Export data to excel via xml
Hi, We have setup a connection in excel to request live data but as there is no schema file, excel then creates a default map which is not formatted in the correct way. Is there a way to specify the schema file so this is formatted correctly or another way to extract the data into excel so it can then be used for normal lookups? Thanks Lee
ZOHO /RULES
We configurate an API for charge the leads from the web quotation to our CRM. The application charges all the information in our CRM but don't assign as the rules. What is the problem?
CRM Accounts there is no information about Customer sync?
I have a issue where i want use the same customer in Zoho Subscription after create in CRM. Sync mode is on and at the moment when a account is created I have a new customer in books (the same id in subscription). If i retrieve customer in books i’m able to see the link and ids but my workflow start in CRM where i want to get information across books or subscription but there is no ID related in CRM. There is way to get or use the same customer and prevent duplication if the first read is in CRM.
Get groups that user belongs to via API
Hello, I am able to pull users via the Users/getUsers endpoint. I was wondering if it is possible to also get the groups that the user belongs to? Thanks,
Dissasociate A Product From a Deal
I just wan't to know how would i dissassociate a product from a deal which was bind in past. How will i dissassociate that product from that deal with Api.. Please guide me ASAP
Bind PRODUCT with a Deal with api
Please guide me how can I bind the product with a deal just like we can do this in frontend of zoho crm.. How could it be possible with the api ?
how can we remove related records? (not delete)
how can we remove related records? (not delete) e.g if i want to remove product (not delete) related to account through api how should i do it cant find a way to do it.. thanks
Insert a new record (Price Book)
I am trying to insert a new Price Book record from my api. This is my XML: <PriceBooks> <row no="1"> <FL val="SMOWNERID">2505249000000119011</FL> <FL val="Price Book Owner" /> <FL val="Price Book Name">My book</FL> <FL val="Active" /> <FL val="Created By" /> <FL val="Pricing Model">Differential</FL> <FL val="Modified By" /> <FL val="Description" /> <FL val="Pricing Details" /> </row> </PriceBooks> I can insert successfully
uploadFile API
Hey Everyone, I'm getting a "Couldn't open file" error when trying to upload a file to a custom module in zoho. I tested this yesterday and it worked fine however when testing today it doesn't work. I haven't changed the code so I'm not sure what the deal is. If anyone has any insight on this I would greatly appreciate it. Been testing and debugging this for hours.. $FileName = $_FILES['File']['name']; $FileSize = $_FILES['File']['size']; $FileTmp = $_FILES['File']['tmp_name'];
Establish a relationship between Contacts module and a Custom Module using a custom field ?
Hi Zoho Developer Team, I have two modules called Users and Transactions to be integrated to my version of Zoho CRM. These two modules are interconnected via unique field User ID.I am planning to insert all the information of Users module to Contacts module via Zoho API. For transactions, I will be creating custom module and migrate all the transaction data there. By default, linkage works using Contact Name(when I lookup Contacts Module in the Transactions module). However, since I don't have unique
Bind Contact with Deal With the Contact Id Via Api
I'm trying to bind my deal (Potential) with a contact, It is binding with the api but the main problem is this is binding working with the contact name Not with Contact id. What will happen when i'll bind the deal with the contact which have same names. ? so i need to bind this with the contact id not with contact name.
GetResponse integration error
Hello! We tried to integrate zoho.eu CRM with our GetResponse account via API but failed to do so. GetResponse said the key was invalid. We contacted GR support and after scrutinizing the issue they learned that ZOHO returns error error code - 4834
error message - Invalid Ticket Id and they were unable to fix the issue on their end. The weirdest thing is that we can integrate zoho.com with GetResponse no problem. However, we really want to have our instance run on the European
API Limit Question
Hey Everyone, I have a question regarding the API limits. I've noticed that when integrating the API with our website. The way that I wrote the code calls an API request each time someone accesses the information. If there are only 4,000 request per day and let's say we have 100 active users on at a time then that will get eaten up really quickly. Are there any best practices out there that will only call the API when needed? One solution I can do is just call an API request and get all the information
Escaped XML data within Note Content does not get entered.
I have instances of user-inputted data I would like to be entered into Note Content from the Zoho CRM Developer API. For the majority of the XML data I submit to Zoho, in Leads and Contacts for example, I'm able to escape user-inputted data. I've handled this by wrapping the user inputted data in <![CDATA[...]]>. However, when I try doing the same for Notes, specifically the "Note Content" field, the field comes in blank to my Zoho CRM. I believe this is a bug in Zoho's CRM system.
Forgoing duplicate check for leads when using insertRecords method?
I am currently using the Zoho form to catch leads from my website, the form works great but there are a few things I do not like about it, like the old school captcha and it's formatting. Using the Zoho form, if a lead which subscribed previously tries to resubscribe again, using the same email address, the lead is added to the Leads section of the CRM again. Which works great for me, as a previously dead lead might turn to be live again. After deciding to update the form looks and using insertRecords
getRelatedRecords to get accounts related to Custom Module entry
Hi all, I am trying to get related accounts of a custom module (business partners) entry. Here is the query: https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?authtoken={auth}&scope=crmapi&id={id}&parentModule=CustomModule2 But I am getting: { "response": { "uri": "/crm/private/json/Accounts/getRelatedRecords", "error": { "code": 4401, "message": "Unable to populate data, please check if mandatory value is entered correctly." } } } However I can get Tasks
how to implement s2s pixels from the crm ?
HI , while i register a lead to the crm and sent a link in one of the parmas value and want that the crm will handl a s2s pixel, is there any support for the s2s - server to server pixels in zoho crm to use this link and handle it ? how can I do that ? something lik google tag manager or facebook thanks
Remove an Invoice Line Item via API
Hi, I am wondering if anyone knows how you can remove an invoice line item via the API? When I update the Line Items via the API it does not remove any that I don't specify. I am trying to do a mass update of Invoices where 1 line item product is replaced by a different product but all I seem to be able to do is add to the line items. The original line item is not removed when it is not specified in the new list of Product Details. Thanks, Michael
Update Custom Module Record
I am trying to update an existing record in a custom module. When I try to get my modules, I see: { "content": "CustomModule1", "gt": "4", "id": ..., "no": "6", "pl": "Cohorts", "sl": "Cohort" } So I know that the module is called "CustomModule1". I want to update a custom field on this custom module, so I pulled the fields: { "customfield": "true", "dv": "Cohort Status", "isreadonly": "false",
Get id of the record when inserted
I want the record id when i insert the record using zoho crm api(insertRecords) from php site. The following is the code; $xml = '<?xml version="1.0" encoding="UTF-8"?> <CustomModule> <row no="1"> <FL val="First Name">'.$fornavn.'</FL> <FL val="Last Name">'.$efternavn.'</FL> <FL val="Email">'.$email.'</FL> </row> </CustomModule>'; $url ="https://crm.zoho.com/crm/private/xml/CustomModule2/insertRecords"; $query="authtoken=".$auth."&scope=crmapi&newFormat=1&xmlData=".$xml; $ch = curl_init(); /* set
API getRecords and Layouts
If a field "Sample Field" is added to a specific Layout "New Layout" and is not added to the "Standard" layout, the getRecords method does not return any data related to the "Sample Field". There is simply no element in the XML tree for "Sample Field" The workaround is to add the field to the "Standard" layout.
Trouble with the API method searchRecords
When I invoke the searchRecords method does not throw the information correctly This is the instruction I send you https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=Token&fromIndex=1&toIndex=100&criteria=(Status:Tramitar)
how can we have the images associated with the Location map in the Contact modules
When we click on the location map (address information)in the contact modules.How can to see the image(front view of the company )? how can i get this done..
How To update "Contacts" in a Potential
I created a potential and map a contact to it, i try to replace the contact with the new one but it added with the current contact how to reset the attached contacts with the Potential through CRM api?
. NET library for Zoho development
Cannot find examples of XML messages for insert, update, delete from remote .NET application to Zoho objects
Need attachment image url
I want to show my attachment image to show in my website, can u add my attachment url with my vendors records, then its easy to call the image url to website, Kindly provide php codings...
Problem with ApiMethod searchRecords
Hi.I have a problem with api searchRecord, if it was working but today does not filter the information and I do not download it, I use C #. I have tried with getRecors and I have no problems with said ApiMethod. https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords? authtoken=Auth Token&scope=crmapi&criteria=(Status:Tramitar) Beforehand thank you very much
InsertRecords
If we are inserting XML data into our leads module via insertRecords method, is there any way to not show that was successful based on parameters? For example, We don't want to accept FL leads. <FL val="State">FL</FL> When this xml data is executed, I want to get a response that says record was not successfully inserted. Is the only way to do this through a webhook? Or is there a way for that success (as in screenshot) to show up as not successful?
API problems.. (1) getSearchRecordsByPDC: search for custom field.. (2) updateRecords: multiple records.. please help... thanks
Put these in one post... hope thats okay...first problem: We have a custom field "Site ID"... we wanted to use this field to retrieve the value of the Zoho "Lead ID" but we keep getting this message: <error> <code>4420</code> <message>Invalid Search Column.Check it now</message> Here is the relevant code: $url = "https://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC"; $selectColumns="leads(LEADID)"; $searchColumn="Site%20ID"; $searchValue="24090"; $param="authtoken=".$token."&scope=crmapi"."&selectColumns=".$selectColumns."&searchColumn=".$searchColumn;
updateRecords error
I already posted this but cannot find the post and I don't think it was published. Any help you offer is greatly appreciated: Error attempting to use updateRecords to update multiple records: error message: <response uri="/crm/private/xml/Leads/updateRecords"> <result> <row no="1"> <error> <code>4425</code> <details> Unable to process your request. Please check whether you have given the valid record Id XML data: <Leads> <row no="1"> <FL val="Refer ID">22</FL> </row>
getSearchRecordsByPDC error
We are attempting to retrieve the Zoho "Lead ID" using our custom field "Site ID". I have tried many different ways of referring to our custom field "Site ID" but with no luck. Thanks for your help with this. error message: <response uri="/crm/private/xml/Leads/getSearchRecordsByPDC"> <error> <code>4420</code> <message>Invalid Search Column.Check it now</message> relevant code: $url = "https://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC"; $selectColumns="leads(LEADID)";
Sales Orders - Contact Name question (insert Sales Order using the api)
Hi, We're importing records into Zoho from a database, using the api. When importing sales orders: the import function provides all the details, including Contact Name. However, when there's more than one contact with that same name, it seems that Zoho takes the first contact with that name (first in terms of Zoho id), and associates it with the order; I'd expect it to select the contact that also has the Email given in the order details, as Email is the unique field for contacts. Is this the expected
How to add customer/contact ID to sales order via api.
Hello, We have a webform that creates a new contact, and then add a sales order with that contact as customer. The only way I have found to add the contact to the sales order, is by using the "Contact Name". My concern is that we might get costumers with same names, so I would like to use the ID i get in return when creating a Contact, to link the sales order to that contact, by ID, not name. what field should I put the Contact-ID in, in the Sales Order XML?
upload a pdf file using XML
I'm trying to upload a PDF that's hosted on our server, but for the life of me I can't figure this thing out! Please help! I see that it can be done with the uploadFile Method, but "agreementURL" only attaches a link to the file. The URL doesn't seem to work with "Content". What exactly do I need to enter for the File Input Stream? https://crm.zoho.com/crm/private/xml/Potentials/uploadFile?authtoken=[auth_token]&scope=crmapi&id=[potential_ID]&content=http://www.[MY_URL].pdf Or is there an easy way
Posting XML to insertRecords
Is there a way to POST XML data to the insertRecords endpoint? (https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data) Currently I've only been able to attach the data (url encoded) in the URL string. This means that we can only insert 5 records at at a time, rather than the 100 promised by the API documents. The URL limit is usually around the 2000 character limit, which is quickly used up by the verbose XML format.
SearchRecord function in custom function doesn't work same as api for custom module
Hey, We met a critical problem that blocks our script to work. The searchRecords function for our custom module doesn't work in custom function same as the api. We do exactly the same search with zoho.crm.searchRecords and zoho crm search api, in custom scripts it returns an 4500 error, but with api client it returns the expected result. Really urgent, please investigate and let we know. Thank you for your updates! Check the image:
Create Contact+Account using API
Question 1: --------------- When using the API to create a new "Contact", how do we handle the Account part? Will an account entity automatically be created by CRM if we fill out the Account Name field for the "Contact"? or do we need to create the Account by calling API before we create the Contact? We have noticed that when promoting a Lead to a contact (in CRM) then the Account gets created automatically... wonder if this is the same when we use the Create Contact API ? Alternatively would it
Multi-currency available on CRM API
Dear team, You have delivered few weeks ago the multi-currency feature for Zoho CRM. I would like to know the following: will the new fields be available on the API? is it possible to update through API the currency rate (in order to have it automated daily)? Many thanks in advance for your answers! Christophe Mendez | MZ Consultants
API Picklist not populating
Im trying to populate the lead/enquiries table via API from a website. its all working fine except the pick list which aren't populating. Any ideas why? thanks
Random Error evaluating MAP expression errors
I am hoping someone can assist. I have a number of custom functions which have been produced by a range of Zoho Alliance Partners and one by Zoho itself. The functions work well 97% of the time. However, I experience 3 or 4 instances a day where an app will fail on the basis of "Error evaluating MAP expression" (according to the Zoho CRM log). To me this appears to be a backend Zoho issue, as the coding is correct, as evidenced by the fact that the workflows work well in the vast majority of instances.
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