Need to Create massive records In Zoho CRM Inventory Module From Zoho Analytics By API
I need to create a massive amount of records In Zoho CRM. I have a data source in Zoho analytics from an FTP server. There are almost 3.5lac records and new records are added every week. I can fetch all the records through API from Zoho analytics. I
Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.
Hi, I'm trying to write an application which imports contact data into another application. I'm using the " https://crm.zoho.com/crm/private/json/Contacts/getRecords" method for this. In the beginning I was able to get the data out of Zoho however suddenly
Client Script SDK, ZDK.Apps.CRM does not return newly created module in the result
I created a new module "StaticPublicIPs". The module name is listed in the output when I ran the sample client script. var modules = ZDK.Apps.CRM.Settings.fetchAllModules(); for (var i = 0; i < modules.length; i++) { log(modules[i].api_name); } However
Extension Pointers - Simple yet significant pointers #1: Connectors
Publishing and associating connectors in an extension The Connectors feature is available in the Zoho Developer platform when building extensions in order to establish a connection between Zoho CRM and another application that supports the OAuth authentication
Using Postman CRM API Collection can't Generate Access Token and Refresh Token
Hi, I have been trying to explore the API using the Postman API Collection by following the instructions described here: https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html However, I have been unable to get step 4.2 to work "Generate Access
Duplicate Entries while using Zoho CRM API or some internal Zoho process
I am using Zoho CRM API to create Zoho Contact first and then creating Zoho Account and linking this account entry to Zoho Contact. I found after some time Zoho CRM shows 1 contact and 2 account entries. Is there any clue why and how its happening? Is
Deleting Record with ExternalID Dosent delete internally
I deleted the record containing ExternalID But when I add the record again with same external ID it gives error Response {"data":[{"code":"DUPLICATE_DATA","details":{"api_name":"Code","id":"4342876000009687028"},"message":"duplicate data","status":"error"}]}
Does API Insert ignore fields not on the layout?
I'm inserting a Contact using the API. I'm specifying the Layout on the new Contact. I have a custom field called "Expiration_Date" that is not on the specified Layout (but it is on other layouts). After I insert the Contact, the "Expiration_Date"
Api Version 2 Refresh Token invalid_code
Hello, I'm having a problem that I don't know whats causing sometimes the refresh token failed, what's the possible reason please having a invalid code error when refreshing the token? here is the response {\"error\":\"invalid_code\"} Note: it works for sometime then after making a lot of request the error happens. Is there a possibility that the Credit limit in here https://www.zoho.com/crm/developer/docs/api/api-limits.html causes the error? Thanks in advance
Insert contact requests into CRM via Zoho API v2
Hello, I'm looking to insert any contact requests made in our website to the Zoho CRM via the API v2 but the documentation about the v2 isn't clear at all about this. I did not even found the related endpoint to do that: https://www.zoho.com/crm/help/api/v2/ So if you could lead me to the right approach it would be greatly appreciated. Thanks you !
Fed Ex API Integration with ZCRM
Looking for anyone that has successfully used Fed Ex open API to connect ZCRM. Ideally would like bi-directional sync to send shipping info to Fed Ex cloud software from ZCRM and conversely have FedEx respond to CRM with tracking info to then be able
EmbeddedApp JS SDK file upload to ZFS
Hi, I ported the code from Deluge to EmbeddedApp JS SDK for the function to run in a widget. The pdf print of the template can be successfully retrieved but if it failed when uploading the content to ZFS. function Invoke() { var conn_name
API to retrieve picklist options
Some module values are tied to picklists that may be a default or may be customized. Is there an API available to retrieve the choices available for picklists, whether they be the default or custom? Please let me know if this requires further clarification. Thanks
Issues when trying to retrieve records from the Activities and Tasks API endpoints
I am trying to send a GET request to the Activities and Tasks modules. Due to the use case, I want to specify all the fields I want to retrieve in the “fields” parameter in the request. I retrieve all the existing fields by previously sending a request
Extension pointers for integrating Zoho CRM with Zoho products #7: Initiate remote sessions and assist customers with their concerns from within Zoho CRM
With an increase in customers, there's also an increase in the demand for customer support. While customer support can be provided via a variety of channels, such as live chat, email, or phone, there may be times when a visual demonstration is required
How to open link in new tab with Canvas
Hey guys I'm trying to move our CRM to the new Canvas platform to make them look a little bit nicer. But I need buttons that open a URL in a new tab. I've tried things like `window.open(url)` but I get an error that says `window is undefined`. Is there
ZOHO Python SDK not persisting OAuth token
Hello, first of all, I contacted ZOHO Support 14 days ago. No answer. Kinda disappointing to be honest. I am currently using the zohocrmsdk2-0 in version 4.0.0, installed through pip in a virtual env. with Python 3.9.7. I can successfully run the method
Extension pointers #5: Working with widgets to power-up extension capabilities (Part-2)
Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and how
Zoho CRM API. Get Product Details of a Quote.
Hi, I want to get the product details of a quote with API. I've tried many combinations but I got error from the server. https://crm.zoho.com/crm/private/json/ProductDetails/getRelatedRecords?newFormat=1&authtoken=XXX&scope=crmapi&parentModule=Quotes&id=1515388000000113137
Setting a Scheduled Call to a Certain Time
I'm using the schedule call function for new leads, once a lead matching the criteria is created I want to schedule a call for users + 1 business day at 4:00 PM. Currently when a new lead is created it schedules for 1 business day at the created time. How do I change the script to addBusiness day at a specific time? Thanks leadDetails = zoho.crm.getRecordById("Leads",leadId); createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addBusinessDay(1); mp = Map(); mp.put("Subject","1st
REST API: Creating a Sales Order with a Contact_Name
Hi, I'm trying to use the REST API via Postman to load some historical sales orders. I have a basic example working, but when I try to specify a JSON object for the Contact_Name field (so I can link the sales record being created to a contact), I get
Sort a list of key-values elements
Dear community. I have the following question. I have list called list_values: list_values = {{"name":'Carl',"age":6},{"name":'Adam',"age":8},{"name":'Bob',"age":9}}; I want to reorder the list values based on the name key of each key-value element, the
How to set the width of the columns in a script
Dear community, hope you all are doing great, I'm creating this thread to check the following: I have a deluge script that creates a PDF file with a table and I'm strugling to set the width of the columns. Here's the snippet of my code which creates this
ZohoCRM API V2 /w PHP SDK 3 - INVALID MODULE
I'm trying to add a SalesOrder to Zoho CRM via the PHP SDK3. So far I have Zoho connecting, and I have successfully created a "Lead" based on the sample code. Now I am trying to get a SalesOrder created in the system but am hitting the exception: API_EXCEPTION
How to send new created records via php file.
Hi! I want to run a php whenever a new record is added in the Contacs. How to do that? Also, how can I get details of all the fields of the newly added record in the pho file? For example, if the contact field has 3 fields which are Name,Address,Phone
ID for picklist value in record API
Picklist data field type returns a simple string value via get record REST, i. e. /crm/v2.1/Conctacts/1306462000000888026 { ... "id": "1306462000000888026", "CustomType": "foo" // 'CustomType' is my custom picklist field ... } CustomType picklist
Unable to access related records for multi-select lookup via REST API
Given I have `foo` and `bar` data fields: Campaigns.foo - simple lookup field, linking deals module `Camaigns.bar` - multi-select lookup field, linking deals module I am not able to retrieve the multi-select one in the records list REST API: /Campaigns?fields=bar`
Client script can't effect in Detail info Page
Hi Client script is very powerful for user. But It have a leak in detail info page .Because detail info page can allow modify single field .I already did client script in that field on change action In edit page (create or clone). How can I aviod user
How to add attachments in creating record in quote module?
I want to add a file when creating a quote using php sdk version 3. how to put it in attachment?
add attachment file when creating quote module using php sdk version 3
I want to add a pdf file in the attachment of quote module when I create a quote using php sdk. But I cant find any references regarding on attachment of files using php sdk. can it be done?
Receives a blank message on SDKException using PHP SDK version 3
I am trying to add a Quote record and I need to attach an account to it. I have a logic that if account is not existed in the crm, I will create a new account record and use it to attach in Quote record. But when I try to add a record on account module,
What is the full Deluge invokeurl code to GET / SET subform records of a custom module?
What is the full invokeurl to GET / SET subform records of a custom module? Thank you. Ken
Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors. Zoho Projects and Zoho
How to attach a product in lineItems when creating Quotes record?
I am trying to set a product in lineitems using product id. following the instruction on how to add a record seems not working. I encountered error "invalid data" which point to product in parent api name "Product_Details". I am using PHP_SDK version
Adding a Quote Item by Product Code and not ID using Python SDK
Hi. Using the Python SDK Record Operation examples I have been able to create a Quote with a line item (product) using the product's ID. But as we are going to be feeding data from an external application that will have matching product codes and it
CRM - Integration Tasks will Consume API Credits [2]
Hello everyone! As you all know, we meter the API calls based on the credits available for your edition of CRM. We planned to include the integration tasks (which are nothing but the wrappers for CRM APIs) under the API Credits. Here is the related post.
Not able to find Account Name name which has special characters using api.
https://www.zohoapis.com/crm/v2/Accounts/search?criteria=Account_Name:equals:three&*() "Account_Name is three&*()".
How can I search Users by email?
I'm trying to use this to make Users search: https://www.zohoapis.com/crm/v2/users/search?criteria=(email:equals:my@email) OR https://www.zohoapis.com/crm/v2/users/search?email=my@email But it's doesn't work~ How can I search Users by email? Please help me~
Quote - larger products' images
Hi! Is there a way to product's image on quote get larger? It seems it's around 100x100px, we think it's só small.... I inserted it with selecting the image field from products' module. Tks Paulo Moderation Update (February 2026): We have a separate post
Picklist Dependencies between different modules (e.g. Leads and Calls)
Hi, I like to create dependencies between picklists from the leads module and the calls module. For example if the "Lead Source" field in leads is "Social Media" then there are only certain values available as "Call Purpose" in the calls module. Another
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