Copy Zoho CRM Fields data from one module to another

Copy zoho crm fields data from one module to another

Zoho CRM offers a lot more powerful features that you can use to fully automate your business operations. But most of the features can’t be used with basic knowledge. To leverage all the Zoho hidden features, you must have some programming knowledge, and Zoho has its own programming language called “Deluge” that is widely used in all Zoho apps to extend Zoho apps functionalities. So Today’s blog is to introduce you with a quick function that will help you to sort out your issue of copying the data of your module to any other module within Zoho CRM.

So Let’s get to the point and start focusing on the exact steps that you need to take to write down the function to Copy Zoho CRM Fields data from one module to another module.

Step 1: Create A Workflow

To assign a function for copying your data from one module to another, its important to create a workflow in your Zoho CRM. To create Workflow, Check below image.

Settings >> Automations >> Workflows Rules >> Create New Rule

Step 1: Write your Function

So in this step, you can copy the code given below and paste it to your custom function screen and follow the instructions displayed in the video.

You can copy the function given below and paste it on your custom function screen and make sure to update your APIs Name as displayed in the video.

contDetails = zoho.crm.getRecordById("Secondary_Module_API",ContId.toLong());
mp = Map();
mp.put("P_Name",ifnull(contDetails.get("S_Name"),""));
mp.put("P_Email",ifnull(contDetails.get("S_Email"),""));
mp.put("P_Phone",ifnull(contDetails.get("S_Phone"),""));
updateResp = zoho.crm.updateRecord("Primary_Module_API",WorkId.toLong(),mp);
info mp;
info updateResp;

In the above code, Primary Module_API will be that targeted module where you want to update the fields and Secondary_Module_API is that module which you will use to copy the data and update on Primary module.

I hope you made it and it helps you to get your data copy issue resolved. If this post helped you, Please spread the post with others by sharing it on your social media channels. and don’t forget to subscribe to our youtube channel.

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3 Responses

  1. Youhaven’t told us how to solve the issue you came up against where you couldn’t find WorkId for Work Deals so the video is pointless as I wasn’t able to execute as I had the same problem
    Also the code you use in the video Primary and Secondary ID is the other way around to the code you have on your web page

    1. Hi Martin, If you watch the video, you will find that I assign custom Variable that will be used to identify the Modules where we look for the data and another one that will be used to update to. So please make sure you follow the instructions carefully. Because the code displayed in the blog and video still needs to be modified as per the requirements. Like you have to update your Fields API names, module API names and assign variables based on your Zoho CRM APIs.

  2. I was trying to update fields that are in Accounts to the same fields that are in Contacts. I used your code and it worked, but it’s updating all my contacts with the same info from only one account?

    How do I write a function that will allow me to share the account data to the contact data so long as I associate that contact with the correct account.

    All the data that I want is inout in the account section for different accounts. There are many contacts that reside under that account and I want a set of fields inside contacts to update with that parent account data.

    Using your function is only for associating one account to once contact.

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Manish Bajpai

I am a freelance Web Developer, Zoho One Expert, And Part time blogger. I love developing futuristic websites.

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