Extension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quick
Get option list using the API
Hi, My team wants to display in the frontend the list of possible options for a specific field in Zoho. Unfortunately I don't see a way with the API to get this list. In the edit fields function you can access this list using the edit properties over
Creating a new Zoho CRM instance
Hi, Our team is currently using Zoho CRM to manage sales. Recently we have been developing a new mobile application that connects to the CRM API and handles some business processes. Due to this new use case, we would like to have a production and a development
Increase the maximum number of records in getRecords method?
Right now we are only able to obtain 200 records from any module using getRecords. Reading through the forum I see there used to be a getAllRecords method, but that is not in the documentation anymore. We would like to be able to specify, say, fromIndex = 1, toIndex = 1000. Is this possible?
Zoho Access Token
I've read this page and I've got a few questions about the validity of access tokens. If you could answer the following that would be great: "You can generate a maximum of 10 access tokens from a refresh token in a span of 10 minutes." - Does this mean
Inserting into lookup fields via bulk write api
Hello, Our firm is migrating the data from a previously used CRM to Zoho. So we need to properly map the contact with deals and deals with price books. I am using bulk API to do so and the problem I am facing is that there is no documentation available
{"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doing
Why do i got 401 error server response?
followed by instruction, I was created Self Client and generite token with ZohoCRM.settings.modules.READ scope. after php request i got this array(4) {
["code"]=>
string(13) "INVALID_TOKEN"
["details"]=>
array(0) {
}
["message"]=>
string(19)
Closing_Time field not available in `/crm/v2/deals` endpoint
Hi, We are using Zoho CRM REST API. We get deals using this endpoint : `/crm/v2/deals`. We are successfully getting response but I noticed that `Created_Time` field is not available anymore? Is this field renamed or something? Regards, Bryan
Join in COQL request
Hello everyone, I try to do COQL request with the "G-Connector - Zoho CRM" plugin for Google Sheets. My request worked during severals months, but doesn't work any more now. This what I try to do: SELECT Id, Account_Name.Account_Name, Deal_Name, Amount,
Attach file to a note through the API
Hi! I'm currently developing a service which creates and updates records in Zoho through external web forms. Now I'm wondering if it's possible to attach files (images) to notes through the API. I've created a function which uses the uploadFile method,
Record Layout and API
When inserting new records via the insertRecords api endpoint, is it possible to specify a 'Layout' to be used for the new record? I've tried passing it as a string, but that fails Error 4500: Problem occured while processing the request
API Oauth v.2 with cURL PHP
Hi, I would like to know if first, is it possible to call this URL with cURL PHP url = https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} Note: I know for a fact the URL is working. If I copy and paste it in the browser, everything is fine. If it's possible, can someone tell me why my cURL call is not working and keep returning me this error Uh, oh! Server error occurred Looks like
Add Buttons & Links to Layout Rules
It would be very helpful include Leads and Buttons in the Layout Rules. Basically, we want to hide/show buttons based on a deal's stage. Doesn't seem to be possible right now.
Writer Mail Merge Custom CRM Fields
I've created a custom module (module A) with custom fields. One of those files is a multiple select lookup, which does a lookup from another custom module (module B) with custom fields. When I create a mailmerge template for Module A, it shows the ability
Zoho Sandbox Roadmap
Is there a planned update to Zoho CRM Sandbox to migrate test data from production to sandbox? This is a must-have feature for the sandbox to be truly useful, and currently the recommended path of exporting and importing individual modules is incomplete. It fails to import lookup fields successfully (as lookup fields are exported as Zoho ids, however there is no option to specify Zoho id of records created through importing in the CRM. if you try to import a number of modules (with various lookup
Current user API (users?type=CurrentUser) returns 403
We are using Zohocrm api v2 for getting currently logged in user. It works fine most of the account. But we are getting 403 for one of the user account. URL https://www.zohoapis.com/crm/v2/users?type=CurrentUser HEADERS {Authorization=Zoho-oauthtoken 1000.786ecda99xxxx} Response {"code":"NO_PERMISSION","details":{"permissions":["Crm_Implied_Api_Access"]},"message":"permission denied","status":"error"} Response Code 403 Note: From the same
Update subform field from the line item's lookup value
Hi Everyone, I'm trying to find the right way to update a field on a line item of a subform from the lookup of that line item. I.E I have record with a subform of products and pricing. When i create a line item, it copies the price out of the item, but
Auth Keys repeatedly failing - 4834
Hi there, I am currently helping develop a Wordpress website that requires the use of a Ninja Form and ZohoCRm but the Authentication Key constantly fails, coming up with the error message "Module - Leads: 4384 - Invalid Ticket Id", even after we've changed
Node SDK Custom Token Management File Path
Hi, running in to an issue. The initializer can't find the module for my token manager. I'm using a config.json file to pass in to the initializers of each class I create. I've attached a photo of my setup. When I try to initialize the class, I receive the following error: Error: Cannot find module './src/zoho/tokenManager.ts' Any help would be appreciated!
How to update Related Lists
Hi, I've been trying to update a related list of a Custom module using the API (v2.1) and can't figure out how to make it work. I have a Multi-Select Lookup that has the name Contacts in my Leases module (custom). I want that a Contact can have many Leases
List Value
list = {23456789432}, I want this to the output as {2,3,4,5,6,7,8,9,4,3,2}
How to insert data from access token request?
Hi guys, My customer send a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token I want to write a insert code according to this. My code is below
How to use insert/update Records API to enter data in lookup fields
Has anyone ever tried (I assume someone must) to insert/update the value of a lookup field to Contacts/Leads using API call? I have added a mandatory field to Products that is a lookup field linked to Contacts called "Seller". When I retrieve data with the APIs I get the concatenated "First Name"+"Last Name" of the contact record as the field value for Seller. This is good, my users can see which contacts is selling the given products. The problem comes when I want to insert a new product (or
not able to create leads
<?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.eu/crm/v2/Leads", CURLOPT_RETURNTRANSFER => true, CURLOPT_ENCODING => "", CURLOPT_MAXREDIRS => 10, CURLOPT_TIMEOUT => 30, CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1, CURLOPT_CUSTOMREQUEST => "POST", CURLOPT_POSTFIELDS => "{\n \"data\": [\n {\n \"Company\": \"West Coast Riders Inc.\",\n \"Email\": \"navin1@magento360.com\",\n \"Website\": \"www.westcoastriders.com\",\n
API working on master server but the same Client ID not working on the test server
My problem is, that I am developing on test server, and I need to get Access token via API. My code working on the real server, but on the test server after OAuth login, when I call Acces Token API it returns: '{"error":"invalid_client"}' Why the same
The requested resource doesn't exist
Hello Zoho, I'm trying to import csv to Zoho CRM using Bulk write API implemented in native Python. I'm getting the below error which I really don't understand. As you can see, I uploaded my file successfully and got the file_id as mentioned in Step 2
Updating/Creating Record in CRM updates/creates record in Zoho Creator app
I need to have a record in Creator created or updated whenever i create a new record in CRM or update a record in CRM. How would I do this?
Can Zoho CRM API retrieve data from Custom Fields?
We have added numerous custom fields to the Account Record. How can we retrieve information from these custom fields through the API?
Best way to integrate Zoho Suite (CRM, DESK, ANALYTICS, Meeting etc.) with data from ERP/USER/Install base data system (App)
Hi All Zoho Fans, I been trying to understand the data structure of Zoho CRM in order to import data properly from our Application and USER/INSTALLED base system. All our users (customers) log into an application, and from this system we maintain their
Function to Decapitalize Fields
I imported a Zip code data into a "Zip Code" custom module in CRM, in order to auto assign leads to sales reps. Is there an easy way for me to mass change the data to make it not capitalized? Instead of LOWER PEACH TREE, to change to Lower Peach Tree
(PHP-SDK) Creating a new record (Quote)
Hi, I am using PHP-SDK V2 API, and I am set up with the tokens and ready to work with the CRM. In Sandbox mode, I am trying to add a new Quote. My code: $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Quotes"); $records
[Update - April 30, 2021] Zoho CRM Authtoken Deprecation
Hello everyone, The deadline for migrating from Authtoken to OAuth has been extended until May 31, 2021. Please switch to OAuth tokens before May 31 to prevent code breakage. Thank you. Hello everyone, This post is regarding our upgrade to OAuth authentication for all
Record Operation on a Custom Module
Hi, I want to get informations from a Custom module With the php sdk and RecordOperations method, what name should I put for my api name ? Thanks
Records insert POST with Guzzle returns 200 with no response
The getToken() function works fine. I have no problems to get a repsonse for '/crm/v2.1/settings/fields' Following some snippets form my workflow for the POST Record use GuzzleHttp\Client; $options = [ 'headers' => [ 'Authorization'
Windows App SDK
Hi, We'd like to create a desktop based application that would be able to hook in and read only our CRM data. I've went to the API page and am having a problem with which one to select. It will run on the users desktop so it won't have any URLs. Can you
ZOHO PHP SDK: Invalid oauth scope
Hi there, I got an issue when trying to use PHP SDK (for version 2.0 or 2.1, I tried with both). I'm trying to get the list of Contacts using the Records request. Using ZohoCRM.modules.ALL scope I could get the token and connect to the API but when trying
Zoho CRM REST API - Download Attachments Returns Null
When attempting to download a file using the Zoho CRM REST API the json is returning NULL. I first pull a list of attachement information using CURL: curl_setopt_array($curl, array( CURLOPT_URL =>"https://www.zohoapis.com/crm/v2/Potentials/################/Attachments",
Confirming behavior - API can be used to write into read-only custom fields?
I have added a custom field into the Potentials module. This custom field is designed to hold a URL that is inserted into the record by an external program using the updateRecords API call. My users should not be able to edit this field so I used the Field-level security to make it read-only for everyone, including the Administrator. According to the API documentation all security settings, including field-level security should be honored, so I wasn't expecting it to work for me when everyone had
Bulk Write API problem with "Upsert" find_by - Id
I'm trying to do an upsert upload using Zoho CRM Bulk Write API following the documentation: Bulk Write API On the second step where I need to create a Bulk write job, I got the following error message: {"status":"error","code":"INVALID_FIELD_NAME","message":"invalid
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