetName.containsIgnoreCase("import_Type"))
7. {
8. fieldValue = inputValues.get("import_Type").get("value");
9. info fieldValue;
10. if(fieldValue == "csv")
11. {
12. actions.add({"type":"add_after","name":"import_Type","input":{"label":"CSV File","name":"csvFile","placeholder":"Please upload a zCSV File","mandatory":true,"type":"file"}});
13. actions.add({"type":"remove","name":"url"});
14. }
15. else if(fieldValue == "zohosheet")
16. {
17. actions.add({"type":"add_after","name":"import_Type","input":{"name":"url","label":"Enter the sheet url","placeholder":"https://sheet.zoho.com/sheet/open/6xhgb324f142e91d845e5b4b472f7422379c9","min_length":"0","max_length":"400","mandatory":true,"type":"text","format":"url"}});
18. actions.add({"type":"remove","name":"csvFile"});
19. }
20. }
21. return {"type":"form_modification","actions":actions};
    

Business use cases:

• HR onboarding: Seamlessly add new employees to internal communication channels.
  
• Event management: Quickly invite attendees to event-specific channels.
  
• Education platforms: Enroll students in course groups in one go.
  
• Community building: Grow large communities by importing member lists effortlessly.
  

Bottom line

Bulk user addition in Cliq channels through Zoho Sheet or CSV files allows us to eliminate tedious tasks, reduce errors, and manage large-scale data effortlessly. Is onboarding consuming too much of your valuable development time? If so, it might be time to shake things up with a customized workflow!

We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.

• Topic Participants

• Harsha SS

  

• Sticky Posts

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Accelerate Github code reviews with Zoho Cliq Platform's link handlers

  Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

• App Spotlight : PagerDuty for Zoho Cliq

  App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

• Automate your status with Cliq Schedulers

  Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

• Bulk user onboarding for Cliq Channels in a jiffy

  As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could

• Recent Topics

• Zoho Down

  I have a drop in my Zoho One services.

• Runing RPA Agents on Headless Windows 11 Machines

  Has anyone tried this? Anything to be aware of regarding screen resolution?

• Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

  Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

• Why am I getting event Pop-up Notification for events that have been cancelled?

  Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Create a draft in reply to an email via Emails API

  Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

• India Tech Support

  Is there no phone tech support number for India? And no chat facility either?

• Billing Management: #1 Billing a Universal Business Routine

  Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

• Show/ hide specific field based on user

  Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

• What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

  No idea what this is. Can't see what it is explained anywhere.

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

• Zoho Calendar not syncing correctly with personal Google Calendar

  Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• need a packing list feature

  In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

• Workdrive 5.0 / API Documentation Workflows

  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

• How to keep track of bags, cans, drums of inventory?

  We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• How many ZOHO-Sites does the ZOHO-One Suite allow for?

  The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

• Replace Lookup fields ID value with their actual name and adding inormation from subforms

  Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

• Webhook from Zobot to Zoho Flow fails

  I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

• Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

  Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

• Best way to display complex Bookings Consultation Descriptions on Zoho Site?

  I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

• DKIM cannot be enabled for the domain as no verified default selector present

  Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

• Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

  Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

• Insert auto number from main form into subform rows

  Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

• Dark Mode - Font Colors Don't Work

  When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

• Integrate Bunq with ZOHO Bookes

  We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

• 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

• Access Denied

  I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

• Using Zoho Desk to support ISMS process

  Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

• Bin Locations

  Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

• TaxJar vs Avalara

  Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

• How to check Leads with no Task (open activity)

  Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

• What can we do on our end to improve the Answer bot answers?

  Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

• Taxes for EU B2B Transactions

  Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

• How to upload file to Connect using API?

  Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

• Items Landed Cost and Profit?

  Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

• Group Tax in Service Line Items

  Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

• FSM Improvement Idea - Show an Import button when there is no data

  I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

• Next Page