API v2 campaign listing
Hi, I would like to use the API to retrieve the campaigns created. I have already been able to retrieve the accounts and contacts using the index but I am not sure how I should do for the campaign. I receive the error message "INVALID MODULE". here is my get: https://www.zohoapis.com/crm/v2/Campaign Thanks for the help!
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
how to get access token through curl request in API Version2
I was inserting new user data into zoho crm at the time of user signup on my website using API Version1 with the help of life time authtoken using curl request. But in API Version2 how I will get access token in backend using curl request without any browser interface.
Zoho API insert product record subform
I'm trying to insert products into the Zoho CRM via the API (version 1.0). I have several hundereds of products in a custom XML file that need to be inserted in the CRM as products in my custom layout, but I am encountering several issues. The custom layout contains several custom fields (I can insert these just fine) except for the subform. Is it possible to insert subforms? Searching yielded nothing helpful except this zoho help article which didn't have a conclusive answer regarding my specific
Search results delayed in REST API
When we create a new contact, or update a field in an existing contact, the new data seems to be unsearchable for 120 seconds. For instance: 1. We create a new record with Detaine_Reference_Number = 12345 2. We use the search to find any records with Detainee_Reference_Number of 12345 and the API returns 204 No Content 3. We repeat step #2 over and over for 120 seconds and receive the same results 4. After 120 seconds the record is returned in the search 5. We update the Detainee_Reference_Number
Syntax of API´s new version
Is there a link where they explain the new syntax or structure for the APIs in their new version? Please to send us information about it thanks for the support Greetings from Panama
Getrecords and sort order on more than one field
In the getrecords function I can optionally specify the sort by field. Is it possible to sort the records on more the one field (e.g. zip code + city?). If so how? It looks like the function accept just one field. Regards
connect to zoho from Java Application
I need to connect from java application with zoho and the system respond me: The Response from the server : <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/accounts/getRecords"><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message></error></response> Thanks
API limit
My customer is on Professional Edition and is hitting the API limit of 250 req/org/day for certain API methods. 1) This is a really low limit. Can this be incremented? According to the documentation (API limits doc ), this is the maximum in any paying edition. Aren't there other options? 2) An email message is sent telling you that the max limit is exceeded. However, it is sent out to all users, in our case at least. Is there a way to change this? It is a very bad idea that this is sent out to all
Can I increase my API limit? What happens when I hit it?
I work for a company that runs a lot of services and we are moving towards using exclusively Zoho as our CRM of choice. That in mind, it might become possible the we reach 250 api calls per day when I need each form to check if a user is a member of a particular service by making an API call to their contact record. So my two questions are this: Can I increase my API call per day limit? and What happens when I hit the limit of my API calls? Forever yours, Gabe P.S. Bonus points if someone informs
On invalid input 'Zoho CRM' doesn't return proper status code.
Hi, I am using Zoho CRM v2 API for development. If I try to create a module (Ex- contact) and don't provide a mandatory field in the input json (For contact, it is LastName), in that case, I get 202/Accepted in response code. As it is a kind of error, shouldn't return in Status code starts with 4? (Ex.- 400). Or is there any other way, I can figure out if it is an error or not. I need error information to trigger some other flow.
Inserting calls as Open Activities [API 2.0]
We are using the Zoho REST API (2.0) to submit calls to our ZohoCRM instance. All calls are created as closed activities instead of open activities. As these calls are scheduled for the future, being closed isn't useful to us. I have tried all the fields available in the documentation, including a few not documented, with no luck. The request I'm making looks like: Request: curl "https://www.zohoapis.eu/crm/v2/Calls/" -H "Authorization: Zoho-oauthtoken [redacted]" -d "@call.json" -X POST call.json:
V2 Bulk Read Data discrepancy with picklists
I am using Bulk Read API to download all my modules as zip files. Until recently it was downloading correctly. But when i checked this week, I found out that some of the columns with data_type "picklist" are now returning ids instead of text. For example, in my Accounts module there is a column called "Shipping_State1". In earlier exports for a row it was a "OH"(text value). Now in newer exports the value is and id- 1504648000011500181 for the same row. I tried with Fields API to match the id with
Version 1.0 of Zoho CRM APIs
Hello, Actually I'm using ZOHO CRM API in version 1 for all my systems. If in Dec 31, 2018 this version will be deprecated, I'll can to continue using this version after of Dec 31, 2018 (January 2019 for example)? or Only there will not support for it? Thanks!
Multiple Search Criteria in an API Call
I was hoping to utilize multiple search conditions in an API call, but it doesn't appear that the API likes that very much... i.e. https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?apikey=$apikey&ticket=$apiticket&newFormat=2&selectColumns=Accounts (Account%20Name,Phone,Billing%20State,Account%20Owner,Billing%20City,Billing%20Street,Billing%20Country, Billing%20Code)&searchCondition=(Account%20Name|contains|*$acctclean*&searchCondition=(Account%20Owner|=|*$owner* This string works
PHP Server SDK example needed
I have installed the PHP Server SDK for API v2. I am trying to search for a record based on an email field. However, the searchRecords function only has searchWord, page, and perPage as arguments. I don't see how I can pass a search criteria such as email=bill@microsoft.com to this function. Unfortunatly, I have not been able to locate documentation for the functions. Is this SDK ready for use, and is documentation available? Can you provide an example on how to properly use the searchRecords function
ZOHO CRM : Insert Invoice using InsertRecords API
We are working on a WordPress plugin which will create the new entry inside invoice module in the ZOHO CRM when the order is processed using the API. From the API Docs, it can be done using the insertRecords API. URL: https://crm.zoho.com/crm/private/xml/Invoices/insertRecords Also, we need to pass the following parameters to insert the invoice: https://www.zoho.com/crm/help/api/modules-fields.html#Invoices We have confusion about the Lookup data type fields ( http://prntscr.com/hg72sj ). Can we
CRM API V2
Hi, I'm migrating to the new ZohoCRM API and I found a case with tags addition/deletion to the contact. With the old API we could include the tag setup with resource insertRecords/updateRecords calls. For example updateRecords: newFormat=2&version=2&id=[some_contact_id]&xmlData=<contacts><row no="1"><FL val="Tag">Tag1,Tag2</FL></row></contacts> Can we do the same thing with the API V2 (by insert/update record endpoints) ? I found only a way to update tags setup using POST `module/actions/add_tags`
Bulk read post request api v2
I've dowloaded the postman request's library. Using postman, I'm trying to make a request for bulk read of a custom module. Using the Records->Bulk->Post request template as a starting point, I've changed the url to: {{api-domain}}/crm/bulk/v2/read In the body tag of the request, I've put the following: { "query": { "module": "Leads" }, "page":1 } After sending the request I've got: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" }
Migrating authtokens from v1 API to new access_tokens (API v2)
Hi, I'm doing migration to the new API v2. I have a question concerning new OAuth flow. Do you plan to offer some kind of migration mechanism to move existing authtokens to the new OAuth flow authorization? I understand that this could be a problematic as with new flow user accepts the access permissions scope and such migration could require an assumption for permission level to be equal with the old authtoken scope. From the other side it could be nice feature to migarte existing API authenications
Migrate from Bullhorn to Zoho CRM
Dear, We are using bullhorn as CRM tools since 1 years. Now we would like to use Zoho CRM. The bullhorn interface is to slow and not adapted for what we are doing now. How can we migrate our customer data from Bullhorn to Zoho CRM. Is there any tools, API to help doing this quickly. Thanks PS: http://www.bullhorn.com/?utm_expid=93119204-6.oWgKpItiS--e5Ex0Ln6VRw.0&utm_referrer=http%3A%2F%2Fwww.google.fr%2Furl%3Fsa%3Dt%26rct%3Dj%26q%3D%26esrc%3Ds%26source%3Dweb%26cd%3D1%26ved%3D0CCIQFjAA%26url%3Dhttp%253A%252F%252Fwww.bullhorn.com%252F%26ei%3D30xwVay4JYKuU5O5gLgG%26usg%3DAFQjCNF_0pzIS8c5CeSN1e_Y2M18SNgHCg%26bvm%3Dbv.94911696%2Cd.d24
searchRecords API not returning all matched results
We have been retrieving a list of all potentials with a stage of "1. To Quote (requested from COPs)" and it has been working perfectly for well over a year. However, today, it has not been returning all the results. I am pretty sure it is not our query at fault as we haven't changed anything. Has there been any updates to the API recently that might mean we need to change our request string? Regards,
Insert Record in Json Format
Hi , Here in API documentation of CRM inserting of records has been shown only through XML, Is there any way to make it JSON format . Immediate response is appriciated.Thank you.
I can't get my apikey from eu servers
I try with https://eu-accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCreator/creatorapi&EMAIL_ID=user@domain.com&PASSWORD=pass and I get this response #
#Tue Mar 15 13:45:23 CET 2016
CAUSE=GET_METHOD_NOT_ALLOWED
RESULT=FALSE
Insert call with account/deal/campaign
Hey guys! I am using JS SDK (http://help.zwidgets.com/help/v1.0.2/ZOHO.CRM.API.html#.insertRecord) Trying to insert a record associated with account deal or campaign. I can easily do it with account, but can accomplish others. Call_Start_Time:"2018-07-06T08:03:02+00:00" Call_Status:"Received" Call_Type:"Inbound" Description:"From: anonymous To: 02034631297 GUID: 01646da3-f4f9-4027-a9b6-f6a1c4178fa8" Subject:"Inbound call on NVM Cloud 4" entityid:"3260162000000289003" entitymodule:"Account" this.ZOHO.CRM.API.insertRecord('insertRecord',
Unable to set Lead Owner using Zoho insertRecords
Hello, Following is the xmlData i am using to send a insertRecords request to add Lead XElement xml2 = new XElement("Leads", new XElement("row", new XAttribute("no", 1), new XElement("FL", new XAttribute("val", "SMOWNERID"), myuserId), new XElement("FL", new XAttribute("val", "Lead Owner"), myemail@email.com), new XElement("FL", new XAttribute("val", "First Name"), FirstName),
migrate from Act! to Zoho
I would like to migrate the basic Act! fields including Notes and Activities from Act! to Zoho CRM Please provide most competitive price and time frame
How to update multiple records using JSON body ?
I need to update multiple records in leads table using the API. However, the documentation only includes examples with XML and not with JSON. Could someone please provide an example of how to achieve the same using JSON request body ?
API V2 = Custom Functions NOT WORKING = HUGE MESS. NO HELP FROM ZOHO!!
All our Custom Functions are not working since last 24 hours. Support tells us this is due to API v2 update and developers DO NOT have an ETA for a fix. The error message seems to be consistent across all of functions when tried to executing manually: Failed to execute function. Error at line 6. Value is empty and ‘toJSONList’ function cannot be applied. We rely heavily on CF's and are stuck. Support also says that there may be a deluge developer who could suggest work around, but they are only working
zoho crm api insertRecords json format
Hey.. I am currently working on the zoho crm api but it seems like my JSON format data is being rejected when I try to insertRecords, does insertRecords only accept xml?
How to set the owner of a Note with insertRecords?
HI, I'm trying to create notes (in this case against Leads, although I want to do the same for Accounts & Contacts too) through the insertRecords API. I can insert the notes fine, but I can't seem to control the Owner (who the Note shows up as being from), it always shows up as my user (who owns the authtoken) I've tried setting (as fields in the xmlData) * 'SMOWNERID' to 'Id' as returned by the getUsers call * 'email' to the email address of the User But the note is still attributed to the API
Upsert Does Not Insert
So we're following the upsert documentation from https://www.zoho.com/crm/help/api/v2/#ra-insert-or-update. This does not work as expected. Consider the following INSERT operation: curl -v -H 'Authorization: Zoho-oauthtoken 1000.d4ec21a4b5e683bfeed3f545fc4dfeb8.13b57082a6cc54151b673866430dcfb2' https://www.zohoapis.com/crm/v2/Accounts -d '{"data":[{"id":null,"Owner":{"id":"3297614000000156188"},"Description":null,"Account_Name":"Blergh","Phone":null,"Account_Number":null,"Account_Type":null,"Ownership":null,"Industry":null,"Employees":null,"Annual_Revenue":null,"Created_By":{"id":"3297614000000156188"},"Billing_Street":"123
Mass update using Zoho CRM API
Dear colleagues! To work with Zoho CRM products we need to update daily about 38 000 elements of Contacts module and 10 000 elements of Potentials module. But updateRecords method allows to update data in only one element per call and restriction of no more than 1 500 calls to API per day doesn't allow us to make necessary quantity of updates. Please, inform whether there are ani methods in API for mass update of elements? Is it possible to solve our problem in any other way?
Zoho API v2 login issue
We use the Zoho OAuth API's response to authenticate users in our app (RoloCRM). Our approach works for most of the accounts but is failing for a few users. We have listed the steps below, with the APIs used in our app during login. Step1: We use v2 of the Zoho OAuth API for login and get basic details. https://www.zohoapis.com/oauth/v2/auth?scope=ZohoCRM.users.ALL,ZohoCRM.org.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL&client_id=<CLIENT_ID>&&response_type=code&access_type=offline&redirect_uri=<REDIRECT_URL>
set text field to null or empty
i have a custom text field with length 36 (to store a GUID) ... i used the mass-update feature of the CRM to "clear out" the values from some records ... now they contain a dash ("-") when i load them up in reports or views, but on the view the field shows empty. wtf? i've tried several different varieties of code to clear this out, with no positive results: #1 xmlData=<Potentials><row no="1"><fieldlabel value="MyField"><![CDATA[]]></fieldlabel></row></Potentials> #2 xmlData=<Potentials><row no="1"><fieldlabel
V2 Bulk read data incomplete
I was using Bulk Read API to download all my modules as zip files. Until 24th May all the data was downloading correctly. But from 25th, all columns are not present in the downloaded zip files for most modules with lots of data. For example, 'Accounts' module in my account had 92 columns until 24th May. From 25th May onward the downloaded zip file of 'Accounts' module have only 49 columns. The number of rows remains same. Any idea what changed? I cant find any change in documentation.
There are 2 API request / record skipped from my website to CRM?
Dear All, I have enabled the Zoho CRM API, Today we have 2 website form data missed from website to CRM. I have recheck the data but i did not found any specific this. >>> Is there any downtime between 31st May 2:36am , 2:38am? >>> Is there any possibility to skip any API request, how i recover it? Need More information about that, please some one guide me.
ZOHO.embeddedApp.on("PageLoad" does not work on Safari
Hello there. I have one Zoho CRM extension which makes use of this library. It works perfectly in many browsers, but not in Safari 10.1 and 11.2. Apparently, the event PageLoad never triggers on Safari, for there are no errors reported. I also tried to debug this, but I never got to the callback function passed as listener for this event.
Not able to get Campaigns Data
Hi i want to get the zoho campaigns by using https://www.zohoapis.com/crm/v2/Campaigns?scope=ZohoCRM.modules.ALL and passed the access token. We are getting the data through Curl public function getCampaigns() { $requestUrl ="https://www.zohoapis.com/crm/v2/Campaigns?scope=ZohoCRM.modules.ALL"; $headers = array( "Authorization:Zoho-oauthtoken XXXXXXXXXXf6 ); $ch = curl_init(); $ch = curl_init($requestUrl); curl_setopt($ch,
[SOLVED] Delete multiple records with deleteRecords
Hello, Is is possible to delete multiple records with the "deleteRecords" API? If so, how should the multiple IDs be encoded into the ID parameter? Thank you.
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