Google Maps - Account Views
Is it possible to get XML output of a user specified account view? I am trying to display customer accounts on google maps on my clients website.
Seeking a developer with Zoho API Experience
We're seeking a developer to integrate our conferencing application which has an API with Zoho's API. What developers or teams are out there, or do people recommend? Thanks!
update Product Details on Quote using updateRecords
i am having difficulty updating a quote's product detail ... i am getting the very-descriptive 4500 error code. here is the XML i am passing in: <Quotes> <row no="1"> <fieldlabel value="Sub Total">123.45</fieldlabel> <fieldlabel value="Product Details"> <product no="1"> <fieldlabel value="Product Id">111111000000000001</fieldlabel> <fieldlabel value="List Price">123.45</fieldlabel> <fieldlabel value="Unit Price">123.45</fieldlabel>
newFormat=1 causes product details to be missing from Quote/Invoice
i am having issues inserting products into both quotes and invoices ... so i thought i would get a dump of what is currently going in there to help troubleshooting. i fired up this URL in IE: http://crm.zoho.com/crm/private/xml/Invoices/getRecordById?ticket=[ticket]&apikey=[key]&newFormat=1&id=[zoho_invoice_id] and i noticed that the entire Product Details subsection was missing ... note above newFormat=1 if i changed that to newFormat=2 or omitted it entirely, then the Product Details section shows.
getSearchRecords 500 Internal Server Error
I have built the following search string. I am trying to retrieve all the Accounts fields if the "BNS Export" field = "YES". Please see the code window below. Can you tell me why it fails? http://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?ticket=XXXXXXXX&apikey=YYYYYYYYYY&newFormat=2&selectColumns=Accounts(All)&searchCondition=(BNS Export|=|YES) Oh... and your API Documentation doesn't show the newFormat parameter anywhere on the web page: http://zohocrmapi.wiki.zoho.com/getSearchRecords-Method.html
XML format for insertRecords (vb.net)
Having a hard time with the formating of the XML and hoping someone can have a look at this code and let me know if they can help. The code works fine for the getRecords, so all is well there, but with insertRecords I am getting a 4500 general error. I think it must have something to do with the xml perhaps. Probably some bonehead mistake on my part. Any ideas would be highly appreciated. vb code below: Private Sub btnConnectAPI_Click(ByVal sender As System.Object, ByVal e As System.EventArgs)
Attempting to insert a lead.
I am trying to insert a lead but I get this error: Unable to process your request. Kindly verify whether you have entered proper method name,parameter and parameter values This is my Perl code: my $xmlData = q( <Leads> <row no="1"> <FL val="SMOWNERID">2000000016714</FL> <FL val="Lead Owner">Scott</FL> <FL val="Company">XSoft</FL> <FL val="First Name">Peter</FL> <FL val="Last Name">John</FL></row> </Leads> ); my $resp = (POST 'http://crm.zoho.com/crm/private/xml/Leads/insertRecords', [ 'ticket'
getSearchRecordsByPDC case-sensitive inconsistencies
is there any particular reason why searchColumn *is* case-sensitive but selectColumns is not? (note: other methods also have this problem, but this one is the most recent for me and has thus prompted the idea) i suggest: a) make everything not case-sensitive; -or- b) document what is case-sensitive and what is not case-sensitive. thanks for your consideration! cheers, -e
response time to bugs is UNACCEPTABLE
is anyone else out there incredibly frustrated with the piss-poor response times to bugs and issues? my client is beyond upset ... not only am i billing him to recode the implementation to comply with these new API methods (and i am the second developer he has retained for this project, so this is the third time he's paying for a ZohoCRM implementation) ... but when i open tickets on friday/monday and here it is wednesday with ****ZERO**** response, i just don't know what to tell him ... frankly,
update insertRecords documentation with example demonstrating Product Details
please provide an example of inserting a quote or invoice record, including the sub-section for Product Details. there is confusion on format, required fields, etc. also (mentioned on another ticket), it seems as if insertRecords does not work with newFormat=1 if there is a Product Details sub-section included in the XML. cheers, -e
contact mismatch in Quote using insertRecord
we have two contacts named Bob Smith, so two different ContactIds ... each contact is assigned to a different Account, so two different AccountIds ... when i insert a new Quote record and supply the AccountId, Account Name, and Contact Name, i end up with a Quote record that sometimes has the incorrect ContactId associated ... apparently ZohoCRM API is just grabbing the first ContactId that matches the Contact Name supplied, even if it is not associated with the appropriate AccountId that i am specifying.
Creating Custom Quote Form
Recently switched from salesforce crm to zoho. Need some advice with setting up a simple quote form. We are an industrial supply company with the majority of the products that we sell not suitable for entering into a price list. Currently we do quotes using and MS Excel template that has QTY - Description - Unit Price and Total. The description could be completely different for each quote depending on the customer. The purpose for using zoho is really to manage our customer list. Not concerned about
Generate Ticket - New API Format
I use the Zoho API to add leads into the CRM module. This has been working well for my clients and although it doesn't seem like there was much warning, I should be able to get everything updated to the new format by December 7th. It looks like now we have to pass our API Key and API Ticket now to insert a record instead of using a username. Before I was just generating another API Ticket if I received the error code 4834 but not saving the ticket anywhere. Is everyone saving the API Ticket somewhere
API Method for Changed Attributes in a Record
goal: select records that have been updated in Zoho which require updating in a linked system via a single API call our next major challenge for integrating with ZohoCRM is to enable two-way updates. currently we are passing data from our db into Zoho. in order to maintain data integrity, we do not allow our end-users to update data in Zoho. clearly, this is not best-practice. we need to allow sales reps to update customer contact information in ZohoCRM and then pass that back to our system as an
Where can I find a freelancer with experience of the Zoho CRM API?
I have posted on Elance and getaFreelancer to get a small piece of API development work done but have not had a single response? Where do the developers hang out and what/where is the best way to get their attention to bid on a project? Thanks.
How to fill in 'Pick List' fields?
I want to fill in 'Pick List' via an API call. My Code: $gender is either 'male' or 'female' $xmlData ="<Accounts> <row no='1'> <fieldlabel value='Account Name'>Test User</fieldlabel> <fieldlabel value='Email'>test@test.test</fieldlabel> <fieldlabel value='boolean flag'>TRUE</fieldlabel> <fieldlabel value='First contact'>08/08/2009</fieldlabel> <fieldlabel value='Gender'>".$gender."</fieldlabel> </row> </Accounts>"; Everything is working fine except the 'Gender' field... The Field 'Gender' is a Pick
Email Template workaround needed
Hi All, Our email templates have gotten out of control since we implemented the system a 18 months ago. We never really used the wildcard functionality so I have hundreds of the similar emails from each person on my sales team. The wildcard and add user signature functionality goes a long way to cleaning this up but each email template has a mandatory requirement to be from a specific user when it is saved. This works fine when a user picks a template and sends email one at a time but when the
Converting some contacts back to leads (with the API) - how to create tasks
Hi, I'm looking into converting some contacts back into leads. We've made a few mistakes setting things up and using the API I was thinking of turning a few of these mistakes back into leads. Now I also want to port back the tasks associated with these contacts back to the leads. So my question is, how can I create tasks associated to a particular lead (or contact for that matter, since I assume it won't differ). thanks! Alef
CRM API for Objective C
can the CRM API work in Objective C ? you had given examples in Java but can the same thing done in Objective C for Iphone?
workflow task - how to delete them
Hi, We have workflow task for Leads and they are applicable if there was no conversion. Is it possible to delete task if we did conversion? Best regards, p
Can we setup a direct login page?
I would like to setup a direct login page into the CRM for my users. Is that possible?
Importing new clients into Zoho CRM
I am about to launch a new subscription based web 2.0 application. I would like my new users to be automatically added to Zoho CRM. Is there an easy way to do this by sending the required fields in an automatically generated form? Alternately, my system already generates a confirmation e-mail, could I make that e-mail include a form thats autopopulated so that the client then just clicks "OK add to CRM" Alan Tone ProVDN
delete crm - last modified
We have developed application that fetch some data at the start, after that we use "lastmodified" to update all event. Everything is ok until somebody will delete record - the record disapear in CRM, and there is no any information for API that there is no 4record. It force us to fetch all data once again. Maybe you can leave deleted records with status indicated that record has been deleter for a while, to give application opportunity to notice delation, and meybe after hour you can make record
programatically access contact module element "Share Emails"?
is there a way to programatically access contact module element "Share Emails"? it doesn't show up in the XML when i retrieve the record. cheers, -e
getRecordById method
FAQ #12 refers to getRecordById: http://zohocrm.wiki.zoho.com/Zoho-CRM-API-FAQ.html#12._How_do_I_retrieve_single_Account_using_getAllRecords? this method is not mentioned on the API Methods page: http://zohocrm.wiki.zoho.com/Zoho-CRM-API-Methods.html please explain... cheers, -e
seeking developer
I am looking for someone who can develop the following connection: When a shipment is booked in Carrierrate.com, update Zoho CRM Purchase Order with these fields: BOL# Carrier name Carrier phone Carrier website Date booked When a BOL receives tracking information in Carrierrate.com, populate Zoho CRM Purchase Order with: PRO# Date and Time picked up When a shipment is delivered, update Zoho CRM Purchase Order status date and time. Here is a link to their published api: http://www.carrierrate.com/FreightManagementSystem/Forum.aspx
new api methods?
this page has links that do not work: http://zohocrm.wiki.zoho.com/Zoho-CRM-API-Methods.html when will the new methods go into production? (document say 20 OCT which is today, and time-adjusted for India, it's already after-hours there). any updates? cheers, -e
need an API method to delete records
currently there is no way to delete any records via API. we have a legitimate business reason to periodically purge some records from our CRM. please advise when this will be available.
Questions about API tickets
When I request a ticket the response includes the following line: PASS_EXPIRY=-1 This line isn't mentioned in the documentation. What does it mean? Is this information useful to me? Will the ticket expire exactly one week after the date/time in the response? Does each ticket request result in a new, 7-day ticket? If so, is there any harm in getting a new ticket every night? Can someone explain the logic behind these tickets? They represent one more process that has to be monitored, and a possible
Please keep the getCVRecords API function
I just noticed that the API function called getCVRecords is scheduled to be deprecated on October 15. I'm writing to urge the powers that be at Zoho to reconsider that decision and keep that function available to developers. This function is very handy because it allows regular CRM users to select, and easily modify, the records that are presented to an external system. Regular users today can use the powerful selection criteria in custom views to change which data is sent to a external system.
getAllSearchRecords doesn't work for Invoices and Potentials when querying Account Name (even when it's enabled in the Search Layout)
I have configured Account Name to be a field checked in the Search Layout; however, when I plug in the Account Name into searchWord= when making an API call to getAllSearchRecords, not all modules query this field. Success: Contacts, Quotes Fail: Potentials, Invoices What is the work-around? Is this a ZohoCRM bug? Does anyone else have this issue?Thanks, -e
How to insert products on Invoice?
I'm trying to use insertRecords to create a new Invoice. The data comes from our accounting system so we don't plan to use Zoho CRM to generate the actual invoice, but we want the sales people to see the invoice information on the Account page. That way the sales people can easily talk about recent orders while they have the customer on the phone. It basically works fine using the XML below, except that no products appear. How do we get the products into the invoice? <Invoices> <row no="1"> <fieldlabel
Can't figure out what works for API methods
I looked at the documentation and saw that some of the methods were being deprecated, which seems like a really bad idea, but so be it. However, when I tried what looked like the replacement methods for the ones soon to be deprecated, I get an error saying that method does not exist. getSearchRecordsByPDC getSearchRecords getRecordByIdNone of those seem to work. However all of the deprecated methods do still seem to work. So, as someone who is under a pretty serious coding deadline, what am I supposed
Creating Campaigns
I'm trying to create Campaigns and consistently get a 4500 error back when doing so. Here's the basic PHP code: $new = '<Campaigns> <row no="1"> <fieldlabel value="Campaign Name"> <![CDATA[Test #2]]> </fieldlabel> </row> </Campaigns>'; $fields = array('xmlData'=>$new); $ch = curl_init(); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true); curl_setopt($ch, CURLOPT_HEADER, false); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, false); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false);
How do create several Potantials to one Account
Hi I want to create some Potentials for one Account the problem is, that the "Account Name" field in the potential is not filled in... My code $AXMLDATA = ' <Accounts> <row no="1"> <fieldlabel value="Account Name">TestUser</fieldlabel> <fieldlabel value="Email">test@test.test</fieldlabel> <fieldlabel value="boolean flag">TRUE</fieldlabel> <fieldlabel value="First contact">01.01.2009</fieldlabel> <fieldlabel value="Last Login">05.10.2009</fieldlabel> </row> </Accounts>'; $PXMLDATA = ' <Potentials>
How to fill-in custom date fields?
I want to fill in some custom date fields via the API integration, the question is now how? I do have the following XML-Tree: $XMLDATA = ' <Accounts> <row no="1"> <fieldlabel value="Account Name">TestUser</fieldlabel> <fieldlabel value="Email">test@test.test</fieldlabel> <fieldlabel value="boolean flag">TRUE</fieldlabel> <fieldlabel value="First contact">01.01.2009</fieldlabel> <fieldlabel value="Last Login">05.10.2009</fieldlabel> </row> </Accounts>'; The fields "First contact" and "Last Login"
How do I retrieve single Account using getAllRecords ?
Hi Zoho team, I was hoping on retrieving a single account by ID, I am doing the following: crm.zoho.com/crm/private/xml/Accounts/getAllRecords?loginName=XXX&apikey=XXX$$&ACCOUNTID=79214000000032035 This returns every account, not just the one with id=79214000000032035. What am I doing wrong? Can you provide a sample call? Thanks!
Problem with "getAllRecords" method
Hi ZohoCRM Gurus, I'm using the ZohoCRM Api to export data to a local database. However, I'm having issues in getting all the records for the object types (Quotes, Accounts, Invoices, etc). In Zoho I have about 350+ invoices but the method returns only 76 each time I call it. I've tried changing the fromIndex & toIndex parameters, I've tried from different browsers and OSs, I've tried clearing browser history and cookies. Still no good. I'm guessing that you guys are caching the response in your
Integration with ZOHO CRM to import clients and contacts
We are looking for some support to build an integration between ZOHO CRM and our application, mainly to import clients and contact. I came accross the below link but didnt find that helpful:- http://api.wiki.zoho.com/ Is there any sample application or sample code that can be looked to see how ZOHO API work? Thanks. Meenu
getting the ticket number
I've read the api guide and am getting a server error when I try to get my license id in the following fashion: https://accounts.zoho.com/login?servicename=[ZohoCRM]&FROM_AGENT=true&LOGIN_ID=[myloginid]&PASSWORD=[mypassword] Any help would be appreciated. This is the error it generates: Server error occurred. Please try after sometime Stan
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