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How-to · Zoho CRM

How to retrieve organization info in Zoho CRM

Fetch your organization's settings and details.

Retrieving your organisation's information in Zoho CRM can be done either through the built-in Company Settings area in the UI or programmatically via the Zoho Accounts OAuth endpoint — both approaches surface key org identifiers and configuration details.


Why this matters


Knowing where to find and how to retrieve organisation info is essential when you are setting up integrations, auditing your CRM configuration, or building custom applications that need to identify which Zoho CRM org they are connected to. Administrators regularly need these details to configure fiscal years, business hours, currency settings, and hierarchy preferences. Developers building OAuth-connected apps must reliably resolve the org ID and org name before making downstream API calls.


Step-by-step


Option A — Using the Zoho CRM UI (Administrator)


Step 1. Log in to Zoho CRM with an account that holds the Administrator profile. Only administrators are recommended to view and customise company-specific details that differentiate one organisation from another. [6]


Step 2. Navigate to Setup (the gear icon in the top-right corner), then locate the Company Settings section. This area contains organisation-specific details including fiscal year configuration, business hours, hierarchy preferences, and multi-currency options. [6]


Step 3. Open Manage Company Settings to review or edit your organisation's core profile — things like company name, address, and time zone. These fields are what Zoho CRM uses to distinguish your org from others on the platform. [6]


Step 4. While still in Company Settings, explore sub-sections as needed:

  • Set up Fiscal Year — defines the 12-month period your organisation uses for sales planning and tracking. [6]
  • Manage Business Hours — sets working hours based on your company's location, important if you have offices across multiple countries. [6]
  • Manage Hierarchy Preference — controls how data access is structured across users by designation. [6]
  • Manage Multiple Currencies — relevant if your organisation handles international transactions. [6]

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Option B — Retrieving Org Info Programmatically via OAuth


Step 1. Complete the OAuth 2.0 flow for your Zoho CRM integration to obtain a valid access token. Without a token, the user/org info endpoint will reject the request. [4]


Step 2. Make a GET request to the Zoho Accounts user info endpoint:


GET https://accounts.zoho.<DC>/oauth/user/info
Authorization: Bearer <access_token>

Replace &lt;DC&gt; with your data centre suffix (e.g., com, eu, in, com.au). The response contains user and organisation details. [4]


Step 3. Parse the JSON response to extract the fields you need. Key fields to look for include:


  • ZUID — the Zoho User ID. [4]
  • Email — the authenticated user's email address. [4]
  • Org ID — field names vary by data centre; check for orgid, organizationid, or ZGID in that order. For single-user orgs, falling back to ZUID is a reasonable approach. [4]
  • Org Name — similarly, try companyname, organizationname, or Company_Name in sequence. If none are present, the domain portion of the email address can serve as a fallback label. [4]

Step 4. Store the resolved crmorgid securely (for example, in a zoho_connections table keyed by connection ID) so that subsequent API calls can reference the correct organisation without re-fetching. [5]


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Common pitfalls


  • Field names differ by data centre. The org ID and org name fields returned by https://accounts.zoho.&lt;DC&gt;/oauth/user/info are not consistent across all Zoho data centres. Always implement a fallback chain rather than assuming a single field name will be present. [4]
  • Single-user orgs may not return a distinct org ID. In this edge case, using the ZUID as a proxy org identifier is an accepted workaround, but be aware it is a user-level — not organisation-level — identifier. [4]
  • Company Settings are admin-only. If a non-administrator navigates to Setup, they may not see the full Company Settings menu. Ensure the correct profile is assigned before troubleshooting missing menu items. [6]
  • Synced account fields are limited. If you are pulling org/account data across a Zoho Desk–CRM integration, only a defined set of fields (Phone, Email, Fax, Website, Industry, Annual Revenue, address fields, and Description) will be mapped. Fields outside this list will not sync automatically. [2]

What to check


  • Confirm your data centre suffix is correct in the OAuth endpoint URL — a mismatch will return an authentication error rather than org data. [4]
  • Verify administrator access is active for the account you are using to browse Company Settings in the Zoho CRM UI. [6]
  • Cross-check the stored crmorgid against the value returned by the user info endpoint after any re-authentication to ensure the connection record stays accurate. [5]

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*Beam Help is an independent expert support resource for Zoho products and is not official Zoho support. For platform-level account issues, contact Zoho directly through their support portal.*

Sources cited

  1. [1] Your First Day as a CRM User
  2. [2] Updating your Helpdesk Contacts and Accounts from Zoho CRM - Online Help | Zoho Desk
  3. [3] Zoho Community | Connect, network, and share on Zoho Forums
  4. [4] zoho_oauth.py
  5. [5] run_api_tests.py
  6. [6] CRM | Company Settings | Knowledge Base
  7. [7] Campaigns | Integrate With Zoho CRM | Knowledge Base
  8. [8] CRM Integration
Retrieve Organization Info in Zoho CRM | Beam Help