Incorrect (outdated, possibly cached) records returned by getRecords API call
Edit 2014-10-08 15:10 EST: Confirmed that a cache is responsible, added step 0 to reproduce issue reliably. Problem Description: Edits made to Leads are not immediately accessible via the getRecords API - instead, old values are returned, despite getRecordById returning correct data. Using the latter is not a solution, as it would require hundreds of calls to find updated leads, instead of one call per 200 records. Steps to Reproduce: 0) Call getRecords API to return a group of records
ConvertLead with existing account
How can I call convertLead API function with existing account? Thank you..
Import data not working from .Net code using Zono dll
Hello Support, I'm trying to upload records in json/csv format using the zoho reports.dll but it seems is not working. Here some code samples {code} Dictionary<string, string> ImportRes = new Dictionary<string, string>(); // json in memory string doesn't work ImportRes = RepClient.ImportData(tableURI, ZohoReportsConstants.APPEND, {in memory json string}, ImportConfig); // text file with json format doesn't work ImportRes = RepClient.ImportData(tableURI, ZohoReportsConstants.UPDATEADD,
Assign Contact Roles to Potentials using API
Is there a form usign API to assign contact, and it's related role to a potential?
Create a Task for an Opportunity using
Hello, I saw that I can create a task for a contact through the API. Is it also possible to create a task for an Opportunity? If so, what should I change in the below? https://crm.zoho.com/crm/private/xml/Tasks/insertRecords?authtoken=Auth Token&scope=crmapi &newFormat=1& xmlData= <Tasks> <row no="1"> <FL val="Subject">Call</FL> <FL val="Due Date">2009-04-20</FL> <FL val="Status">Deferred</FL> <FL val="CONTACTID">2000000017017</FL> </row> </Tasks> Thanks
Feature Request: API call for API Usage and Quotas
Feature Request: Add an API method that returns the API Usage Data (# of calls made today and daily limits). Explanation: Non-admin users may employ API calls, but cannot see API Usage Data anywhere. I recently posted another topic regarding the availability of the API Usage data ( https://www.zoho.com/crm/help/api/api-limits.html#API_Usage ), which I now have figured out is only available to a Zoho root (administrator) account. Since other users may be actually employing the API,
Send email from a module using api zoho
Hello everyone I have a question for the community. in ZOHO I can send email using the api . For example send a budget according to your id.
Usage Information not visible, API option?
https://www.zoho.com/crm/help/api/api-limits.html#API_Usage indicates that the page at Setup > Developer Space > CRM API should have a Usage Information section, but ours does not. Is this an undocumented change or is there a setting that the account owner needs to enable for this user, and if so, what setting (and where)? Also, is there any way to query usage quota information through the API itself? We would like to make our application handle its query budget intelligently without resorting to
does ZohoCRM API support custom modules?
Hello, The CRM Modules & Fields documentation page (https://www.zoho.com/crm/help/api/modules-fields.html) lists the data structures for the standard data modules like Contacts, Accounts, Leads and so on. I was wondering if the ZohoCRM API is generic enough to read, search and writes data from the new custom modules that you launched (https://www.zoho.com/crm/help/customization/custom-modules.html), please? Have a nice day! Luc Sorel, PhD - R&D at www.podbox.com/#!/Zoho CRM
CAUSE=WEB_LOGIN_REQUIRED RESULT=FALSE
when I try to this https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=pin2kumhar@gmail.com&PASSWORD=zoho@123 return # #Wed Aug 20 23:41:34 PDT 2014 CAUSE=WEB_LOGIN_REQUIRED RESULT=FALSE Be logged in or not its not mandatory
Response data structure difference in JSON API call
I am noticing the data structure differences in the response when the response contains one record or multiple record. I have noticed this in getRecords and getRelatedRecords. It is very easy to reproduce. Construct a Url similar to one given below and make sure to use lastModifiedTime so that more than one leads are returned https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=<AuthToken>&scope=crmapi&fromIndex=1&toIndex=20&lastModifiedTime=2014-08-25 18:39:18 Then change the Url to
getCVRecords returning only 20 rows
I created a view called Get_Yesterdays_Cancels. In the CRM I can see 100+ records using that view. Using the API I only get 20 rows in the XML. I'm using the url https://crm.zoho.com/crm/private/xml/CustomModule1/getCVRecords?authtoken=*****************&scope=crmapi&cvName=Get_Yesterdays_Cancels&version=4
API integration to/with the CRM
Hello, i want to integrate an API of an email marketing programe that i use, to the CRM and i don't know how. Here is the API of the other software and the instructions. http://envialosimple.com/es/api-http-email-marketing ...but i don't get how i can integrate one in an other. First, is it possible to do this? I was told that yes it is. Second, how do i have to do and where? Third, thank you. Regards, Lucas.
Office Video Board
I want to have a video board in my office that shows Zoho CRM and Zoho Projects statistics in real time. Basically I am looking for some sort of plug in or add-on that will displayimportant metrics for each use on one screen that I can show on a video board in my office, so that employees can see real time funnel numbers and real time project information. Is there something already out there that can do this?
How to Delete/Update Notes from de API
Hi there, I'm writing a software based in Java to Update or Delete "n" Notes from the Contacts. There are no problems to INSERT the new ones or GET the old ones with insertRecords and getRelatedRecords methods. But I receive no response from updateRelatedRecords when I try to use for update these notes. I attach you the following code: import java.io.*; import java.util.*; import java.net.*; import org.apache.http.HttpEntity; import org.apache.http.HttpResponse; import org.apache.http.NameValuePair;
Possible field properties returned from API call
Hi, I've tried looking around the API documentation pages and in here, but can't find any info on this. Also, note that I'm currently preparing our integration with the Zoho API, but I don't have access to the CRM at the moment. So what I'm trying to find is the list of the possible properties on the fields that are returned from the getFields API call. We can see a couple of them in the sample response provided on the page, but I'd like to know if that's all or if there are others that I can expect.
Zoho Suppliers Data
I am only getting first 20 suppliers data in my website, I don't know where to change the limits for suppliers data to show more than 20.
are webhooks supposed to work on ports other than 80?
Good day, I have a webhook which works fine. A Workflow trigger calls my web service which is on port 80. But when I put my web service on port 85 (and of course I update the Webhook to call http://myservice.com:85/myservice), it no longer works. I get "HTTP Response - 1" in the Webhooks Failures log. I am able to call up the web service on port 85 using other tools like curl , so I know it is working correctly. But Zoho CRM does not seem to call the web service on port 85. Are web services other
https request Cases getRecords
Hi I'm trying to download an XML with the information of all the cases create and modify in a specific date using the following request, but I only get the ones of the current date request: https://crm.zoho.com/crm/private/xml/Cases/getRecords?authtoken=xxxxx&scope=crmapi&lastModifiedTime=2014-08-26 00:00:00 Anny sugestion ?? thanks
Development some fuctions or modules on Zoho CRM
Eeeey Amigos, we are a company from Monterrey, Mx and we are working with Zoho CRM Solution, but with want a development to make some thing on CRM, like: - Show customized fields on dashboard or window insede the taks or opprotunies module - Obtain or get the product description inside proposal, invoice and sales order, we need the description to edit and add or delete some information because in some cases is necesary. - If one of you is working with Zoho CRM with electronic billing for Mexico please
See all invited people for an event
Hey all, I'm calling https://crm.zoho.com/crm/private/json/Events/getRecords?authtoken=[my token]&scope=crmapi to retrieve all events in my Zoho CRM account. If an event is related to a contact then I'm able to get the contact details using [CONTACTID]. What I can't seem to get access to is the list of participants for an event. Does anyone know how to get the list of participants for an event?
Developer API mailing list
I've failed to receive notifications for important API changes. Is there a mailing list or other notification mechanism I can subscribe to? Thanks, Darrell
Appending data when entering duplicate leads via Zapier
Hi, I'm using Zapier to add leads to Zoho. I have set the duplicate behavior to be 'update' so that when existing leads (based on email address) are registered, they are merged into the existing leads and existing fields (i.e. phone number) receive their new value. Is there a way of appending, rather than replacing, data in fields of existing leads? Thanks, David
How can we use Parent Account ID in the CRM API Search Calls?
When I use the ParentAccountID in the selectColumns without the Parent Account, I do not get the value in the ParentAccountID returned. When I try to use ParentAccountID in the getSearchRecords as the searchCondition, as in searchCondition=(parentaccountid|=|73847000000442531), I get an error stating Invalid Parameter. The call works if I use another non-PDC with a proper value. Can someone please explain how to use the ParentAccountID in the API Search calls? Example: https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?authtoken=token&scope=crmapi&newFormat=1&selectColumns=accounts(accountID,account
convertLead custom field mapping
When using convertLead via API call, how do we map custom Fields ? Example: We have a 'MID' field in Leads that needs to be mapped to 'Accounts:MID' and to 'Contacts:MID'. Would they map automatically (being the same)? What about mapping different fields, like ' Leads:State' to 'Contacts:Other State' ? Would we need to add something like this to the ' xmlData' parameter : ? <Accounts> <row no="1"> <option val="createAccount">true</option> <option val="assignTo">sample@zoho.com</option> <option val="notifyLeadOwner">true</option>
Can I get related Potentials from a lead?
This is the url I'm using: https://crm.zoho.com/crm/private/json/Potentials/getRelatedRecords?authtoken='+AUTHTOKEN_ZOHO+'&scope=crmapi&parentModule=Leads&id='+str(leadid) and I'm getting an error code 4401 that reads "Unable to populate data, please check if mandatory value is entered correctly." Am I able to get related Potentials? Is my url wrong?
getsearchrecords on leads returns there is no data to show
Hello, While searching Leads based on company name in zoho the API returns a message with the following response {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/pr ivate/json/Leads/getSearchRecords"}} When a search is done manually in zoho based on company name by clicking the search that comes under Leads, the Leads doesn't exist in zoho. But when the search is done using the general search button present on Right Hand Side on zoho(which provides various check
Api rejects fields with ampersand
For example if i have a company name 'Father & Son' the record errors. I have to change all '&' to 'and' before pushing.
delete records with invalid id
When I try to delete records with an invalid ID the response does not say that the id is invalid - it acts as if the records is deleted. Is this going to be changed?
ZoHo Reports data problems
All of a sudden, about 4 weeks ago, our ZoHo CRM "Events" report begin showing multiple erroneous "events". Any ideas how to fix?
Can you access custom modules from the api?
I want to create a custom module and be able to use the apis for it. Is this possible?
Webform to LEADS Module - NEED Assistance
I am a volunteer for a non-profit dog rescue (www.puppypawsrescue.org) that saves puppies and dogs from high kill shelters in the southern United States. The organization is small and built completely through volunteers. The organization is 1 1/2 years old and has saved several hundred dogs over that time period. Beyond fostering some of the dogs, I have been working to help the organization in streamlining their adoption application process. I started with building an online adoption application
failed to insert a sales order. Error message was: Number of products for the record has exceeded the limit (error 4489)
Hello, As an integrator, we are synchronizing products and sales orders between an e-commerce site (PrestaShop) and a ZohoCRM account. We encountered a "Number of products for the record has exceeded the limit " error (ZohoCRM API code for the error is 4489) when attempting to insert a sales order which had 177 products. what is the actual maximum number of products that a sales order can embed? is there a way of removing this limit? Or to make it a little bit higher, please? Thank you for your understanding,
How can i send an outbound message?
How can i send an outbound message? Looking for something similar to Salesforce triggering a workflow and rule to execute an action that sends an outbound message as a URL Endpoint.
Leads, Accounts, Contacts, Users API and JSON/JSONP
Hi, I used Urls like https://crm.zoho.com/crm/private/json/Leads/getRecordById?authtoken=<MyToken>&scope=crmapi&id=<MyID> and https://crm.zoho.com/crm/private/json/Leads/getRecordById?authtoken=<MyToken>&scope=crmapi&id=<MyID>&callback=_ https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=<MyToken>&scope=crmapi&type=AllUsers and https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=<MyToken>&scope=crmapi&type=AllUsers&callback=_ In all cases I get a plain JSON object instead of
Please help with customizing zoho
Hello I have a few questions that I would greatly appreciate any help with, apologies for the long message in advance and if what i ask seems dumb, but I am a newbie to Zoho and API etc so I need to get my head around things! Basically what I need from zoho is to use it as a lead management platform between myself and my clients. I capture leads via web forms and I would like to use Zoho as the base for that. I currently use FLG 360 which has served me well but it has its limitations and is costing
API returning XML with no content
I'm getting responses from the API with no content in the XML e.g.: HTTP/1.1 200 OK Server: ZGS Date: Mon, 18 Aug 2014 06:56:35 GMT Content-Type: text/xml;charset=utf-8 Content-Length: 124 Connection: close Set-Cookie: bba2ee81f8=21d3ec82a550e42d7e34605b46da3dd9; Path=/ Set-Cookie: JSESSIONID=C4DF99BB8F5F93C0CDC3B14103897FF7; Path=/crm X-XSS-Protection: 1 Set-Cookie: crmcsr=3e8ab997-21a2-4f61-9680-6abefbdc908c; Path=/; Secure Pragma: no-cache Cache-Control: no-cache Expires: Thu, 01 Jan 1970 00:00:00
Zoho API in Excel
I'm trying to use Zoho CRM's API to suck data directly into Excel using a web query. I can see the the xml in the message box, but the value doesn't go in my sheet. Thanks VBA: Dim sUri As String Dim i As Integer Dim objElem As MSXML2.IXMLDOMElement sUri = "https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?authtoken=xxxxxxxx1&scope=crmapi%20&selectColumns=Leads(First%20Name,Last%20Name,Email,Company)&searchCondition=(Email|=|FVINCENT@2COM.FR)" Set http = CreateObject("MSXML2.ServerXMLHTTP")
How to setup a calculated field?
Have configured some fields (selection list) with 3 seletcion options each, depending on the choosen option we translate it to 1,2,3... The calculated field we want to implement should store the sum the values of these fields... How could I do it? Any template available?
Newbie needs help setting up webhooks in Zoho CRM
I am complete newbie when it comes to API's. I want to use Zoho CRM webhooks to create invoices in Zoho Books. I have read through Zoho Books API info and used its sample request JSONstring just to test the functionality. I have yet to get any results with the CRM webhooks. What am I doing wrong? Is this even possible? Here is a screen shot of what I have: Any help is much appreciated! JSONstring is below: { "customer_id": "460000000026049", "contact_persons": [ "460000000026051"
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