4600 error issue
I'm getting a 4600 error which I understand is due to improper API call syntax. But I've triple checked every character or my url strong and I cannot find what is amiss. I receive this error only when I try to run an api call for 'potentials' but not for other types, like 'leads'. I get a proper response when I use the exact same url (just switch out the id with a lead-id). String I'm using with a 4600 response: https://crm.zoho.com/crm/private/json/potentials/getRecordById?&authtoken=MYTOKEN&scope=crmapi&id=392848000035264699
DeleteRecords
Hello, I am using the DeleteRecords API call to delete records., But it seems to only delete 1 record at a time. Is there a way to delete more then one record at a time? This is a major hit on the API limit that is imposed. Bob Lozinak Twelve/Three Marketing, Inc.
How to disable chat window ?
Hello All, i would like to disable the chat window from my website. Let me know, how i do that? someone please suggest me, am new to the here, I have worked with multiple firms. you can check Opd management video one of my work. Any help would be appreciated Thank you !
upload size issue
Can I set file size limit upload fields? very important as in my Application, some users have uploaded monster files, and it wastes a lot of storage space as well as ruins download speeds. am new to the here, I have worked with multiple firms. you can check mobile app video one of my work.
Zoho CRM API Update records charset
Hi, I am trying to automatically update my phone field in zoho CRM using the API. But I can not get the whole phone number updated. I want to add my phone number with the following format [country code][area code][phonenumber] for example +31 1 234567890 But when I update a record the + char and spaces are not updated so the phonenumber in zoho becomes 311234567890 Can you maybe tell me which charset is used and if it possible to send these kind of characters to a phone field Kind regards Joost Verheijen
Item IDs different in Zoho CRM and Zoho Inventory
I have products synchronised between by X-Cart ECommerce platform and Zoho CRM. I am now planning to push Sales orders from X-Cart to Zoho Inventory. However, it appears that the product id allocated to a product in Zoho CRM seems different to the product id for the same product in Zoho Inventory. This may be because the product was added to Zoho CRM from X-Cart and the same product was imported into Zoho Inventory manually. If I start with a clean system (ie all products removed from Zoho CRM and
javascript in webform to populate a field.
It seems zoho still doesn't handle address fields in the deals module (only contact module). So I'd like to use the method I've been using for years on my old system, using javascript to populate the website field with a google maps url. I'm having trouble figuring out the syntax of the new webform. I remodel houses, I don't program javascript very well. Previous webform script section: gmapaddress=document.aptrequest.jobaddress.value.replace(" ","+"); while(gmapaddress.indexOf(" ")!=-1) {gmapaddress=gmapaddress.replace("
Searching for an Empty Field
I'm trying to use the CRM api to search for Leads that have no value in one of the custom fields. Since the field is a URL field, I figured an easy way to check for an empty field is using the following API call: https://crm.zoho.com/crm/private/json/Leads/getSearchRecords?authtoken=TOKEN&scope=crmapi&selectColumns=Leads(Channel Name)&searchCondition=(Channel Link|doesn't contain|http*) I update the link field myself, so I that know if it has a value it will begin with "http". However, the issue
How to get all custom fields list using API?
How to get all custom fields list using API (With/Without specific module)? I have tried get all custom fields using https://www.zoho.com/crm/help/api/getfields.html But its returns only the default fields for each module Example: Try to get custom fields from lead module https://crm.zoho.com/crm/private/json/Leads/getFields?authtoken=<AUTH_TOKEN>&scope=crmapi&type=1 Result: {"Leads":{"section":[{"dv":"Lead Information","FL":[{"dv":"Lead Owner","customfield":"false","maxlength":"120","isreadonly":"false","label":"Lead
Search for records where specific field is empty
Hi, How can I use the api to search for records where a specific field is empty? for example, get all Sales Orders where Contact Name is empty. It's easy enough in the view, but not through the api - searchRecords can't seem to be able to search for empty value.
How to count emails through API?
We need to count the emails that a lead or contact sent and got and write the result to a custom field in another module. For this we want to use the API. On https://www.zoho.com/crm/help/api/modules-fields.html I could not find the respective fields. So how can we do this?
insertRecords/updateRecords xmlData in request body
Wondering if it's possible or if it's on your enhancement list to accept the xmlData string in the HTTP request BODY instead of as a query string in the url? Different HTTP components have url length restrictions (for example internet explorer or the standard httpclient implementation in silverlight) that cause problems when trying to insert or update records with a lot of fields and certainly when updating/inserting multiple records. Besides, the request body would be the more natural / semantically
Add products to existing potentials
Hi. I´m trying to add products to potentials using updateRelatedRecords API method. The url is: https://crm.zoho.com/crm/private/xml/Potentials/updateRelatedRecords The request data is following: {'authtoken': 'be00fd0cdd8b1566c4a2d2cdbe24ad34', 'relatedModule': 'Products', 'xmlData': '<Potentials><row no="1"><FL val="Product Details"><product no="1"><FL val="Product Id">2178603000000375715</FL><FL val="Product Name"><![CDATA[Pasta de Tomate HB 29% NTSS - Tote Bin 1330 Kls - MS]]></FL><FL val="Unit
Zoho CRM API
Hi, my company wants to switch over to your CRM but we are still testing it out. We want to send out an especific email to a group of users that I have to choose on the fly (API) . Scenario: We got a learning platform on which there are some users that have been offline for some time now (48+ hours). We want to do follow-ups by sendind an email and measure metrics to those users (already contacts on your CRM). The email content may vary between contacts (if possible create the content of those emails
Get a list of Participant IDs from an Event
I can't get a list of related lead/contact participants on my events. My API call looks like this: https://crm.zoho.com/crm/private/json/Events/getRecords?authtoken=MY_AUTH_TOKEN&scope=crmapi&newFormat=2&selectColumns=Event Owner,Subject,Description,Participants I assume there's something wrong with just putting in the "Participants" field. Some of the documentation said you can put in "Contacts/Leads" as a field, which also didn't return any Participant IDs. A little stuck here, would appreciate
WebForm To Send Data to Existing Record ? aka in SQL as "UPDATE"
Hi Zoho Community, I'm familar with Zoho CRM Webforms but as far as I know, webforms can only create a new record in our CRM database. QUESTION : Is there a method in which a webform can UPDATE a record in zoho CRM ( given I have the record ID ) ? Can I modify my form code to update an existing record? I refer to my SQL and PHP experience where I'd just send an UPDATE to the database. If this is not the right approach, please point me in the right direction. .... or is this just not possible ?
searchRecords api returns 4600 response
I am building an external app for a client. They have added to the Accounts records an "Affiliate Partner", which is really the renamed the Vendor Name. I can get individual Account records by Account Name and I can get Vendor records by the Affiliate Email. What I can't do is get a list of Accounts buy Affiliate. I tried vendorname, Vendor Name, Affiliate Name and vendorid. Here is an example api call: https://crm.zoho.com/crm/private/xml/Accounts/searchRecords&authtoken=<xxxxx>&scope=crmapi&criteria=(vendorname:<xxx
Accounts/getRelatedRecords with parentModule=Vendor Unable to populate data
My client is using Vendors as Affiliate Partners and Accounts are associated with 1 Affiliate Partner. Using the Affiliate Partner info I am trying to get related Accounts. This: https://crm.zoho.com/crm/private/xml/Vendors/getSearchRecordsByPDC?authtoken=xxxxx&scope=crmapi&version=2&selectColumns(All)&searchColumn=email&searchValue=fxx@hxx.com yields: <response uri="/crm/private/xml/Vendors/getSearchRecordsByPDC"> <result> <Vendors> <row no="1"> <FL val="VENDORID">1820217000002700023</FL> <FL val="Vendor
PurchaseOrders insertRecords
Hi. I'm trying to create Purchase Orders using Zoho API but I'm receiving error message: <response uri="/crm/private/xml/PurchaseOrders/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response> My python code es below: params = {'authtoken':authtoken,'scope':'crmapi','newFormat':'1','xmlData':xmlData} data = urllib.urlencode(params) request = urllib2.Request(final_URL,data) response = urllib2.urlopen(request)
question not answered - searchRecords error
This https://help.zoho.com/portal/en/community/topic/searchrecords-api-returns-4600-response#2266000009029711 was set to "answered" too fast, as noted in my reply, when I copied the the url sample I accidentally replaced ? with &. I am including the actual call and response ...I will change the authtoken once this issue is resolved. https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken=adfab807ce205dd89121e5ad1c0d92ba&scope=crmapi&criteria=(vendorname:Ray%20Antonelli) The reply
Converting a lead via crm api with javascript
I am posting this issue again because my first one was labeled as answered and I am not sure if that means that the people a zoho do not look at it again. My issue was not really answered. So I will post again. I have been trying to convert a lead via the api. This is the error I get: <response uri="/crm/private/xml/Leads/convertLead"><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>
PROBLEM API
Hello, I want use getusers api with url https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=xxxx&scope=crmapi&xmlData=<Potentials><row no="1"><FL val='Potential Name'>First Potential</FL><FL val='Description'>description of the potential</FL><FL val='Closing Date'> 01/04/2009 </FL><FL val='ACCOUNTID'>631505366</FL><FL val='Email'>test@test.test</FL><FL val='Stage'>asdasd</FL><FL val='boolean flag'>TRUE</FL><FL val='product'>FREE</FL><FL val='Date of Birth'> 01/01/1970</FL><FL val='Mailing
How to associate a Contact with Sales Order (API)
Hi Guys, just wondering how to associate a CONTACT entity with SALES ORDER when creating a new sales order via the API. Is there a specific field which I need to fill in in order to achieve the link? My sales orders are currently linked to ACCOUNT and that account entity is linked to CONTACT. If I view the account entity in ZOHO CRM I can see the associated sales order. Viewing the Contact entity does not have the order listed. Thank you. Martin.
Converting a lead via crm api with javascript
I have been trying to convert a lead via the api. This is the error I get: <response uri="/crm/private/xml/Leads/convertLead"><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> This is the url I am sending: https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=********************************&scope=crmapi&leadid=971240000007521007&xmlData=%3CPotentials%3E%3Crow%20no=%221%22%3E%3Coption%20val=%22createPotential%22%3Efalse%3C/option%3E%3Coption%20val=%22assignTo%22%3Edcrowell@roofscope.com%3C/option%3E%3Coption%20val=%22notifyLeadOwner%22%3Etrue%3C/option%3E%3Coption%20val=%22notifyNewEntityOwner%22%3Etrue%3C/option%3E%3C/row%3E%3Crow%20no=%222%22%3E%3CFL%20val=%22Potential%20Name%22%3ESamplepotential%3C/FL%3E%3CFL%20val=%22Closing%20Date%22%3E12/21/2009%3C/FL%3E%3CFL%20val=%22Potential%20Stage%22%3EClosed%20Won%3C/FL%3E%3CFL%20val=%22Contact%20Role%22%3EPurchasing%3C/FL%3E%3CFL%20val=%22Amount%22%3E3432.23%3C/FL%3E%3CFL%20val=%22Probability%22%3E100%3C/FL%3C/row%3E%3C/Potentials%3E
Is there any performance difference between getSearchRecordsByPDC and searchRecords API ?
I need to search from leads using email column. Both the APIs can serve the purpose. But I want to make sure that we use the most efficient one. Please let me know if there is any performance difference between the two ? Thanks Mandeep
Is it possible to send authtoken in header instead of query params ?
For security reasons, is it possible to send the auth token in headers ? Sending it in the url is quite unsecured and we would want to avoid that if it is possible. Let me know. Thanks Mandeep
Attach call record with Leads or Deals or Campaigns
I am successful in attaching a call record to a Contact. But how do I do the same for other types ? What should i send instead of CONTACTID ?
API
Me pueden Ayudar, estoy Tratando de Consumir la API para contactar párr ONU Cliente potencial, utilizando la API Pero Sin Resultados Me pueden Ayudar?, Estoy probando por ahora en solitario utilizando Una Herramienta para Servicios activo probar.
Reuse Custom Function in Button already available in Workflow?
I have a Custom Function that I use from within a Workflow. Am I correct in my understanding that the only way to use the same Custom Function from a Button is to recreate the function in the Button Workspace (or at least create another function that in-turn calls it?) Seems a bit ridiculous that I have to repeat code - so thought I would check if anyone knows a workaround? Thanks Nick
Schedule a call
How can I schedule call in Zoho CRM using the API? I am able to create a call history record. But it creates all records as closed/completed. I want the call to be created as open and it should be a scheduled call. What is the XML data that I should send?
Can't create an Event with a Related Lead
I can't create an Event with a related Lead. I include these two fields with my xmlData parameter but the field does not populate: <FL val="RELATEDTOID">2111963000000333438</FL> <FL val="SEMODULE">Leads</FL> I can only add a Related To Lead on the website, not through the API. I've tried using the lead's full name but nothing seems to work. Any help very much appreciated.
API calls by auth token
Hello, In Zoho CRM > Setup > APIs > CRM API we can see the number of API calls made by user and IP address, ok, but we have several auth tokens per user, so the question is: are there any place where we can see the number of API calls made by auth token? Thanks
Does Zoho API support InsertRecords by json
Hello! I'm looking at https://www.zoho.com/crm/help/api/insertrecords.html and it seems that the only way of post new records to the api as xml. Does this mean that json is not supported as it is in the GET methods of the API? Regards, Jakob
Only 20 element as a json result in an http request
Hello. I'm a user of CRM Plus. Every time I made a request though the API to get the contacts, leads or whatever, I obtain a maximun of 20 elements. In the API documentation is written 200/100 is the maximun limit of elements in a request for accesing/modifying. Any idea of what is happening? Thanks in advance.
JSON format for jQuery/Datatables
Hi everyone - we are trying to load a json export of some particular records and want to use the Datatables jquery plugin. The problem we are running into is what seems to be a strange format of the json as compared to other json files we have worked with. I have pasted a sample below of 2 records - { "response" : -{ "result" : -{ "CustomModule1" : -{ "row" : -[ -{ "no" : 1, "FL" : -[ -{ "val" : CUSTOMMODULE1_ID, "content" : 2300685000000121073 }, -{ "val" : ResortName, "content" : Mayan Palace
InsertRecord for custom module where a Lead is referenced
While inserting a record in a custom module, records get inserted, all other fields are updated with provided data in the request but referenced 'Lead Id' is not being populated. May I know what's wrong going with this request? Here is the insert request: $url = "https://crm.zoho.com/crm/private/xml/CustomModule1/insertRecords"; $param= "authtoken=".$token."&scope=crmapi&xmlData= <MailStamps> <row no=\"1\">
Create Lead.Robots info.Vacancy Product
Hi.Need insert record Robots info Vacancy Product for creation of Lead. In general it will be array: [''.net", "Node.js", ...]. Need help.Thanks
InsertRecord
Hi. Need insert records for creation of lead as such as: <Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Vacancy Product">.net, Big Data, Node.js ???</FL> </row> </Leads> tell me how I can do it, please.
Integrating with 2 back offices
Is it possible to integrate Zoho with 2 back office softwares for 2 different companies? The only thing we're looking to do is add customers to all 3 databases when a customer is added to any 1 of the 3 ststems (Zoho, back office 1 and 2).
searchRecords API not returning all matched results.
The following criteria I use: (((First Name:name)OR(Account Name:name)OR(Last Name:name))) For example, there a list of records in contacts module with the last name of "test". Searching test gives me all matched results but searching the first name of a record with the last name of test doesn't show up for some strange reason. Sometimes it only returns some of the matched results but not all from confirming directly in zoho instead of using the search api. Now, is it something to do with the criteria
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