"desemepnho" should be "desempenho" at https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps
Dear Zoho partners small mistake: "desemepnho" should be "desempenho" at https://crm.zoho.com/crm/ShowSetup.do?tab=addons&subTab=zohoApps (Portuguese Version) Thank you for this WONDERFUL tool!!! Kind regards, Paulo Mendonça www.centrosapienti.com
Custom fields are not inserted/updated
My request is as below https://crm.zoho.com/crm/private/xml/Accounts/insertRecords?authtoken=****&scope=crmapi&xmlData= <?xml version="1.0"?> <Accounts> <row no="1"> <FL val="Account Name">ACD</FL> <FL val="Currency Used">USD</FL> <FL val="Area Code">103</FL> </row> </Accounts> custom fields 'Currency Used '& 'Area Code' aren't inserted. I tried updating an existing contact, all the fields other than the custom ones are updated.
Invalid Ticket Id
Hello , I have problems extracting information through a development, which previously did not give me problems , and change the administrator password and generate a new token , here I show the information that displays me. code:4834, message: Invalid Ticket Id
Associate notes to Lead using ZOHO CRM api
Hello, I have to associate Notes to Lead using ZOHO API. Can anyone help me to implement this? I can see ContactId in task xml but there is no LeadId. Regards, Saurabh
getModules API Call does not return usable modules, and also returns unusable modules
I would like to reiterate the following post - https://help.zoho.com/portal/en/community/topic/crm-api-getmodules-feature-request The getModules API call returns several modules that are not usable in integrations (such as Activities and Emails), however it does not returns modules that ARE usable such as Tasks. Is it possible for this to be addressed? Sorry for the repeat post but I saw the previous post was never replied to. Thanks for any guidance.
CRM API GetModules feature request
Hi, Here is a little feature request for the GetModules API call, which to me is inconsistent. At the moment, the call returns the "Activities" module, which nothing can be done with, but doesn't return the 3 underlying modules (Tasks, Events, Calls), which we can do something with. So if I want to present users the list of modules they can create field mapping with our application, for example, I'm forced to remove Activities from the list and to hardcode the 3 other modules in the list. The API
Supported Modules for Notes
Is there a list of modules which support Notes? I am working on an integration with the Zoho CRM API and would like to know where to focus my efforts.
Making
Dear how i can insert in any email template a user name and password that comes form other source like the META TRADER i have a meta trader and there is a plugin that gives directly a user name and password for DEMO Account USING Certain plugin. so when the client apply for our website : www.cfimarkets.com/landing a welcome email form zoho comes here how we can give him a user name and password within this template and those credentials comes from mt 4 i have attached what should be done so
Move attachment to other record using API
How can I move attachment to other record using API? I tried call Attachments/updateRecords and set new "SEID" I got Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values. downloadFile + uploadFile wont work too (as I can download only 15 files in 5 minutes )
Can I add Products to Potentials via xml?
We are in the process of designing scripts to load our existing data into ZOHO. I have successfully built Potentials and Products via the CRM API. Now the issue is can I add Products to Potentials? It looks like updateRelatedRecords is the closest method I can find. In order for us to use this system, I will have to add several thousand Potentials each will require between 1 and 4 Products so I want to add via the API and not manually.
How to find whether a crm user has crm api access or not?
Zoho CRM documentation says user api access status can be found under crm -> setup -> users & permissions tab, but unfortunately I cannot find anything there.
About using the AuthToken
I want to retrieve the Accounts, Leads from my ZOHO CRM. I generated the token in my fds laptop few days ago and noted down the token as it is supposed to be permanent. Then I logout and clean cookies. When I use the token in my own computer, it keeps prompting me "No data found" code "4422". I guess it should be something related to the session because I generate the token in other computer? Is there any other solutions apart from regenerate a new token? Thanks
Associate contact with potential via API
Hello, I would like to associate a contact with a potential. How can I do it? If this can be done with updateRelatedRecords method, how do I get the ID of the potential and the contact I have just created via the API in order to use it at updateRelatedRecords method. Thanks, Nikos
API Limits and Related Lists
Two questions regarding data extraction via API: 1. Has Zoho addressed the issue of expanding the limit of 200 records per call? We have an automated call to extract data, and this limit means some records may be missed. How do we get around this low limit? 2. The method "getRelatedRecords" requires manual input of record ID. Has Zoho addressed this to allow bulk calls? thank you
API methods
What API methods should we use for integration for the following requests: To get the list of leads that was updated for the last two weeks and To get the list of contacts to for specified period Please help
Webhook - Where to find error codes
Hey there! I've created a webhook and have proved that my rule is firing. However, it doesn't look like my webhook is being called. I've taken a look at documentation that says that, if it errors, it will be displayed in the Zoho CRM. But, where in Zoho CRM will the error codes be shown? I can't find them. I am referring to https://www.zoho.com/crm/help/automation/webhooks.html#Refer_Error_Codes . thanks, -Kelly
Insert CustomModule info with Lead or Contact lookup
Hi! I was wondering how can i insert a record into a custom module and relate it lo a Lead or a Contact using a UNIQUE key, such as an email or the Lead / Contact ID? I am using PHP, so far I've tried with: <FL val="SEID">Lead ID</FL> <FL val="SEMODULE">Leads</FL> ------------------------------------------------- <FL val="Lead">Lead ID</FL> ------------------------------------------------- <FL val="entityId">Lead ID</FL> ------------------------------------------------- <FL val="WHOID">Lead ID</FL>
Error in data api Upload
I am trying to upload some data to the Leads api and I am having trouble, Here is the log of what is being sent, and the URL, (I blocked out the token of course) any clue as to what might be going wrong? I also tried to url encode the xml data 09:14:53.819 [info] URL https://crm.zoho.com/crm/private/xml/Leads/insertRecords 09:14:53.819 [info] Payload xmlData=<?xml version="1.0"?><Leads><row no="1"><FL val="Company">test company 30285</FL><FL val="Email">test-3573@test.com</FL><FL val="First Name">Phil</FL><FL
How do I get a leads associated 'Quick Notes' using the API?
I have a requirement to list notes associated with a lead in an application outside of Zoho using the API. I can get the lead information but the notes seem to be contained in a "Quick Notes" field, see below. This seems to be a unique identifier, but I am note sure how to get the list of notes. Does anyone know how to return the list of notes please? < FL val="Quick Notes" > https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=[API TOKEN]&scope=crmapi&newFormat=2&selectColumns=Leads(Lead%20Owner,First%20Name,Last%20Name,Company,Designation,Email,Phone,Fax,Mobile,Website,Lead%20Source,Lead%20Status,No%20of%20Employees,Annual%20Revenue)
No output returned from zoho CRM API using PHP
Hi I used the searchRecords to get the vendors data based on the criteria specified below.However I do not get any result with the below code.Any help would be appreciated. <?php class Zoho { private $token = 'f701c306a8d717e4d987efc7ccfb2712'; public $responseType = 'xml'; public function searchRecords() { $url="https://crm.zoho.com/crm/private/xml/Vendors/searchRecords?authtoken=f701c306a8d717e4d987efc7ccfb2712&scope=crmapi&selectColumns=Vendors(Vendor Name)&criteria=((Vendor
Updating Multiple Records in CRM through a single API Request
Is it possible to update multiple records in CRM through a single API call?
How do you add an opportunity to an account via the API?
The docs are clear on adding contacts, leads, and accounts via the API. I've got that fine. However I can't find how to add an update an opportunity to an account via the API. Do I insert the opportunity first using the Accounts API and the insertRecords method? What XML do I use to describe the new opportunity? I'm surprised there isn't a doc, or I just can't find it.
Getting Notes from CRM API
I'm hoping to pull Account Notes along with other Account info through the API (like when you generate a report and include the Notes module) I've searched through the API documentation but there doesn't seem to be a way to access Account Notes in the listed Modules or Methods. Am I missing something or is this not currently supported? Thanks!
Having trouble generating tokens
For some reason I am having trouble with the API in terms of it is not letting me generate Authentication Tokens, I am calling this URL https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM%2Fcrmapi&EMAIL_ID=zach%40parrot-uni.com&DISPLAY_NAME=YourCRM.Link&PASSWORD=83********************************* I had copied the email address and password from the web page, when I tried to create a token from the web page it said I had too many, Is there a way to erase them as I did create a bunch while
no response when trying to get an phonebridge key
We tried to generate a phonebridge key as described in help section . But as a response, we get the standard ZCRM startup site instead of the key. So we can not get a phonebridgekey. Please advise, Thanks. Balz
Can I retrieve a list of all Leads I have in Zoho in VB.NET through the API?
Hi all, I am very new to this and would like to know whether it was possible to retrieve the whole list of leads (and status) from zoho for reporting purposes. Also, is there any class or DLL I need to use the API? Thanks, Gavin
Update multiple records in one API request
Hi All, When will Zoho implement update multiple records functionality? I often get API limit errors because I need to update many contacts records using API. Thank you. Regards, Nugroho
get json for already available auth tokens
Hi, Is there any way to get already available auth tokens using Zoho CRM API methods.
Problem encountered while deleting the record from the CRM objects
Hi Team, In the "deleteRecords" API call if i pass an "id" value for an object, where in that object(e.g. Leads) that id is not present,still i'm getting a successful message saying that particular record with that id is deleted,whereas it should throw an error message saying id is not present??? can you please help me with this???
Can I disbale/override wild card search on searchRecords API call
I am trying to query our Zoho accounts by a field called account number that we store load as an integer id. When I ask for account number 5 I am getting back 5,51,502,5001... due to it being a wild card search. Can I pass something into the call that turns off wild card search? I want to get back the records that are account number 5; don't want all the others where account number contains 5. A sample of my call. https://crm.zoho.com/crm/private/json/Accounts/searchRecords?"newFormat=1&authtoken=ourAuthToken&scope=crmapi&criteria=(Account
Connecting Microsoft Navision with ZoHo CRM
Hello, is there anybody who has successfully connected Microsoft Navision with ZoHo CRM? I just want to match basic user data in the first step. I´m happy about any feedback of a best practise. Thanks, Frank
Notes module not accessible?
(omitting API Key and TicketID): http://crm.zoho.com/crm/private/xml/Notes/getAllSearchRecords?apikey=[API Key]&ticket=[Ticket]&searchWord=132749000000066170 I get the following result: <response> Unable to process your request. Kindly verify whether you have entered proper method name,parameter and parameter values </response>Even if I change the searchWord to a word we have in our note title or description, we still get the same result. I noticed that Notes is excluded from FIELD LEVEL SECURITY.
Is Zoho Crm support insert Notes through api?
I'm checking by Rest console the In Raw body I'm getting this error : <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> My Request body is : Request Url: https://crm.zoho.com/crm/private/xml/Notes/insertRecords Request Method: POST Status Code: 200 Params: { "newFormat": "1", "authtoken": "18203cbdbfd6d9730f8dfe0b65126a70", "scope": "crmapi", "xmlData": "<Notes>
Email blocked from sending out mails
Hi, My email at noreply@fuelvoucher.com.ng has been blocked for from sending out mails. Please do help to unblock and to raise this limit. Best regards, Uche
Export my customers data using PHP
Hello, I have a PHP script which fills a pdf form automatically with the provided information. My question is there a way to export my Zoho clients information into XML or HTML format so my PHP script can read them easily and fill the pdf form ? Thank you
Can I use API to fetch and push data with a custom module and custom fields of standard modules?
Hello Team, Can I use API to fetch and push data with a custom module and custom fields of standard modules? If it is not possible, do you have any plan to make it possible in the near future? BR
Problem sending Web form lead via Ajax
Hi, Can I submit the form via ajax? I tried, but got no success. The error I received was: "In the 'Access-Control-Allow-Origin' header is present on the requested resource" Thanks
How to get the created Authentication Token ID using API? or How to create login with authentication token?
Hi, I have to create login access with new Rest API version, on my older version i have generated dynamic & unlimited tickets with credentials. But in new we have to create authentication token and this tokens are seems to be limited. So please help on this. 1. How to get already available authentication token? or 2. How to create login for new API access? Thanks in Advance, Prakash Kannan K
Unicode character in CRM API
Hi! I get a stuck, i try to insert data into Zoho CRM from creator using POST method. my field contain German character with umlaut (ä, ë). I try different way with Ä %E4 in any combination ... Also trying to use <![CDATA[ ]]> but can't get it work. Does anyone know how to solve this issue? post = map(); postStr = "<Contacts><row no=\"1\">"; postStr = postStr +"<FL val=\"letzte Telefonnotitz\"><![CDATA[ä]]></FL>"; postStr = postStr + "</row></Contacts>"; url = "https://crm.zoho.com/crm/private/json/Contacts/updateRecords?authtoken="
API Methods searchRecords criteria 'different to' =!
Hello :) I have next syntax in PHP $parameter = $this->setParameter("criteria",'(UEN:'.$UEN.')' , $parameter); I want select UEN different of value of $UEN, and not equal. It is possible?
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