How to audit your Zoho setup: a step-by-step checklist

1. Users, roles and security

• List active users and remove people who have left
• Check roles and profiles match job responsibilities
• Turn on two-factor authentication for all users, admins first
• Review who can export or delete data

2. Data quality

• Count duplicates in contacts, accounts and items
• Find fields nobody fills in and fields with free text that should be pick lists
• Check required fields are actually required
• Spot-check ten records end to end against reality

3. Automation and Deluge scripts

• List every workflow rule, blueprint and custom function
• Note what triggers each one and what it changes
• Find failed executions in the logs
• Assign an owner to each custom function and document it

4. Integrations

• List every connection between Zoho apps and other tools
• Check for sync errors and duplicate records created by integrations
• Find places where data is still typed twice

5. Reports and dashboards

• Ask managers which numbers they trust and which they rebuild in spreadsheets
• Compare a few report totals with a trusted source
• Remove reports nobody opens

6. Adoption

• Ask each team where they still work outside Zoho and why
• Check login activity by user
• Plan short role-based refreshers

How to prioritise the fixes

Fix security gaps first, then anything that breaks data or loses revenue, then adoption blockers, then nice-to-have improvements. A list of five fixes done well beats fifty half done.

Frequently asked questions