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
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?
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