How can I show an Account's total lifetime purchase value?
Hello,
I know I am missing something. I want to visualize how much each account has paid us over the time they have been customers (lifetime value). This must have been done before but I can't find a community thread on it.
We do not bill with Zoho Finance/Books, we use Square. So I will have to import transactions or use a Flow to add each transaction as a paid invoice. I think I can do that, but how can I access that information in the Accounts Module?
I had planned to write a Flow to trigger a custom function any time a transaction is posted, using the customer ID number.
I put dummy invoices in Books to test, but I can't get the info to return from the custom function. I've scripted with deluge in Creator, but not using APIs, and I don't understand the API syntax. This what I have:
- float Return_Customer_Lifetime_Value(int Ident)
- {
- //Ident is the customer ID
- transactions = zoho.books.getRecords("customerpayment", <some OrgID number> , Ident, "zoho_books_connection");
- total = 0;
- for each rec in transactions
- {
- total = total + "amount"; //how do I refer to the amount properly using an API?
- }
- return total;
- }
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