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 Campaigns Resources




                          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

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    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 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

                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

                                                                                                          • Automating Ticket Responses Using Zoho Desk's AI Features

                                                                                                            We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

                                                                                                          • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

                                                                                                            Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

                                                                                                          • Service locations are tied to contacts?

                                                                                                            Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

                                                                                                          • Enhancements to Zoho Maps integration tasks

                                                                                                            Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

                                                                                                          • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                            There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

                                                                                                          • Cliq iOS can't see shared screen

                                                                                                            Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

                                                                                                          • Narrative 12: Sandbox - Testing without the risk

                                                                                                            Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements

                                                                                                          • Dynamically catching new file creations

                                                                                                            I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

                                                                                                          • Announcing new features in Trident for Mac (1.27.0)

                                                                                                            Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones

                                                                                                          • Branding of native system emails

                                                                                                            Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

                                                                                                          • Slow uploads of large files

                                                                                                            I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through

                                                                                                          • Notes of Tasks in Zoho CRM

                                                                                                            Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand

                                                                                                          • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                            Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

                                                                                                          • need to upload from airtable to google drive

                                                                                                            I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate

                                                                                                          • Can't delete functions that are associated with deleted workflow rules

                                                                                                            We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions

                                                                                                          • Default Sorting on Related Lists

                                                                                                            Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

                                                                                                          • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

                                                                                                            Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

                                                                                                          • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

                                                                                                            Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

                                                                                                          • Enhancing Zia's service with better contextual responses and article generation

                                                                                                            Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

                                                                                                          • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

                                                                                                            We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field

                                                                                                          • CRM/Bookings integration edits Contact names

                                                                                                            Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

                                                                                                          • Domain Change

                                                                                                            “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

                                                                                                          • Webhooks Limit Exceeded

                                                                                                            Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

                                                                                                          • Auto select option in CRM after Zoho Form merge

                                                                                                            Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

                                                                                                          • Bring your CRM data straight into your presentations in Zoho Show

                                                                                                            Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

                                                                                                          • Improved RingCentral Integration

                                                                                                            We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

                                                                                                          • Introducing New APIs in Zoho Contracts

                                                                                                            We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

                                                                                                          • Vimeo

                                                                                                            For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

                                                                                                          • Delete a department or category

                                                                                                            How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

                                                                                                          • Organization Emails in Email History

                                                                                                            How can I make received Org Emails to show up here?

                                                                                                          • Editing the Ticket Properties column

                                                                                                            This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

                                                                                                          • Deleting Fields in CRM Deletes Views in Analytics

                                                                                                            Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges

                                                                                                          • How to setup pricing in Zoho

                                                                                                            Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

                                                                                                          • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                                                                                            If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

                                                                                                          • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

                                                                                                            Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

                                                                                                          • Access Phone Field Components (Country Code) Directly

                                                                                                            Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

                                                                                                          • Send mass messages through WhatsApp from the Tickets module

                                                                                                            Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

                                                                                                          • Lead Owner Signature Merge Field

                                                                                                            I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

                                                                                                          • How do I create a time field?

                                                                                                            I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

                                                                                                          • Next Page