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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Global Search placement in the new UI
Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI hasWhat's New - January 2026 | Zoho Backstage
Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. AsopenUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logicallyCliq on your mobile phone
Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it.Bulk Delete Messages in Cliq
Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"stock movement report by each transaction for each item
Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and TransferSelect the task view on the board in the Zoho Connect iPhone app
Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.Unable to change Company Logo
Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to uploadMetadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, butHistorical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk
My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usuallyIntroducing Record Category in CRM: Group options to see record status at a glance.
Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overviewChange Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forService disruption in Zoho Cliq (EU Region) – February 9, 2026
Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experiencedSpotlight series #26 - Build slides with visual clarity using Diagram
Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and shareClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionUplifted homepage experience
Editions: All editions. Release Note: Available in CA and SA DCs (Standard, Professional). Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets,Unable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createTask Order
Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are orderedCrossbeam
Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't workAccess forms within a form
I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select theWorkDrive issues with Windows Explorer Not Responding
We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere orIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List
Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are availableEnhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currencyBetter use of contacts
Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can'tHow can we add products using a Wizard?
We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?Orphan email alias blocking user creation – backend cleanup required
Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address doesDirect Access and Better Search for Zoho Quartz Recordings
Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displaysEnsure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While onSomething wrong with client script??
Someone have the same feeling? Client script behavior become very strange..API 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":Polish signer experience to compete with docusign
I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve thehow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. CetteCan we fetch Deal owner and Deal owner email with COQL?
While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coqlZoho Social - Cliq Integration / Bot
Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our socialComment to DM Automation
Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user CaptureSend / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only forHandling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp
We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsAppCliq 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 ? RegardsNext Page