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 =
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
Next Page