What is the behaviour of CRM API: insertRecord method with duplicateCheck=2
Using the CRM API, I can add a record with method "insertRecord" passing a parameter "duplicateCheck=2" and ZOHO will either insert the record (if one with the same email address doesn't already exist), or update a record (if one with the same email address is found). Questions in case a record is found and will be updated: 1 - Does ZOHO keep track/record/history of previous values for those fields updated? 2 - Does ZOHO flag anywhere in the system that the record has been updated through the API?
HTTP 400 - Bad Request
When using the get_records method this afternoon, I regularly get a 400 error either at fromIndex 1201 toIndex 1400 or fromIndex 14001 toIndex 14200. Can you shed some light on to what may be causing this issue? It's preventing me from accessing my data. If I make the request in my browser there is no error. To the best of my knowledge, there is nothing else accessing the api, except potentially a Zoho -> Zoho sync (e.g. Campaigns, or Desk) URI: https://crm.zoho.com/crm/private/json/Accounts/getRecords?fromIndex=1201&authtoken=#####&toIndex=1400&scope=crmapi
Problem in insertion of contact
Hello, I am trying to insert data in zoho contact with my custom form created in html.But its not working Following is my code snippet. but it doesnt work for me $xml_data="<Contacts> <row no='1'> <FL val='First Name'>Scott</FL> <FL val='Last Name'>James</FL> <FL val='Email'>test@test.com</FL> <FL val='Department'>CG</FL> <FL val='Phone'>989898988</FL> <FL val='Fax'>99999999</FL> <FL val='Mobile'>99989989</FL> <FL val='Assistant'>John</FL> </row> </Contacts>"; $auth_token = 'e7d0fe51c2ed6f4b19e39ff8006266d1';
ERROR: Please verify if the name and value is appropriate for the "id" parameter
Good day, Can someone tell me whats wrong with this API call? I am updating CRM invoice record using the following xml string: <Invoices><row no="1"><FL val="Id">16611480000139713</FL><FL val="Shipment Date">2017-07-28T15:53:49.0000000</FL><FL val="Tracking Number">94055118984638900252</FL><FL val="Shipment Status">Completed</FL></row></Invoices> Here is the URL to the API end point https://crm.zoho.com/crm/private/xml/Invoices/updateRecords?authtoken=xxxxxxxxxxx&scope=crmapi&xmlData=%3CInvoices%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Id%
find all contacts missing Phone number attribute
Earlier this week, insertRecords left out the Phone attribute that was in the xmlData for some reason. It worked for the past year but stopped working this week but starting working again today: now we have hundreds of contacts that are missing the Phone attribute and need to fix them. Problem is, using searchRecords, there is no criteria that lets me search for contacts missing the Phone attribute. How do I retrieve all contacts missing a phone number?
API Zoho CRM
Hello, I want to update the date of birth of my contacts. For now, all my contacts have an empty date of birth. I want my contacts to update this information themselves. So I think go through the API but I do not know exactly how to do it. I think we need to create a form with a "date of birth" field. This form will be opened by the contact itself via a URL that it will receive by email. In the URL there must be a way to customize the form with a hidden field containing the contact's ID (for example).
CRM & SHEET INTERFACING OR INTEGRATION
Hello All. In a perfect world CRM needs to access data in a spreadsheet either on xls or a zoho sheet. In my example I just want to use a zip code and another corresponding field and return a value to zoho CRM. I have a set of complex tables that has nothing to do with the data in the CRM which is why it is not there. While the information I need is a little more elaborate, this is the use case. I'm not sure of the best way to may a sheet return me a value based on some fields I have in the CRM
Inserting Quote - Valid Until field does not update all other fields insert fine. Checked format is MM/dd/yyyy
Hello, The following inserts a quote perfectly EXCEPT the field "Valid Until" (date) field is not inserting. There are NO ERRORS being thrown by the API. I have tried the DateTime format also. We have other clients where that works fine but again datetime and Date are failing on this field, I have tried as CDATA as well.... I have confirmed from the UI the Spelling of the field as well as the fact it is indeed a date field (type is date)... <Quotes> <row no="1"> <FL val="Subject"><![CDATA[Amanda+Test+Price+Sheet+A]]></FL>
Checking API limit via an API call?
Hi, I was wondering is there an API method or call I could use to check how many calls have been made during the day so far? I am looking at implementing a bulk upload script that would run off a cron job and although I’m sure at present we are hardly use our API limit, as time goes on we might find on a daily basis we are close to hitting the limit and I would like to try and stop the script from running in the cron job if the limit is close to being hit. Is this possible? Thanks for any help
Request for Zoho API developer
Greetings. I am currently in need of a developer that can integrate Vaxvacationaccess, American Airlines Vacations, GOGO and World Wild Traveler to API ZOHO CRM. I can be contacted via email or phone at: 410.960.7577 or ladell@royalexpressiontravels.com
Getting an API auth token from Zoho CRM with two factor authentication enabled
Hi I am writing an integration with the Zoho API and I am using two factor authentication. So far as what I have understood from the documentation is that to get an Auth token I have to call this URL with the respective fields filled in: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName] So my first question is: How is that secure in any way? The user's Email and Password/Application specific password
Insert into field value (Custom module) data from api web
hello I am new to ZOHO CRM I have a field named Dollar in a new price list module I created. And I want to update it each time by the creation date of the record. I have an address: Http://query.yahooapis.com/v1/public/yql?q=select * from yahoo.finance.xchange where pair in ("USDILS") & env = store: //datatables.org/alltableswithkeys Which returns me to XML. this way: <Query xmlns: yahoo = "http: En-US "> <Results> <Rate id = "USDEUR"> <Name> USD / EUR </ Name> <Rate> 0.8923 </ Rate> <Date> 6/19/2017
Api /Contacts/searchRecords search on date?
Hello, How do I search based on a contact date field please? My date field is called "Contact Created" I have tried: Using php, I have tried: $datetime = date('m/d/Y H:i:s', strtotime("-1 day")); $search_criteria = '(Contact Created:' . $datetime . ')'; But it does not work! Also, is there anyway to get the results of a custom view, as that would be another great way to get today's contacts.
We got failure code 4891 from zoho api. What does it actually mean??
Hi all, We have got 4891 as Zoho Failure code while using the zoho api. I couldnt found the description about the error in documentation. can anyone help me what it is actually about.
Stage History related to a Potential - Field Modified By
Dears, Good Morming. I'm using the API to get a "Stage History related to a Potential" as indicated in the link below: To fetch the Stage History related to a Potential https://www.zoho.com/crm/help/api/getrelatedrecords.html But the method don't return de Field "Modified By", the only fields returned are: Amount Stage Probability Expected Revenue Close Date Last Modified Time But, I can use that field in Zoho Report (is available) and extract the report manually. How I can Get That Field through
Track Leads and Potentials stage evolution
Our aim is to insert new Leads, from a third party application, trough the use of the CRM API. Then the Sales rep do their usual job of qualifying and converting Leads to Potentials and Contacts. I would like to track, still using the CRM API, the evolution of these leads. Because the conversion to Potential is done by Sales reps, I don't see how to retrieve a correspondance between Lead and Potential (ids returned by the API are not the same). I could search by name or email address, but these
Api attachments linked to other records
Hello, I wish to upload a single attachment to a potential and then link it to the contact and custommodule1. I can upload the file fine, but adding the CONTACTID as a parameter in /Potentials/uploadFile does not appear to work. Is this possible?
Is there an expected release date for a Zoho CRM JSON API?
We've read in past discussions on this forum that you have been working on a new API version that will allow sending data in JSON format. From a reply at the Zoho Desk announcement for their new REST API last week, it also looks like you are working on it. https://help.zoho.com/portal/en/community/topic/release-of-zoho-desk-rest-apis#2266000009580269 We are considering using your API to automatically insert into Zoho CRM client records created on our website but we could wait if a more modern JSON
Updating a potential
Hi, Using Zoho CRM API, I have been able to successfully create a Lead and then convert that Lead into a contact and a Potential. I am looking for a way to update a Potential after it has been created. I have been able to update a Contact successfully using updateRecord API. https://www.zoho.com/crm/help/api/updaterecords.html However, there is no way mentioned to update a Potential. How can I update potential given a potential id?
How to get the sales order from an website to zoho sales order?
I have an website which will have order history . I would like to show order from that website to zoho sales order how to achieve that?
Zoho CRM Insert Call with Lead ID.
Hi I'm Trying to Insert Call Record and Associating the call Record with Lead. The Call Record get insert but its not getting associated with Lead following data. <Calls><row no="1"><FL val="Subject"><!--[CDATA[Test Call_CTL22]]--></FL><FL val="SMOWNERID"><!--[CDATA[xxxxxx]]--></FL><FL val="LEADID"><!--[CDATA[xxxxxx]]--></FL><FL val="SEID"><!--[CDATA[xxxxx]]--></FL><FL val="SEMODULE"><!--[CDATA[Leads]]--></FL><FL val="Call Type"><!--[CDATA[Outbound]]--></FL><FL val="Call Purpose"><!--[CDATA[Call
Zoho Crm API InsertRecord - Workflow
I am trying to execute workflow on creation of record using zoho crm api and also did wfTrigger = true.But it is still not working. Here it is my xml data: <{authtoken=[hidendata], scope=[crmapi], version=[2], xmlData=[<?xml version="1.0" encoding="UTF-8" standalone="yes"?> <customModule14> <row no="1"> <FL val="Message">Yup</FL> <FL val="Phone Number">hidennumber</FL> <FL val="SMS-Status">received</FL> </row> </customModule14> ], wfTrigger=[true]},{Content-Type=[application/x-www-form-urlencoded]}>
Get code 4819 when trying to update a contact and the email address is in a different case
Scenario: In Zoho the contact has email Xomeemail@test.com Send an update to https://crm.zoho.com/crm/private/json/Contacts/updateRecords {:body=>{:xmlData=> "<contacts> <row no=\"1\"> <FL val=\"Contactid\">REDACTED</FL> <FL val=\"Contact Owner\">REDACTED</FL> <FL val=\"First Name\">First</FL> <FL val=\"Last Name\">Last</FL> <FL val=\"Title\">Title</FL> <FL val=\"Account Name\">Account</FL> <FL val=\"Email\">xomeemail@test.com</FL> <FL val=\"Billing City\">city</FL>
getRecordById Help
Hi All, Say I call getRecordById for a product and the product comes successfully. product = getRecordById("Products", id) Then I want the Product Type element but let's say that this does not exist in 'product'. prodType = product.get("Product Type") What is the value of prodType in this case? Is it null or an empty string? What would be the result of the check below? Would it throw an exception or return false? prodType.contains("Test Type")
Contact column names are CRM language dependent?
When i use insertRecord method while CRM's interface language is english everything works fine. But I switch CRM language to Russian and same insertRecord call return error: Фамилия can't be blank Фамилия means last name. Last Name is the only required field in my contacts. Of course i provide it in API call.
How can I update records using criteria
In the API documentation is established that I have to use the id of the record to update the field but, is it the only criteria value I can use to update? what if I want to update all records that have blue as color?, for example. Is it possible?
Getting distinct field values using REST API
Hi, I have a requirement where I need to get a list of all possible field values for a specific field. This would be used to populate a drop-down list in a 3rd party app. For example given the field Title I would like to be able to run a query similar to the following SQL query. SELECT DISTINCT Title FROM Lead or SELECT DISTINCT LeadStatus FROM Lead Is this possible? Thanks Dave
Workflow Rules not Executed in API Call
I created an Accounts workflow rule to update a Deal record when an Account is created but when an Insert Account Record API (https://crm.zoho.com/crm/private/xml/Accounts/insertRecords?...) call is made using webhook post the WorkFlow Rule is not executed. I am not sure why but I expect the workflow rule to be executed. Help!
Permission to access LEAD contact details to subusers - Feature not working properly
Dear Admin, My name is Srinivasan and I am the CEO of SG Associates - Builders in Kumbakonam. We currently have a Zoho Website account with you (sgakumbakonam@gmail.com) and we are extremely happy with your services. Recently I started exploring the capabilities of your CRM (Free version) for implementing the same for my company to improve the LEADS followup with our customers that we get from many sources (like telephones, website, online chat, sms, voice mails and ads in other leading websites).
Search records where field is empty
Hi, I want to use the searchRecords method (https://www.zoho.com/crm/help/api/searchrecords.html) to include multiple criteria. I am able to do so, however I do not see anywhere document as how to search "empty" or null? As well as "starts with". The format in the example in the docs is: (Field Name:Value) Is it possible to search for a field name that is not empty? e.g. (Lead Source:Not Null) - something like this? Thanks
How To Get All Product Ids That Are Related With A Deal
my question is simple.. i made a deal.. Then i attach some products with it. Now i wan't to get all the products related to this deal with api.
Add additional Invoice productdata?
Hey, I'm currently working on a project, requiring me to extract the Invoices through the API. While I've got this working no problem, I was wandering if it's possible to request addition or get additional data into the invoice's product array. I need the data of a custom-field to be returned. Is this possible? So I want my customfield ''Woocommerce product ID' data included to all productdata returned in the invoice's productdata. Right now to accomplish this is first requesting all invoices, then
Send all @mentions to slack or connect
Is it possible to send all @ notifications to slack or zoho connect? Any plans to improve the crm Feeds module, add search, etc?
4600 error on API updateRecords
I am testing the API trying to get some information from our on-premises database into Zoho CRM. I have written a little c# app to do this. I am trying to update a single field, Test, which is a numeric field, within the Accounts module. My app produces the following query string. I have removed the auth token and record id from the string https://crm.zoho.com/crm/private/xml/Accounts/updateRecords?authtoken=authtoken&scope=crmapi&id=recordid&XMLData=%3CAccounts%3E%3Crow%20no=%221%22%3E%3CFL%20val=%22Test%22%3E%3C![CDATA[100]]%3E%3C/FL%3E%3C/row%3E%3C/Accounts%3E
Release Notes and release notifications
Is there a way to get Release Notes on modifications (including minor updates) and notifications of releases? I can only find notifications on major releases with vague info on details, but we're interested any changes effecting core platform, APIs, etc.
Cannot insert invoice with product!
Hello, I am trying to add an invoice with one product, but I receive error: 4835Unable to parse XML data. The code looks like this: $ch = curl_init('https://crm.zoho.com/crm/private/xml/Invoices/insertRecords'); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_POST, 1); $xmlData = '<?xml version="1.0" encoding="UTF-8"?> <Invoices> <row no="1">
Speacial characters not working
Hello There, Please see the below request. This don't want to work when i use '&' here in xml. please let me know for the solution of this. $xmlD = '<Potentials><row no="1"> <FL val="Study Duration / Plan">7 Years</FL> <FL val="Field of Study">Arts</FL> <FL val="Interview Date">2017/07/06</FL> <FL val="Provisional Application Fee Paid">750</FL> <FL val="Application Fee Paid">2000</FL>
Inserting Notes and link to a call record using API
Hi, I need to add the audioURLl link and notes to a call record that I pushed to ZOHO CRM. But couldn't find any fields in the Call records to add the same Any help would be appreciable
Update a single Sales Order field
Hi. I'm trying to update a single field in SalesOrders module using API. When I execute the code I got success messages, however the field does not change its original value. Following the code: import urllib import urllib2 import csv #You should have the price book id and product id, for using this API. authtoken = 'be00fd0cdd8b1566c4a2d2cdbe24ad34' xmlData = '' final_URL = "https://crm.zoho.com/crm/private/xml/SalesOrders/updateRecords" with open('/home/carlos/Documents/Embarques_Consecutivo.csv')
Problems with API
Hi! We are having problems with the API. We sync data from other server to Zoho CRM, and we need to trigger certain workfow rules whenever there is a change. The problem is that when we update records via API, and we do it massively, the workflow rules arent firing. We generated a ticket, but there is no way to follow it, and we haven't received a e-mail. We also think that you cannot offer chat assistance only for clients on trial, and not having this option available for paying customers. I think
Next Page