CRM API V2 REST API - Product_Details fields insert documentation
Hi, I am having a hard time to guess the fields that are editable in the Product_Details section of Invoices Modules via REST API (https://www.zohoapis.com/crm/v2/invoices/upsert). I want to update those fields in the picture below. Do you have any sort of documentation or an example in json ? Thanks for the help.
Zoho CRM API - Insert and update in one call
There is Zoho CRM API method: "insertRecords" that takes parameter: "duplicateCheck": duplicateCheck Integer Set value as "1" to check the duplicate records and throw an error response or "2" to check the duplicate records, if exists, update the same. But I want to update and (at the same time) insert my data. When I'm calling this method with "duplicateCheck=2" - only duplicated rows are updated and not existing rows (in ZohoCRM) aren't inserted. Result of this call is - ids of rows updated. Can
Adding 100 or 200 accounts / contacts in single API Call
Hi I would like to know is there a way bulk insert (100/200) accounts or contacts via api calls. Thanks
COQL DateTime problem
Hi Zoho People, I have been working with COQL the last two weeks, everything was working fina until today when I got this error since I use any operator with DateTime: {"select_query":"select Owner, Created_By Description,Check_In_Time,End_DateTime,Start_DateTime, Event_Title, Check_In_Status, Latitude, Longitude from Events WHERE Check_In_Status = 'VISITED' and Start_DateTime ='2019-04-12T17:00:00-05:00'"} { "code": "INVALID_QUERY", "details": { "column_name": "Start_DateTime", "value": 1555106400000,
custom module lookup
Hi, I'm new to Zoho and I have a question about inserting lookup field via API. Here is my XMLdata: <CustomModule> <row no="1"> {...some other fields...} <FL val="SEID">2123329000000110563(id of CustomModule2 instance)</FL> <FL val="SEMODULE">CustomModule2</FL> </row> </CustomModule> $ch = curl_init("https://crm.zoho.com/crm/private/xml/CustomModule/insertRecords"); But after I run the program, custom module has been added successfully with all the correct fields but custom module2 lookup. The
API Question. How to update *custom* lookup fields through the api
Hi there, I am trying to insert/update records with the API, that include *custom* lookup fields. I've only been able to find how to edit the built in lookup fields via the api. Can you please let me know how to edit the custom lookup fields through the api? Thank you, David
Python 3 + API v2 - anyone have an end to end simple program they can share?
I'm finding the errors in the documentation versus what the API actually allows compounding the frustration of being able to figure out this API thing. Does anyone have a basic .py they would be willing to share (anonymised of course) which would get us started on successfully querying records?
Import Moodle Users into ZoHo CRM
Hi There, On behalf of a client I am working on their Moodle. They have recently purchased ZoHo CRM and want to get the Moodle users into ZoHo for use with sales emailings and follow-ups etc. Is there a way to import these users automatically? Are there ZoHo APIs I can use to make this seamless? Many Thanks Dave Emsley
Zoho Webhook delay
Hi We encountered situations in which there is a delay of 10-20 min for Zoho to trigger webhook for new lead workflow rule 1. What is the maximum response time for Zoho to send webhook for new lead workflow rule? 2. Whats the reason for this delay and is t possible to improve it? Thanks
Feature Request - Upsert method
Hello, Please could you consider adding the field(s) provided in the duplicate_check_fields parameter of the request to the record summaries returned in the response data array. For example, for the request: msg.payload = { 'duplicate_check_fields': ['My_Field_Name'], 'data': [{}] } The response payload would look like: [{ "code":"SUCCESS", "duplicate_field":"My_Field_Name", "action":"update", "details":{ "Modified_Time":"2019-06-12T15:15:01+01:00", "Modified_By":{
Invalid oauth scope error when trying to read campaigns
Hi there, We are using v2 of the Zoho CRM API, and requesting the scope ZohoCRM.modules.campaigns.ALL during the authorization. However when we try to read the campaigns in the account (using the URL https://www.zohoapis.com/crm/v2/campaigns) we get the following error message: {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} Is there anything we are missing? Many thanks, Luis
Problem adding relation using PHP SDK
Hi, i have 2 related list inside my Leads : Products' related list (standard module) Developer_Projects' related list (custom module) i'm able to add products to leads using this piece of code (it's a working sample) : $parentRecord=ZCRMRecord::getInstance("Leads","3225419000002017247"); $junctionRecord=ZCRMJunctionRecord::getInstance("Products","3225419000002033149"); $responseIns=$parentRecord->addRelation($junctionRecord); but i cannot add developer_projects to leads using this
Zoho CRM and Calyx Point Mortgage Software Link
Is there an API link to Calyx Point Mortgage Software?
New APIs in Zoho CRM—Query API and Bulk Write API
Hello everyone! We are delighted to announce the release of two new APIs—Query API and Bulk Write API. Query API Query API allows you to write your own queries to fetch data from Zoho CRM. Similar to SQL, CRM Object Query Language(COQL) uses the SELECT statement to fetch records. This API allows you to fetch upto 200 records in a single API call. Highlights Query API is based on SQL syntax and is easy to use. Query API supports some major SQL comparators such as like, not like, equal, not equal,
ZohoCRM API V2 - PHP SDK(INVALID MODULE)
Hi I have a problem requesting data on custom module. I input my module name correctly but it says invalid module. Fatal error: Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'the module name given seems to be invalid' my scope for the self client are ZohoCRM.modules.all,ZohoCRM.modules.custom.all I Don't know whats the problem. it seems like the api v2 is the problem. MY CODE: ZCRMRestClient::initialize(ZohoConfig::getConfig()); $ins = ZCRMRestClient::getInstance()->getModuleInstance("CustomModule1");
Php API Bug - PHP Warning when no data returned due to requesting Last Modified data
If no records are returned due to the If-Modified-Since header, the PHP API doesn't handle it correctly In the example below, assume $m is a module: // Get records from the future! $ims = (new \DateTimeImmutable())->add(new \DateInterval('P1D'))->format("Y-m-d\TH:i:s+00:00"); try { $mdata = $m->getRecords(null, null, null, null, null, ['if-modified-since' => $ims ])->getData(); } catch (\Exception $e) { if ($e->getMessage() == "No Content") { $mdata = []; } else { throw $e; } } print count($mdata)."
PHP Sdk returns "invalid query formed" when searching value with special characters
Hi I'm using searchRecordsByCriteria in v2 api. When I search record by a value with special characters the api returns "invalid query formed". How do I handle this. What should I do with the search value for the API to accept it? Regards!
Invalid Ticket ID
We are trying to post a lead into our account. We have created an authtoken and are using the following posting URL, but we get an "Invalid Ticket ID" error every time. https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=MYAUTHTOKEN&scope=crmapi&xmlData=<Leads><row no="1"><FL val="Lead Source">My Source</FL><FL val="Company">My Company</FL><FL val="First Name">First</FL><FL val="Last Name">Last</FL><FL val="Email">email@mail.com</FL><FL val="Phone">555555555</FL></row></Leads>
Not able ro get lead data
Hi i want to get the zoho lead by using https://www.zohoapis.com/crm/v2/Leads by generating the accesstoken but i got the respnse as { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" } please help
Created_Time question
I'm a bit confused'bout something while using the Rest api. When querying Deals (Module), part of the json properties returned is something thus "Created_Time": "2019-03-01T08:19:10-08:00", What I'm not clear about is ..is this date above GMT but the data was created from a timezone that's 8hrs behind GMT or is this date/time 8hrs behind GMT? thanx
Zoho CRM Update/Delete the Invoice's LineItem/Product Details
Hi Zoho Team, How do I update/delete the line items/Product details of an invoice. I'm using this sdk below: https://help.zoho.com/portal/kb/zoho-crm/developer-guide/server-side-sdks/php-sdk I'm only able to create an invoice and add line item to it, once I save it the line item is also saved, this is working correctly. But the problem is when I want to update/delete the added line item of an invoice, I cant find a way to do it in the documentation of the php API sdk. I tried to dig in the sdk itself
For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing ...
Recently (within the past week) we began to run into problems using code that accesses the ZOHO API. We are getting the following error: "For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing property on XmlReaderSettings to Parse and pass the settings into XmlReader.Create method." Any help would be greatly appreciated. Brian
CRM API Returning error The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com
Hi, hope someone can help. I am just getting started with the CRM API. I have managed to get the tokens set up for Oauth and this seems to be working fine. However whenever I try and get some information back from the API I get the error : {"The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com'"} In my app.config file (Vb.Net) I have the iamUrl set as https://accounts.zoho.com/ and the apiBaseURL set tohttps://www.zohoapis.com/ so not sure where this is coming from? Hope you
Keep functionality of conditional fields through api inserts
Good evening! A customer of us uses conditional fields for his crm layouts. When inserting data through the rest api, those fields do not work anymore. Even if the input is changed through the web ui, the logic behind those fields isn't triggered. Is there a way to keep this functionality? Regards, Marco
Does the Refresh Token Expire?
The refresh token seems to last more than a day which several have also noted. We just need to know if it can be used long term or if there is any (long) expiry time? Can we please get a reply from the Api developers, Thanks
Create auth token api not working for .eu domain
I've created an account in crm.zoho.eu domain. When I try to create auth token from mobile using below api, I got following error. Request URL: https://accounts.zoho.eu/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=netrolo33@gmail.com&PASSWORD=thisismypassword Response: # #Wed Feb 21 11:28:05 CET 2018 CAUSE=GET_METHOD_NOT_ALLOWED RESULT=FALSE Note: The account netrolo33@gmail.com is created in accounts.zoho.eu. For accounts created in zoho.com working fine. Please reply ASAP. Thanks, Guna
Data Filter while fetching bulk data using v2 API
Hi, I am trying to fetch all the leads created after a certain date and time. Is there any provision to mention the date and time in the parameters? Regards, Saha
get an error when trying to get token
#
#Mon May 27 02:07:34 PDT 2019
CAUSE=NO_SUCH_USER
RESULT=FALSE When i load the URL to get token, can anyone let me know what is the solution for this. Help me with getting a API Token. https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=d********s@gmail.com&PASSWORD=R*#$%^$##313&DISPLAY_NAME=leadform
Access token expiry with requests close to each other
Hi there, we are using the V2 API with a refresh token to get a new access token whenever there is an authorisation error, that is, each hour. My question relates to obtaining new access tokens with two requests that are close together. For example, a request is made and then fails, so we get another access token. But another request comes through before the access token is generated, so it also ends up requesting a new token. Will this cause a problem?
Oauth metadata endpoint
What is the url of the oauth metadata enpoint? This doesn't work https://accounts.zoho.com/oauth/v2/.well-known/openid-configuration
Invalid_Module when adding Calls to Leads via API
Hello, I'm trying to add Calls event for Leads on API but I'm getting Invalid_Module error. this are the scopes I allow to have access on the consent page ZohoCRM.modules.contacts.READ ZohoCRM.modules.contacts.CREATE ZohoCRM.modules.calls.CREATE ZohoCRM.modules.leads.READ ZohoCRM.modules.CREATE ZohoCRM.modules.accounts.Read this is the json I'm sending. { "data": [{ "Who_Id":"null", "Subject":"Inbound Call", "Call_Type":"inbound", "id":"null", "Call_Duration":"0", "Call_Start_Time":"2019-05-17T16:08:00Z",
Increase in CRM API v2 Credits
Hello everyone, We would like to inform you that we have increased the API Credits for the Professional, Enterprise, Zoho One, CRM Plus, and Ultimate editions of Zoho CRM. Edition API Credits (Previous) API Credits (New) Professional 200,000 500,000 Enterprise/Zoho One/CRM Plus 500,000 1,000,000 Ultimate 1,000,000 2,000,000 We have also introduced sub-concurrency limits (besides the existing concurrency limits) for Get Records with cvid and Convert Lead APIs, as they require more computing resource.
Unexpected token from request.GetResponse
Hello, I'm trying to connect to Zoho using v1 authentication. It worked in february but since march, my program doesn't work anymore. The only thing I changed is my zoho account password. I regenerated an authtoken multiple times but I have the same error. My request is https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?newFormat=2&authtoken=xxxxx&fromIndex=1&toIndex=200&scope=crmapi&selectColumns=All&searchCondition=(Modified Time|>=|2019-03-26 8:38:38) And the error is System.Xml.XmlException:
Create Leads with associated products through the API
Hello, While creating a lead through the API, we would also like to associate the products related with the lead. We have tried this and it creates the lead but it does not create related products for the lead. I would assume that the bold part below represents the product associated with the lead but this does not work : https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=someauthtoken&scope=crmapi&xmlData=<Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your
CRM PHP API
hi, i use the Zoho CRM PHP API zohocrm/php-sdk 1.1.8 i had OAuthtokens working in file, now have OAuthtokens working in db. But i had to do a small edit in vendor/zohocrm/php-sdk/src/com/zoho/oauth/clientapp/ZohoOAuthPersistenceHandler.php around line 33 //Logger:severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}"); OAuthLogger::severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}");
Not able to generate access Token
Hi, I have followed below guide to connect to Zoho CRM using Java https://help.zoho.com/portal/kb/articles/java-sdk-create-first-app When i ran application to get access token and refresh token getting below error : com.zoho.oauth.common.ZohoHTTPConnector post INFO: STATUS_CODE = 400 ,RESPONSE_JSON = <!DOCTYPE html><html><head><meta http-equiv="X-UA-Compatible" content="IE=edge"><title>Server error occurred</title><style> body { margin:0px; padding:0px;font-family:"Open sans";font-weight: 300;
ZohoCRM API PHP SDK - Documentation contradicts itself
On this page: https://www.zoho.com/crm/help/developer/server-side-sdks/php.html It is stated: Please fill only the following keys. Based on your domain(EU,CN) please change the value of "accounts_url". Default value set as US domain. client_id= client_secret= redirect_uri= accounts_url=https://accounts.zoho.com token_persistence_path= Only the keys displayed above are to be filled. But then you get an error: Notice: Undefined index: user_email_id So it currentUserEmail required or not? It then continues
Do you always generate access token per request?
Do you always generate access token per request? Isn't that a hassle? Is there any workaround on this?
'TEXT' can not be cast to '[BIGINT]' for the function 'get'
Custom module in CRM where a user can enter data and click Submit. This is an annual project so it has not been touched in a while. The code behind the Submit button worked last year but not this year. Here is the first few lines of the code, which is failing right at the beginning. apsiId = apsiIdStr.toLong(); apsiDetails = zoho.crm.v1.getRecordById("CustomModule8",apsiId); apsiQty = List(); apsiQty.add(ifnull(apsiDetails.get("Product AB AC").toString(),"0")); I get this error: 'TEXT' can not be
Know Accounts rows total number
Hi, Since the API querys to Accounts module are limited to 200 at max I´d love to know a way to know the actual number of rows in total so I can optimice my code to work with the data. Best Regards.
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