Kaizen #57 - Mass Update API in Zoho CRM

Kaizen #57 - Mass Update API in Zoho CRM

Hello everyone!

Welcome back to yet another post in the Kaizen series.
This week, we will discuss the Mass Update API in Zoho CRM.

In this post, we will cover the following:
1. Introduction
2. Mass Update Records API 
3. Schedule Update and Get Status
4. Common errors pertaining to the Mass Update API
5. FAQs regarding the Mass Update API

1. Introduction

Generally, there can be cases where you might need to update the same field for multiple/all records in a module. To avoid the tediousness of the task, Zoho CRM offers Mass Update API to update the values of specific fields in multiple records in a module. The request requires field API names, record IDs, the custom view ID, and territory ID as input depending on the type of mass update you intend to perform. 

Mass Update can occur in 2 different ways:
a. Scheduler Type: When you specify the custom view ID and the territory ID, a job gets scheduled in the background. In the response, the system returns a "job_id" which you can use to get the status of the same. Use this job_id in the GET request to get the result. In this type of mass update, You can update a maximum of 50,000 records in a single request.

b. Non-Scheduler Type: When you specify the record IDs, the system updates the records instantly. You can update a maximum of 500 records in a single API call in this type of mass update. 

Modules supporting Mass Update APIs:
Leads, Accounts, Contacts, Deals, Campaigns, Activities, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom.

2. Mass Update Records API

Request URL: {{api-domain}}/crm/v2/{module_api_name}/actions/mass_update

Scope Required: 
ZohoCRM.mass_update.{module_name}.UPDATE

Request JSON keys:
Key
Data Type
Description
Mandatory
cvid
string
The custom view ID whose records you want to mass update
Mandatory when you want to mass update custom view fields.
over_write

boolean
Used when updating a multi-select picklist field. Providing true will overwrite the already present value while the default false value will add the value to the pick list
Optional
territory
JSON Object
Used to update the records in a territory.
Mandatory when you update territory fields.
ids
JSON Array
Specify the IDs of the records you want to mass update. A maximum of 500 IDs can be specified in the request.
Mandatory when records are updated by IDs.

Sample Request:
{{api-domain}}/crm/v2/Leads/actions/mass_update

Sample Response:


3. Schedule Update and Get Status

Let us see how to schedule a mass update by custom view ID and check it's status:

i. Schedule mass update using 'cvid' and retrieve the 'job_id'.

Sample Request: 
{{api-domain}}/crm/v2/Leads/actions/mass_update

Sample Response:

From the response, you can see that the mass update is scheduled and the job_id to check status is 3719520000001274002. 

ii. Check status of the scheduled Mass Update

Request URL: 
{{api-domain}}/crm/v2/{module_api_name}/actions/mass_update?job_id={job_id}

Scope Required:
ZohoCRM.mass_update.{module_name}.READ

Note: job_id is the only mandatory parameter that must be passed to obtain the status of the process. 

Sample Request: 
{{api-domain}}/crm/v2/Leads/actions/mass_update?job_id=3719520000001251XXX

Sample Response:
i. Response right after the mass update is scheduled. The status in the response is SCHEDULED.


ii. Response once the schedule is completed. The status in the response is COMPLETED.


Response JSON Keys
Key
Description
Status
Indicates the status of mass update. Possible values are COMPLETED, SCHEDULED, RUNNING, and FAILED.
Failed_Count
Specifies the number of records that failed to be mass updated.
Updated_Count
Specifies the number of records that were successfully mass updated.
Not_Updated_Count
Specifies the number of records that are not updated yet.
Total_Count
Specifies the total number of records that were scheduled to be mass updated

4. Common errors pertaining with the Mass Update APIs and ways to handle them

HTTP Status Code
Error Code
Message
Reason
403
NO_PERMISSION
Field Edit Permission not given
User does not have permission to edit the field
403
NO_PERMISSION
Customview not accessible
Custom view is not accessible to the user of the module
400
NO_RECORDS_FOUND
No record found to update
There are no records in the specified custom view
200
ALREADY_SCHEDULED
Already a Mass Action scheduler is running for the given cvid
The records in the custom view specified are already scheduled for a mass update.
200
LIMIT_EXCEEDED
Record count exceeded
Number of records that can be mass updated has exceeded the maximum allowed limit of 50000
200
RECORD_IN_BLUEPRINT
The record is in blue print
The specified record is in blueprint and user tries to update a blueprint picklist value


5. FAQs regarding Mass Update API

Q. What happens if some record IDs that I provide are invalid?
A: While mass updating records based on their IDs, if some of the record IDs are invalid only those records will not be processed.
Sample Response when one of the ID is invalid:


Q. Can I mass update the email field in the module?
A. No, you cannot mass update Email field. The other fields that cannot be processed for mass update are lookup fields, layout fields, multi line fields, and line items.

Q. Is it possible to mass update the account owner via Zoho CRM API?
A: No, you cannot mass update the account owner via Zoho CRM API. It throws the following error:
{
    "data": [
        {
            "code": "INVALID_DATA",
            "details": {
                "api_name": "Account_Owner"
            },
            "message": "This field cannot be updated in the Mass Update",
            "status": "error"
        }
    ]
}

Q. How to set the scope for custom modules?
A. The process is similar to that of setting scope for any standard module. The scope for Mass Update API is ZohoCRM.mass_update.{module_name}.UPDATE/READ. Hence, for example, if your custom module name is 'Clients', the scope would be 'ZohoCRM.mass_update.Clients.UPDATE/READ

Q. Can I have more than one mass update job for a custom view?
A. No, only one mass update job can happen on a custom view at a given time. An error is thrown with the error code 'ALREADY_SCHEDULED'. 

We hope you found this post useful. Let us know your thoughts in the comment section or reach us out at support@zohocrm.com.

Cheers!









    • Recent Topics

    • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

      Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Zoho Mail not working

      Zoho Mail not working

    • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

      We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward

    • I can't add a new customer in Zoho invoice? Anyone had this issue before?

      Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.

    • Spreadsheet View click & focus issue in Arabic (RTL) localization

      Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Ghost email notification on a form

      Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the

    • bulk edit records and run internal logic

      hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

    • Bulk bank rule creatioin

      Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?

    • Limitations on editing a message in Cliq

      Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

    • email address autocomplete

      Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

    • How to use MAIL without Dashboard?

      Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

    • How can i download and secure all my mails from the archive folders?

      Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir

    • How to open filtered report in popup using Zoho Creator Deluge?

      First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click any

    • Can you default reports/charts to report the current week?

      Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar

    • Rendering PDF to view on page

      My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

    • Overlapping Reports in Dashboards

      It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good

    • Feature request - pin or flag note

      Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

    • Admin guide: Handling Mailbox Settings for better user management

      Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challenging

    • Cisco Webex Calling Intergration

      Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!

    • Designing a practical Zoho setup for a small business: lessons from a real implementation

      I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack

    • DKIM (Marketing emails) UNVERIFIED (Zoho One)

      I'm having a problem with Zoho One verifying my Marketing Email DKIM Record for MYFINISHERPHOTOS.COM. I have removed and re-entered the ownership, DKIM (Transactional emails), SPF and Marketing DKIM and all of them come back verified except the DKIM (Marketing

    • Zoho Recruit Community Meet-up - India

      Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we 're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting life easier (and a lot more effective). Date City

    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

    • Is it possible to create a word cloud chart in ZoHo Analystics?

      Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

    • How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

      There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

    • [Webinar] A recap of Zoho Writer in 2025

      Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

    • How to drag row(s) or column(s)?

      Hi. Selecting a row or column and then dragging it to a new position does not seem to work. Am i missing something or this is just not possible in Zoho Sheet? Cheers, Jay

    • Building Toppings #5 - Creating and configuring custom service connections in Bigin Toppings

      Hello Biginners, Integrating Bigin with external applications extends its capabilities and enables customized functionalities. In our last post, we saw how to create a default service connection. Today, we'll see how to create a custom service connection

    • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

      Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

    • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

      Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

    • Conditional fields when converting a Lead and creating a Deal

      Hi, On my Deal page I have a field which has a rule against it. Depending on the value entered, depends on which further fields are displayed. When I convert a Lead and select for a Deal to be created as well, all fields are shown, regardless of the value

    • ATE Session on Payment Gateways: Our experts are live now. Post your questions now!

      Hello everyone, Our experts are all excited to answer all your questions related to payment workflows. Please feel free to join this session and learn more about this topic. If you have a query at anytime, please post them here.

    • Upload data deleted all Zoho form data that we manage

      Good morning. Let me introduce myself, I'm Iky from Indonesia. I'm experiencing an error or problem using Zoho Forms. I manage Zoho Forms, but I previously encountered an error when I misclicked the delete button in the upload format. It apparently deleted

    • ZOHO FORMにURL表示ができない

      初心者です。 ZOHO FORM で宿泊者名簿を作っています。 ゲストが、URLをクリックするとStripeで支払いができるようにURLを表示をしたいのですが、 上手くできません。 やり方が分かる方、ぜひ教えてください。

    • Custom module - change from autonumber to name

      I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

    • No Automatic Spacing on the Notebook App?

      When I'm adding to notes on the app, I have to add spaces between words myself, rather than it automatically doing it. All my other apps add spacing, so it must be something with Zoho. Is there a setting I need to change, or something else I can do so

    • Holidays - Cannot Enter Two Holidays on Same Day

      I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

    • Zoho Bookings and Survey Integration through Flow

      I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be

    • Next Page