Accessing "Developer Edition - Zoho CRM" over CRM API
Hello! Like the title says I want to access the developer edition of the CRM over the API. It that even possible? And if yes, how? The problem is, that I created custom modules and cannot see them when querying the API. I suppose that the CRM API only connects to the production environment. I also could find any specific URLs for the developer edition to access over API, like: production: http://www.zohoapis.eu... developer: https://developer.zohoapis.eu... Thanks in advance!
Invalid file_id null in /crm/bulk/v2/write but file well created
Dear Zoho community, I'm trying to make a bulk/write on the eu API. CSV is created, uploaded, file_id is received, and when I call /crm/bulk/v2/write with the file_id in resource[0].file_id The error message is like above. Do you have an idea to solve this thing ? Thanks a lot Best regards Edouard { "status": "FAILED", "message": "invalid file_id null.", "type": "data", "module": "Accounts", "field_mappings": [ { "api_name": "Account_Name", "index": 1, "format": null, "find_by": null, "default_value":
i can't create Criteria using Invoice_Date by PHP
Hi, thank you for match information about zoho api. today , i want to get invoice data of last month. so i create a php code below using zoho-php-sdk v2. $zcrmModuleIns = \ZCRMModule::getInstance("Invoices"); $from = '2019/07/31'; $to = '2019/09/01'; $criteria = '((Invoice_Date:After:'.$from.') and (Invoice_Date:Before:'.$to.'))'; $response = $zcrmModuleIns->searchRecordsByCriteria($criteria); but i get only error message like this. ZCRMException invalid query formed Request i want to know how i
Maven distribution for Java SDK is here.
Hello folks! The much awaited Maven distribution for Java SDKs is here. You can include the SDK using either Maven or Gradle build. It has been updated in the help and please head over to this page given below for the code. Java SDK help documentation Cheers, Chakra User Education | Zoho CRM
API - Inserting Contacts into Zoho and having them associate with Accounts
Hi, I can successfully connect with the API and insert leads and accounts into the CRM from a CSV file. Now I'm preparing to write the calls to insert Contacts, but have no idea how to make sure they associate with the Accounts. The data we get does NOT have a Zoho CRM ID with it, and we may have duplicate Account Names. The whole point of this is to automate this process so that we don't have to manually import (which won't trigger the workflows we want triggered anyway). So, I'm using php and
Using Verions I of the API why can't I pull Custom Modules?
I have some .NET code that calls the version I web services using the https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords If I do a standard module like Contracts it works. But not for The above custom linking module. LinkingModule1 shows in the list of modules but I cannot pull the data. From what I understand the client has Enterprise Edition. What am I missing? and thanks ahead
CRM Api Request Call
I'm working with a call to get an api token as part of a development but seem to not be getting any output now. Is there a limit to how many calls to get the token we can use and is there a way to change the limit or reset it? call I'm using: https://crm.flowteapp.com/crm/apiauthtoken.do?EMAIL_ID=[email_address]&PASSWORD=[password]
Adding a script for multi-level sales programs, payout and signing of client agreements
Hi Zoho Community, Presenting an Idea my team and I discussed. We were wondering if it was possible within Zoho CRM to add a script or custom function for multi-level sales programs, payout and document signing experiences. This script or custom function would provide affiliate tracking for 3rd party applications. Feel free to chime, clarify or comment community and thanks in advance for reading. Best, Textmunication Sales and Marketing Team www.textmunication.com/contact-us/
Add Symantec VIP Access 2 Factor
I'm referring to the optional added security feature used when logging into any ZoHo account. Symantec VIP Access It's extremely popular for those of us who prefer not to use Google Authenticator. Thanks, D
SugarCRM Migration
Hi Im looking at Zoho as a CRM replacement for my customer database. I currently use SurgarCRM (v.6.5) I signed up for the free account for ZohoCRM, and started to look around. I have some developer experience, I created some custom models for my CRM database for Sugar and I want to know where the best place to get started to see how this is going to look in migrating these custom models to ZohoCRM. I was wondering if someone could recommend a starting point. Does Zoho offer any assistance to migrate
The remote server returned an error: (400) Bad Request.
My application that uses the Zho rest api has been working flawlessly for the last 4 months. But today it started throwing "The remote server returned an error: (400) Bad Request.". My credentials work fine in Postman, and also in my app. My c# app usees HttpWebRequest so I tried using WebRequest, but I got the same result. Seems like it must be something at Zoho since I didn't change anything in my app. I am using the V2 api "https://www.zohoapis.com/crm/v2/"
Webhook blocked due to security reason
I'm getting this error "Webhook blocked due to security reason" on webhook trigger , the target endpoint URL is https and backed by a worldwide trusted certificate , please suggest where can I dig further to realize the actual mismatch . thanks
unable to get access token
Hello, Do not know why the api procedure is really hard for the developers Pretty simple method and defined pretty much puzzled way. I followed your steps I understood first you will have to get self client a grantToken ok understood did the same and also followed example code $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = 'xxxx'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); var_dump($oAuthTokens); now suddenly on next step you are saying to be a refresh token
Authentication Token Generation
Hello i c'ant find the Settings button in my CRM API page any help please note : i creat my demo acount with google identification Thanks
Associate product with price book through api
I'm looking for a way to associate a product with a price book using the REST API. We have many product changes per day (including sales price and our cost), so it makes sense to update these as they happen through the API, but I'm unable to find any information about how to do that. Anyone who can point us in the right direction would be appreciated. Thanks.
New PHP SDK Critical Bug
I tried upgrading to the new 2.0.2 PHP CRM SDK, but there's a critical error that makes it impossible to use. When trying to get a BulkAPIResponse, the code says this: if (array_key_exists(APIConstants::VARIABLES, $bulkResponseJSON)) { However, 'APIConstants' does not have anything defined as VARIABLES, which means it always crashes: Symfony\Component\Debug\Exception\FatalThrowableError : Undefined class constant 'VARIABLES' at /usr/local/cat/vendor/zohocrm/php-sdk/src/crm/api/response/BulkAPIResponse.php:108
How to set scope for mass update of Custom Modules?
I am facing a problem that when i setup a scope for Custom module to mass update through Mapp update API,for getting code its showing "ERROR_invalid_scope", When i used system defined module(Leads,Deals,Accounts etc.) its working perfectly fine. but when I use custom module(Api name or custom name) its showing an error "ERROR_invalid_scope".
zcrm_oauthtokens.txt generated in root directory - is that OK?
Hello, We are using the PHP SDK in the self-client scenario. It does not look like the token_persistence_path is being respected and zcrm_oauthtokens.txt is generated in the website root directory. I.e. the TXT file ends up in www.mysite.com/zcrm_oauthtokens.txt not the path we specified. I don't know enough about OAUTH system to know if this a security issue, but wanted to confirm. (I am not sure it would be more secure in my specified path, but at lease it wouldn't be easily guessable URL) It does
Current Record ID
I have created a widget which I launch from within a contact view. The ultimate purpose of this widget is to call a third part api. Some of the information I want to pass to the api is the Current Record ID and the Current Record Full Name. How do I get those pieces of information for the record that I launch the widget from?
Uploading PDF Attachments to Lead records using Zoho SDK v2.0.1.0
I am working on a c# application that utilizes the Zoho SDK v2.0.1 to create Lead records. Once the Lead record is successfully created, I need to upload the relevant PDF file as an attachment. Once the CommonUtil.ValidateFile() method confirms that the filepath exists and is of acceptable size, I call the UploadAttachment() method on the ZCRMRecord instance. The returned APIResponse object confirms that the operation succeeded (STATUS_CODE=OK, Status = "success"), and the included ZCRMAttachment
API Self Client - failing to get a refresh token / access token from authtooauth call
Hi, Do you have 1 example of how to do this correctly ? I have an auth token and believe I need to use "Self Client" model. So, using an existing auth token, I build a POST with the following data (json-formatting the below gave me an invalid response type error): client_id=1000.xxxxxxxxxxxx&client_secret=yyyyyyyyyyyyyyyyyyyy&grant_type=authtooauth&authtoken=9b3zzzzzzzzzzzzzzzzzzz4b&scope=ZohoCRM.modules.ALL I send this to https://accounts.zoho.com/oauth/v2/token/self/authtooauth since my Zoho instance
REST-API v2: search in CRM with ampersand
Hello, currently, we have some companies in Zoho CRM under the "Accounts" module. Some of them contain an ampersand (&) in the account name which makes it impossible to search for. E.g.: GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch Musik) works fine. But GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch & Musik) throws http error 400 (invalid query formed). I tried to escape the ampersand (\&), I tried to replace it by %26,
Sales Order Export Directly to Deal Attachment
Currently when we export a sales order to our sale order template it is downloaded to the sales person's computer and then they have to manually add it to the Deal in the attachment related list so we can add it to Zoho Sign to send for a signature. I want to export the PDF directly to the deal. Can I do this within the CRM? Or with Zoho Flow?
Phonebridge and Lead/Contact Lookup
I've succesfully integrated Phonebridge/Asterisk with Zoho CRM and it's generally working. I'm running into an issue where leads created in Zoho CRM aren't available for the PhoneBridge integration until after some period of time 30 seconds to a minute. Is this configurable? Is there a way to make newly inserted records immediately available for phone bridge?
PHP SDK ZOHO CRM
Buenas Tardes Me Llamo Jorge y recién comienzo con ZOHO CRM Mi duda es que al instalar el sdk PHP Zoho https://www.zoho.com/crm/downloads/php-version1.pdf me pide que cambie los parámetros de oauth_configuration.properties en la ruta vendor/zohocrm/php-sdk/src/resources No obstante, a mi no me aparece la carpeta "resource". Me aparece las carpetas "crm" y "outh". Pero no esa carpeta. Abre cometido un error al instalar o sucedió otra actualización en ZOHO. Gracias de antemano
Zoho CRM Extension - Test Your Extension - Sandbox Instance - Missing Vendor Module
Hello All, We have developed a Zoho CRM Extension via the developer.zoho.com, which depends on Accounts and Vendors module . While trying to test the extension, a sandbox CRM instance like (https://plugin-extensionname.zohosandbox.com/crm) gets created with our extension components. However, we noticed the Vendor tab is missing. Our extension requires the Vendor module for successful test execution. Relevant screenshots attached. Is the sandbox CRM instance missing the module? Is there a way to enable
Building a Simple iOS App for Service Engineers using Zoho CRM
Not Every department in your company works the same, With the help of Zoho CRM SDKs not only you can create customised experiences for your CRM users but also build custom solutions on top of Zoho CRM to run your business. Introducing SerWiz - A simple mobile app for service engineers, through which they could have a quick look at their assigned jobs, go on the field and get their job done, all of this using Zoho CRM as the backend/the source of data. We'll be using the Zoho CRM iOS SDK to build
Is it Possible to integrate ZOHO CRM with Salesforce?
I am new to zoho crm.Can we integrate zoho crm with Salesforce? My requirement is when i create a record in zoho crm it should also get created in salesforce Can anyone help me Thank you Prudhvi
AuthToken Generation Error
https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName] I had tried this url to generate AuthToken but inspite for entering correct username and password it shows "Invalid Password". Please help me as soon as possible. Thanks.
Zoho-CRM china domain API integration issue
I have created account on https://www.zoho.com.cn/ ie. Zoho's China domain for Zoho-CRM integration. and followed steps mentioned on https://www.zoho.com/crm/help/developer/api/oauth-overview.html. 1)Created account on https://www.zoho.com.cn/ 2)Created developer app on https://accounts.zoho.com.cn/developerconsole 3)As mentioned on above documentation page I hit https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=CID&response_type=code&access_type=offline&redirect_uri=https://www.lipsum.com/.
"invalid oauth scope to access this URL" when trying to retrieve info
Hi, I'm receiving "invalid oauth scope to access this URL" when trying to get curent user: $rest=ZCRMRestClient::getInstance(); $users=$rest->getCurrentUser()->getData(); I've tried two scopes: aaaserver.profile.READ and ZohoCRM.Modules.ALL None of them are working. Maybe someone can help. If need any more info - let me know.
Zoho Phonebridge API
Is it possible to use the Zoho Phonebridge API to do an additional phone system integration? What would the process be for doing this? We are willing to do the development, but it appears we would need access to the connector framework on the client side.
How to add custom field to Deal using API v2?
And how to retrieve it using same API?
Write data to a write protected field
Hello! Is it possible and if how, to write to a write protected field? In the CRM there is a field marked as write protected and that protection can only be lifted by administrators. That is okay, so that no nomral user can change the value. But we want to fill that field with initial data over the API. How is that possible? Thank, Marco
api limits - subscriptions
Hi, I can't find api usage statistics in my account. https://www.zoho.com/crm/developer/docs/api/api-limits-v1.html According to this documentation, i didn't find anything about subscription api in the developerSpace on Zoho CRM. Is it because i use a free account? It's very important for me to evaluate api limits. Thanks, Regards
How to integrated Zoho CRM Api V2 into an php app
Hello, Im using this documentation: https://www.zoho.com/crm/developer/docs/server-side-sdks/php.html But i have many questions. 1 ) At Self Client, where is the list of Scopes i can use? 2 ) i wanna created news oportunities from my app wen an user register, as i see, Api Module Name are Leads but wen i see this code example: https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=create_record what is "Record_id" if i'm creating a new record? The documentation are some confused,
cURL PHP : Note : Cookie is disabled in your browser. Please enable the cookie to continue.
So I'm trying to get the *grant token* in my uri with this cURL REQUEST. The result I get is this : Note : Cookie is disabled in your browser. Please enable the cookie to continue. I know for a fact that my cookie are enabled. No doubt about it. Can someone tell me whats wrong $uri = // My URI $scope = // My scope $clientid = // My client ID $accestype = //My access type $ch = curl_init(); $url = "https://accounts.zoho.com/oauth/v2/auth?scope=" . $scope . "&client_id=" . $clientid . "&response_type=code&access_type="
Help with buttons
I need help with handling the button. At zoho developer. I can't get the button to open a tab with a typed field with another confirmation button within the same tab. I wanted the value entered to be assigned to another field in the traction modules and thus treat the data. I can do that, if so how? I was able to handle the data already, but the problem is in the button. if it is not possible to enter a text camp, is it possible to place a confirmation button on the tab? thanks
Problems using Record Upsert API when trying to check for duplicates
I'm trying to use the Record Upsert API and am running into problems with how to specify the proper duplicate check fields. I'm using cURL, and can't figure out where you want me to include the `duplicate_check_fields` parameters I tried putting it in the URL: https://www.zohoapis.com/crm/v2/contacts/upsert?duplicate_check_fields=Contacts-Email,Last_name And in the data, both inside and outside of the data array: { "data":[ { "Company":"<COMPANY>",
Do we have to use OAuth after 2019/12/31?
I am a PHPer. I am migrating the API from V1 to V2. Can we use https://accounts.zoho.com/apiauthtoken/nb/create?COPE=ZohoCRM/crmapi&EMAIL_ID='.$email.'&PASSWORD='.$password.'&DISPLAY_NAME=SGCRM' to generate a token to request the V2 APIs? Because I found that I can also request V2 APIs by putting this token to the header(Authorization) now. Thank you.
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