Get contacts of a campaign using getRelatedRecords method does not work anymore
Hi, I use the following method to get list of contacts from a campaign but it does not work anymore since a few days ago (no changes on my code): https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords?newFormat=1&fromIndex=1&toIndex=200&sortColumnString=lastModifiedTime&authtoken=<token>&scope=crmapi&parentModule=Campaigns&id=75962000001361001 It now returns the following XML: <response uri="/crm/private/xml/Contacts/getRelatedRecords"> <result> <Contacts>null</Contacts> </result> </response>
Can you use getSearchRecords to get ids greater then?
https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=All&searchCondition=(LEADID|>|12346789) Should this work? I'm getting this response: {"response": {"uri":"/crm/private/json/Leads/getSearchRecords","error": {"code":4832,"message":"Invalid parameter value"}}}
Need help about getSearchRecords method
Hello I have added a custom field to accounts table named as "assigned franchisee".I need to fetch records from accounts that have a value in "assigned franchisee" field (assigned franchisee is not empty). I have written the following method and it seems to work correctly but due to there is no way to get the number of the records with this specified condition I am not sure about the correction functionality of this code, Please guide me and check it and tell me if this is right. I highlighted the
Attn. API Users: Authentication Token introduced
Until now, the Zoho CRM Developer API Implementation required the API Key and Ticket to be used in all API calls. You also had to regenerate the API ticket once in 7 days and replace the new ticket in all your API calls. For all existing Zoho CRM API users, we have good news. You do not have to regenerate your Ticket every 7 days! We have changed the implementation of our Developer API, and we now support the Authentication Token for all API calls. This token will become invalid ONLY if you choose
XSD For Zoho CRM API
Hi, We are planning to integrate ZOHO CRM with our Product using REST API. Our requirements are below. 1) Getting all the Report and Views names, ids along with the corresponding Report Folder names ( Salesforce CRM has report Folder concept and Microsoft CRM have View concept. Zoho has both of these flavors( Report Folder and View )) 2) Getting all the records belongs to the report or view 3) Getting all the details of a record ( Contact, Lead, Cases, .... ) 4) Getting all the activity history
Invalid ticket id received when inserting records
Hello everyone, I'm getting an error code 4834 when trying to insert Contacts with the insertRecords method. I'm sure that the authToken I'm using is correct, since I'm able to getRecords correctly. I'm using PHP, here is the POST parameters I send: $params = array( "authToken" => $authtoken, "scope" => "crmapi", "xmlData" => $xmlData, "newFormat" => "1", "duplicateCheck" => "1", "version" => "4"$xmlData is an XML string that I form with this function: function XMLfy($data,
Is there any API methods to delete the authentication tokens in Zoho
Hi, I have a requirement to delete all the created authentication tokens in zoho , is there any API method to meet this requirement , if so please assist me in this case. Thanks, Venkat.
API getrecords limitations problem
Hello I have created a page with the code example in PHP and tried to fetch data from accounts table but I wasn't very successful. My first problem is that only 20 records inserted to my local database from my crm and the other problem is that only 2 fields were transferred and the other fields remain empty. I don’t know what is the problem, Please guide me through this. Thanks
Adding email through API
I'm currently working on a system that syncs with Zoho. We want to be able to track the emails we send (through our system) to a Contact using Zoho CRM. We want to track the email as if we sent it from the Zoho CRM (like the picture below) even if the email was sent from our system. The sending of the email though is done by our application, so we'd like to know if we could use the API to insert a new row to the emails of a contact so we could keep track of it. Any help on this would be appreciated.
how are the relations between accounts table and notes, call history, contacts tables established in CRM Database?
Hello, Which field of the notes table and accounts table are used to join these 2 tables? Which fields of the call history table and accounts table are used to join these 2 tables? Which fields of the contacts table and accounts table are used to join these 2 table1? Please guide me, Thanks Sara
Can't add new task via API
I'm trying to insert a new task and I can't seem to get it to work. I'm doing a post to this url "https://crm.zoho.com/crm/private/xml/Tasks/insertRecords?authtoken=MYAPIKEY&scope=crmapi&newFormat=1" (using my real api key of course) with these headers User-Agent: Fiddler Host: crm.zoho.com Content-Length: 183 Content-Type: text/xml with this request body <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">AVALIDID</FL>
Large database updates
We've been with Zoho for a very long time. We've always contacted support once or twice year to ask for temporary additional API calls when we needed to make very large database updates or to clean up the database. When we did they would give us 50,000 calls for three or four days. We have about 225,000 records. The last time I wrote in and asked for the increase for a couple days they told me no and they told me to buy more licenses. That is ridiculous. I need to make changes that might use up 25,000
Using html in Zoho CRM email to send a form that works
Hello there, I'm trying to use Zoho CRM's email templates to email certain clients a pre-made template with a form inside of it. I have this form pre-populated using Zoho's normal ${Contacts.ZZZ} to inject information and I wanted to submit this information via php to a web program that will analyze any changes made and then use Zoho's API to edit and update info in my customer database. Here is my problem though, every time I enter the form information Zoho seems to want to strip out all of my
can i update single record in quotes module
Hi, I have requirement to update a certain record in quotes module,can any body help in this record. how can i meet this requirement. Thanks.
CRM Modules - API Documentation
Hi, On the Zoho CRM API Docs, I can see some modules, such as Products, SalesOrders, etc that I can't find anything related to them on the control panel. Are they hidden, deprecated, or included on other Zoho product? Thanks,
getRelatedRecords doesn't work when trying to retrieve all the notes related to a Contact
Hi, I try to retrieve all the cases related to a contact in this way: GET https://crm.zoho.com/crm/private/json/Cases/getRelatedRecords?authtoken=API Token&scope=crmapi&id=960423000000084001&parentModule=Contacts&fromIndex=1&toIndex=3&newFormat=1 However, I usually get this error message: {"response":{"error":{"message":"Unable to process your request. Please verify if the name and value is appropriate for the \"id\" parameter.","code":"4600"}}} Does it support get related records for contacts and
ZohoCRM API updateRecords response does not return a result for all records
I sent xml with 16 records for update and i got a response with only 7 of them. Not the first 7, but rather 4-10. What happened to 1-3, 11-16? If they are left out am i suppose to infer something? Thanks
CRM TO WEB
Hi. I can export data from any module for entering my website? For example I want my clients through a user login can view data of significance to them. Thank you
API with USPS?
Has anyone made an API with USPS? Has it worked? How did you handle it? Thanks in advance!
check if exist attachment to object
Hello, I need to know if is there a way to get from Zoho CRM information about module object, i. e. Solution - check if is attachment related to it, by Zoho CRM API. I check that standart getRecords method don't includes such information. I don't need download file, just check wheter the Solution has it. Thanks to look at this. Best regards, Eve
Barcode Scanning
Hello, We use Zoho CRM for Inventory Management - is it possible to integrate a 3rd party application that allows us to scan products, which are then automatically updated in Zoho CRM? Does anyone have any experience in implementing this? Which 3rd party application would be suitable? Best, Jen.
Today's converted Leads
Hi, I am working on a application with different zoho account where we have more than 1 Million leads. The team follows the leads using our custom application (all leads are mirrored) and convert the leads in zoho CRM. I want to update the status of the converted leads in website database on the daily basis using API calls /webhooks. I know there is custom view to see the converted leads and I can use it in API. But it will not be possible to fetch the all converted leads everyday and update the
Number of products for the record has exceeded the limit (Error 4489)
I'm receiving this error when creating/updating a sales order: Number of products for the record has exceeded the limit Error nro: 4489 I don't see it listed on the api documentation about error messages. Can someone tell me if there is really a limit in the number of products which can be added to a Sales Order, and what is that limit? Thank you, Pablo.
How can we get Account id of a Account in account module
Now i am trying to insert a quotes using xml and curl , in that i have one field by name ACCOUNTID , from where can i get this accountid value. pls help me.
Get id using getSearchRecordsByPDC and update record using updateRecords in PHP
Hi, I have a problem while i am trying to update records in Zoho CRM using the contact id. I get the contact id using getSearchRecordsByPDC because i only have the contact email. I use this code in php: $urlObtenerId='https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecordsByPDC?'; $criterioObtenerId='apikey='.$zoho_api.'&ticket='.$ticket.'&selectColumns=Contacts(Id)&searchColumn=email&searchValue='.$email; //echo $urlObtenerId.$criterioObtenerId; $ch0 = curl_init(); curl_setopt($ch0, CURLOPT_RETURNTRANSFER,
getSearchRecords - searchCondition value with special characters
I get a error response when sending special characters in a getSearchRecords api call into the searchCondition parameter. For example sending this value: [searchCondition] => (Subject|=|Artigos para Blog e Posts para Mídias Sociais - Assunto: Marketing Digital e Empreendedorismo) I receive this error message: Description: Unable to process your request. Please verify if the name and value is appropriate for the "searchCondition" parameter. Error code: 4600 There is some lenght restriction, or some
Importing Notes with Created Time/Modified Time
Hello, We are trying to import notes from our old CRM system into ZohoCRM, but it seems that we cannot make ZohoCRM preserve the original Created Time, Modified Time (and note author). We are sending the following xml (below), but the note created time in UI is shown to be the time of the request (i.e. not the actual created time of the note): <Notes> <row no="1"> <FL val="SEMODULE">Potentials</FL> <FL val="SEID">640637000000146019</FL> <FL val="Title">Test Note - Audit Fields</FL>
Getting Successful message when inserting records. But Cant find In CRM
Hello , I tried to insert data into ZOHO CRM through PHP. It is saying that But, When I checked CRM. I cant find record. Can Some one help me out?
issue in file uploading
while uploading file into quotes module i am getting the following error. https://crm.zoho.com/crm/private/xml/Quotes/uploadFile?authtoken=".$authtoken."&scope=crmapi file path : http://creatorexport.zoho.com/DownloadFile.do?filepath=/1355384663709_theater-in-the-round.jpg&sharedBy=adithya1&appLinkName=ibanquet-lab&viewLinkName=room_templates_View <response uri="/crm/private/xml/Leads/uploadFile"> <error> <code> 4424</code> <message> Unable to process your request. Please verify whether you have
Where is the object fields documentation?
Hi, I am trying to find documentations about Fields for Accounts, Contacts, and so on. I tried to locate it, but I can't find it anywhere. I know that you can use rest API to get that info, such as getFields. But, isn't there supposed to be a documentation somewhere stating what it has? I don't feel like it make sense to ask developer to call an API to just view what are the exact field names are for a specific module Thanks in advance!
Create custom fields using the api
Hi, We want to create few custom fields in Contacts module using API. Is there any way to create custom fields by API. Already we checked a post that 1 year ago vijay.sekar replied that "Currently creating custom fields is not supported in ZohoCRM API.Please get back to us if you need further clarification." Is this feature developed? Regards, Hadi
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
Integrate form in Zoho
Hi, I would like a form on the website to be integrated with our Zoho CRM. Can you setup the form to automatically add a new lead to Zoho when submitted? The site is in wordpress so php code can be used for this. Thanks.
Having Problem in retrieving products from API using getMyRecords
Hello, I am trying to run the code that Zoho API documentation provided. I trying this example http://www.zoho.com/crm/help/api/examples.html#2._Fetch_Records_from_the I have generated token and using it correctly. I am using XAMPP. I had also tried to print CURL response i8nside sendCurlRequest($url, $parameter) function. I tried echo "Result".$result; but it returns nothing. The code also gives below errors: Warning: simplexml_load_string() [function.simplexml-load-string]: Entity: line 1: parser
I want to see the actual age of my prospects or customers
How can I get to a list that shows the actual age of my customers? Currently it shows in the way of 5/03/1945 I want to be able to separate the list show the age for example "64".. So if I were to print off a list ..I can tell it that I want everybody who is 64 years old.. Or everybody who is 54..etc or everybody's who wedding anniversary is 20 year anniversary
4600 Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi This is my lead creation xml <?xml version='1.0' encoding='UTF-8'?><Leads><row no='1'><FL val='Lead Source'>Web Download</FL><FL val='Company'>MHS</FL><FL val='First Name'>Hannah</FL><FL val='Last Name'>Smith</FL><FL val='Email'>testing@testing.com</FL><FL val='Title'>Manager</FL><FL val='Phone'>1234567890</FL><FL val='Home Phone'>0987654321</FL><FL val='Other Phone'>1212211212</FL><FL val='Fax'>02927272626</FL><FL val='Mobile'>292827622</FL></row></Leads> The response is same as many people have
API problem with Create Leads
Hi I am getting Here is my xml data. I can see that many guys have similar issues and many threads are present without any answers. Please help. <?xml version='1.0' encoding='UTF-8'?><Leads><row no='1'><FL val='Lead Source'>Web Download</FL><FL val='Company'>MHS</FL><FL val='First Name'>Hannah</FL><FL val='Last Name'>Smith</FL><FL val='Email'>testing@testing.com</FL><FL val='Title'>Manager</FL><FL val='Phone'>1234567890</FL><FL val='Home Phone'>0987654321</FL><FL val='Other Phone'>1212211212</FL><FL
API Keys and API limits for accounts with multiple users
Howdy, We have an enterprise account with 10 users, and I have made an API key to use with a custom application that automates inputting records into Zoho CRM. I understand that there's a 250 request limit per user. Does this mean I have to have separate API keys and rotate through them, or am I able to use the single unified API key that would support 2,500 requests? Also is this 250 limit per type of request, or is a blanket across all requests? Thanks, Vincent
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