Hello,
So, I'm trying to help a client insert information into their Zoho application and I've figured out how to insert a Lead and then convert that lead into Potentials, Accounts, and Contacts.
The problem, I am having, however, is that I can't figure out how/where to add "Shipping Address" information so that it shows up for a particular Account? My client really wants to have shipping and billing address in there.
So, my thought is that I insert the lead and then convert it to the others and in the convertLead method, add the data in for shipping address? Is that how I would do it?? I have also tried adding the shipping address into the insert records for Lead method, but that didn't work either.
Here is the XML that I am sending for convertLead, all the fields are being populated correctly, even the Billing Address, but not Shipping Address? Any thoughts on what I'm doing wrong??
- <Potentials>
- <row no="1">
- <option val="createPotential">true</option>
- <option val="assignTo">Person's Name</option>
- <option val="notifyLeadOwner">false</option>
- <option val="notifyNewEntityOwner">true</option>
- </row>
- <row no="2">
- <FL val="Potential Name">Potential's Name</FL>
- <FL val="Potential Owner">Owner's Name</FL>
- <FL val="Contact Name">Contact's Name</FL>
- <FL val="Billing Street">Billing Address</FL>
- <FL val="Billing City">Billing City</FL>
- <FL val="Billing State">Billing State</FL>
- <FL val="Billing Code">Billing Zip</FL>
- <FL val="Shipping Street">Shipping Address</FL>
- <FL val="Shipping City">Shipping City</FL>
- <FL val="Shipping State">Shipping State</FL>
- <FL val="Shipping Code">Shipping Zip</FL>
- <FL val="Expected Revenue">Revenue $ Amount</FL>
- <FL val="Closing Date">Closing Date</FL>
- <FL val="Potential Stage">Closed Won</FL>
- <FL val="Amount">Amount</FL>
- <FL val="Service Number 1">Service number</FL>
- </row>
- </Potentials>