getSearchRecords and Quotes Module
Hi! I'm trying to get JSON information from Quotes Module, but not all - only custom fields. For example: https://crm.zoho.com/crm/private/json/Quotes/getSearchRecords?authtoken=TOKEN&selectColumns=Quotes(Description, Subject, Contact Name, Product Name, Quantity, List Price, Grand Total)&scope=crmapi&newFormat=2&searchCondition=(Valid Till|=|2012-10-05) But result of this request is only field "Description". How can I get all info? Thx a lot! Screenshot of results I got:
How to update lead form from other website?
How to update lead form from other website?
Is there a way to search records by modified BEFORE?
I've looked in the API documentation and believe the following are true: 1. I can use the getRecords with LastModifiedTime to get all the records SINCE a time/date. 2. I cannot use the getSearchRecords using searchCondition=(LastModifiedTime|<|2012-08-29%2011:09:23) For example: getSearchRecords&authtoken=XXXXXX&scope=crmapi&newFormat=1 &selectColumns=Leads(Lead Name,Company,Email,Mobile,Website)&searchCondition=(LastModifiedTime|<|2012-08-29%2011:09:23)"; For getSearchRecords I've also tried "modified",
Offline version of Zoho CRM
Hello, any news on the offline version for Zoho CRM? Frank
CRM API URL not working
Hi Team, Following code does not execute at all $ch = curl_init('https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=TOKEN&scope=crmapi'); $jresponse = curl_exec($ch); and echoing $jresponse returns "false" When I try using same URL on browser, it works. It happened suddenly on our running live server couple of days ago and It seems cURL not even try to hit the URL. I tried cURL for URLs other than ZOHO CRM they all working fine. As a matter of fact every JSON or XML CRM API requests
Force contact ID
We're going to use the API to import our records from our CMS into Zoho CRM as contacts. Can we use our own internal ids? We want to force user_id = 1 in our database to be user_id #1 in zoho. is that possible?
Posting with PHP & CURL
Can anybody point me to some example code for submitting a new lead? I have found several incomplete examples, but there doesn't seem to be any standard PHP code for generating tickets and inserting records. Thank you.
Zoho CRM API: New Methods Introduced
Hello! We are very pleased to announce that we have introduced the following methods in Zoho CRM Developer API. Here's the list: getFields This method can be used to fetch all details of fields available in a particular module. Example: https://crm.zoho.com/crm/private/xml/Tasks/getFields?ticket=TICKET&apikey=APIKEY The above request will fetch all details of fields available in the Tasks module. For more details, refer our API Guide. getRelatedRecords With the getRelatedRecords method, you can
No documentation about Contacts and the API? Cannot import contacts! Help?
We have a client that uses Zoho for their business and they wish to use our software for sending out e-mails to their contact database. But I've looked through and through the entire Zoho documentation and not a single place actually lists 'Contacts'. Is it not possible to actually do anything with contacts through Zoho API? By documentation, I mean the following: https://apihelp.wiki.zoho.com/Zoho-API-Developers-Guide.html I did find some mentions of Contacts in relation to Zoho API through Google,
Attn. CRM API Developers - We Support only HTTPS
Hello, Today, I am pleased to announce an important change in our Developer API. At present, we are supporting both HTTP and HTTPS while implementing our developer API. In another 4 weeks, we are planning to support all API transactions only via HTTPS and permanently discontinue the HTTP protocol. This additional SSL, 256-bit security system will help you to protect third-party integration from security problems during data transfer. After April 28, 2011, if you still use the HTTP in your application,
Extending Zoho CRM's database - additional table/entity
Hi there I would like to add a new table to CRM, containing what are in effect like financial transactions. Each transaction would be linked to two accounts in CRM, one being the Supplier account and one being the Customer Account. I then need to see: under each Supplier: the transactions representing things they have sold under each Customer: the transactions representing the things they have bought Is this possible in CRM alone, and/or can it be done by combining multiple Zoho applications
Problem with getSearchRecords
Hello, I am receiving <response><error><code>4834</code><message>Invalid Ticket Id</message></error></response> I am trying to getSearchRecords with contacts I am not sure where my problem is at all. Any help would be greatly appreciated $plumberCode = htmlspecialchars($_POST['PlumCode']); $token = htmlspecialchars($_POST['token']); $url = "https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecords"; $param= "authtoken=$token&scope=crmapi&selectColumns=Contacts(First
Create custom fields using the api
Hey guys, Is there any way to create custom fields by api? I'm working in an integration which needs to add some custom fields automatically in the leads. Thanks, Lucas
When getting Authentication Token, is there a way to add a parameter where I want the CRM to be from a specific company?
Hello, my question for the day is, When I use the authentication call I get a success on each account I have. Meaning, let's say I have a CRM that is part of "ABC" company and I also have an account with "FFF" company. I just want to make sure that only the users in "ABC" company can use my application. So when I get the token is there a way to also show the company? Thank you and if not, do you have a suggestion? (at first I was going to add an if statment for the username if(does_not_contain"@ABC.com")
CRM API - File Download
Thank you for updating the API to include file attachment facilities. This is a good improvement. Regarding "file download", how does one determine the unique ID of any attachment through the API? Can you configure the API to view a list of files attached to a record, and then choose the one to download? Brendan
Geckoboard integration to ZOHOCRM
Any ideas how to do this quickly and easily? Much appreciated Jon
crm developer wanted to help me build a crm Help quick!
i need a database built quickly for a faith based tracking system. i have a budget of 500.00 and the project is a simple design. i will want to grow the concept later so please have enough skillset to expand the project. joel.b@givethechurchhelp.org 770-547-0494
developer for a crm is need for a project quickly. serious, pleasant and reliable only reply
I need a crm custom built for a project asap please contact me for more details. For Gods Glory World Ministries. Joel Bowden 770-547-0494
Developer wanted for ZOHO CRM
Deleloper wanted to custom modify ZOHO CRM...Tailoring it to our company. Direct residential sales business.
What Screen Scraper would you use for gathering data and inputting into Zoho CRM?
I'm new to Zoho CRM and to screen scraping, so I'm wondering if someone can point me in the right direction. I want to write some screen scrapers to extract data from specified websites and upload it to my CRM db.
batch update of records
Due to the current API limits, we are unable to integrate our application with the Zoho CRM. For each Account, we maintain data in an external database and would like that data to be pushed into the CRM. I have setup custom fields for the accounts in Zoho and have written up the code that pulls data out of our database and updates it into Zoho. The issue is that we have more than 500 customers (growing every month). The sync needs to happen daily. But, the API has a limit of 250 requests per day.
can the forum support help me an buliding project that i need?
i have a document excel that i want to put in to a project can it be helpful here? please
CRM Unique ID
I would like to pass the Unique ID of a Potential to an external program so that I can then use the API to query the CRM using the getRecordByID() function. My thought is to create a custom link that calls my external program but the ID field is not one of the fields that I can select and pass. Is there a way to do this? Thanks.
Roadmap for Zoho CRM API
Dear team, Success of Zoho CRM cannot be achieved without the API that allows integration of third party applications. Is there any road map of future improvements you would like to share with us? We have been facing several times the multi search criteria, but probably other developers had different issues. Could you please communicate on what is coming next? Many thanks in advance! Best regards, Christophe Mendez | MZ Consultants
How to link oppotunity and invoice ?
Hi all, My problem is that I am working on ZOHO CRM and I would like to merge in a document informations from the Accounts, Opportunities and Invoces tables (ZOHO CRM invoice and not ZOHO Invoice application). In fact the problem is rather staight but can not find the solution. In other word I would like to be able to create a document (MS word or Witter) with some fields from the opportunity, some fields (adress...etc) from the account table and the invoice id + the amount from the invoice table.
Multipe criteria in searchCondition : (Phone|=|<TN-1>, Home Phone|=|<TN-2>)
We need to search all phone fields of a particular CRM object in a getSearchRecords call to API. Please help.
How to retrieve Zoho CRM Metadata?
How to retrieve Zoho CRM Metadata?
Urgent Bug with Inserting Sales Orders in Batch
Hi, When I calls "SalesOrders/insertRecords" to insert more than 1 orders, the products will be attached to orders in a wrong way. For example: Request: https://crm.zoho.com/crm/private/xml/SalesOrders/insertRecords?authtoken=...&scope=crmapi&newFormat=1&xmlData= <SalesOrders> <row no="1"> <FL val="Subject">SO - 1</FL> ... <FL val="Product Details"> <product no="1"> <FL val="Product Id">111111</FL> ...
Multiple criteria in getSearchRecords
Is it possible to use multiple criteria in getSearchRecords? The function doesn't seem extremely useful if you can only limit based on one criteria, although from the included examples it looks like this is the case
No API libraries
I just wanted to say that I am evaluating solutions because a client has asked me for a CRM solution. They want me to program it, but I thought maybe I can use Zoho. It seems to have what we need, but I am doubtful because the integration with the API is limited to XML. It is weak, as someone else mentioned, you should have robust API libraries in multiple languages like Twilio. Now it seems there is a lot of functionality in Zoho, but it is sort of half baked. I would rather have something
Send data from joomla to zoho crm from API with php -> tutorial?
Hi, im using joomla and would like to send contact form data to Zoho crm. I am stuck. would you have an example how to send the stream and insert a record ? Thanks in advance. VIjay Gupta
crm api and zoho products
Is it possible to display (and format with CSS) a single product from zoho crm on an external webpage using api?
ZCRM API insertRecord notes error
Hi, I am trying to insert a lead into ZCRM and then insert a note related to this lead. I am following this tutorial https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html and using Java example. I am able to insert a lead record, but fail to insert note. The error i am getting is: <response uri="/crm/private/xml/Notes/insertRecords"> <error> <code>4401</code> <message>Unable to populate data, please check if mandatory value is entered correctly.</message> </error> </response> My lead XMLDATA
Import lead data from emails
Hi, I have my leads emailed to me on a daily basis. The emails are in the exact same format every time. Is there anyway to do this automatically instead of manually entering each new lead? I know there are lead management systems that do this. Thanks!!
Inserting SalesOrder with product referred by Product name
In the API documentation it is stated that for a product attached to a sales order, the field "Product Id" is mandatory. Then the docs say that the "Product Name" can be specified, if you do not have a valid product ID. I've made several tries to implement this. I've tried Filling in Product Name and leaving Product Id empty (or not sending it) <SalesOrders> <row no="1"> <FL val="Subject">Test - SO</FL> <FL val="Product Details"> <product no="1"> <FL val="Product Name">Product name</FL> </product>
Adding Products to a Sales Order
In the API documentation is described how to insert SalesOrders with their products. I would like to add a product by using it's Product Name and not the Product Id. I believe the docs describe this being possible, but I can't get it working. The documentation states: 1. A value for "Product Id" is mandatory. 2.You can specify the product name if you do not have a valid product ID. I have tried various implementations. I have tried leaving the Product Id empty and filling in the Product Name. I
Custom Object in Zoho CRM?
Hi, We are building a new api integration solution for Zoho.So, 1. Can we able to create custom object in Zoho CRM with some fields in it? 2. And can we associate the custom object with leads and accounts objects? Please provide us detail on how to create and associate it to other object if support is already available.
Using Zoho web to contact from with weekly
I am considering using Weebly to build a website. I currently use Zoho web-to-contact form to import con acts from my web form to Zoho CRM. Can I do the same if I build my new website in Weebly. According to Weebly PHP and Mysql cannot be used. If the soho form cannot be used, does anyone know an easy to use platform to build a website which can use the soho web-to-contact form?
Get list of all users via API
Hello, Leads assigned to users by SMOWNERID I don't see "Users" entry at page https://zohocrmapi.wiki.zoho.com/CRM-Entries.html So request "Users/getRecords" won't work. Is it possible to get list of all users via API?
zoho api simplexml_load_file error : failed to open stream: Connection refused
I have written code which is working fine on localhost but when i upload the code to live server it's showing error " failed to open stream: Connection refused", I checked server settings like "allow_url_fopen" its ON, "Registered PHP Streams" has value "HTTPS" thats also fine. But still its not working, Guys can u please suggest whats going wrong ? Does zoho api has some special server setting requirement ??
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