Kaizen 94 PHP SDK V4 Configuration and Initialization

Kaizen 94 PHP SDK V4 Configuration and Initialization

Hello and welcome to another Kaizen week!

In previous Kaizen posts, we have covered in detail how to configure and initialize PHP SDKs for Zoho CRM v2.1 APIs. We have since released SDKs for v4 and v5 APIs. However, starting from v4, there are some changes in the configuration and initialization process.  In this post, we will discuss you how to configure and initialize PHP SDK v4 and v5.

The PHP Software Development Kit (SDK) simplifies the integration of client PHP applications with Zoho CRM. Acting as a wrapper for the REST APIs, it streamlines the usage of Zoho CRM services. 

Before proceeding with the configuration, make that your client application meets the prerequisites. This includes having PHP 7 or above installed, along with the cURL extension, which is necessary for connecting and communicating with Zoho CRM APIs.

I. Register your application with Zoho CRM

Registering your application with Zoho CRM is a mandatory step in order to authenticate and authorize API calls using the OAuth2.0 standards.
  1. Go to https://api-console.zoho.com
  2. Click on Get Started or +ADD CLIENT.
  3. Choose the Client Type as Self-Client or Server based Applications depending on your application.
  4. Fill in the necessary details and click CREATE. Once you successfully register your self-client, you will receive a Client ID and Client Secret.

II. Installing the PHP SDK 

  1. If not already installed, follow the instructions provided at the corresponding link to install Composer.

     Mac/Linux
     curl -sS https://getcomposer.org/installer | php (terminal command)
     Windows https://getcomposer.org/doc/00-intro.md#installation-windows

  2. Install PHP-SDK using Composer
    1. Navigate to the workspace of your client app.
    2. Run the following command in the workspace. Upon successful installation, the system will create a package named vendor in the workspace of your client app. 
       
      composer require zohocrm/php-sdk-4.0 (for v4 APIs)
       composer require zohocrm/php-sdk-5.0 (for v5 APIs)
  3. To use the SDK in your project, add the following line in your project PHP files. This loads and includes our PHP-SDK library in your project. If you skip this step, you will get a fatal error in response due to the missing libraries.
     require 'vendor/autoload.php';

III. Token Persistence

Token persistence refers to storing and utilizing authentication tokens provided by Zoho, enabling the SDK to refresh the access tokens without user intervention. The SDK offers three types of persistence - File, DB, and Custom - with file persistence being the default method. 
The persistence is achieved by writing an implementation of the inbuilt TokenStore interface, which has the following callback methods. 

 Methods Description
 findToken(Token $token) Invoked before firing a request to fetch the saved tokens. This method returns an implementation of Token interface object for the library to process it.
 saveToken(Token $token) Invoked after fetching access and refresh tokens from Zoho. This method saves the token details.
 deleteToken($id) This method is used to delete the given token details.
 getTokens() The method is used to retrieve all the stored tokens.
 deleteTokens()  The method to delete all the stored tokens.
 findTokenById($id)  This method is used to retrieve the user token details based on the unique ID.

Here, $token is an instance of the Token interface.

Token Persistence using a Database

In Database persistence, tokens are stored and retrieved from a database (e.g., MySQL).
Create a table in your database with the following required columns. For example, if you want to persist your tokens in a table named token in database named zoho, use this:
 
 CREATE DATABASE zoho; // use this to create database named zoho
// use this to create a table named token, with the following necessary columns
CREATE TABLE token ( 
  id varchar(10) NOT NULL,
  user_name varchar(255) NOT NULL,
  client_id varchar(255),
  client_secret varchar(255),
  refresh_token varchar(255),
  access_token varchar(255),
  grant_token varchar(255),
  expiry_time varchar(20),
  redirect_url varchar(255),
  primary key (id)
);

Note that the columns are different for API v2.1. Please refer to this post for more details. . 

File Persistence

File Persistence allows storing and retrieving the authentication tokens from the given file path. The file contains id, user_name, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time and redirect_url. 

Custom Persistence

Custom Persistence refers to a technique where users can create their own method of storing and retrieving authentication tokens. To use this method, users need to implement the TokenStore interface and override its methods according to their own logic.

IV. Configuration

The configuration step involves setting up various details in the SDK, such as user authentication, token persistence, logging, API call timeout settings, and more. The following keys are defined during this process:
  1. environment (mandatory): The API environment which decides the domain and the URL to make API calls, in Domain::Environment pattern.
    Domains : USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter
    Environments : PRODUCTION(), DEVELOPER(), SANDBOX()
  2. Token (mandatory): This key contains the user token details. Create an instance of OAuthToken with the information that you get after registering your Zoho client.  Depending on the available tokens, you can select one of the following flows:
    Note : You need to generate the tokens (grant/access/refresh) beforehand to use them in the respective flows.
    a) grantToken flow - You should use the grant Token for configuration.
     $token = (new OAuthBuilder())
      ->clientId("clientId")
      ->clientSecret("clientSecret")
      ->userSignature($user) //optional
      ->grantToken("grantToken")
      ->redirectURL("redirectURL") //optional
      ->build();

    b) refreshToken flow - Utilize the refresh token in this flow.
    $token = (new OAuthBuilder())
      ->clientId("clientId")
      ->clientSecret("clientSecret")
    ->userSignature($user) //optional
      ->refreshToken("refreshToken")
      ->build();

    c) accessToken flow - You can use the access token to configure in this flow. Please note that the token will not be persisted in this case, and the access token will be directly used to make the API calls.
    $token = (new OAuthBuilder())
       ->userSignature($user) //optional
       ->accessToken("accessToken")
       ->build(); 

    d) id flow - You can use the id from the persisted token file/DB to make API calls. The id is a unique system generated value for each token details entry in the file/DB.
    $token = (new OAuthBuilder())
       ->id("id")
       ->build();

  3. logger (optional) : Create an instance of Logger Class to log exception and API information. You can set the level you want to log (FATAL, ERROR, WARNING, INFO, DEBUG, TRACE, ALL, OFF), and also configure the file path and file name for the log file. The default level is OFF.

    $logger = (new LogBuilder())
      ->level(Levels::INFO)
      ->filePath("/Documents/php_sdk_log.log")
      ->build();

  4. store (optional) : Configure your token persistence using this method. If this is skipped, the SDK creates the sdk_tokens.txt in the current working directory to persist the tokens by default. For more details, refer here.
  5. SDKConfig (optional) : The additional SDK configurations are taken care of with this method. 
     Configuration Key
    Description
     autoRefreshFields
     Default Value : False
    A boolean configuration key to enable or disable automatic refreshing of module fields in the background. If set to true, fields are refreshed every hour, and if set to false, fields must be manually refreshed or deleted.
     pickListValidation
     Default Value : True
    This field enables or disables pick list validation. If enabled, user input for pick list fields is validated, and if the value does not exist in the pick list, the SDK throws an error. If disabled, the input is not validated and the API call is made.
     enableSSLVerification
     Default Value : True
    A boolean field to enable or disable curl certificate verification. If set to true, the SDK verifies the authenticity of certificate. If set to false, the SDK skips the verification.
     connectionTimeout
     Default Value : 0
    The maximum time (in seconds) to wait while trying to connect. Use 0 to wait indefinitely.
     timeout
     Default Value : 0
    		The maximum time (in seconds) to allow cURL functions to execute. Use 0 to wait indefinitely.

  6. requestProxy (optional) : Contains the proxy properties of the user. Configure this only if you're using a proxy server to make the API calls.
    $requestProxy = (new ProxyBuilder())
     ->host("proxyHost")
     ->port("proxyPort")
     ->user("proxyUser")
     ->password("password")
     ->build();

  7. resourcePath (optional) : Configure the absolute directory path to store user specific files containing module fields information. If skipped, the files will be stored in the project directory itself.

V. Initilization

After completing the configuration, you can proceed with initializing the SDK, and begin making API requests.

Here is a sample code to initialize the SDK, using refresh token flow and DB Persistence. 
 <?php
  use com\zoho\api\authenticator\OAuthBuilder;
  use com\zoho\api\authenticator\store\DBBuilder;
  use com\zoho\crm\api\InitializeBuilder;
  use com\zoho\crm\api\UserSignature;
  use com\zoho\crm\api\dc\USDataCenter;
  use com\zoho\api\logger\LogBuilder;
  use com\zoho\api\logger\Levels;
  use com\zoho\crm\api\SDKConfigBuilder;
  use com\zoho\crm\api\ProxyBuilder;

  require_once "vendor/autoload.php";

  class Initialize
  {
    public static function initializeSDK()
    {
      $user = new UserSignature("patricia@zoho.com");
      $environment = USDataCenter::PRODUCTION();
      $token = (new OAuthBuilder())
        ->clientId("1000.xxxxxxxxxxxxxxxx")
        ->clientSecret("554a9xxxxxxxxxxxxxxxxx")
->userSignature($user) //optional
        ->refreshToken("1000.xxxxxxxxxxxxxxxxxxxx") 
        ->redirectURL("www.zoho.com") //optional
        ->build();
     $logger = (new LogBuilder())
       ->level(Levels::INFO)
       ->filePath("/Documents/php_sdk_log.log")
       ->build();
     $tokenstore = (new DBBuilder())
       ->host("insert_your_hostname_here")
       ->databaseName("insert_your_database_name_here")
       ->userName("insert_your_db_username_here")
       ->password("insert_your_db_password_here")
       ->portNumber("insert_your_portnumber_here")
       ->tableName("insert_your_table_name_here")
       ->build();
     $autoRefreshFields = false;
     $pickListValidation = false;
     $connectionTimeout = 2;
     $timeout = 2;
     $enableSSLVerification = false;
     $configInstance = (new SDKConfigBuilder())
       ->autoRefreshFields($autoRefreshFields)
       ->pickListValidation($pickListValidation)
       ->sslVerification($enableSSLVerification)
       ->connectionTimeout($connectionTimeout)
       ->timeout($timeout)
       ->build();
     $resourcePath = "/Documents/phpsdk-application";
     $requestProxy = (new ProxyBuilder())
       ->host("proxyHost")
       ->port("proxyPort")
       ->user("proxyUser")
       ->password("password")
       ->build();
    (new InitializeBuilder())
      ->environment($environment)
      ->token($token)
      ->store($tokenstore) //optional
      ->SDKConfig($configInstance) //optional
      ->resourcePath($resourcePath) //optional
      ->logger($logger) //optional
      ->requestProxy($requestProxy) //optional
      ->initialize();
   }
 }

Initialize::initializeSDK();
?>

You are now set to use the PHP SDK and make API calls. 

If you have any queries, let us know the comments below, or send an email to support@zohocrm.com. We would love to hear from you!

Cheers!




    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Important updates to Zoho CRM's email deliverability

                                                                                                    Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains

                                                                                                  • Custom modules not showing in developer console

                                                                                                    I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

                                                                                                  • Chart with Filtered Data vs Unfiltered Data

                                                                                                    I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the

                                                                                                  • Storage addon failed to upgrade

                                                                                                    Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

                                                                                                  • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

                                                                                                    Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos

                                                                                                  • How to get the Dashboard page to be the first page when you open the app

                                                                                                    So when it opens on a tablet or phone it opens on the welcome page, thanks.

                                                                                                  • Integration between Zoho CRM and Zoho WorkDrive

                                                                                                    I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf

                                                                                                  • Tip #17: How to mandate partial payment for your appointments

                                                                                                    When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

                                                                                                  • Why option for 'include form submission in the body of the email' check box is missing

                                                                                                    Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in

                                                                                                  • no puedo recibir correos

                                                                                                    Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

                                                                                                  • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

                                                                                                    LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

                                                                                                  • Mozilla Vault extension will not Unlock even once.

                                                                                                    I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did

                                                                                                  • Unable to Download CRM Contact Data: WorkDrive Integration Issues

                                                                                                    ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

                                                                                                  • Sort mail by name and subject

                                                                                                    I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

                                                                                                  • Zoho Creator monthly roundup - September 2024

                                                                                                    Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all

                                                                                                  • Kiosk Studio Session #1: View paid customers in the same industry

                                                                                                    Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out

                                                                                                  • Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

                                                                                                    Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

                                                                                                  • "Send with Zoho Sign" broken

                                                                                                    Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the

                                                                                                  • Not able to change colors help center

                                                                                                    Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?

                                                                                                  • Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

                                                                                                    Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

                                                                                                  • Kaizen #166 - Handling Query Variables in Zoho CRM

                                                                                                    Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data

                                                                                                  • Automate User Invitations on Zoho Desk with API

                                                                                                    Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable

                                                                                                  • Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

                                                                                                    The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin

                                                                                                  • Email with attachments saving attachments into Zoho CRM from Zoho Mail

                                                                                                    Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

                                                                                                  • Fixed assets recording

                                                                                                    Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

                                                                                                  • Multi-Select lookup field has reached its maximum??

                                                                                                    Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

                                                                                                  • Zoho Sheet-Pulling in Data

                                                                                                    I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generate

                                                                                                  • Can't get ZFS file ID of a field via specific module record

                                                                                                    I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //

                                                                                                  • Contemplating moving my site from WordPress to Zoho Sites

                                                                                                    Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

                                                                                                  • Multiple Salesperson against an invoice

                                                                                                    Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each

                                                                                                  • Allow a brand to connect multiple facebook pages at the same time

                                                                                                    Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.

                                                                                                  • Whatsapp reply not reflected under Tickets for offline agent

                                                                                                    Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to

                                                                                                  • Select CRM Custom Module in Zoho Creator

                                                                                                    I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

                                                                                                  • Send Whatsapp with API including custom placeholders

                                                                                                    Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

                                                                                                  • Increase Round Robin Scheduler Frequency in Zoho Desk

                                                                                                    Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

                                                                                                  • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

                                                                                                    Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being

                                                                                                  • Mass update Accounts in Zoho Desk

                                                                                                    We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update

                                                                                                  • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

                                                                                                    I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

                                                                                                  • Digital publisher

                                                                                                    Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.

                                                                                                  • Time Zone Correction with Daylight Savings Time

                                                                                                    Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me

                                                                                                  • Next Page