How to fetch and insert records in calls of Activities from Zoho CRM by zoho app
Hi I need to fetch call logs details from zoho crm and insert into activities new call by using zoho app. I tried with tasks and it is fetching records of tasks, but not working for call with same way, I have used this function response = zoho.crm.getRecords("Calls"); Can anyone help me on this? Thanks Prashant
Randomly get error could not resolve remote host crm.zoho.com
Hi, We use the Zoho API to generate leads when a user downloads our trial software. Randomly we get this error - Microsoft.Http.HttpStageProcessingException ---> System.Net.WebException ---> System.Net.WebException: The remote name could not be resolved: 'crm.zoho.com' at System.Net.HttpWebRequest.GetResponse() at Microsoft.Http.HttpWebRequestTransportStage.HttpTransportAsyncResult.PopulateWebResponseSync(WebRequest request, IAsyncResult result) in d:ddSP_1src dpcdfsrchilostagingCodeplex-R2HttpClientMicrosoft.HttpHttpWebRequestTransportStage.cs:line
I am trying to follow the "insert Sales Order" Example. What am I doing wrong?
I am using this XML <SalesOrders> <row no="1"> <FL val="Subject">Zillium - SO2</FL> <FL val="Account Name">Zebra</FL> <FL val="Due Date">2009-03-10</FL> <FL val="Sub Total">48000.0</FL> <FL val="Tax">0.0</FL> <FL val="Adjustment">0.0</FL> <FL val="Grand Total">48000.0</FL> <FL val="Billing Street">test</FL> <FL val="Shipping Street">test</FL><FL val="Billing City">test</FL> <FL val="Shipping City">test</FL> <FL val="Billing State">test</FL> <FL val="Shipping State">test</FL> <FL val="Billing Code">223</FL>
Urgent And Ongoing Need For ZoHo specialist who will be our off-site IT support, on everything from CRM customization to API integration and G-Apps
Desperately Seeking a remote tech who would be able to service our zoho accounts! Some issues include : API integration, Urgent Zoho CRM Customization Assistance Required (products import, tabs customized to our needs, etc). We also have G-Apps. Company’s total count is 10 users, all of them must be given different permissions, etc…we are also seeking a tech who will create a dashboard or G-Sites like interface/intranet for our team to use daily. We’re not asking for free help, but rather establish
BUG - Zoho broke the API (Again) -- can't sort by modified time
Zoho obviously pushed a new build to production last night, because we woke up this morning with our integration completely broken and our business crippled. Thanks again, Zoho. This at least the fourth time something like this has happened. I cringe at the thought that you're going to push code without telling anyone, and it could cause something that's been working fine for months to stop working completely. Problem This used to work fine: https://crm.zoho.com/crm/private/xml/Leads/getRecords?apikey=
InsertRecord for Cases without a matching Contact ID
Hi there, I will be inserting/updating Cases that are linked to a Contact. However sometimes I will insert Cases where the Contact is actually new. In the current WebForm, if a Case's email does not match a contact, then a new Contact is created, otherwise it is linked to the matching Contact. I'd like to mimic that functionality with the API. So as it is now, if I include the ContactID with the Cases insert it will link them. Can you recommend the best way to also create a new contact? Can I simply
How to create external seach box and/or personalized HTML page in ZohoCRM?
Our sales team works with various segments of customers. We need to make the access to the segment account/contact lists and pipelines as "simple as possible" (= at one click) for team members. So we did a simple home page http://www.bluestrategy.cz/salesmansdashboard/SalesmansDashboard.html . But we'd like to use also ZohoCRM text search box at this home page to enable them to enter client name and obtain related standard ZohoCRM search result page. 1. Is it possible to embed the simple HTML content
Suggestion: Create wrappers that support *all* the functionality of the API methods
Hi there, I have run into this a lot. The wrappers are GREAT, they *could* save me a lot of hassle dealing with generating tickets and writing a lot of code. But the problem is, that often I find I need some of the functionality of the api method that the wrapper does not support. Main example is with insertRecords which supports "on duplicate, update" similar to the functionality in MySQL. However the wrapper does not. It is frustrating. Thanks, David
How do I create an API request to retrieve only one Invoice Record with Invoice number?
Hello I am trying to use the API system to simply retrieve one PRE-DETERMINED Invoice number at a time. Along with that request I am including some basic fields. My problem is when I execute the code below I get a list of records instead of the invoice I am looking. For obvious reasons I have masked the ticket number and apikey. Would it be possible for someone to tell me if I am using the right command e.g. getCVRecords or getRecors WHAT IS THE RECOMMENDED command for and retrieve one record. Please
Need to automatically get leads from Infusionsoft web forms to my Zoho CRM
Hi, we use Infusionsoft to gather online leads. We capture the leads via web forms. What I want to do is move those leads (maybe via API or other tool) to my Zoho CRM and have them show up as new leads. I know Zoho CRM offers the webforms....but I want to continue to use Infusionsoft for a variety of reasons. Thanks
Wrapper for getRelatedRecords CRM API call? Is it in the roadmap? Includes a source code example.
Hi, I am using the getRelatedRecords API call to get Notes related to a Potential (I provide a deluge PostURL call sample below for anyone who is interested)...but it would obviously be so much handier if there was a wrapper API call - that way I wouldn't have to get hold of an API Key and ticket each time. So, I wonder could someone confirm that there is no wrapper for getRelatedRecords, and that being so... is it in the Roadmap for the future? Here is the sample code snipppet as promised above...
Dave Little
Is there a way to scan business cards in to Zoho CRM program.
Mass update 40 000 contacts information
Hi, I wants to update couple custom fields (including multi-select) 40,000 contacts in crm monthly. I need to: Export CRM Contacts in a spreadsheet Modify my data Put the new values in CRM I successed doing it with a creator app but it's not working with more than 2-3,000 records. Anybody have a reliable solution ? Thanks, Pascal Veilleux
Getting the Related Records Stage History, Products, Competitors, Emails and Attachments for Potentials via GetRelatedRecords API call
Hi, Using the CRM-Creator API to access Notes associated with Potentials works fine...e.g. https://crm.zoho.com/crm/private/xml/Notes/getRelatedRecords?newFormat=1&ticket=3bd7ef0c490e86704281bca4424fe4b1&apikey=956MAINTAINSECURITYc86a3&parentModule=Potentials&id=74826000000601081 But I would like to be able to use this for the other 'related items' associated with a Potentials record such as Stage History, Products, Competitors, Emails and Attachments. I assume, from my research, that this is simply
Zoho CRM HTTPS Post size limit
What is the size of data that can pass through HTTPS from an xml file.? The connection times out when the data becomes to large.
Insert into Leads then Send Auto Response ASP.NET
Hi, I am able to insert data into leads from my ASP.NET application http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&ticket=XXX&apikey=XXX&xmldata=XXX As soon as I add a new lead I need to send auto response emails (that were created in Zoho using the Auto Response Rules for Web to Lead ) to both lead owner and lead (customer). I looked around the API but couldn't find anything. Can anyone please let me know if this is possible. I can send emails seperately from my ASP.NET using
Problem with getRecords
Hi, I use the Events table in Zoho CRM, and when I tried to get all the records, the response from zoho is: - <row no="1"> <FL val="ACTIVITYID">413501000000143001</FL> <FL val="SMOWNERID">413501000000045003</FL> - <FL val="Event Owner"> - <![CDATA[ Cytlalli Ibañez ]]> </FL> - <FL val="Subject"> - <![CDATA[ Test daniel ]]> </FL> - <FL val="Start DateTime"> - <![CDATA[ 2011-08-24 14:00:00 ]]> </FL> - <FL val="CONTACTID"> - <![CDATA[ 413501000000087011 ]]> </FL> - <FL val="Contact Name">
Will ZOHO AOI allow me to integrate with Sales Orders and Purchase Orders in ZOHO CRM?
I am going to build an outside invoicing/ purchase order application that will assign the product #s in a way consistent with my industry. From the ZOHO API can I import the invoices into ZOHO CRM and then export the customer approved Invoice to QuickBooks? In the notes it says there is no integration available with ZOHO CRM Invoices/purchases orders -- is this true? Are there any workarounds that will make this configuration possible? I am about to have our software developers start working
Formula field values vanish after updating fields using the API
Hello, We are using the API to update fields within our jobs (potentials) records. There are also some custom formula fields that use the fields we are updating. When the fields are updated, the evaluated values on the formula fields vanish. To get them to show up again, the potentials record must be re-saved, which is not ideal. For example, we have 2 custom fields on the potentials records: - Hours Logged - Hours remaining We then have a custom formula field with the following formula: = Hours
Internal Server Error - CRM API
When submitting an insertRecord request with an invalid TICKET I am getting a (500)Internal Server Error and not the expected 4500 error. Also I am allowed to submit an insertRecord with a invalid APIKEY.
Problem exporting invoices
We need to export all created invoices, to do it we go to "Config / Data Administration / Export", we choose "Export Invoices" and a CSV it is created. The problem it is that the only info on CSV are the header from the invoices but not the detail lines. How can we export all info ( header and detail lines ) from each invoice ????
Search Condition on multiple fields
Hi, Can I have a search condition for two columns? Here is what I mean: http://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?apikey=API&ticket=TICKET searchCondition=(Account Type|contains|*partner*|) & searchCondition=(Account Name|contains|*Joe*|)
Add text and files to contact through the Zoho API?
Hi! I am new to Zoho and the Zoho API and have a few questions. Background: I am going to write an application (preferably in Java) that will associate a received email (in GMail) to a Zoho contact with the the same email address as the sender address in the email. To achieve this, I need to use the Zoho API to send a request that adds the given mail as a note or attachment to the contact list. To ensure that the contact exists, I will probably first have to search for the contact with a given email
Add notes and attachments to an existing contact?
Hi! I am new to Zoho and the Zoho API, but I need to do the following and have carefully read the API documentation: From my Java application, add an email and its attachments to the note and/or attachments fields associated to an existing contact i Zoho. Is this possible through the API? I noticed that there is an example where a contact is added, but the fields notes and attachments where not present in that example. How are the files sent along with the request? Some more detailed questions regarding
Can not get Ticket.
Before i could access and got Ticket. but now i can not get ticket and error occured instead. error message is "can not connect remote server." . this error message was written in our countries language. so i translated it into english. my program to get ticket is the following this error occured when Thread executed [req.GetRequestStream();] please help me.... private string GetTicket(string service, string userId, string password) { string strTicket = null;
2 Search Parameters
Hi is it possible to use 2 parameters to the getSearchRecords api method?
Evaluation of formula field dissapears after updating related field using the API
We have a custom application interfacing with Zoho CRM through its API. This application runs daily and updates some custom fields within Zoho from external sources. There are some formula fields within the jobs area that use some of the fields that we are updating through the API. For example, 2 of the custom fields we update on a job are "Remaining hrs estimated" and "Hours logged". Then there is a custom formula field called "Projected Hours" which has the following formula: ${Potentials.Remaining
Looking for Zoho Developer for Connector App
We are looking for a developer to create a connector to our PBX and dialer to post recorded calls to Zoho. We will be specking this project but the basic functions we will include are as follows. Post recordings to a specific phone number to Zoho CRM Connect call recordings to agent Connect call recording to accounts or contacts Initiate a click to call command from a number on the screen More detail to follow. Please contact me directly at jason AT contactpoint DOT com
Error handling of insertRecords
The insertRecords API method returns a response. If there is an error, can i know what is the reason for the error. For example: invalid email format or alphabets in a phone number, or field does not exist etc. How do I catch errors and propagate to the user or the troubleshooter? Thanks Usha R
Update Notes using CRM api.
How do I update a note through the CRM api? I have tried using the id for the note as the "entityID" value, tried "NOTEID" and no such luck. Anyone had any joy with this seemingly undocumented way of updating a note? It must be possible, as stated on the Zoho API Notes: "You can either insert or update the data into Notes module. At present, other methods are not supported for the Notes module." Regards, Aaron.
Angry Bird
Dear Sir Or Madam; Disappointed, angry and frustrated 1. We can't fetch custom field using CRM API today....... https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?apikey=veryangry&ticket=123456&selectColumns=Leads%28Industry,No%20of%20Employees,QQ%29&searchCondition=%28Last%20Name|=|Angry%29 We can fetch yesterday...... 2. I would like to know, how can we sell your products, if ZOHO change backend everyday? We can't sell ZOHO's products to customer, otherwise we have to fix the
Upload tool date format error
I'm using the upload tool to automatically insert data into some tables. One of the datasets includes a monthly report with a date like "July 2011" and the column has "MMMM yyyy" as the date format. But when I upload the data, the date column always comes across as blank. If I set the column's datatype to plain text, the data gets inserted/uploaded as expected. Is there a way to have the column be a date, but accept dates in the "July 2011" format?
Synchronize CRM data
How do I synchronize the changes done in the 'Contact' with my website database 'Contact' from CRM side? I have a contact named 'James' registered with my website and this user's data is there my 'Contacts' section. If I modify this user on CRM side, I need this to be modified automatically on my website also. Is this possible?
Automatically generating quotes
I am trying to create a new quote using java why do i need to send all information about the individual products surely the system knows the products so i should only have to send the productid and amount. Sending all information for each product requested makes the url i send extremely large and almost impossible to debug. Nick
XML in Excel using API of Zoho CRM
Hi, I'm trying to use Zoho CRM's API to suck data directly into Excel using a web query. The data comes in XML format. When I pull the data into Excel, it comes like this: uri no FL val /crm/private/xml/Leads/getCVRecords 1 *the actual data* LEADID /crm/private/xml/Leads/getCVRecords 1 *the actual data* SMOWNERID /crm/private/xml/Leads/getCVRecords 1 *the actual data* Lead Owner /crm/private/xml/Leads/getCVRecords 1 *the
Certain custom fields not populating
Hi Zoho, I have an application that uses your insertRecords API to add new leads to our Zoho CRM account. Sometime last week, certain of my custom fields stopped being popluted. The new lead is still inserted, but missing some important values. My custom fields are Numbers and DateTimes. I don't believe that anything has changed in my Zoho CRM setup, or my application. Do you have any suggestions for me? Thanks, Robin Hamilton.
Order_Id : SalesOrders.SO Number
Hi,Why I can retreive the good order id of a sale order inside my email template ? I don't understand this value : ${SalesOrders.SO Number} I would like to use this value to retreive informations of an order with the api : https://crm.zoho.com/crm/private/json/SalesOrders/getRecordById?newFormat=1&apikey=KEY&ticket=TICKET&id=ORDER_ID But it doesn't seems to be the good value... Thanks
Trying to retrieve campaigns records but get no data found
This is what im trying to run: https://crm.zoho.com/crm/private/json/Contacts/getRelatedRecords?newFormat=1&apikey=awdsdg23sfr&ticket=23123&parentModule=Campaigns&id=333535 Always getting: {"response":{"nodata":{"message":"There is no data to show","code":"4422"},"uri":"/crm/private/json/Contacts/getRelatedRecords"}} 1. How can i fix that? I tried the two options Contacts & Leads 2. IS the any way to update a lead campaign via the API?
Newbie question: How do I create/sync an account with my own db using zoho api?
Whenever users sign-up in my site, I want to create a respective account under my crm account using the zoho api. I did read the wiki docs, but mot help seemed geared towards java, and I only know php :( . Can someone please guide me a bit or point me in the right direction?
ZOHO CRM API help
Related to Zoho CRM API: Need a way to search our leads with criteria state=<SOME-STATE> and city=<SOME-CITY> and then extract potential information out of the lead. We are using 'getSearchRecords' API method to do the search and here are the issues 1) Not sure how to specify both the criterias. e.g. I could do a search with either city or state but not both together in the query. 2) This is IMPORTANT: It seems that 'getSearchRecords' does not search through converted(processed) leads but only through
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