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.
Error while reading configuration.properties file
I am using the zohocrm php-sdk v2Everything works fine locally but when I moved my code to our staging server I started getting errors. The error it is throwing is failed to open stream on the ZCRMClientLibrary.log file. (It is looking for it in my php include_path.) This isn't the root error though. My error is actually during my \ZCRMRestClient::initialize(); call. This calls CommonUtil.php to getFileContentAsMap from configuration.properties file. I have it echo out all the lines from that file
¿How can I insert in a custom subform usign API V2 and Java SDK?
I´m using Java SDK with API V2. I have a custom module and a subform in this module. I can create a new record in the module, but I can´t create a record in the subform. I'm trying to do something like this: public void createRecords() throws Exception { ZCRMRecord record=ZCRMRecord.getInstance("Facturas_WO",null); record.setFieldValue("Name","16076"); record.setFieldValue("NIT", 9999); record.setFieldValue("Subformulario_1.Item"+1, "eeee!!!");//trying to insert in subform
PHP SDK module->getRecords() "if-modified-since" customer header not appearing to filter by modified date
Using the PHP SDK, I am able to pull data from the "Quotes" and "Deals" modules using the following code: $api=$this->initializeZohoAPI(); $quoteModule = $api->getModule("Quotes"); $dealModule = $api->getModule("Deals"); $quoteBuffer = $quoteModule->getData()->getRecords()->getData(); $dealBuffer = $dealModule->getData()->getRecords()->getData(); Again, the code above works fine. It gets me all of the quote/deal information I expect dating back to at least 2019-3-26, seen here: However, when I
adding custom relations through python api
I am trying to add relations to contacts, however I am having issues adding custom relations, I can gather the information of these custom relations using the sdk using the .get_relatedlist_records(api_name) method, however when trying to add a relation to a record I can only specify the module of the relation, not the specific related list I want the junctionRecord to be stored under. For an example, I have no issue linking contacts to campaigns under the default relation, however when I try to
Getting a 400 Invalid Data on the response
Hi this is my code, function upsert_users() { try { $recordsArray = ["data" => [ "First_Name" => "fname", "Name" => "lname", "Phone_number" => "+14055555555", "Email" => "badboy@gmail.com", "Account_Created_Date" => "42-15-2015", "User_Status" => "active inactive", "User_Login_Type" => "0 form website 1 from fb 2 from gp", "User_Description" => "about the user description", "User_Skills" => "handyman plumber", "User_Future_Skills" => "newskills booking taxservice", "User_PayPal_Id" => "asdfasf@asdfadsf.com",
Specifying Field for duplicate check on API URL Methods
It would be great if we could specify the unique field to use as the key for duplicate checks. We have customers who want to use their own fields as keys for modules such as Accounts and Contacts. Using the API to sync with other systems would be far easier if we could use these fields as keys, instead of being forced to use and email address or Account Name. I know this is possible using the SDKs, so I can't imagine adding this functionality to the URL APIs would be too much extra work.
inserting a record with MultiSelect
Hi, I'm able to insert / update all data type (string, currency, datetime etc) but i'm unable to select something from a multi select pick list. I' always getting the following error "code": "INVALID_DATA", "details": { "expected_data_type": "jsonarray", "api_name": "Type_d_offre" I'm using the V2 api with ZCRM SDK c#. how can I pass something that will select the "automobile" option from the multi select? The field is "type_d_offre" and
I need to read an xml response from API using jquery.
Hi guys, I am still using old API and getting xml as response. I read xml response through C# but I need to read xml using jquery at client side. Is there any code snippets or resources which I can get help from? Thanks in advance.
Allowing duplicate records while using insertrecord
We utilize the insertrecord API and currently update our duplicate leads. However we have multiple business lines now and would like to allow duplicate emails to simply create duplicate records if possible. I could not find in the documentation how to do this. Is it possible?
JSON schema for module records
Hi I am using ZOHO Java SDK to pull data from ZOHO crm modules e.g. Leads, Contacts etc. The Java SDK internally uses REST apis to pull module data. Until now, I have successfully established data pulling in JSON format. However, I would like to know is there a way to obtain JSON schema for the module record data.
ZCRMRestClient Winform .net Framework 4.7.2 C# Error
Hi. Sorry for my bad english. I'm trying to use SDK ZCRM But ZCRMRestClient always "don't exist in the current context". I'm using Visual studio 2019 , winform application C# with framework 4.7.2 1. I had Installed SDK With Dependance (tool, nuget management, console) - Install-Package ZCRMSDK -> no problem it's appear in my project references (ZCRMSDK, Mysql, Json...) 2. I had registrer my application I had tried with app.config (config section settings / zcrm configuration) I had tried with declaring public
Adding multiple Redirect URIs as API Credentials
Hi, My name is Fran and I am trying to integrate Zoho with my App through Oauth. The point is that I need several entry points (redirect URIs) as callback, but when I add a URI, the UI doesn't let me add another one. I could add multiple URIs by adding several API clients but this will generate several tokens and I need just one, how could I add multiple URIs to just one API client? I tried to add them separated by commas, spaces... But this didn't work. Thank you
Basic PHP code example for adding new leads
I have looked in vain to find a simple php code example for adding leads while processing a form from our website's support/inquiry forms. Our form has multiple actions, including sending emails and logging certain data in our own database. I just need a snippet or something to demonstrate how I go about taking a few of the form fields we have collected and sending them via the API to our Zoho account to create a new lead. Example code would be helpful.
Zoho CRM Training for Developers, Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office. This intensive training will enable the developers to build additional functionality in Zoho CRM. It is scheduled to be conducted on 22nd - 25th Oct, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
ZoHo for MS outlook for Mac
I wish to run ZoHo on a MacBook Pro on which I have MS Outlook for Mac 2011. I am not able to run the plug in. Any thoughts/ John
How to create a Task associated with an Account by using PHP SDK?
i would like to ask some problem like this. when i want to create a task associated with Account infomation. so i write these codes. $rest = \ZCRMRestClient::getInstance(); $record = $rest->getRecordInstance("Tasks", null); $record->setFieldValue("Subject", "example title"); //... $responseIns=$record->create(); $createdrecord = $responseIns->getData(); $account = \ZCRMJunctionRecord::getInstance('Accounts', $data['account']); $createdrecord->addRelation($account); then. i catch a error message " the
CRM API V2 advanced searching
Hello, We had been told back in 2017 that there would be some advanced search capabilities added to CRM API v2, but have not heard anything more about it? Can you give us an idea on when that may be released? Thanks. Bryan Hunt
Zoho CRM API v1.0 deprecation reminder
Hello. Good morning, we received this email again. I need to know if wee need to do something.We are paying directly to ZOHO, we have version of Zoho One, we have the Enterprise version. Normally we only access ZOHO modules (CRM, DESK, BOOKS) through the web. Google Chrome browser, or Firefox or Opera. We do not have personal development. urrently we do not have third-party applications such as accounting, ERP, e-commerce, self-service portals, and others We do not have a API developer what i understand,
CRM API - Search records using two lookup fields => empty response
I Want to search a record using v2 api with two lookupfields like this: Empty response (nothing found) with this query: .../crm/v2/Kunden_Produkte/search?criteria=((Hardwarezuordnung.id:equals:1037613000009920263) and (Produktzuordnung.id:equals:1037613000032948159)) If I do the same thing in Zoho CRM, I get the records: zoho.crm.searchRecords("Kunden_Produkte", "((Hardwarezuordnung.id:equals:1037613000009920263) and (Produktzuordnung.id:equals:1037613000032948159))"); If I use only one lookupfield,
CRM API - create leads - C# example
Does anyone have a C# code snippet, showing how to call the API to create a new lead? I have written some code to do this, and I get a message back that says "Record(s) added successfully", but I don't actually see those records in my CRM account. I must be doing something wrong. Thanks.
how can i add Lead in ZOHO using my C# application
Hello, i want to create lead from my c# application please give a sample code for this. Thank You,
Insert CRM lead using C# SDK v2
Hi, I'm trying to add a prospect using c# SDK. this is a single user CRM so I don't need to add a "login to zoho" in my app. I've not been able to find a clear example where everything is done in c# (gererating grant token, generate access token, make the add lead call" Even when I try in postman, I get a "internal server error" in postman result. Could you please incicate me a clear insert lead example from A to Z. Thank you,
API v2 No SDK
I am currently hosting through a Wordpress Only Host that does not allow Composer or 3rd party SDK's. How can I use v2 API without the SDK or is there another way to include the sdk?
Subscription Callback for Record Creation Sends Duplicate IDs
Hey there! I'm seeing a new issue appear with the Subscription API where the body sent to the specified subscription endpoint is sending duplicate IDs for the same action. For example, I create a single record in Zoho, and the subscription endpoint sends the same ID four times in the body. Per the subscription docs, a create action should only send a single ID. I count on the API only submitting a single ID, so for now I have to locally cache the processed IDs so I don't do the same action twice
Zoho API V2 Subscription Response ID Issue
Hey there, I'm using the v2 API and working with the Subscription API and am running into an issue. The API docs state that a specified endpoint will be hit with this data: { "query_params": ▼{ "key1": "val1", "ke2": "val2" }, "resource_uri": "https://www.zohoapis.com/crm/v2/Contacts", "module": "Contacts", "ids": ▼[ "1000000033163" ], "operation": "update", "channel_id": "1000000000045", "token": "TOKEN_FOR_VERIFICATION_OF_1000000000045" } This is mostly true except for this section: "ids" : ["1000000033163"]
V2 Subform - get fields
In the Version 2 API PHPSDK, how does one access the fields of a subform? I have this: if( 'subform' == $field['dataType'] ){ $apiName = $field->getApiName(); $submoduleIns=$rest->getModule($apiName)->getData(); ...//how do I get the fields of this subform?. }
Problema api v2.0 /Campaigns/search
Buenos días me llamo jose manuel, las pruebas las estoy haciendo desde el cartero. mando llamar la api con la siguiente url https://www.zohoapis.com/crm/v2/Campaigns/search?phone=122 y con su correspondiente encabezado Autorización = token de autorización la respuesta que recibo { "código": "INTERNAL_ERROR", "detalles": {}, "mensaje": "Error interno del servidor", "estado": "error" } Espero que alguien me pueda ayudar. Saludos
Is there any recommended fingerprint devices for Zoho CRM?
We are going to integrate fingerprint attendance system in Zoho People. Is there any device that will makes everything easy for us. thank you
[PHP SDK] ZCRMException: invalid oauth scope to access this URL
Follow the official instructions to the point "Generating self-authorized grant and refresh token" set scope Copy the grant token for backup. Generate refresh_token from grant token by making a POST request with the URL below 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 Copy the refresh token for backup. NEXT used ZCRMRestClient::initialize(); $oAuthClient = ZohoOAuth::getClientInstance();
Leads not assigning to signed in company when created through API
Hi, I have created an app on your system and am using the PHP sdk for CRM. We are capturing leads from multiple clients who sign in through the OAuth process to the app. Unfortunately all the leads captured through the app are going to the account that created the app rather than the user who is signed in. Scenario: Company A registered the app, Company B creates a lead through the app but the lead gets stored in the list of Company A. Expectation: The lead should be stored in Company B. I cant find
Zoho CRM API: Getting geotag information from mobile check-ins with the API
From the Zoho Mobile App we can create web check-in events. As part of the event data the current geolocation is also stored against that event. We can see this in the Web UI where the location address is shown as well as a pointer on a map. However we are not able to fetch the geotags using the CRM API. Neither the getRecordById or getRelatedRecords (Notes) for the Event or the related Account return any of the check-in address or geolocation information. Is there another API for getting the geolocation
Zohoapis crm v2 current user profile info
Hello, We are using Zohocrm api v2 for getting currently logged in user information geting. but i getting the status code 401 Unauthorized. { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" }
About Records APIs sales order
curl -X GET \ https://www.zohoapis.com/crm/v2/Sales_Orders \ -H 'authorization: Zoho-oauthtoken 1000.b0d949fc6a0d4836e267548f6379af5a.64566c4465f127f837ca63d5dbcb4eda' \ -H 'cache-control: no-cache' \ -H 'postman-token: a7c6c6b1-25d5-be83-50b7-37b516986950' Response is empty, may i know why?
refresh_token grant does not give back a new refresh token
When i am requesting tokens the first time i get back an access_token and refresh_token. But when i use ther refresh_token to get back a new tokens only the access_token is provided. I do not get a new refresh_token.
Access Visits Module with api v2 - PHP
When I try to get records from module Visits I got: In BulkAPIResponse.php line 60: [ZCRMException (401)] invalid oauth scope to access this URL I used these scopes : ZohoCRM.settings.READ,ZohoCRM.modules.ALL,ZohoCRM.users.ALL,aaaserver.profile.READ,ZohoCRM.modules I can have the fields from this module but not the records
API V2 CURL PHP - INVALID_REQUEST
Hi all, I have a problem to test Zoho API. Message INVALID_REQUEST appears when I call a simple url like : "https://www.zohoapis.com/crm/v2/settings/modules" Can you help me ? Thanks a lot. Pierrot. My code : $key = 'a50c863d3d9d436d7ed1d1e894942a9e'; $url = 'https://www.zohoapis.com/crm/v2/settings/modules'; $header = array("Authorization: ".$key); $curl = curl_init(); curl_setopt($curl, CURLOPT_URL, $url); curl_setopt($curl, CURLOPT_HTTPHEADER, $header); curl_setopt($curl, CURLOPT_POST, false);
Developing a CRM connector without user possible?
So I got the job to integrate Zoho CRM with a customer application. The documentation tells me to generate a "Self-Client" or how to generate an access token with user intervention, but the system should access the CRM API without this intervention and I am not able to generate a new Self-Client when the other should get invalid. Is it possible to access the API without these? Or is there a work around? I found only SDKs for PHP, Java and others, but not for ruby. Is there a ruby SDK planned?
Generating access token
I have problems when adding the Client ID as self client, I attached a doc with more detailed, I´m trying to connect with API a webpage I´ve made several tries changing the redirect URL with no sucess on the second step when using the self client to get the grant code
Removing LineItem from SalesOrders with the PHP SDK
Hello, I am having some trouble trying to remove a LineItem entry from a SalesOrders record via the PHP API. Here's how I'm trying to do it: $salesOrders = ZCRMModule::getInstance("Sales_Orders"); /** @var ZCRMRecord $salesOrder */ $salesOrder = $salesOrders->getRecord(3841630000000284001)->getData(); $newItems = []; $salesOrder->setFieldValue('Subject', 'Test change'); /** @var ZCRMInventoryLineItem $item */ foreach ($salesOrder->getLineItems() as &$item) { $item->setDeleteFlag(true); } $response
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