v1.0 Auth Token Deprecation
Hello! You would be aware by now that we deprecated our V1 APIs on 31 December, 2018 and that they reach End-of-Life(EOL) on 31 December, 2019. In continuation with that context, to minimize the consumption of v1 APIs, we are disabling the creation of new auth tokens from the below mentioned URLs from June 1, 2019. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=mail&PASSWORD=password What will happen
Convert CSV to JSON
I always rely on questions. Thank you for your response. It is a question, but this time it is dealing with the internal API, but the content that pulled the API will be CSV. I would like to change it to Json format, but is there a way? It's very troubled….
Get Details of a Delete Record via API?
Hey there — I'm currently using the watch API to allow our backend server to receive updates from Zoho and then propagate those changes elsewhere. Right now I'm trying to implement the ability for, when a record is deleted in the CRM, it is also deleted in other locations in other services that we have. However, when the record is deleted, the API only sends over the record ID, which is not the ID I need in order to delete the record in other services. Instead, I have another ID as a field in the
C# SDK - Version 3.x.x
My app I wrote using C# SDK in 2.0.2 works fine. But now I need to upgrade it to the newest SDK 3.x.x. But when I update reference via NuGet to 3.0.0 or 3.0.1 always I have problems with build app - "The type or namespace name 'ZohoOAuthTokens' could
CRM Integration
Hi, We have built a SASS app in the long term rental market and our users generally consist of Landlords and Tenants, these users are stored within our system (ASP.NET MVC) but we are looking to integrate a few different elements of zoho one into our
Get list of Products every day
Hi, I'm building a php website that need to get the list of products of zoho every day (by cron). i installed the SDK PHP, but i don't understand how my program gonna be able to refresh the Oauth token alone ? Is there an example in the PHP SDK ? Th
Extension Pointers - JS SDK Series #6: Working with ZOHO CRM Field's metadata using the Metadata API in widgets
Metadata generally refers to the data that provides information about certain aspects of the given data. Metadata API can be used to request data about data and get a response. The ZOHO.CRM.META API in JS SDK helps to fetch metadata about fields, layouts,
400 error when submitting API refresh token request
I'm trying to set up the OAuth and generate the refresh token, but every time I send in the post request I get a 400 error and the message " An error occurred while processing your request.Please try again later." I'm certain that all of the access information
File Upload to Quote
Hi there, I'm looking for a CRM that will allow me to interface with an API to create a quote and attach images to it. I see that Zoho provides file upload that's associated with an "ID" but it's not clear whether this ID can be a Quote ID. Thanks
Name based matching for Contacts while importing into a module
Hi, We are trying to import data into a Zoho Standard module with a custom Lookup field (associated to Contacts module). While preparing the import file we intend to have Contact's full name mentioned in the file and expect Zoho to pick up the right
Access Zoho CRM backup programatically
Hi, is there a way to access CRM backup via API? The use case is to safely upload the backup dump to an eternal cloud location without going through the manual "Download" process in the UI. There is probably an alternative using the export API instead
Hide button in Zoho CRM
How to hide button in Zoho CRM with specific conditions?
Assigning a Product to a Deal using the External IDs
Hi, I'm trying to insert/update Deal record using External IDs, through this EndPoint https://www.zohoapis.com/crm/v2/Deals/upsert If I set the value of X-EXTERNAL to 'Deals.Product_Details.product.external_field_API_name' it returns error "Invalid external
History Tracking on custom lookup field
Hi, We have a few lookup fields in Deals module that link to different custom modules. We want the changes to these lookup fields to be tracked whenever they are updated with the Field history tracking feature. However, those fields don't show up in
Connecting Creator Form to CRM
Hello, I would like to create button in CRM and this button, after click, shows me the widget of my form I made in Creator. I was trying to add widget in setup of CRM (where I used external URL. url of my creator form) and connected it to the button
Adding Email Recipients from Contacts in Linked Custom module
Hi, We have a use case that requires sending email notifications on defined intervals from Deals module. The Deals module has a lookup field linked to a Custom Module (Group). Each record in Group module has some fields linked to Contacts module to represent
searchRecordsByEmail throws exception 402 "No Content"
Hi! I'm trying to search contacts by a given email: $zcrmModuleIns = ZCRMModule::getInstance("Contacts"); $bulkAPIResponse = $zcrmModuleIns->searchRecordsByEmail("emai@email.com"); $records = $bulkAPIResponse->getData(); When contacts with specified email
Building a Zillow - Related List Widget for Zoho CRM
I am trying to follow the steps on this page below to install Zillow into my Zoho CRM but I can't seem to get it to work. Does anyone know how to get this to work properly? I think it may have something to do with the step on Importing the Zoho JS SDK,
Is there any working demo for PHP SDK version of ZOHO?
I have tried as many as different 15-20 blogs for authorization and trying to take PHP SDK into action. But none are working at all. If we pass authorization, then it throws Refresh Token error. If we pass Refresh Token error we get some other exception.
Kaizen #17 - PHP SDK
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the PHP SDK. PHP Software Development Kit PHP SDK allows you to create client PHP applications that can be integrated with Zoho CRM effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the PHP SDK acts as a middleware between Zoho CRM and Client PHP Application. What can you do with the PHP SDK? You can use the PHP SDK
Can I get content with 204 on a search call
Hi, Is there a way I can get the searched content back in response body along with a 204 status? Thanks.
Zoho CRM API v2 Access Token refresh limits
I know a single Access Token is valid for 1 hour. And a Refresh Token can be used unlimited times to generate Access Tokens (although only the most recent 30 Access Tokens remain valid). But are there any time-based restrictions on how often you can use
We need 200 checkboxes in a module
Hi We need to have about 200 checkboxes displayed for Vendors to click on. We cannot display it any other way (multi selects etc) because research shows its easier for our Vendors to fill in checkboxes. How can we do this? 1) Whats the limit on checkboxes
Territory API - add territory
hello, It would be great to have the possibility to populate the territories through API as one may have hundreds of territory to type.
ZCRMRestClient could not be found
Hello, I would like to use Zoho on my Blazor app but even after adding the package, I could not use it with this error The type or namespace name 'ZCRMRestClient' could not be found (are you missing a using directive) The name ZCRMSDKClient does not exist
Basic PHP code example for adding new leads
Good afternoon, I have searched everywhere for a simple example of a PHP code that allows me to add potential customers when processing a form of assistance / consultation on a website. The form has several boxes, including email, and registration of other types of data required to register the user. I just need a snippet or something to show that I am taking the form data that has been collected and sent through the API to our Zoho account, to create a new prospective customer. A functional code
How to create a lead into ZOHO CRM from PHP External Form
Hi, We have created a custom form as per our requirement. After validation, We want to insert that data into ZOHO CRM as lead?
UpdateRelatedRecords Method in CRM custom function
Hi everyone, I am trying to use UpdateRelatedRecords method inside custom function in CRM and I keep getting message errors.Can someone please check what I am doing wrong here. Here is the piece of code: mp=map(); mp.put("authtoken","exxxxxxxxxxxxxxxxxxxxxxxxx");
Passing parameters in the link (URL), Need Help
Need help, maybe someone is faced with a similar decision. For integration with CRM Zoho CRM and creating a new Lead,Contact we used previously URL: https://crm.zoho.com/crm/CreateEntity.do?module=Contacts&property(Phone)=0443334025 Using Option: Contacts
Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an object
Access associated accounts with a single COQL call
I have a module named "Online_Profiles", and another module named "Accounts". I am trying to make a COQL call to request data form various fields that are in the Accounts module based on a field that is in the Online_Profiles module. Accounts has a "associated
Searching records which has empty values in API v2
Hi, I want to search records where field value is empty/null using API V2 to include multiple criteria Is it possible in API v2 to search records which have a field with empty/null value? something like this: https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Lead_Source:equals:null)) How do we filter the null values then? Thanks.
Kaizen #58 - Attachments and Photo #API
Hello everyone! Welcome back to another post in the Kaizen series. This week, we will discuss how you can upload, delete, and fetch the attachments of a record in a module. We will also discuss how you can upload, download, and delete the photo of a record
Request URI too large for inserRecords API
I m using insertRecords api to upload contacts from android to zoho crm server. https://crm.zoho.com/crm/private/json/Contacts/insertRecords?authtoken=my_token&scope=crmapi&xmlData=encoded_data The characters count from xmlData is near 12K. Server throws message as Request URI too large. I've tried the same request in rest client and postman. Got the same error. Should I limit the no of records for uploading? I did already as 100 records. Zoho CRM api doesn't support to send via post body. How to
Extension Pointers JS SDK Series #3: Delinking a related record in a Zoho CRM module from a widget
In synchronization, it is important to be able to associate and dissociate the required data at the appropriate times. In our previous post, we mentioned the method to fetch related records in a Zoho CRM module from a widget. In this post, we will explain
My webform email validation is not working
<!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments ???Do not remove this code??? are required for the form to work properly, make sure that you do not remove these lines of code. - The
TLS v1.2 Upgrade and Client Component Update for Zoho CRM
Hello folks, Please note that, we will be deprecating support for browsers, APIs, and Plugins with older protocols from today (13th May 2019). Please be informed that we will be retiring support for browsers, APIs, and Plugins with older protocols by October 31, 2018. After this date, you will be required to use browsers, APIs and Plugins that support TLS v1.2 and the latest client component updates we've made in Zoho CRM. We have made some changes in our client components for better performance
Self Client
Hi all, Can somebody, please, explain how to use SelfClient? Current docs are not sufficient. And if using SelfClient, it should be an unattended process ( cron job ), so why we need to create CODE through a web browser? How to create a CODE when there
How can I manage left and right margins on a CRM Inventory Template?
Currently, the margins are extensive, so that when printed, they look awful. How can we manage this to match our corporate identity? The ones on the top and bottom can be adjusted by adding a spacer, but left and right? There must be a way to control
C# Cannot access Zoho
I am trying to use the C# SDK, within a console app to access Zoho without any luck. All request are resulting in an error, can you please review and provide guidance Also is there a way to use the Self clinet along wiith the C# SDK? c# =============================================================================================================== Dictionary<string, string> zohoConfig = new Dictionary<string, string> { {"client_id","1000.****"}, {"client_secret","***********************************"},
Next Page