Attachements Fileds in Client/potential api ?
I can't retreive files attachments informations with the crm api (Contacts or Potentials)? Is there an entry point somewhere ? Or is it a feature that is not (yet) proposed ? Thanks
GetRelatedRecords call only returning 1 related record
Hi All, I just recently started messing around with the Zoho CRM API in C# to see what it was capable of and things have been going pretty well up until I tried the GetRelatedRecords() call. I passed in a contact as the parent section and made a call to Quotes with a valid ID which I would expect 2 records to return from, however I only got one. I hard coded the toIndex and fromIndex with various values but with no luck. Has anyone else seen this issue? Regards A
GetRelatedRecords only returns single item
I am trying to retrieve related Quotes for an Account by posting to the following URL which seems to return only a single item rather than the two I was expecting. Has anyone else seen this or do I need to pass in anything else to retrieve further items? https://crm.zoho.com/crm/private/Xml/Quotes/getRelatedRecords?parentModule=Accounts&id=<parentRecordId>&ticket=<ticket>&apikey=<apikey>&newFormat=2 Thanks ANdy
Get Related Contacts with Accounts as Parent Module 500 Error
Ran into a new problem this morning. Here's my API call: "https://crm.zoho.com/crm/private/xml/Contacts/getRelatedRecords?newFormat=2&apikey=$apikey&ticket=$apiticket&parentModule=Accounts&id=$related)", "r") or exit("Unable to open file!"); This is throwing a 500 error. I've echoed my variables, and they are correct. Is there something wrong with my syntax here?
Can anyone create a programme/system to link ZOHO to online accounts SAASU??? Happy to pay!
Hi All, Just started with Zoho for my small franchise group. I now have "In the cloud" Accounts/quoting via an australian system called SAASU and now have just started CRM with ZOHO (Very Happy with both) . What I need somebody to do for me is create a link between accounts and zoho to avoid double entry. Is there some way that ZOHO and saasu could somehow synchronise?? they both use API and I was told by Zoho that it can be done...but how??? Just need somebody to either do it ..or tell me who
1ShoppingCart Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you integrate 1ShoppingCart orders, clients and products with Zoho CRM. Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know what you think. Regards, Sharanya R The Team Zoho CRM
How to filter based on ContactID
Has anyone tried to use getSearchRecords and ContactID as the search condition? string url = "https://crm.zoho.com/crm/private/xml/Cases/getSearchRecords?ticket=" + Ticket + "&apikey=" + APIKey + "&selectColumns=All" + "&searchCondition=(CONTACTID|=|" + ZohoCONTACTID + ")"; It doesn't work for me. I get back this <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Cases/getSearchRecords"><error><code>4832</code><message>Invalid parameter value</message></error></response>
ERROR: Did the API keys change all of a sudden? (Specified apikey ... is not valid.)
Last night, some time after 11PM CST, we started getting error code 4890, "Specified apikey [...] is not valid. Provide a correct one." In other words, our integration became completely broken all of a sudden. This morning, I logged into the CRM, went into the Settings, and looked at the API key listed there. It was completely different from the one we've been using for over a year. The new one is longer in length and contains more types of characters (the old one only had hex digits). I put the
How to make an event which recurs once
Hi Zoho, I have the following problem: - In our company, customers come to visit our company twice. The first time to make an order, the second time to collect their order. The two appointments are made at the same time. - In Zoho CRM, we make events and export them to Google Calendar. But I only can fill in the first date. I have to manually make another event (in CRM or Google Calendar) for the second time they come to visit our company. I would like to know if I can add a 'third' date field for
Can i insert products with description on SalesOrders/Invoices?
hello, I'm trying to use insertRecords to create a new SalesOrder. I would like to add a description for each product item in Product Details section. It basically works fine using the XML below, except that no products description can be inserted. Is the insertRecords API doesn't support to insert product description? <SalesOrders> <row no="1"> <FL val="Subject"><![CDATA[TESTING]]></FL> <FL val="Contact Name"><![CDATA[Reeve Lin]]></FL> <FL val="Sub Total"><![CDATA[555.0]]></FL> <FL val="Description"><![CDATA[Description
Mass updates...
https://help.zoho.com/portal/en/community/topic/mass-update-using-zoho-crm-api Is there any updates to when to expect this feature? If we cant mass update using the API calls that doesnt leave us many options for running a business... The amount of time we update our CRM records should not be limited by API calls alone! Can we get a status on this feature, or a possible intelligent workaround?
Referencing renamed modules in API
We have customised some of our CRM tabs e.g. Accounts has been renamed Companies. Does this rename the actual module or just the tab? In other words, if I want to use getRecords to retrieve columns from the Companies tab, do I refer to Companies or Accounts in the querystring? Also, can I retrieve custom fields using the selectColumns parameter? Thanks.
API and GetRecords
Hello, We currently use the API with GetRecords method to obtain data in the leads. My question is: Is it possible to do the same thing but with the tab "Activities" or "Reports" with a url like this https: / / crm.zoho.com / crm / public / xml / Reports / GetRecord? apikey =****? Thank you.
i-device apps
Let me tell the world what I would want from an i-device app. I want to be able to pull up a contact over 3G, add notes about the meeting I just had, book in the next one, and attach the relevant pages document. This would be in a wikipedia mobile style, so each field expands and contracts as I click on it. If internet is not available, it will store a number of contact details in memory, and any edits I make will be uploaded later. I can "pick up" or "drop off", say 10, of these contacts in the
Time in another Country / City button
Time in another Country / City button: this would be very useful! I imagine it would be quite easy to implement a button on the ZohoCRM contact that would return the time in another country / city - it would work the same as the "locate Map" button that opens up a google maps link. I think the Wolram Alfa service would work perfectly... for instance this link... http://www.wolframalpha.com/input/?i=time+in+sydney would detail the time in the contacts location with an auto reference to your own
Can I import accounts and theirs respectives contacts programatically?
Hello Guys, I'm wondering if can I make a program to import accounts and theirs contacts into zoho ? I'm just asking it, 'cause I didn't find any clue on the API documentation. Best Regards Juliano.
Little question about API
Can someone help me to take a look, what's wrong of me? updColDet = "<Solutions><row no=\"1\"><FL val=\"Solution Title\">A112</FL></row></Solutions>"; updSolDetails = map(); updSolDetails.put("apikey", "8qtHdasqzbs3fd$"); updSolDetails.put("xmlData", updColDet); updSolDetails.put("id", 3411630041321); updSolDetails.put("newFormat", 1); updSolDetails.put("ticket", "109fasdasdf21fads6"); updateUrl = "http://crm.zoho.com/crm/private/xml/Solutions/updateRecords";
About Trial User [ restrict of the number of request ]
I am Trial User. this is available for 15 days. what i did is the following . 1. i selected the professional plan as trial user.(it's available for 15 days) 2. i added user.(user). 3. i added 250 datas to crm contacts using api.(i used own user id, password, API KEY) 4. i tried to add 250 datas to crm contacts using api.(i used UserA's user id, password, API KEY) about no.4. i could add only 25 datas and i got message by mail which notify data i added is over limit I am recognizing that
Can i know rest of requests through program without checking web page.
user use system which is integrated with zoho. our system will insert a lot of data to zoho. so I want to know user's rest of request in advance. so that sysytem post request to zoho properly. and we don't have problem to go over the limit as well.
when the number of request is released?
I used Insert API to set data more than 250 times(about 260 times). then warning message was displayed to [setting >> CRM API]. and today's request is kept as 250 times despite passing 24 hours. when today's request is counted from 0 again?
need example to add data in my ZOHO CRM account
hi i am new to ZOHO CRM i need a example to add info in my ZOHO CRM account .. i have from ...which was created using Web-To-Leads Form but it is not adding data in my account ..
How Can I much data using zoho CRM API in a day.
Does anyone have the idea to insert much data using 1 user in a day? i estimate 1000 data will be inserted from 1 user everyday. i need it to integrate zoho with my system.
how do i relate a task to a potential?
the wiki doesn't really explain this ... but i found the answer, so i'll answer my own question here in a sec. cheers, -e
Integrating web content (like stock price) possible?
I'd like to pull in information like a company stock price, market cap, and company management into Zoho from other web sources (like Yahoo Finance) and have it update automatically. I get the idea that this might be possible using something like Zoho Creator...but from reading so far I can't really tell if this would be the right track. If someone could let me know if this should be possible, and point me in the right general direction it would be appreciated.
Where do I find my API key?
I'm using the Zoho CRM and trying to connect it to my MailChimp account but I can't find my API key. Does anyone know where to locate it? Thanks
Limit of Inserting data ZOHO CRM.
I would like to insert much data through ZOHO API to integrate with our system. I estimate those data will be about 5,000 records per day. Even if I use 1 user (1 user id, 1 user password , 1 api key), can i come true that? i don't mind any edition. Although i read document of zoho api. I could not understand exactly >> https://zohocrmapi.wiki.zoho.com/ (because i think i don't understand organization of that link well)
Saving website contact form to CRM as a lead
Hi there Have very basic question as I'm new to Zoho.. I've got a contact form for a website and want to save this to Zoho CRM as a lead. Could someone please give me a basic outline of how to do this? Am thinking it would be something like this: generate xml (for lead insertion) from submitted contact form fields create asp.net webrequest and set method to post and contenttype to xml send webrequest to crm some like this: http://crm.zoho.com/crm/private/xml/Accounts/insertRecords?apikey=APIKey&ticket=Ticket&newFormat=1
Email marketing- Contactology vs Mailchimp
I am evaluating whether to integrate Zoho CRM with either Mailchimp or Contactology (I believe the only two companies that are available at present with zoho). I have tried using zoho for emails and it doesnt work well at all. I was wondering if anyone has experience with the integration of either system and can tell me pros/cons. Specifically, want to know: - Is integration one way or two way? ie can I mark in zoho automatically what emails a customer has received in mailchimp or contactology? Or
I need to upload a file from an external source to zoho crm.
I need to upload a file from an external source to zoho. from the panel of "Leads" -> "Attachments" I can upload files to my clients profiles, but I also need to upload them from my website (I am currently at a point where i can send and retrieve information to/from zoho using your API's so my clients can fill out their own information from my website and save it in zoho CRM) this is possible? excuse my translation, but English is not my native language. thanks
problem with getAllRecords(), not login in.
In my project some one created object for below URL. I got getRecords() method in zoho API, but i didn't get getAllRecodrs(), this method also used for login process. This is worked fine from last 2 months, suddenly now we got problem with this it is not logedin. URL u = new URL("http://crm.zoho.com/crm/private/xml/Accounts/getAllRecords?newFormat=1&ticket="+userName+"&password="+password+"");
Trouble Importing Contacts from Zoho CRM to Zoho Invoices
I followed the instructions to get an API key from my Zoho CRM account, then clicked on the "Import from Zoho CRM" link and input my key. I received a message stating that the import had been successful: Customer records have been imported from your Zoho CRM account. but underneath it still says You have not imported any customers from Zoho CRM. When I go to view all customers in Zoho Invoice, I only have the test customer that I created in Invoice, but none of my CRM contacts. Any ideas?
Generate Ticket for Google Apps User
I'm trying to generate a ticket for a Google Apps authenticated user. How do we do this? I'm not having any luck with using the username found in Zoho CRM (firstname.lastname) and the Google Apps password, using the email address or trying anything else. Do we have to authenticate with Google somehow first or is there a set username/password combo that we can look for and use within Zoho? Just to be clear, I have code that is already working with a normally setup account. I'm only trying to find
Is there any library for .NET developers?
Instead of writing my own library and classes to wrap the behavior of ZOHO CRM API, does anybody have a link to such library? I'm sure it's a time saver to all integration developers! Any help appreciated! Thanks!
Problem while getting records through API.
I am having around 5200 records in my leads module of zoho. i have written an api call using getsearchrecords method on these records to get the phone number and lead name in order to use them for comparing with the call logs of my sales team which i do with our internal pbx application. But my problem is that for an api call i am getting only 2000 records as the response and i am giving the search condition as "modified time < (current datetime)". What should i do inorder to get all the 5000 records?
nulls in "Campaign Name" for Campaings
Hi guys, i am getting nulls for all fields (except 'CAMPAIGNID' which has real values ) for any campaign in response from zoho server. query is: http://crm.zoho.com/crm/private/json/Campaigns/getRecords {'selectColumns': 'campaigns(all)', 'newFormat': 2} user is administrator Please help!
Product Pricing via API
Is it possible to get product pricing through the Zoho CRM API?
Looking for a developer to integrate Constant Contact and Zoho CRM
I am using Constant Contact for email marketing and want to integrate it to Zoho so that records can get synchronized and updated. If you have experience with both APIs, that would be ideal. Please comment back and we can talk the conversation off line.
Add new Quote from my website to CRM Quotes by using API
Hi: I asked zoho crm support that if I can use the Zoho CRM - API methods for Quotes module, the answer is yes. I have done API methods for Contacts, Leads, Accounts modules, but since the a Quote can have one or more than one products, how can we format the XMLDATA for sending those information? For example, this is for adding a new lead, what if I want to add a Quote with 1 or more than 1 products? string XMLDATA = "<Leads>" + "<row no=\"1\">" +
new helper methods - #api calls / #search calls
curious to know if there is any intention to expose the number of api-calls / api-search-calls that have been made for a particular account previous-day / current-day / etc. we occasionally run up against max-api limits and i either need to write my own internal api-call-counter --or-- convince the powers-that-be that we can hold off for ___ months because it is a planned/expected feature. please advise if this is even on the drawing board, and, if so, what the expected release date is. cheers, -e
Verify a CRM Account Exists
I am trying to send a POST to see if an account exists by Account Number. I absolutely have to use the Account Number field in my query. This is what I am sending: http://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC?newFormat=1&apikey=myapi&ticket=myticket&selectColumns=Accounts(Account Number,Account Name)&searchColumn=Account Number&searchValue=114011476211611 Zoho responds with: 4420Invalid Search Column.Check it now
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