Two Way Account & Contact Sync With External Application
I'm look at using Zoho CRM. We have a custom built Project Management System. I know it's not rocket science to use the Zoho API to add or update Accounts and Contacts from a 3rd party application. But what about if a Zoho CRM User updates Account or Contact information within Zoho CRM. Is there a method to sync the updates back to the 3rd Party system? Can Zoho trigger a 3rd Party API to update a record any time an Account or Contact is updated (highly unlikely.) Would the 3rd Party System
Need to Fetch Data from Zoho and Updated in My local DB using C# Console / Windows Application
Hi, I am new comer to zoho world. I got a chance to work on zoho platform and i need to fetch all invoices data from ZOHO and put it into my local MSSQL. Can any one help me on this as i am not able to fetch data. If possible please provide me sample code.
datetime issue
I getting issue with datetime field (v2) Now I am passing datetime value like below 2019-08-06T10:05:00+00:00 And showing value on CRM like below 08/06/2019 03:45 PM There are no issue with date. just issue with time field. I want same that I send with curl api
ZOHO CRM API returns 204 for request then after a period of time it returns 200
As the title says, we have an application in which we need to save data to ZOHO, then edit it but it sometimes it takes 1 - 2 minutes for it to return the object in question, until then we get 204 response for every query. Has anyone encountered this before?
Announcement date for API V1 to V2
Random question but need an answer from Zoho. I'm wondering when API 2.0 was originally announced And when it launched for developers?
Do I need to worry about Zoho CRM API 2.0 migration?
Hello, I understand that the Zoho CRM API 1.0 is going to be sunset soon. I'm trying to see if I need to upgrade anything on my end. Looking at the codebase, I only saw a few Zoho-related stuff: <form action="https://crm.zoho.com/crm/WebToLeadForm" ... ></form> Zoho Sales IQ widget script <script src="https://crm.zoho.com/crm/javascript/zcga.js" ... ></script> If I understand this correctly, none of them actually uses Zoho CRM API and doesn't need to be updated. Is that right?
API v2 C# SDK Null Reference Exception
Hi, I'm try to connect to Zoho API using C# Sdk. I was following the steps in official documentation and I'm getting Null Reference Exception. Here is a sample code: var config = new Dictionary<string, string> { {"client_id", "..."}, {"client_secret", "..."}, {"redirect_uri", "https://localhost"}, {"access_type", "offline"}, {"persistence_handler_class", "ZCRMSDK.OAuth.ClientApp.ZohoOAuthFilePersistence, ZCRMSDK"},
Non any results after getData() - PHP SDK
Hello, I'm using the PHP SDK on a symfony website. I have implemented all the persistence and the connection with access and refresh token. But I have a problem when I execute this code : $configuration = $this->getConfig(); ZCRMRestClient::initialize($configuration); $zcrmModuleIns = ZCRMModule::getInstance("Contacts"); $bulkAPIResponse=$zcrmModuleIns->getRecords(); $recordsArray = $bulkAPIResponse->getData(); print_r($recordsArray); It returns me : Array(). So there is no any results, Can you help
I get only empty responses on PHP-SDK
The problem is like in topic (https://help.zoho.com/portal/community/topic/non-any-results-after-getdata-php-sdk). My code: $ZohoCFG = parse_ini_file(__DIR__.'/resources/zoho_sdk.properties'); /* [client_id] => 1000.XXX [client_secret] => 50eeXXX [access_type] => offline [accounts_url] => https://accounts.zoho.eu [apiBaseUrl] => https://www.zohoapis.eu [apiVersion] => v2 [redirect_uri] => http://localhost/zoho [current_user_email] => XXX [currentUserEmail] => XXX
Lookup filed match other field value
Hi there, I'm stuck with what I thought was a very simple task. I've a string field (Field1) which is populated with a product code by an API. In the same form I've a lookup to an Inventory form, where I've a list of products, with code, name, pic, exc. I want that when a record is created or edited by the api, the value of Field1 is matched with the lookup field, which is set to display the product code, so that i can display all the product's data. I've tried with the simple lookup = input.Field1;
My 1st PHP SDK API
Greetings, Thank you for your passion and sharing information to have a better use of Zoho CRM. I am looking to integrate a third party application with my CRM. The idea is to get records from the application and create/update them into my CRM. I checked the documentation available but still a bit confused. Any guidance from you is highly appreciated. looking forward for your response.
CRM API Sandbox not working, being redirected
Hello! So I am trying to upsert or insert a new record on the url https://www.zohoapis.eu/crm/v2/blablabla/upsert and being redirected to https://crm.zoho.eu/crm/v2/blablabla/upsert. What's going wrong here? There is no 302 in the documentation. Also the record was not inserted. No error given. Two weeks ago it worked just fine.
Zoho CRM Module API Custom Module Significant Issue!
There is a significant issue with some of your API calls and we have noticed 2 separate issues, which has caused significant issues with an integrated process. We have had multiple developers look into this and confirm the issues. Issue 1: Duplicate data sent out when API call goes across multiple pages. Having checked our CRM there are definitely no duplicates present, however the API result contains 1 duplicated entry for every additional page that is returned in the API Call: https://www.zohoapis.com/crm/v2/custommodule/search?criteria=((Country:equals:Netherlands)or(Country:equals:France)or(Country:equals:Ireland)or(Country:equals:Germany)or(Country:equals:Denmark))&page=1&per_page=200
How can i upload a file using ZOHO CRM V2 to my image file upload Fields?
Please help me in uploading a image file to my Zoho CRM (Potentials) with custom layout using ZOHO CRM API V2 . I am inserting all text data using ZOHO CRM API V2 but facing problem in uploading a files to custom File upload fields . Thanks
How to Determine ContactId for a Lead Conversion
I need a workflow rule that calls a webhook when a Lead is converted. At that time, I need to know the Leadid and the ContactId for the contact just created. Any idea on how to get this information, there doesn't seem to be an event for Convert and on the Create of a new Contact, the leadid is not known. However, in the data backups, there is a file called ConvertedLeadRecords_001.csv that contains what I am looking for. Has these columns; Convert Id Lead/Prospect ID Agency ID Contact ID Deal ID
invalid code during oauth
Hi, I'm using CRM API 1.0 and now I'm trying to upgrade to 2.0. My application is for a single user, and it is creating/updating contacts and leads based on events in the PHP server. I created a zoho client application and got client ID and client secret. Then I clicked on "self client" and got grand token. Now I try to get thew refresh token and I failed. I tried sending post: https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code
Search equals to phone number
Hi. i wonder how to perform a search based on exact Mobile / Phone Currently this is my request to zoho v2 API: 1. request one url: https://www.zohoapis.com/crm/v2/Leads/search params: { criteria: ((Mobile:equals:447834029972)) } my request above is returning one data with exact phone number with my criteria, but when i reduce the number and change it like my criteria below: params: { criteria: ((Mobile:equals:4478340299)) // here i remove the last 2 number } it still return the data
API V2 search method conditions
Hi! We are migrating to Zoho API v2, and while implementing search records method we have noticed that it lacks "contains" condition in criteria. According to official docs "You can search a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions ..." In API v1 we have access to "contains" condition, which is very important for proper search. It looks like functionality downgrade despite claims about "advanced and powerful" search comparing to API v1. Are you
Self Client authentication in crm
Hello I am trying to authenticate in zoho crm api with self client. But it is still asking redirect url . What is best solution for getting access token without redirect_url ?
Send notes related to each user action.
We want to send note, related to each user action, in our website to ZohoCRM. I have found many package related to this topic: https://github.com/zoho/zcrm-js-sdk https://github.com/zoho/zcrm-nodejs-sdk https://github.com/isotopo/zoho https://github.com/ZohoDevelopers/embeddedApp-js-sdk I don't sure which one to user, however I tried them with no luck. I've fail to configure most of them. So my question here: what is the best way to integrate our system with ZohoCRM, so we can send notes related
Help in Uploading Photo CRM API v2
Hi i am using ZOHO CRM api v2 in uploading images to Leads. I am facing an error {"code":"INVALID_DATA","details":{},"message":"the request does not contain any file","status":"error"} here is my code function InsertImage($access_token) { $file_name = $_FILES['uploaded']['name']; $file_size = $_FILES['uploaded']['size']; $file_tmp = $_FILES['uploaded']['tmp_name']; $file_type = $_FILES['uploaded']['type']; $file_ext = strtolower(end(explode('.',$_FILES['uploaded']['name']))); $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/xxxxxRecordIDhere/photo";
ZOHO api php sdk database
Hi! My DB is on the hosting, and I can't give it name "zohooauth", only "myAccountName_zohooauth". What should I do? Can I write my DB name in some config file instead default (zohooauth)?
Retrieve Zoho CRM Info links via API
Hi, On the main Project page there is a link showing "CRM Info" which links back to the CRM Account & CRM Potential associated with the Project. Is there any way via the API to retrieve this information? Or alternatively is it possible to get the Project associated with a Potential via the CRM API? I can't find any documentation on either of these. Thanks
API's of Development CRM
I have the development version of CRM, but I can not consume any module through the php SDK, nor can I find the APIs panel. ¿Could not I consume anything through API, from that version of CRM?
Self Client 2?
I'm developing a Zoho related desktop application (Windows .NET) app. Specifically this is a screen pop application that interfaces to a phone system and in response to calls, looks up contacts that match the phone number and display the contact names to a user. I'm confused by the whole self client deal and in particular, what the best practices would be for a user to configure and use this application. Right now, every time out app needs to authenticate with Zoho I have to go and generate a new
Database API v2 PHP SDK
In the documentation there's the following statement (see below) Is it possible to use our own Database ? with our own table ? i would like to avoid creating a new database Database Persistence In case the user prefers using database persistence, MySQL can be used. The DB persistence mechanism is the default method in PHP SDK. The MySQL should run in the same machine The database name should be zohooauth. There must be a table oauthtokens with columns useridentifier (varchar(100)) accesstoken (varchar(100))
Zoho Phone Bridge - Astersik Serivce Stope each time you Update FreePBX
Hi, I am using FreePBX which runs on the Asterisk platform, we have implemented the Zoho Phonebridge and everything works magically, the only problem is that FreePBX has many modules and they are regularly upgraded, it seems everything we upgrade the FreePBX which just a matter of pressing the Apply Config button the Zoho PhoneBridge stops working. Is there any way around this?
CRMplus Zoho Login API
We are using v2 version of Zoho CRM api. We were able to login to crm.zoho.com, crm.zoho.cn, crm.zoho.eu. One of our customer is using crmplus account. But he is unable to login. Is it possible to use the same end point? or different set of apis for crmplus accounts? Thanks.
API concurrency
Hi! I am working on backend methods and have some questions about concurrency. I have already read this article recently. Currently, I have enterprise pricing but old API limits (100 per minute). Is there are any ways to change limits to new (20 concurrent requests)?
Opening CRM programatically
Hi, we are a small company configuring and deploying industry strength call\message centers for medium sze business. We would like to present our agents with the CRM record of clients when they call in. Is there a direct call like a webservice or something similar that would retreive and present the CRM record to the agent? Assuming agent has already logged in
how to generate grant token from code?
we generates grant token every time from the website and paste in the code for development purpose, so for real project how this process works? I referred this doc : https://www.zoho.com/cliq/help/restapi/v2/#authentication but i'm not getting grant token.
Python SDK for CRM + Django
Hi Im having problems with my Django app running on Heroku and implementing the Zoho arm Python SDK. Im setting up the tokens as follows: os.environ.setdefault('DJANGO_SETTINGS_MODULE', 'wills_online.settings') django.setup() def zoho_refresh_token(code): """ supply a self client token from the zoho api credentials from web site """ zoho_config = {'apiBaseUrl':"https://www.zohoapis.com", 'currentUserEmail': settings.ZOHO_CURRENT_USER_EMAIL, 'apiVersion': 'v2',
ZOHO API
Does the API even work? I have tried MULTIPLE combinations of the C# api and have come to the conclusion that it does not work. Some of the commands in the ZOHO ZCRMSDK samples do not exist (Initialize for example). I have skipped trying to use the driver and am using the RestClient driver instead just to try and get a response from a self-client token, but even that returns nothing. Did ANYONE have any success with any of the API's? If so, could you provide your code? It would be greatly appreciated.
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hello I'm trying to use the example of insertRecords Method for new contact, using POST. but i'm facing issue when i run code with browser then get error :" 4834Invalid Ticket Id" when i'm trying from postman error : <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message> </error>
Different currencies for each sales-orders
Our company sells its products in more countries, with different currencies. I read in the documentation, it should be possible, but the API ignores my settings. I tried with the following properties in the json. "currency_id": "1903827000000362003", "currency_code": "PHP", "currency_symbol": "Php", What should i change to set different currencies for each entries?
HttpWebRequest which was working fine started to returns (400) Bad Request
Hi, my following code was working fine until couple of days ago. Now it returns "The remote server returned an error: (400) Bad Request." When I test the request in Postman it works fine. I wonder what's missing. I'll appreciate if you could help me. // sample url = 'https://www.zohoapis.com/crm/v2/Cases/search?fields=First_Name%2cLast_Name&page=1&per_page=200&criteria=(Status:equals:1 - New Case)" string requestUrl = GetApiUrl(module, pageNo, criteria, id, selectColumns, sortBy); HttpWebRequest
Zoho CRM API v2 invalid query formed error
I am getting invalid query formed error when search criteria contains brackets "(" E.g (Account_Name:equals:ABC (Private) Limited)
Zoho API V2 - Space in custom field won't update
Hi, I have some custom fields in my Products module. Some of those fields have spaces in it (Eg : My Custom Field). When i try to "UPSERT" products via an API CALL all the fields that have space in it won't update. I tried to to do a "GET" call to see what is the format of the field and i found that you are adding an underscore (_) to replace the space. I tried to the same thing when i do my "UPSERT" and it wont work. Any help would be appreciated. Thanks
Getting Accounts with API using search doesn't have subforms.
Hi, If I fetch an Account(s) without using the 'search' feature of the API I get back the account with it's subform. But, when I use the search feature, the subform data is not the subform object, just an integer. Is there a way of pulling the subforms as well when using the search function?
API version 1 Fail from 21th may
Hello, I have a problem with the operation of the API, since May 21 I can not make queries or update users. By making a POST to get a user by email, the response obtained is an HTML page instead of the XML. The strange thing is that by copying the URL and executing it in the browser, it returns an attach with the XML file ok. My programming code was working for two years, and here is: WebRequest request = WebRequest.Create(url); request.Method = "POST"; byte[] byteArray =
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