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.
- Go to https://api-console.zoho.com
- Click on Get Started or +ADD CLIENT.
- Choose the Client Type as Self-Client or Server based Applications depending on your application.
- 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
- 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 - Install PHP-SDK using Composer
- Navigate to the workspace of your client app.
- 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)
- 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:
- 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() - 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();
- 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.$logger = (new LogBuilder())->level(Levels::INFO)->filePath("/Documents/php_sdk_log.log")->build();
- store (optional) : Configure your token persistence using this method. If this is skipped, the SDK creates the sdk_tokens.txt in the current working directory to persist the tokens by default. For more details, refer here.
- SDKConfig (optional) : The additional SDK configurations are taken care of with this method.Configuration KeyDescriptionautoRefreshFieldsDefault Value : FalseA boolean configuration key to enable or disable automatic refreshing of module fields in the background. If set to true, fields are refreshed every hour, and if set to false, fields must be manually refreshed or deleted.pickListValidationDefault Value : TrueThis field enables or disables pick list validation. If enabled, user input for pick list fields is validated, and if the value does not exist in the pick list, the SDK throws an error. If disabled, the input is not validated and the API call is made.enableSSLVerificationDefault Value : TrueA boolean field to enable or disable curl certificate verification. If set to true, the SDK verifies the authenticity of certificate. If set to false, the SDK skips the verification.connectionTimeoutDefault Value : 0The maximum time (in seconds) to wait while trying to connect. Use 0 to wait indefinitely.timeoutDefault Value : 0
The maximum time (in seconds) to allow cURL functions to execute. Use 0 to wait indefinitely. - requestProxy (optional) : Contains the proxy properties of the user. Configure this only if you're using a proxy server to make the API calls.$requestProxy = (new ProxyBuilder())->host("proxyHost")->port("proxyPort")->user("proxyUser")->password("password")->build();
- 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!
Cheers!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anu Abraham
Sticky Posts
Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Report sorting not working
I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the followingNew Enhancements in Wizards
Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in WizardsFind and Merge Duplicates to trigger webhook
My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.How to Hide System-DefinedTemplates in Service Report
Is there any option available to hide system-defined templates? these templates are causing confusion for field users.WhatsApp Report in Bigin CRM
Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats MoreIssue with Azure DevOps Integration in Zoho Flow
Hello, All workflows between Zoho Flow and Azure DevOps have stopped working for several days now. Upon further investigation, it seems that the connection to Azure DevOps is no longer directly supported. Indeed, Microsoft has deprecated the Azure DevOpsNarrative 16: Simplify with workflows
Behind the scenes of a successful ticketing system: BTS Series Narrative 16: Simplify with workflows What is a workflow? A workflow organizes business tasks in a defined sequence that makes each step clear to all participants. This ensures work is completedZoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.Random Leads are being created
Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,Print a price list or price book
Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (moreBar Chart -- sort X-axis
Hi! I created a bar chart ("Top 10 Products by Revenue") X-axis: Product Name Y-axis: Revenue Filter: Revenue - Top 10 Here's a picture: http://screencast.com/t/ZTJlZTdkNz The x-axis is sorted alphabetically by Product Name. How can I force it to sort numerically by Revenue?ZoHo Flow Custom Function not Processing JSON
JSON is being escaped and converting all the quotes in the JSON to '"' Here's the Code: void InsertRowInE123EligibitySheet(map input) { rawData = get("data",""); decodedData = rawData.htmlDecode(); data = decodedData.toMap(); sheet_id = "ID GOESManaging functions
Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have createdZoho FSM - Service Appointment Trouble Adding Field Agent
Hello, I just started using Zoho FSM and I'm currently adding older work orders from prior Field Service application I use. The work order that im trying to add is from an earlier date, and when I try to add a field agent to a service appointment it does年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。How do I get my account id?
Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user. Request URL http://mail.zoho.com/api/accountsThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theZoho Quartz Screen Recording
Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank youauto close automated alert tickets which are similar
Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolvesMaintain knowledge base integrity by moderating article comments
Hello everyone, A knowledge base provides a self-service platform where customers can refer to articles, user manuals, and other resources to learn about the company's products or services and troubleshoot problems. Often, readers leave a comment on theMaking another calendar your default calendar
I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make itOption to Delete Chats in IM
Currently, there is no option to delete any chats in IM, regardless of their source.Referencing a cell from another sheet
My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result byGroup mail for external email addresses
Hello, I was just wondering if the Group mail feature works with external email addresses - e.g. gmail.com or a completely different domain? it seems only internal addresses (hosted with Zoho) receive the mail. Thanks, OliverThe email address you have entered belongs to a different deployment/region.
Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below - The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forwardUse Zoho Flow Credits for CRM ‘Actions by Zoho Flow’
Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we useUnusual activity detected from this IP. Please try again after some time.
Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.Alert if a field is ticked.
Hi There, We have two modules named Opportunities (Deals) and End Users (CustomModule1), as per the image below. Within Opportunities, we have a lookup field that looks up from the End Users Module. We are looking to get an alert either via email or anotherZoho 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 goSending a Template to Sign
hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_nameAdding Choices in a Sub-Form Dropdown
Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For theZoho CRM Email Templates 100% Width No Background How?
Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this?Checking client unsubscribe details
Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:Optimum CRM setup for new B2B business
Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I haveScan and Fill CRM Lookup Field
Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.Customer Management: #2 Organize Customers to Enhance Efficiency
When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward aZoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails
How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emailsAttachments between Zoho and Clickup, using Flow.
Olá suporte Flow, tudo bem ? Estamos usando o flow para integrar Zoho Desk com o clickup. Não localizamos a opção de integrar anexos entre do zoho Desk para o clickup. Gostaríamos de saber se migrando para o plano pago, teremos suporte para fazer a integraçãoAdding an Account on Zoho Mail Trigger in Zoho Flow
I'm trying to create a flow using the zoho mail trigger "Email Receive". My problem is that when I select this trigger, it only shows one account from the account dropdown. I'm planning to assign it on a different email. How can I add other email adNext Page