How to Pass Image Fields Values in Zoho CRM's Mail Merge via API?
When conducting a mail merge from Zoho CRM using our Merge APIs, if the merge template includes image fields, you'll need to construct the value for those image fields on your end. Zoho CRM will solely provide the Preview Image ID value for the image field, rather than the complete preview Image URL.
Please follow the below steps to construct the Image URL to pass as image field value;
1. Invoke Get Record API (version 5 and above) and get the Preview Image ID [Preview_Id__s] of that image field from the response. Using this Preview Image ID, you need to construct the image url as mentioned below.
Sample values to replace the variables in the snippet shared below:
Module = "Leads"; //Provide your respective module name
RecordId = "456789"; //CRM record id
RLModuleName = "Products"; //Related List Name
zohoapi_domain (for US DC) = "https://www.zohoapis.com"; //For other DCs, refer the API domains here.
Sample Snippet:
// get Records
recordInfo = invokeurl
[
url :zohoapi_domain+"/crm/v5/"+Module+"/"+RecordId;
type :GET
connection:"crm"
];
recordInfoData = recordInfo.get("data").get(0);
dataMap = Map();
dataMap.put("Email",recordInfoData.get("Email"));
dataMap.put("Last_Name",recordInfoData.get("Last_Name"));
// Image field
if(recordInfoData.get("Image_Upload") != null)
{
imageId = recordInfoData.get("Image_Upload").get(0).get("Preview_Id__s");
imageUrl = zohoapi_domain+"/crm/v2.1/__attachment_preview/" + imageId; //constructed image url
dataMap.put("Image_Upload",imageUrl);
}
info dataMap;
2. If image field is a RL record, then invoke this Related Records Data API (version 5 and above) to get the RL Record ID. Then, invoke the Get Records API with this RL Record ID to get the Preview Image ID.
Sample Snippet:
dataMap = Map();
//Get Related List IDs
relatedListsIds = invokeurl
[
url:zohoapi_domain+"/crm/v5/"+Module+"/"+RecordId+"/"+RLModuleName+"?fields=Parent_Id"
type :GET
connection:"crm"
];
rlListData = relatedListsIds.get("data");
rlProductsList = List();
//Get Related List Data
for each record in rlListData
{
rlId = record.getJSON("id");
rlInfo = invokeurl
[
url :zohoapi_domain+"/crm/v5/+"RLModuleName+"/" + rlId
type :GET
connection:"crm"
];
rlInfoData = rlInfo.get("data").get(0);
rlMap = Map();
rlMap.put("Product_Name",rlInfoData.getJSON("Product_Name"));
rlMap.put("Product_Code",rlInfoData.getJSON("Product_Code"));
//RL Image Field
if(rlInfoData.get("Image_Upload") != null)
{
rlImageId = rlInfoData.get("Image_Upload").get(0).get("Preview_Id__s");
imageUrl = zohoapi_domain+"/crm/v2.1/__attachment_preview/" + rlImageId; //constructed image url
rlMap.put("Image_Upload",imageUrl);
}
rlProductsList.add(rlMap);
}
//Add Related List to dataMap
dataMap.put("Products",rlProductsList);
info dataMap;
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