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Custom Module Operations

In this help document, you will learn how to edit a custom module, set up permissions, export records, and delete a module when it is no longer needed.

Edit a Custom Module

You can make changes to custom modules by editing them. Here’s how:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Click More in the top right corner and select Edit Module.
  • Make the necessary changes and click Save.

Configure Module Permissions

By default, users of custom roles won’t have access to newly created custom modules. You can configure per-role permissions directly from the custom module’s overview page. Here’s how:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Click Permissions in the top right corner of the module overview page.
  • In the Permissions pop-up, configure the access level for each role by checking or unchecking the relevant permissions.
  • Click Save.

Insight: The Admin role has full access to all custom modules by default and cannot be modified. You can configure permissions for other roles such as Approver and Submitter.

Import Records and Tables

If you’ve stored the details of a custom module elsewhere, you can add them to Zoho Expense by importing them. When importing, you can choose to import the records of the custom module or its tables. If you want to import the tables, you should first import the records and then the tables.

To import records:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Go to the All [module_name] tab.
  • Click View Records in the top right corner.
  • Click the More icon in the top right corner.
  • Select Import [Module Name] (for example, Import Business Units).
  • Upload your CSV or TSV file.
  • Map the columns in your file to the corresponding fields in the custom module.
  • Click Import.

Note: Ensure that the data in your file matches the data types configured for the fields in the module. Mismatched data types may cause import errors. If you want to import tables, import the records first, then import the tables separately.

Export a Custom Module’s Records

You can export the records in a custom module to a CSV file.

To export records:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Click the More icon in the top right corner.
  • Select Export [Module Name] (for example, Export Business Units).
  • Choose the fields you want to include in the export.
  • Click Export.

Delete a Custom Module

Deleting a custom module permanently removes it along with all its records, fields, and views.

Warning: Once a custom module is deleted, it cannot be retrieved. Make sure to export the custom module before deleting it to avoid any data loss.

To delete a custom module:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select the custom module under Custom Modules.
  • Click More in the top right corner and select Delete Module.
  • Confirm your action by clicking Delete again in the pop-up.

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