Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings,
I hope you are doing well and staying safe.
Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so we need to send invoice data to an external certified solution each time a new invoice is issued. This external system should automatically generate a corresponding invoice, essentially mirroring the one created in Zoho Books.
I have access to the API documentation for the external certified solution and have attempted to create a custom function to extract invoice data, format it in JSON, and send it to the external system. However, due to my limited knowledge, I have been unable to save the custom function successfully, as the Deluge editor consistently flags syntax errors.
The API documentation for the external solution can be found here: https://api.factplus.co.ao/documentation/
Below are some of the approaches I have attempted:
===
void EnviarFctraParaFctpls( Map invoice, Map organization, Map user )
{
// A função já recebe os detalhes da fatura e organização como 'invoice' e 'organization'
// Não precisamos usar zoho.books.getRecordsByID para os dados básicos da fatura.
// Usaremos 'invoice' diretamente.
// 1. Extrair Detalhes da Fatura (diretamente do 'invoice' Map)
invoiceData = invoice; // 'invoice' já é o mapa com os dados da fatura
organizationId = organization.get("organization_id"); // ID da sua organização no Zoho Books
invoiceNumber = invoiceData.get("invoice_number");
invoiceDate = invoiceData.get("date"); // Formato 'YYYY-MM-DD'
dueDate = invoiceData.get("due_date"); // Formato 'YYYY-MM-DD'
reference = invoiceData.get("reference_number"); // Pode usar o número de referência do Zoho Books
currency = invoiceData.get("currency_code");
// observation = invoiceData.get("notes"); // Supondo que 'notes' seja para observações
// ATENÇÃO: Verifique na documentação do Factplus como lidar com 'retention'.
// Se o Zoho Books não tiver um campo direto para 'retention', você pode precisar de lógica extra
// ou definir como "0" se não for aplicável no seu caso.
retention_value = "0";
// Dados do Cliente
customerData = invoiceData.get("customer_details");
clientName = customerData.get("customer_name");
clientNIF = customerData.get("vat_reg_no"); // Assumindo que NIF seja o VAT Registration Number
clientEmail = customerData.get("email");
clientCity = customerData.get("city");
clientAddress = customerData.get("billing_address").get("address"); // Endereço de fatura
clientPostalCode = customerData.get("billing_address").get("zip"); // CEP de fatura
clientCountry = customerData.get("billing_address").get("country"); // País de fatura
// Itens da Fatura
lineItems = invoiceData.get("line_items");
factplusItems = collection(); // Coleção para armazenar os itens formatados para o Factplus
for each item in lineItems
{
// Para itemcode, é ideal usar um ID que seja único e identificável no Factplus.
// item.get("item_id") é o ID interno do Zoho Books, o que pode não ser ideal se o Factplus
// espera um código de item de produto/serviço. Considere usar item.get("name") ou um campo personalizado.
itemCode = item.get("item_id");
description = item.get("description");
price = item.get("rate");
quantity = item.get("quantity");
taxRate = item.get("tax_percentage"); // Taxa de imposto
discount = item.get("discount"); // Desconto por linha de item
// ATENÇÃO: exemption_code e retention por item precisam ser verificados na API do Factplus.
exemptionCode = ""; // Valor padrão, ajuste se tiver campo correspondente
itemRetention = "0"; // Valor padrão, ajuste se tiver campo correspondente
factplusItem = Map();
factplusItem.put("itemcode", itemCode);
factplusItem.put("description", description);
factplusItem.put("price", price);
factplusItem.put("quantity", quantity);
factplusItem.put("tax", taxRate);
factplusItem.put("discount", discount);
factplusItem.put("exemption_code", exemptionCode);
factplusItem.put("retention", itemRetention);
factplusItems.add(factplusItem);
}
// 2. Construir o Objeto JSON para a API do Factplus
// ATENÇÃO: SUBSTITUA 'SUA_CHAVE_API_AQUI' PELA SUA CHAVE DE 32 DÍGITOS DO FACTPLUS
factplusPayload = Map();
factplusPayload.put("apicall", "CREATE");
factplusPayload.put("apikey", "SUA_CHAVE_API_AQUI"); // <-- SUA CHAVE API DO FACTPLUS AQUI!
documentMap = Map();
documentMap.put("type", "factura"); // Tipo de documento, confirme se "factura" é o correto
documentMap.put("date", invoiceDate);
documentMap.put("duedate", dueDate);
documentMap.put("vref", invoiceNumber); // Usando o número da fatura como referência. Verifique se o Factplus aceita este formato.
// A "serie" é crucial. O exemplo do Factplus mostra "2020". Você precisa definir uma série apropriada.
// Se o Zoho Books não tiver um campo para série, pode ser um valor fixo ou derivado.
documentMap.put("serie", "2024"); // <-- ATENÇÃO: Defina a série correta para o Factplus (ex: "2024", "FS_A")
documentMap.put("currency", currency);
documentMap.put("exchange_rate", "0"); // Ajuste se houver taxa de câmbio
// documentMap.put("observation", invoiceData.get("notes")); // Se usar campo de notas
documentMap.put("retention", retention_value);
clientMap = Map();
clientMap.put("name", clientName);
clientMap.put("nif", clientNIF);
clientMap.put("email", clientEmail);
clientMap.put("city", clientCity);
clientMap.put("address", clientAddress);
clientMap.put("postalcode", clientPostalCode);
clientMap.put("country", clientCountry);
factplusPayload.put("document", documentMap);
factplusPayload.put("client", clientMap);
factplusPayload.put("items", factplusItems);
// Converter o mapa Deluge para string JSON
jsonString = factplusPayload.toString();
// 3. Fazer a Chamada HTTP POST para a API do Factplus
// ATENÇÃO: Você PRECISA substituir "https://api.factplus.co.ao" pelo ENDPOINT COMPLETO
// da API do Factplus para a criação de faturas.
// Ex: "https://api.factplus.co.ao/v1/invoices" ou similar.
factplusAPI_URL = "https://api.factplus.co.ao"; // <-- SUBSTITUIR PELO ENDPOINT ESPECÍFICO DE CRIAÇÃO DE FATURA
// Cabeçalhos (Content-Type é essencial para JSON)
headers = Map();
headers.put("Content-Type", "application/json");
// Executar a chamada API
apiResponse = invokeurl
[
url : factplusAPI_URL
type : POST
headers: headers
content : jsonString
];
// 4. Tratar a Resposta da API
info "Request sent to Factplus: " + jsonString; // Para depuração, mostre o que foi enviado
info "Factplus API Response: " + apiResponse;
// Adicione lógica para verificar a resposta aqui.
// Ex: if (apiResponse.get("status") == "success") { ... }
// ou if (apiResponse.get("code") == 200) { ... }
// Logar erros se a resposta indicar falha e talvez enviar um email de alerta.
if (apiResponse.get("status") == "success") // Supondo que a API retorne um campo 'status'
{
info "Fatura enviada com sucesso para o Factplus!";
// Opcional: Atualizar a fatura no Zoho Books com um campo de status "Enviado para Factplus"
// Ou armazenar o ID de retorno do Factplus.
}
else
{
error "Erro ao enviar fatura para o Factplus: " + apiResponse.get("message"); // Supondo campo 'message'
// Opcional: Enviar email de erro para o cliente ou para o administrador
}
}
===
And
===
// Função para enviar fatura do Zoho Books para o Factplus
// Parâmetro: invoice_id (ID da fatura criada)
invoice_id = input.invoice_id;
// Obter detalhes da fatura do Zoho Books
invoice = zoho.books.getRecordsByID("Invoices", organization_id, invoice_id);
invoice_data = invoice.get("invoice");
// Mapear dados do cliente
customer_id = invoice_data.get("customer_id");
customer = zoho.books.getRecordsByID("Contacts", organization_id, customer_id);
customer_data = customer.get("contact");
client_map = Map();
client_map.put("name", customer_data.get("contact_name"));
client_map.put("nif", customer_data.get("tax_reg_no", ""));
client_map.put("email", customer_data.get("email", ""));
client_map.put("city", customer_data.get("billing_address").get("city", ""));
client_map.put("address", customer_data.get("billing_address").get("address", ""));
client_map.put("postalcode", customer_data.get("billing_address").get("zip", ""));
client_map.put("country", customer_data.get("billing_address").get("country", "Angola"));
// Mapear itens da fatura
items_list = List();
for each item in invoice_data.get("line_items")
{
item_map = Map();
item_map.put("itemcode", item.get("item_id", "ITEM" + item.get("line_item_id")));
item_map.put("description", item.get("name"));
item_map.put("price", item.get("rate").toString());
item_map.put("quantity", item.get("quantity").toString());
item_map.put("tax", "14"); // Ajuste conforme a tributação aplicável
item_map.put("discount", item.get("discount", "0").toString());
item_map.put("exemption_code", "");
item_map.put("retention", "");
item_map.put("unit", "Unidade");
items_list.add(item_map);
}
// Construir o corpo da requisição para o Factplus
payload = Map();
payload.put("apicall", "CREATE");
payload.put("apikey", "SUA_CHAVE_API_FACTPLUS"); // Substitua pela sua chave de API
document_map = Map();
document_map.put("type", "factura");
document_map.put("date", invoice_data.get("date"));
document_map.put("duedate", invoice_data.get("due_date"));
document_map.put("vref", invoice_data.get("invoice_number"));
document_map.put("serie", invoice_data.get("date").left(4)); // Ano da fatura
document_map.put("currency", "AOA");
document_map.put("exchange_rate", "0");
document_map.put("observation", "");
document_map.put("retention", "0");
payload.put("document", document_map);
payload.put("client", client_map);
payload.put("items", items_list);
// Enviar requisição para o Factplus
headers = Map();
headers.put("Content-Type", "application/json");
response = invokeurl
[
type: POST,
parameters: payload.toString(),
headers: headers,
connection: "FactplusAPI"
];
// Logar a resposta para depuração
info response;
===
Any help?
Thanks in advance.
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
ViSFe
Selina Peter
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
Out of Office not working
I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this isError message that says only images and no text
I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is.Link project invoices to sales orders
As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders inContacts Don't Always Populate
I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the onesCannot add zoho email to gmail acc
I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication553 Relaying disallowed - Invalid Domain
I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? ThanksFunction #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it isTurn off Organization Contact List
We need to be able to turn off the Organization Contact list for some of our staff. Once the Organization Contact list is turned off for a user, we would then like to be able to create a list of contacts on per user basis that would not be editable byIn the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix thisUnable to send massage Reason 553/ Relaying Disallowed. Invalid Domain
Cant sed massages from my email. All massages from my domain received the same issue Unable to send massage Reason 553/ Relaying Disallowed. Invalid DomainKaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when aIssue with POST request creating Calls in CRM
Hello, I am in the middle of integrating some 3rd party Call center API with Zoho CRM and going through our logs I see some discrepencies. We sometimes get an error: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Duration","json_path":"$.data[0].Call_Duration"},"message":"PleaseMake record entry more organized with the Sections component in Wizards
Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—givingAllowing subqueries in FROM clause
When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement. Why isn't this currently supported? Is there a plan to implement this functionality in the future?GSTIN Public Search API
Does zohobooks have an api using which i can search GST numbers and get their details?External @zoho.com mail stopped working today, yesterday no issues
Hello, Over a sudden mail stopped being delivered to inbox. Domain is standard zoho.com worked no problem yesterday, today nothing in inbox. Sent several test emails from corporate account & from gmail.com, logs show acceptance by zoho mail server, butI wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM
I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM. How I Can achive this in Zoho CRM.Quotes
Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books
Suggestion: Smart Purchasing Module for Zoho Inventory and Zoho Books As an active user of Zoho Inventory and Zoho Books, I’ve noticed that the suite already provides valuable tools for managing inventory, analyzing trends, and processing purchase orders.TDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?Adding bank details to the contact through API
How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.average cost display
Hello there, I'm using the average cost valuation method, and the cost price shown in the Items menu should reflect the latest WAC (Weighted Average Cost). However, it doesn't update automatically. Is there a way to display the current average cost withoutApple Mail issues
Dear Sir or Madam, I am trying to configure my Zoho mail account to Apple Mail. It is not working. It seems to need more information (perhaps a path prefix?) than is shown in your tutorial (<www.zoho.com/mail/help/apple-mac-imap.html>). After pluggingAssistance Required for Migrating Data from Odoo Inventory to Zoho Inventory
Hi Team, I previously used Odoo Inventory to manage my stock and transactions, and I’ve now moved to Zoho Inventory. I’d like to migrate my data from Odoo—including product details, stock, purchase, and vendor information- into Zoho Inventory for continuityI need my entire Zoho Account (mail/organization) deleted!
Hey! I used zoho for my email aaron@aaronglass.me with domain forwarding/mx all that. I got rid of the mx info on my godaddy account and still Google won't let me sign up with my aaron@aaronglass.me email. (I'm moving to Google for business) SO! I wasError: "Invalid Element warehouse_id" when sending order to Zoho
i'm getting the error "Invalid Element warehouse_id" when trying to send an order to Zoho via API. Has anyone faced this issue before? How can I fix it?No way to sell individual and case units smoothly in Zoho
Currently, Zoho Inventory handles inventory primarily at the case level, which can be challenging for businesses that frequently need to break down cases into individual units for retail sales or smaller shipments. Although Zoho Inventory currently supportsHow to handle multiple languages (Resume parser, Job opening, job board, career site) ?
We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.Multi-Card Selection and Cross-Zobot Copy-Paste Functionality
Dear Zoho SalesIQ Team, We’d like to suggest a productivity-enhancing feature for the Zobot builder in Zoho SalesIQ: the ability to select multiple cards (modules) at once using a selection area, and then copy-paste them either within the same canvasShipping Labels
Hi, Can we generate Packing Labels for manual shipping same as the format as Airway Bill in zoho books or inventory?Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)
Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.Session "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français
Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,How to work with getFieldNames formdata functions ,Any Examples
I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents availableEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsManaging two books in Zoho Books
is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.Unit Measurement Sign,
Dear Zoho Support Team, I hope you are doing well. We recently purchased Zoho Inventory based on recommendations of your team that “it would be a great fit for our Shopify operations”. However, we are currently facing several urgent issues that requireLeadchain into a custom module
Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes NielsDeluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING
I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to createUrgent: How to Bulk Upload Images in Zoho Inventory? Any Workarounds?
We are currently onboarding 5,000+ items from Shopify into Zoho Inventory, but we’re struggling with the lack of a bulk image upload feature. Right now, we have to manually upload and assign images one by one, which is extremely time-consuming and inefficient.Can I automatically update COGS and Inventory account when creating an item?
I have been trying to get Zoho to update the other two fields when I update one (Sales Account, COGS account, and Inventory Account). I know this seems like not a huge time saver, but I am all about efficiency and being an independent taproom, I createNext Page