Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings,
I hope you are doing well and staying safe.
Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so we need to send invoice data to an external certified solution each time a new invoice is issued. This external system should automatically generate a corresponding invoice, essentially mirroring the one created in Zoho Books.
I have access to the API documentation for the external certified solution and have attempted to create a custom function to extract invoice data, format it in JSON, and send it to the external system. However, due to my limited knowledge, I have been unable to save the custom function successfully, as the Deluge editor consistently flags syntax errors.
The API documentation for the external solution can be found here: https://api.factplus.co.ao/documentation/
Below are some of the approaches I have attempted:
===
void EnviarFctraParaFctpls( Map invoice, Map organization, Map user )
{
// A função já recebe os detalhes da fatura e organização como 'invoice' e 'organization'
// Não precisamos usar zoho.books.getRecordsByID para os dados básicos da fatura.
// Usaremos 'invoice' diretamente.
// 1. Extrair Detalhes da Fatura (diretamente do 'invoice' Map)
invoiceData = invoice; // 'invoice' já é o mapa com os dados da fatura
organizationId = organization.get("organization_id"); // ID da sua organização no Zoho Books
invoiceNumber = invoiceData.get("invoice_number");
invoiceDate = invoiceData.get("date"); // Formato 'YYYY-MM-DD'
dueDate = invoiceData.get("due_date"); // Formato 'YYYY-MM-DD'
reference = invoiceData.get("reference_number"); // Pode usar o número de referência do Zoho Books
currency = invoiceData.get("currency_code");
// observation = invoiceData.get("notes"); // Supondo que 'notes' seja para observações
// ATENÇÃO: Verifique na documentação do Factplus como lidar com 'retention'.
// Se o Zoho Books não tiver um campo direto para 'retention', você pode precisar de lógica extra
// ou definir como "0" se não for aplicável no seu caso.
retention_value = "0";
// Dados do Cliente
customerData = invoiceData.get("customer_details");
clientName = customerData.get("customer_name");
clientNIF = customerData.get("vat_reg_no"); // Assumindo que NIF seja o VAT Registration Number
clientEmail = customerData.get("email");
clientCity = customerData.get("city");
clientAddress = customerData.get("billing_address").get("address"); // Endereço de fatura
clientPostalCode = customerData.get("billing_address").get("zip"); // CEP de fatura
clientCountry = customerData.get("billing_address").get("country"); // País de fatura
// Itens da Fatura
lineItems = invoiceData.get("line_items");
factplusItems = collection(); // Coleção para armazenar os itens formatados para o Factplus
for each item in lineItems
{
// Para itemcode, é ideal usar um ID que seja único e identificável no Factplus.
// item.get("item_id") é o ID interno do Zoho Books, o que pode não ser ideal se o Factplus
// espera um código de item de produto/serviço. Considere usar item.get("name") ou um campo personalizado.
itemCode = item.get("item_id");
description = item.get("description");
price = item.get("rate");
quantity = item.get("quantity");
taxRate = item.get("tax_percentage"); // Taxa de imposto
discount = item.get("discount"); // Desconto por linha de item
// ATENÇÃO: exemption_code e retention por item precisam ser verificados na API do Factplus.
exemptionCode = ""; // Valor padrão, ajuste se tiver campo correspondente
itemRetention = "0"; // Valor padrão, ajuste se tiver campo correspondente
factplusItem = Map();
factplusItem.put("itemcode", itemCode);
factplusItem.put("description", description);
factplusItem.put("price", price);
factplusItem.put("quantity", quantity);
factplusItem.put("tax", taxRate);
factplusItem.put("discount", discount);
factplusItem.put("exemption_code", exemptionCode);
factplusItem.put("retention", itemRetention);
factplusItems.add(factplusItem);
}
// 2. Construir o Objeto JSON para a API do Factplus
// ATENÇÃO: SUBSTITUA 'SUA_CHAVE_API_AQUI' PELA SUA CHAVE DE 32 DÍGITOS DO FACTPLUS
factplusPayload = Map();
factplusPayload.put("apicall", "CREATE");
factplusPayload.put("apikey", "SUA_CHAVE_API_AQUI"); // <-- SUA CHAVE API DO FACTPLUS AQUI!
documentMap = Map();
documentMap.put("type", "factura"); // Tipo de documento, confirme se "factura" é o correto
documentMap.put("date", invoiceDate);
documentMap.put("duedate", dueDate);
documentMap.put("vref", invoiceNumber); // Usando o número da fatura como referência. Verifique se o Factplus aceita este formato.
// A "serie" é crucial. O exemplo do Factplus mostra "2020". Você precisa definir uma série apropriada.
// Se o Zoho Books não tiver um campo para série, pode ser um valor fixo ou derivado.
documentMap.put("serie", "2024"); // <-- ATENÇÃO: Defina a série correta para o Factplus (ex: "2024", "FS_A")
documentMap.put("currency", currency);
documentMap.put("exchange_rate", "0"); // Ajuste se houver taxa de câmbio
// documentMap.put("observation", invoiceData.get("notes")); // Se usar campo de notas
documentMap.put("retention", retention_value);
clientMap = Map();
clientMap.put("name", clientName);
clientMap.put("nif", clientNIF);
clientMap.put("email", clientEmail);
clientMap.put("city", clientCity);
clientMap.put("address", clientAddress);
clientMap.put("postalcode", clientPostalCode);
clientMap.put("country", clientCountry);
factplusPayload.put("document", documentMap);
factplusPayload.put("client", clientMap);
factplusPayload.put("items", factplusItems);
// Converter o mapa Deluge para string JSON
jsonString = factplusPayload.toString();
// 3. Fazer a Chamada HTTP POST para a API do Factplus
// ATENÇÃO: Você PRECISA substituir "https://api.factplus.co.ao" pelo ENDPOINT COMPLETO
// da API do Factplus para a criação de faturas.
// Ex: "https://api.factplus.co.ao/v1/invoices" ou similar.
factplusAPI_URL = "https://api.factplus.co.ao"; // <-- SUBSTITUIR PELO ENDPOINT ESPECÍFICO DE CRIAÇÃO DE FATURA
// Cabeçalhos (Content-Type é essencial para JSON)
headers = Map();
headers.put("Content-Type", "application/json");
// Executar a chamada API
apiResponse = invokeurl
[
url : factplusAPI_URL
type : POST
headers: headers
content : jsonString
];
// 4. Tratar a Resposta da API
info "Request sent to Factplus: " + jsonString; // Para depuração, mostre o que foi enviado
info "Factplus API Response: " + apiResponse;
// Adicione lógica para verificar a resposta aqui.
// Ex: if (apiResponse.get("status") == "success") { ... }
// ou if (apiResponse.get("code") == 200) { ... }
// Logar erros se a resposta indicar falha e talvez enviar um email de alerta.
if (apiResponse.get("status") == "success") // Supondo que a API retorne um campo 'status'
{
info "Fatura enviada com sucesso para o Factplus!";
// Opcional: Atualizar a fatura no Zoho Books com um campo de status "Enviado para Factplus"
// Ou armazenar o ID de retorno do Factplus.
}
else
{
error "Erro ao enviar fatura para o Factplus: " + apiResponse.get("message"); // Supondo campo 'message'
// Opcional: Enviar email de erro para o cliente ou para o administrador
}
}
===
And
===
// Função para enviar fatura do Zoho Books para o Factplus
// Parâmetro: invoice_id (ID da fatura criada)
invoice_id = input.invoice_id;
// Obter detalhes da fatura do Zoho Books
invoice = zoho.books.getRecordsByID("Invoices", organization_id, invoice_id);
invoice_data = invoice.get("invoice");
// Mapear dados do cliente
customer_id = invoice_data.get("customer_id");
customer = zoho.books.getRecordsByID("Contacts", organization_id, customer_id);
customer_data = customer.get("contact");
client_map = Map();
client_map.put("name", customer_data.get("contact_name"));
client_map.put("nif", customer_data.get("tax_reg_no", ""));
client_map.put("email", customer_data.get("email", ""));
client_map.put("city", customer_data.get("billing_address").get("city", ""));
client_map.put("address", customer_data.get("billing_address").get("address", ""));
client_map.put("postalcode", customer_data.get("billing_address").get("zip", ""));
client_map.put("country", customer_data.get("billing_address").get("country", "Angola"));
// Mapear itens da fatura
items_list = List();
for each item in invoice_data.get("line_items")
{
item_map = Map();
item_map.put("itemcode", item.get("item_id", "ITEM" + item.get("line_item_id")));
item_map.put("description", item.get("name"));
item_map.put("price", item.get("rate").toString());
item_map.put("quantity", item.get("quantity").toString());
item_map.put("tax", "14"); // Ajuste conforme a tributação aplicável
item_map.put("discount", item.get("discount", "0").toString());
item_map.put("exemption_code", "");
item_map.put("retention", "");
item_map.put("unit", "Unidade");
items_list.add(item_map);
}
// Construir o corpo da requisição para o Factplus
payload = Map();
payload.put("apicall", "CREATE");
payload.put("apikey", "SUA_CHAVE_API_FACTPLUS"); // Substitua pela sua chave de API
document_map = Map();
document_map.put("type", "factura");
document_map.put("date", invoice_data.get("date"));
document_map.put("duedate", invoice_data.get("due_date"));
document_map.put("vref", invoice_data.get("invoice_number"));
document_map.put("serie", invoice_data.get("date").left(4)); // Ano da fatura
document_map.put("currency", "AOA");
document_map.put("exchange_rate", "0");
document_map.put("observation", "");
document_map.put("retention", "0");
payload.put("document", document_map);
payload.put("client", client_map);
payload.put("items", items_list);
// Enviar requisição para o Factplus
headers = Map();
headers.put("Content-Type", "application/json");
response = invokeurl
[
type: POST,
parameters: payload.toString(),
headers: headers,
connection: "FactplusAPI"
];
// Logar a resposta para depuração
info response;
===
Any help?
Thanks in advance.
Topic Participants
ViSFe
Selina Peter
Recent Topics
Zoho Form URL displays incorrect name
Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have anyEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsConsumers are talking about your business. Are you listening?👂
A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospectWhat counts as a Temp for Billing Purposes in Workerly
I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given pointUnable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed
Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-serverForm name incorrectly displayed in URL
Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have anyI can't receive mail
Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for my site. I also edited the DNS settings, but it doesn't work at all.1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt
1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現！
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：Zoho Flowと決済システムの連携 あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。received email opens in a new tab every time I log in
as per the title: since about when I first made my email account, every single time Ive logged in to view my inbox, a new tab opens for an email I viewed once as if restoring a closed session. I thought I just didnt understand the "starting up" settingsMapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableEngage with your customers at scale using WhatsApp Marketing Template messages
Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsAppZoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.
Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversationImportation Tickets error
Hi, I'm newbie here 🤓 So, i'm importing data from csv, but when I try advance to mapping fields the importer tool show this message: Previously I try import, other data, and not show errors in this step. Some ideas? Best Regards,Missing information data Zoho inventory
there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya lesGlobal Search placement in the new UI
Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI hasShowing description in timesheet and timelogs.
I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the fullDirect “Add to Google Calendar” Option in Zoho Meeting
Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add toAdd Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)
Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goSales Order, Invoice and Payment numbers
Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbersEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. ThisAbility to Add YouTube Video to Playlist During Publishing
Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it hasAbility to Change Visibility of Published YouTube Videos
Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibilityAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addressesAsk the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk
Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to yourUpdate on the client portal URL for Guest users
We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned hereWorkaround: openURL in Blueprints - An alternate approach
There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,MTD SA in the UK
Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'Migrate file from Single File Upload to Multi File Upload
Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run intoOpen "Live Chat" from a hyperlink?
Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:Zoho Sites search box
Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.What stops me from packaging and shipping an order when the inventory is negative?
It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it. But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship. To me this is the fundamental point of an inventory system. Am I doing something wrong?Conditional formatting based on another field
Hi I have two fields on my form stage 1 complete and stage 1 deadline. I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadlineZoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, AppleIs there API Doc for Zoho Survey?
Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. ThanUsing IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureTask Due Date greater than 10 years.
We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an exampleThe sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.
Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the deliveryNext Page