Zoho books Documents API ?
Hello everyone, I am trying to get information on the documents using deluge so i can automatically class them in folders once a week. So i start by looking into using zoho.books.getRecords("documents","orgid"); This returns me a list but my issue withAdd item in Sales Order by using SKU
Requirement - To add a Sales Order via API My objective is to add an item by inserting "SKU" and not by "Item name" or "Description". Note - In the Item Master's UI, I see a field called SKU and I set this to "Item_ID" and I get an error saying invalidReporting Tags - API calls
Is there a way to query and/or update reporting tags for Items using Inventory or Books API?Schedule function only takes into account invoice's from current month?
Hi, I'm working on a function that applies late fees to Invoices that are overdue in my system. I've set it up with a schedule in Zoho Books that filters for all invoices where the status is overdue and the field ''subject to late fees'' is set to Yes.Zoho Books Create bill API Error
When I try to create a bill using Zoho Books API and the purchase orders I fetch from Zoho Books API, I receive the following error: { 'code': 4198, 'message': 'There are no items in this purchase order to be billed.' } However, I can create a bill successfullyList US state tax rates via Books API
Hi there, Our Zoho account is hooked up to Avalara. I was wondering if it is possible to pull current US state tax rates via the Books API? I'm using API (GET) endpoint: https://www.zohoapis.com/books/v3/settings/taxes?organization_id=xxx But am returningDue date of invoice not updating after API Call
I am trying to update the due date on an invoice via an API Call but it seems to be not working. I am using the yyyy-MM-dd format json.put("due_date",newDueDate); json.put("due_date_formatted",newDueDate); json.put("reason","Updated Amount Calculation");Add a line item to an expense if criteria are met
Hi, I have a number of banking transactions I'd like to split into two expenses based on text in the description, because a portion is a FX fee applied by the bank. The text in the description is "incl. Foreign Transaction Fee $0.50" and I'd like to addUnable to change tax with custom function
Hi, In the Global Edition, Zoho Books has not the feature of having taxes related to customers, so I was trying to do a custom function to do so. The idea is to create a custom field in the client and when the sales order is created, check that customZoho needs to change this: AP / AR accounts not accepted in manual journals
Can't import journals for AR and AP accounts sent via API. How can I post a transaction to AR or AP accounts via a workflow or webhook? Is there a workaround for this? A client of mine needs to send sales data to Zbooks, if this doesn't work then switchingZoho Books API Limit is Ridiculous!!!
I was planning to write to a prestashop module, but after spending weeks of effort in writing the integration I realized the API Limit is complete nonsense. For a website with thousands of products and customers, pushing those one by one to zoho withTrigger Workflow, Approval Process, Blueprint by Deluge in Zoho CRM
#Tips & Trick If you intend to activate your Workflow, Approval Process, or Blueprint through either the deluge script or Zoho CRM API during the creation, updating, or deletion of a record Try this Script mp = Map(); trigger = List(); // Workflow trigger.add("workflow");Workflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885Zoho Invoices Custom Function - Automate the calculation of some fields
So I am using zoho invoices to manage our company's invoices. Recently we needed to add 4 custom fields which are : 1- Number of payments the customer needs to make [ field label is : No of Payments ] 2- Frequency of payments, that is, how frequentlyRefresh token error
Hello, I've been trying to generate the refresh token but all the time it gaves me : { "error": "invalid_client_secret" } steps i followed to generate Refresh token are : 1/ I created self client app 2/ I send this link as a POST request using postman:Can I automate and send Invoice PDF when payment is received
My Process is as follows: We create EST. We convert to SO We then convert to INV when customer approves purchase. We send INV for payment We are needing an automation that emails the INVOICE PDF to our HP Printer automatically. My initial thought wasOrder in Invoice Line Items
We have written a script where we are adding some items in the invoice if custom function is initiated. Fo example: Items Qty A 3 B 2 Will look like Items Qty(Desired Format) A 3 X 3 Y 3 B 2 X 2 Y 2 But while running the script the invoice is uptatedHow to trigger a workflow when a comment will be add on zoho books portal
How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush GoyalAutomated notifications on Shipment to Customer
Need an option in zoho inventory or books for sending automated notifications to customer about the shipped order.Unable to update a ZohoBooks contact via the API
The ZohoBooks API as documented at https://www.zoho.com/books/api/v3/contacts/#update-a-contact appears to have a bug. Updating certain users always results in this error: code: 3087 message: Cannot delete contact person as it is linked to Zoho CRM Contact.Get Timesheets with method "zoho.books.getRecords"
Hello Can i get records with deluge Data = zoho.books.getRecords("timeentries",758916360); info Data; Like this? ThanksVerify email for FROM caluse in Deluge script
Hi! I'm trying to use the SendEmail function with Deluge Script in a Custom Function. I want to put a custom email address in the FROM clause. I've read that it has to be verified but I can't find the way in Zoho Books. We are already using the emailRunning Workflow when record Created or Edited using Custom Function
How can we enable triggering the workflows of we create or update a record ( invoice, estimation, etc.. ) from a custom function, in CRM this is applicable using wfTrigger=true, but in Zoho Books we can't do the sameHow do i create a credit note from an invoice using the api?
I have been able to create a credit note using the API and have the Invoice# field filled in, however I am still able to create an extra credit note for the same item from the original invoice. I want to be able to create a credit note on an invoice thatZoho books API key
Hi, I am building a silent integration between Zoho books and an external WMS system and I need to be able to pull and push data to/out of Zoho. This is a background process that has no UI and runs in the background, I can prime it with some settingsEditing a sales Order / Invoices with Deluge Script
Hello, In Books, I have Sales Order (draft) that I need to update. Depending of some parameters, I need to update the description of each line items. I wrote a simple deluge script for test purposes first. I can read the sales order and all line itemsHow to call one Books custom function from another Books custom function?
How to call one Books custom function from another Books custom function?Zoho books Integration API related queries
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first timeDoes Auth api call in Zoho books api integration needs to be location based?
Hi Team, Recently we completed the development of api integration of our app with Zoho books api. While testing and onboarding our customers we observed that the auth call did not return back the correct account from zoho. The auth call is made by formingBooks API error code 110846
We started receiving the following error when trying to create new sales orders with shipping charges using the api: "code":110846, "message":"Please mention any Shipping/miscellaneous charges as additional line items.” Where did this error come from?Is it possible to call a CRM standalone function from within Books?
Is it possible to call a CRM standalone function from within Books? What is the syntax?How to Insert my data using the POST method in the External API URL?
How to Insert my data using the POST method in the External API URL?How to trigger an automation when an invoice is created?
Hello, My Zoho Projects is integrated with Zoho Books, and I want to trigger a custom function/automation whenever an invoice is created that's associated with a project. I would think you'd be able to start this whenever an invoice is created in Projects,Trouble with custom function in zoho books
I am trying to use the below custom function, when retrieving "sub_total" it keeps returning "emtpy" however it works with "total" but I want to retrieve the sub total of the estimate. crmpotid = estimate.get("zcrm_potential_id"); total = 0.0; relestFinding contact via email not working
Do you still offer support for the Zohobooks API? Or is it now an old un-supported software? Just asking, because there seems to be some conflicts in your API docs. According to https://www.zoho.com/books/api/v3/contacts/#list-contacts you should be ableGetting Reminder Fail Notification No contacts for the customer
Hello Team If you facing the Issue with Reminder Email Like "No contacts for the customer" , so there is the solution above of this By the API or Custom or Dynamic Here. Answer:- we are getting this email because there is No Email has been sent for theBug in Create an Estimate API
Just in case the ZohoBooks API is still supported: Using the API for 'Create an Estimate', as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate , often results in the undocumented error code 1002: Statement of Accounts doesWoocommerce/Amazon/etc to Zoho Books automatic invoicing system
Hi Guys, Because we had specific needs, we build a specific software. Our company is growing a lot and we were facing a huge problem about WooCommerce synchronisation for order and invoicing. We build an online software able to sync all your order fromGet ZOHO Books Payment Terms by the API
Hello Everyone is there any way in zoho books we get all the Payment Terms List by the API Call. I am also sharing the snapshot which help you to understand the query. if someone knows how we can get this please provide your valuable comment. Thank YouWhere is the technical documentation for setting up webhooks?
Hi, I want to setup some webhooks from ZohoBooks to my server. Where can I find the technical documentation for webhooks? I need details like, What is the expected response to mark a webhook as success? Threshold response time before ZB marks a webhookNext Page
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Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Function #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Function #32: Schedule low stock notifications on a timely basis to specific users of the organization
Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check onUpdate or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
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Weekly Sales Summary
Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
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