Zoho Books: Attach a document to a bill using Deluge / REST API
A very quick article updated for 2026 and tested as working to attach a file to a bill in Zoho Books over API.
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Customer Relationship Management Systems Tutorials & Guides
Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
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Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization.
Zoho CRM: Update Opportunity Type as New or Existing Business
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
Zoho People Analytics Regional Configuration
This is an article to document how to configure Zoho People and Zoho Analytics so that reporting teams can access analytics data restricted by region. It explains how to separate global HR access from regional reporting access, how to prevent users from viewing employee or payroll data outside their area of responsibil...
Zoho CRM: Client Script: Swap Quote Account with Deal Lookup
A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record.
Zoho Deluge - Multi-line Variable Assignments and Expressions
A short article explaining how Zoho Deluge allows a variable assignment to be written across multiple lines, as long as the statement ends with a semi-colon. This has a limited number of use cases, but is useful to be aware of if you have not come across it before.
ZohoBooks: Broken UK Banking Feed
This is an article on restoring an automatic banking feed within Zoho Books, specifically within the United Kingdom. The article serves as a store for both a possible resolution as well as findings from the research/investigation into the issue.
ZohoCRM & Xero: Function to pull most recent quotes
A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively).
ZohoCRM & Xero: Function to pull most recent invoices
Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices.
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