Kaizen #192 - Implementing Custom Token Persistence in Python SDK

Kaizen #192 - Implementing Custom Token Persistence in Python SDK


Welcome back to another week of Kaizen!

Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom student portal powered by Zoho authentication.
In our sample project, we used the file-based persistence method, a simple setup where the access and refresh tokens are stored in a local file. While this method is great for getting started, it might not always fit your business requirements.
That is why our SDKs offer multiple ways to persist your tokens. 

This week, we will explore why token persistence matters for your app’s secure operation, and how to implement custom token persistence methods, including a practical example using SQLite.

Why does token persistence matter?

When a user logs in via OAuth, Zoho returns two tokens:
  • An access token (valid for one hour), used to access Zoho CRM data.
  • A refresh token, used to get a new access token when the current one expires.
If your app does not store these tokens properly, your users will be forced to log in again every time they make an API call. Or every time their access token gets expired. That is not inconvenient; it is a poor user experience.
When you use Zoho CRM SDKs, this is all handled for you behind the scenes. When you first authenticate with Zoho, the SDK stores your access and refresh tokens. Later, when a token expires, the SDK automatically uses the refresh token to get a new one. All you have to do is configure and initialize the SDK, and you are ready to start making API calls using the different methods offered by our SDKs! 

From the user’s perspective, it means:
  • They do not have to log in every time.
  • Their sessions are automatically renewed without interruption.
  • Token revocation can be done centrally.
From a developer’s perspective:
  • You can control how and where tokens are stored.
  • You have control to enforce policies like session timeouts or token cleanup.

Supported token persistence options

The Zoho CRM SDKs support three token persistence mechanisms:

File Persistence:

As we have already seen in last week's Kaizen, in this method, the tokens are stored in a local file of your choice. This can be configured while configuring and initializing the SDK. While this is simple and great for internal and local use, it might not always meet the needs of a growing business. For instance, if the file gets deleted or corrupted, you lose the tokens. It also poses a security risk, as storing tokens in files may expose them to unauthorised access if the file is not properly secured.

Database Persistence:

This stores tokens in a MySQL database, making it better suited for production environments. It is more robust and can handle larger-scale user management. 
Using this persistence method, you can only provide the following connection parameters - host, DB name, table name, username, password, and port number. 

Custom Persistence:

But what if neither of these options fits your needs? Maybe you are working in an environment without traditional storage like AWS's Secret Manager, or you prefer any other Database, or running a microservice in a container where local storage is more practical. That is where Custom Token Persistence comes in.

Custom Token Persistence

Custom persistence means you can implement your own logic for storing and retrieving OAuth tokens, instead of relying on the SDK’s default mechanism. To do this, you should create a class that implements the TokenStore interface and override a standard set of methods, each handling a specific part of the token lifecycle.

Here’s what your custom class must implement:
Method
Purpose
Return Type
find_token(self, token)
Given a token, return a full Token (OAuthToken) object from storage. Used before making any CRM API call.
Token(OAuthToken) object
save_token(self, token)
Called right after Zoho returns a new access/refresh token. Your implementation must persist it.
None
delete_token(self, id)
Delete a specific token using its unique ID.
None
get_tokens(self)
Return all stored tokens.
A list of Token(OAuthToken) objects
delete_tokens()
Delete all stored tokens. Useful during cleanup or logout.
None
find_token_by_id(id)
Retrieve a token by its unique identifier.
Token(OAuthToken) object

The token object is an instance of OAuthToken. The SDK will invoke these methods automatically as part of its flow. You just have to focus on where and how to store the tokens. With this, you can persist tokens to any storage as long as your class handles these methods correctly.

Understanding the token object

Before we dive deeper into custom token persistence, let's clarify what this token (OAuthToken) object is and how you should work with it.

The token object is an instance of OAuthToken.  This class bundles all the credentials and details the SDK needs to authenticate your API requests. Here’s what it holds:
  • access_token
  • refresh_token
  • client_id 
  • client_secret
  • redirect_url
  • expires_in
  • user_signature
  • id
  • api_domain

Implementing Custom Token Persistence with SQLite

Now that we've covered the basics of token persistence and how Zoho SDK supports custom stores, let’s dive into a practical, real-world example using SQLite as the backend for storing tokens.
SQLite is a lightweight, file-based database engine. It is perfect when you want a persistent store without the complexity of a full database server.

The CustomStoreSQLite Class

This class implements all six required methods of the TokenStore interface using SQLite as the backend. 

1. Initialization and Table Setup

When you create a CustomStoreSQLite object, it immediately checks if the token table exists in the SQLite database file zohooauth.db. If the DB or the table is missing, its __init__() method creates one with all the necessary columns to store token details like id, user_name, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time, redirect_url and api_domain.


 def __init__(self):
        """
        Initializes the SQLite database and sets up the oauthtoken table if needed.
        """
        self.db_name = 'zohooauth.db'
        if not self.check_table_exists():
            connection = sqlite3.connect(self.db_name)
            cursor = connection.cursor()
            cursor.execute("CREATE TABLE  oauthtoken (id varchar(10) NOT NULL,user_name varchar(255), client_id "
                           "varchar(255), client_secret varchar(255), refresh_token varchar(255), access_token "
                           "varchar(255), grant_token varchar(255), expiry_time varchar(20), redirect_url varchar("
                           "255), api_domain varchar(255), primary key (id))")
 cursor.close()

This means the first time your app runs, it sets up its own database schema automatically.

2. Saving a Token - save_token(self, token)

Purpose:
This method is called every time Zoho returns a new token, whether after a login or a token refresh. Your implementation is responsible for safely persisting this token, typically by upserting (inserting or updating) a row in your database that uniquely identifies the token’s user and client combination.

Expected behaviour: 
The method must store the token in your custom database or storage system.
  • If a matching token already exists (based on user, refresh token, or client credentials), it should be updated.
  • If no match exists, a new entry must be created.
  • Tokens should not be duplicated. Multiple users should be managed separately.
Input Parameters: An instance of Token(OAuthToken) class containing details like access token, refresh token, user signature, client ID/secret, etc.

Return value: None. But must raise exceptions on failure.

Sample Implementation using SQLite:
Here is the logic used in the implementation of save_token() method:
  • If the user name is available, use it to update the token.
  • If no user name but the access token is available in the table, update by the access token.
  • If there is a refresh or grant token with the same client credentials, then update accordingly.
  • If none of these match, insert as a new row.

def save_token(self, token):
        if not isinstance(token, OAuthToken):
            return
        cursor = None
        connection = None
        try:
            connection = sqlite3.connect(self.db_name)
            oauth_token = token
            query = "update oauthtoken set "
            if oauth_token.get_user_signature() is not None:
                name = oauth_token.get_user_signature().get_name()
                if name is not None and len(name) > 0:
                    query = query + self.set_token(oauth_token) + " where user_name='" + name + "'"
            elif oauth_token.get_access_token() is not None and len(oauth_token.get_access_token()) > 0 and \
                    self.are_all_objects_null([oauth_token.get_client_id(), oauth_token.get_client_secret()]):
                query = query + self.set_token(
                    oauth_token) + " where access_token='" + oauth_token.get_access_token() + "'"
            elif ((oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0) or
                  (oauth_token.get_grant_token() is not None and len(
                      oauth_token.get_grant_token()) > 0)) and oauth_token.get_client_id() is not None \
                    and oauth_token.get_client_secret() is not None:
                if oauth_token.get_grant_token() is not None and len(oauth_token.get_grant_token()) > 0:
                    query = query + self.set_token(
                        oauth_token) + " where grant_token='" + oauth_token.get_grant_token() + "'"
                elif oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0:
                    query = query + self.set_token(
                        oauth_token) + " where refresh_token='" + oauth_token.get_refresh_token() + "'"
            query = query + " limit 1"
            try:
                cursor = connection.cursor()
                cursor.execute(query)
                if cursor.rowcount <= 0:
                    if oauth_token.get_id() is not None or oauth_token.get_user_signature() is not None:
                        if oauth_token.get_refresh_token() is None and oauth_token.get_grant_token() is None \
                                and oauth_token.get_access_token() is None:
                            raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_DB_ERROR1)
                    if oauth_token.get_id() is None:
                        newId = str(self.generate_id())
                        oauth_token.set_id(newId)
                    query = "insert into oauthtoken (id,user_name,client_id,client_secret,refresh_token,access_token," \
                            "grant_token,expiry_time,redirect_url,api_domain) values (?,?,?,?,?,?,?,?,?,?);"
                    val = (token.get_id(),
                           token.get_user_signature().get_name() if token.get_user_signature() is not None else None,
                           token.get_client_id(), token.get_client_secret(), token.get_refresh_token(),
                           token.get_access_token(), token.get_grant_token(), token.get_expires_in(),
                           token.get_redirect_url(), token.get_api_domain())
                    cursor.execute(query, val)
            except Error as e:
                raise e
            finally:
                connection.commit()
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Exception as ex:
 raise SDKException(Constants.TOKEN_STORE, Constants.SAVE_TOKEN_DB_ERROR, cause=ex)

3: Fetching a Token - find_token(self, token)

Purpose:
This is the method the SDK calls whenever it needs to make an API call on behalf of a user, but has only partial token information.
Depending on the token flow - Grant Token, Refresh Token, Access Token, or ID-based - only a specific token or ID may be provided during the API call. In such cases, find_token(self, token) method locates and return the complete OAuthToken object from storage if a matching one exists. If no matching token exists in the storage, this method will return None, and the SDK will proceed to generate a new token with the provided details and save it using the save_token(self, token) method. 

Expected behavior:
  • Based on the available details in the input token (user name, access token, refresh or grant token), this method should query storage and return a complete token object.
  • If no match is found, it should return None.
Input Parameters: A partially filled Token(OAuthToken) object.

Return value: A fully populated Token object if found, or None.

Sample Implementation using SQLite:
The find_token(self, token) method implementation does the following:
  • Dynamically builds a WHERE clause based on available attributes.
  • Queries the database for a matching record.
  • Fetches the matching record, if any, and populates the Token object with the full set of stored values (access token, refresh token, expiry time, etc.).
  • Returns the Token object if a matching record is found, or return None.
Without this method, your app wouldn’t know which token to use during API calls. For example, consider the case when a user reopens your app after hours. You have their refresh token stored. The SDK calls find_token(self, token) to get the full token and proceeds without requiring a fresh login.

def find_token(self, token):
        cursor = None
        connection = None
        try:
            connection = sqlite3.connect(self.db_name)
            if isinstance(token, OAuthToken):
                oauth_token = token
                query = "select * from oauthtoken"
                if oauth_token.get_user_signature() is not None:
                    name = oauth_token.get_user_signature().get_name()
                    if name is not None and len(name) > 0:
                        query = query + " where user_name='" + name + "'"
                elif oauth_token.get_access_token() is not None and self.are_all_objects_null(
                        [oauth_token.get_client_id(), oauth_token.get_client_secret()]):
                    query = query + " where access_token='" + oauth_token.get_access_token() + "'"
                elif oauth_token.get_refresh_token() is not None or oauth_token.get_grant_token() is not None and \
                        oauth_token.get_client_id() is not None and oauth_token.get_client_secret() is not None:
                    if oauth_token.get_grant_token() is not None and len(oauth_token.get_grant_token()) > 0:
                        query = query + " where grant_token='" + oauth_token.get_grant_token() + "'"
                    elif oauth_token.get_refresh_token() is not None and len(oauth_token.get_refresh_token()) > 0:
                        query = query + " where refresh_token='" + oauth_token.get_refresh_token() + "'"
                query = query + " limit 1"
                cursor = connection.cursor()
                cursor.execute(query)
                result = cursor.fetchone()
                if result is None:
                    return None
                self.set_merge_data(oauth_token, result)
        except Exception as ex:
            raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_DB_ERROR1, cause=ex)
        finally:
            cursor.close() if cursor is not None else None
            connection.close() if connection is not None else None
        return token

4: Deleting a Token - delete_token(self, id)

Purpose:
Delete a specific token record from storage based on a unique token ID. It is commonly used when a user logs out or an admin revokes access for a user.

Expected behaviour:
  • Locate the token record by its unique ID.
  • Delete the corresponding record from storage.
Input Parameters: The token ID to be deleted.

Return values: None

Sample Implementation using SQLite:

def delete_token(self, id):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            try:
                cursor = connection.cursor()
                query = "delete from oauthtoken where id= " + id + ";"
                cursor.execute(query)
                connection.commit()
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.DELETE_TOKEN_DB_ERROR, cause=ex)

5: Deleting All Tokens - delete_tokens(self)

Purpose: Delete all tokens from storage, typically used for global logout or cleanup scenarios.

Expected behaviour: Remove all token records from storage in a single operation.

Input Parameters: None

Return Values: None

Sample Implementation using SQLite:

def delete_tokens(self):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            try:
                cursor = connection.cursor()
                query = "delete from oauthtoken;"
                cursor.execute(query)
                self.connection.commit()
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.DELETE_TOKENS_DB_ERROR, cause=ex)

6: Fetch all tokens - get_tokens(self)

Purpose: Retrieve all currently stored tokens.

Expected behaviour:
  • Query storage for all token records.
  • Construct and return a list of token objects 
Input Parameters: None

Return Value: A list of Token objects representing all stored tokens.

Sample Implementation using SQLite:


def get_tokens(self):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            tokens = []
            try:
                cursor = connection.cursor()
                query = "select * from oauthtoken;"
                cursor.execute(query)
                results = cursor.fetchall()
                for result in results:
                    oauth_token = object.__new__(OAuthToken)
                    self.set_oauth_token(oauth_token)
                    self.set_merge_data(oauth_token, result)
                    tokens.append(oauth_token)
                return tokens
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.GET_TOKENS_DB_ERROR, cause=ex)

7. Finding a Token by ID - find_token_by_id(self, id)

Purpose: Retrieve a specific token by its unique id.

Expected behaviour:
  • Search storage for a token with the given ID.
  • If found, return the complete token object; if not, return None.
Input Parameters: The unique identifier of the token (id)

Return Values: Returns a fully populated Token(OAuthToken) object if found; otherwise, returns None.

Sample Implementation using SQLite:
This method should follows a similar pattern to find_token, but use the unique id as the search key.

 def find_token_by_id(self, id):
        cursor = None
        try:
            connection = sqlite3.connect(self.db_name)
            try:
                query = "select * from oauthtoken where id='" + id + "'"
                oauth_token = object.__new__(OAuthToken)
                self.set_oauth_token(oauth_token)
                cursor = connection.cursor()
                cursor.execute(query)
                results = cursor.fetchall()
                if results is None or len(results) <= 0:
                    raise SDKException(Constants.TOKEN_STORE, Constants.GET_TOKEN_BY_ID_DB_ERROR)
                for result in results:
                    self.set_merge_data(oauth_token, result)
                    return oauth_token
            except Error as ex:
                raise ex
            finally:
                cursor.close() if cursor is not None else None
                connection.close() if connection is not None else None
        except Error as ex:
            raise SDKException(code=Constants.TOKEN_STORE, message=Constants.GET_TOKEN_BY_ID_DB_ERROR, cause=ex)


Please find the complete custom_store_sqlite.py file here.

How to use this in your project

To start using this custom token persistence class in your own Python project, follow these steps:
  • Download the custom_store_sqlite.py and place this inside your project directory.
  • Import the class in the script where you initialize the SDK. In our sample project, this is the record.py file.
    from store.custom_store_sqlite import CustomStoreSQLite
  • In the SDK configuration, use the CustomStoreSQLite method instead of the FireStore method:

def init(self, client_id, code, location, redirect_url):
        environment = DataCenter.get(location)
        client_secret = "17565609051856218813123b9a98de52c301722b7d"
        logger = Logger.get_instance(level=Logger.Levels.INFO,
                                     file_path="./logs.txt")
        store = CustomStoreSQLite()
        token = OAuthToken(client_id=client_id,
                           client_secret=client_secret,
                           grant_token=code,
                           redirect_url=redirect_url)
        Initializer.initialize(environment=environment,
                               token=token,
                               logger=logger,
 store=store)

That’s it! With this, all token operations (save, fetch, delete) will be routed through your custom store backed by SQLite.


The above video demonstrates this is in action. You can see what the database looks like when populated. 

More Custom Persistence Implementations

The advantage of using Zoho CRM SDKs is that it doesn't box you in. You are free to implement token persistence in a way that fits your business logic, team expertise, or project requirements. Whether you prefer SQLite, NoSQL, or something entirely different, the SDK gives you full control through the TokenStore interface.

In the SQLite example above, we walked through how to implement a custom store using a persistent file-based database. You need to implement all the methods as explained in the previous section, no matter where you decide to persist your tokens. 

To make things easier, we have included two additional reference implementations:
  • An in-memory store, where tokens are stored in a dictionary
  • A list-based store, which keeps token records as simple lists
Each one fully implements the required methods of the TokenStore interface.

SQLite In-Memory DB

This implementation uses SQLite's in-memory mode (using ":memory:") to store tokens in RAM. Here, we have implemented all the required methods from the TokenStore interface: find_token(), save_token(), delete_token(), get_tokens(), delete_tokens() and find_token_by_id().

Please find the custom_store_in_memory.py file here.

List-Based Persistence Using Simple Lists

The second reference implementation is a list-based token store that keeps token records in an in-memory Python list of lists. Each inner list represents a token’s attributes, such as ID, user signature, client ID, access token, refresh token, and so on.
This custom store fully implements all required methods from the TokenStore interface.

Please find the custom_store_list.py file here.

We hope this was useful and gives you enough info to build your own token persistence methods tailored to your needs. We used Python SDK here, but you can apply the same logic with any of our other SDKs. It is all the same logic, just different programming languages. Just remember to implement the required methods exactly as expected by the SDK, as explained here.

Give it a try, and please let us know how it goes or if you hit any bumps!  Comment below, or send an email to support@zohocrm.com. We will be waiting to hear from you!

Happy coding!

We are excited to be approaching the 200th post in our Kaizen series! As we get closer to this milestone, we would love to hear from you. Have questions, suggestions, or topics you would like us to cover in our future Kaizen posts? Your feedback helps us make the series even better.
 
Please take a moment to share your thoughts with us using this form - we'd really appreciate it!

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      Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

    • Zoho Bookings Forge: A hands-on workshop series

      Hello all! We’re hosting a five-part, hands-on workshop series to help you optimize Zoho Bookings for your business. In these sessions, we’ll cover key features, practical use cases, and clear steps to get started or improve your current setup. Here are

    • Delete button

      Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?

    • Zoho Vault CLI for Developers and Automations

      Hi everyone, If you're managing credentials in scripts, CI/CD pipelines, or automation workflows, Zoho Vault's Command Line Interface (CLI) can help you securely access and manage secrets directly from your terminal. Zoho Vault was launched in 2013 as

    • Zoho Subscriptions -- Zoho Commerce integration

      Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.

    • Synching changes to Stripe when changes are made in Zoho Billing

      We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated

    • How can I link Products in a Deal Subform to the Products Module

      Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this working

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • Business Hours with lunch break

      Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks

    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Multi-currency in Zoho CRM Forecast and Reports

      As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

    • Zoho Projects Android and iOS app update: Conditional layout rules for Tasks

      Hello everyone! Task conditional layout rules configured on the web app(projects.zoho.com) are now applied on the Zoho Projects Android and iOS app. Conditional layout rules can be set for the Add/ edit task form and it allows you to change the property

    • How to account for vat with postponed VAT accounting

      Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all

    • Zoho CRM WooCommerce Integrtation

      Looking for a solution for my 50 client to show detailed analytics on source of traffic that led to events, leads, conversions. Hi all, I have not been able to find a workable guide or solution to how exactly step by step integrate the Zoho CRM with WooCommerce

    • 500 internal server error on opening an iframe through a deluge script

      Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.

    • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

    • Filter button in the Zoho Sheet Android App doesn't toggle on

      I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle

    • Project Notifcatiion Emails - Milestone

      Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client

    • Zoho Forms - Feature Request - Year Field

      Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"

    • Integrate Excel or Zoho Sheet functions / calculations to CRM product module

      Hello Community, I hope someone more experienced can help me with this question. Our price / payment plan calculations are in an Excel spreadsheet and I would like to use all those functions / calculations in my Products module. So when we send a quote

    • Sync CRM Contacts to USER'S contacts on Office 365

      I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email function

    • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

      Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

    • This project could not be synced because it is not associated with a primary client

      When I go to ProjectName->Finance I receive a "This project could not be synced because it is not associated with a primary client" error. The project has been associated in ZohoCRM with the client. How can I set the primary client for this project. Other

    • Update latitude & longitude address field API

      How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();

    • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

      Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more

    • inability to use different primary address on invoice per location

      my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.

    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Anyone in Australia using Zoho Books AND has their account with NAB?

      Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

    • Detailed Balance Sheet for tax preparer

      I'm using the free edition of Zoho Books. My tax preparer is asking for "detailed" Profit & Loss and Balance Sheet reports which include all the activity and transactions within the various categories. The default reports do not include these details.

    • Host Group Appointments Online in Zoho Bookings

      Greetings from the Zoho Bookings team! We’re excited to announce a new enhancement to Group Booking that makes hosting online group events smoother and more professional than ever. You can now conduct online group events with auto-generated meeting links

    • Workdrive Collaboration with an External User

      I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?

    • Marketing Tip #23: Help customers with how-to guides and usage tips

      Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions

    • Powering Customer Support with our women

      In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead

    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

    • Sales IQ chat is not working in signed android apk

      I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

    • How to add line breaks in zoho.cliq.postToUser(...) message?

      In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?

    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

    • Zoho Books Invoices Templates

      It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

    • In Lesson Video

      Can anyone help me with this? I'm not sure what happened. It suddenly became like that. I tried to reupload. I tried create a new lesson. Still the same. Please help!

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