Send a new invoice data from Books to local certified solution via API json due local compliance

Send a new invoice data from Books to local certified solution via API json due local compliance

Greetings,  
I hope you are doing well and staying safe.  

Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so we need to send invoice data to an external certified solution each time a new invoice is issued. This external system should automatically generate a corresponding invoice, essentially mirroring the one created in Zoho Books.  

I have access to the API documentation for the external certified solution and have attempted to create a custom function to extract invoice data, format it in JSON, and send it to the external system. However, due to my limited knowledge, I have been unable to save the custom function successfully, as the Deluge editor consistently flags syntax errors.  

The API documentation for the external solution can be found here: https://api.factplus.co.ao/documentation/  

Below are some of the approaches I have attempted:  

===
void EnviarFctraParaFctpls( Map invoice, Map organization, Map user )
{
    // A função já recebe os detalhes da fatura e organização como 'invoice' e 'organization'
    // Não precisamos usar zoho.books.getRecordsByID para os dados básicos da fatura.
    // Usaremos 'invoice' diretamente.

    // 1. Extrair Detalhes da Fatura (diretamente do 'invoice' Map)
    invoiceData = invoice; // 'invoice' já é o mapa com os dados da fatura
    organizationId = organization.get("organization_id"); // ID da sua organização no Zoho Books

    invoiceNumber = invoiceData.get("invoice_number");
    invoiceDate = invoiceData.get("date"); // Formato 'YYYY-MM-DD'
    dueDate = invoiceData.get("due_date"); // Formato 'YYYY-MM-DD'
    reference = invoiceData.get("reference_number"); // Pode usar o número de referência do Zoho Books
    currency = invoiceData.get("currency_code");
    // observation = invoiceData.get("notes"); // Supondo que 'notes' seja para observações
    
    // ATENÇÃO: Verifique na documentação do Factplus como lidar com 'retention'.
    // Se o Zoho Books não tiver um campo direto para 'retention', você pode precisar de lógica extra
    // ou definir como "0" se não for aplicável no seu caso.
    retention_value = "0"; 
    
    // Dados do Cliente
    customerData = invoiceData.get("customer_details");
    clientName = customerData.get("customer_name");
    clientNIF = customerData.get("vat_reg_no"); // Assumindo que NIF seja o VAT Registration Number
    clientEmail = customerData.get("email");
    clientCity = customerData.get("city");
    clientAddress = customerData.get("billing_address").get("address"); // Endereço de fatura
    clientPostalCode = customerData.get("billing_address").get("zip"); // CEP de fatura
    clientCountry = customerData.get("billing_address").get("country"); // País de fatura

    // Itens da Fatura
    lineItems = invoiceData.get("line_items");
    factplusItems = collection(); // Coleção para armazenar os itens formatados para o Factplus

    for each item in lineItems
    {
        // Para itemcode, é ideal usar um ID que seja único e identificável no Factplus.
        // item.get("item_id") é o ID interno do Zoho Books, o que pode não ser ideal se o Factplus
        // espera um código de item de produto/serviço. Considere usar item.get("name") ou um campo personalizado.
        itemCode = item.get("item_id"); 
        description = item.get("description");
        price = item.get("rate");
        quantity = item.get("quantity");
        taxRate = item.get("tax_percentage"); // Taxa de imposto
        discount = item.get("discount"); // Desconto por linha de item
        
        // ATENÇÃO: exemption_code e retention por item precisam ser verificados na API do Factplus.
        exemptionCode = ""; // Valor padrão, ajuste se tiver campo correspondente
        itemRetention = "0"; // Valor padrão, ajuste se tiver campo correspondente

        factplusItem = Map();
        factplusItem.put("itemcode", itemCode);
        factplusItem.put("description", description);
        factplusItem.put("price", price);
        factplusItem.put("quantity", quantity);
        factplusItem.put("tax", taxRate);
        factplusItem.put("discount", discount);
        factplusItem.put("exemption_code", exemptionCode);
        factplusItem.put("retention", itemRetention);
        
        factplusItems.add(factplusItem);
    }
    
    // 2. Construir o Objeto JSON para a API do Factplus
    // ATENÇÃO: SUBSTITUA 'SUA_CHAVE_API_AQUI' PELA SUA CHAVE DE 32 DÍGITOS DO FACTPLUS
    factplusPayload = Map();
    factplusPayload.put("apicall", "CREATE");
    factplusPayload.put("apikey", "SUA_CHAVE_API_AQUI"); // <-- SUA CHAVE API DO FACTPLUS AQUI!

    documentMap = Map();
    documentMap.put("type", "factura"); // Tipo de documento, confirme se "factura" é o correto
    documentMap.put("date", invoiceDate);
    documentMap.put("duedate", dueDate);
    documentMap.put("vref", invoiceNumber); // Usando o número da fatura como referência. Verifique se o Factplus aceita este formato.
    // A "serie" é crucial. O exemplo do Factplus mostra "2020". Você precisa definir uma série apropriada.
    // Se o Zoho Books não tiver um campo para série, pode ser um valor fixo ou derivado.
    documentMap.put("serie", "2024"); // <-- ATENÇÃO: Defina a série correta para o Factplus (ex: "2024", "FS_A")
    documentMap.put("currency", currency);
    documentMap.put("exchange_rate", "0"); // Ajuste se houver taxa de câmbio
    // documentMap.put("observation", invoiceData.get("notes")); // Se usar campo de notas
    documentMap.put("retention", retention_value);

    clientMap = Map();
    clientMap.put("name", clientName);
    clientMap.put("nif", clientNIF);
    clientMap.put("email", clientEmail);
    clientMap.put("city", clientCity);
    clientMap.put("address", clientAddress);
    clientMap.put("postalcode", clientPostalCode);
    clientMap.put("country", clientCountry);
    
    factplusPayload.put("document", documentMap);
    factplusPayload.put("client", clientMap);
    factplusPayload.put("items", factplusItems);

    // Converter o mapa Deluge para string JSON
    jsonString = factplusPayload.toString();

    // 3. Fazer a Chamada HTTP POST para a API do Factplus
    // ATENÇÃO: Você PRECISA substituir "https://api.factplus.co.ao" pelo ENDPOINT COMPLETO
    // da API do Factplus para a criação de faturas.
    // Ex: "https://api.factplus.co.ao/v1/invoices" ou similar.
    factplusAPI_URL = "https://api.factplus.co.ao"; // <-- SUBSTITUIR PELO ENDPOINT ESPECÍFICO DE CRIAÇÃO DE FATURA

    // Cabeçalhos (Content-Type é essencial para JSON)
    headers = Map();
    headers.put("Content-Type", "application/json");

    // Executar a chamada API
    apiResponse = invokeurl
    [
        url : factplusAPI_URL
        type : POST
        headers: headers
        content : jsonString
    ];

    // 4. Tratar a Resposta da API
    info "Request sent to Factplus: " + jsonString; // Para depuração, mostre o que foi enviado
    info "Factplus API Response: " + apiResponse;

    // Adicione lógica para verificar a resposta aqui.
    // Ex: if (apiResponse.get("status") == "success") { ... }
    // ou if (apiResponse.get("code") == 200) { ... }
    // Logar erros se a resposta indicar falha e talvez enviar um email de alerta.
    if (apiResponse.get("status") == "success") // Supondo que a API retorne um campo 'status'
    {
        info "Fatura enviada com sucesso para o Factplus!";
        // Opcional: Atualizar a fatura no Zoho Books com um campo de status "Enviado para Factplus"
        // Ou armazenar o ID de retorno do Factplus.
    }
    else
    {
        error "Erro ao enviar fatura para o Factplus: " + apiResponse.get("message"); // Supondo campo 'message'
        // Opcional: Enviar email de erro para o cliente ou para o administrador
    }
}
===

And

===
// Função para enviar fatura do Zoho Books para o Factplus
// Parâmetro: invoice_id (ID da fatura criada)
invoice_id = input.invoice_id;

// Obter detalhes da fatura do Zoho Books
invoice = zoho.books.getRecordsByID("Invoices", organization_id, invoice_id);
invoice_data = invoice.get("invoice");

// Mapear dados do cliente
customer_id = invoice_data.get("customer_id");
customer = zoho.books.getRecordsByID("Contacts", organization_id, customer_id);
customer_data = customer.get("contact");
client_map = Map();
client_map.put("name", customer_data.get("contact_name"));
client_map.put("nif", customer_data.get("tax_reg_no", ""));
client_map.put("email", customer_data.get("email", ""));
client_map.put("city", customer_data.get("billing_address").get("city", ""));
client_map.put("address", customer_data.get("billing_address").get("address", ""));
client_map.put("postalcode", customer_data.get("billing_address").get("zip", ""));
client_map.put("country", customer_data.get("billing_address").get("country", "Angola"));

// Mapear itens da fatura
items_list = List();
for each item in invoice_data.get("line_items")
{
    item_map = Map();
    item_map.put("itemcode", item.get("item_id", "ITEM" + item.get("line_item_id")));
    item_map.put("description", item.get("name"));
    item_map.put("price", item.get("rate").toString());
    item_map.put("quantity", item.get("quantity").toString());
    item_map.put("tax", "14"); // Ajuste conforme a tributação aplicável
    item_map.put("discount", item.get("discount", "0").toString());
    item_map.put("exemption_code", "");
    item_map.put("retention", "");
    item_map.put("unit", "Unidade");
    items_list.add(item_map);
}

// Construir o corpo da requisição para o Factplus
payload = Map();
payload.put("apicall", "CREATE");
payload.put("apikey", "SUA_CHAVE_API_FACTPLUS"); // Substitua pela sua chave de API
document_map = Map();
document_map.put("type", "factura");
document_map.put("date", invoice_data.get("date"));
document_map.put("duedate", invoice_data.get("due_date"));
document_map.put("vref", invoice_data.get("invoice_number"));
document_map.put("serie", invoice_data.get("date").left(4)); // Ano da fatura
document_map.put("currency", "AOA");
document_map.put("exchange_rate", "0");
document_map.put("observation", "");
document_map.put("retention", "0");
payload.put("document", document_map);
payload.put("client", client_map);
payload.put("items", items_list);

// Enviar requisição para o Factplus
headers = Map();
headers.put("Content-Type", "application/json");
response = invokeurl
[
    type: POST,
    parameters: payload.toString(),
    headers: headers,
    connection: "FactplusAPI"
];

// Logar a resposta para depuração
info response;
===

Any help?
Thanks in advance.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

        I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

      • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

        Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

      • Employee type and source translation

        In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

      • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

        Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

      • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

        I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested

      • Notebook audio recordings disappearing

        I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

      • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

        Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

      • Two factor authentication for helpdesk users

        The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

      • Zoho Desk: Q2 2025 | What's New

        Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to

      • Checkboxes not adhering to any policy in mail merge - data from CRM

        I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating

      • Items Landed Cost and Profit?

        Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

      • CC and/or BCC users in email templates

        I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

      • Create Contract API Endpoint Unclear "inputfields" Requirements

        Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name

      • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

        Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in

      • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

        Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced

      • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

        We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

      • Kaizen #121 : Customize List Views using Client Script

        Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

      • Setting default From address when replying to request

        At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

      • Tip #45 - Explore Your Support Reach with Zoho Assist’s Geo Insights - 'Insider Insights'

        Understanding where your remote support sessions are happening can help you make smarter decisions, allocate resources effectively, and improve overall customer satisfaction. In this week's Zoho Assist's community post we will be exploring Geo Insights

      • Formatting of text pasted into Zoho documents

        Howdy, I'm a newbie and finding Zoho an improvement to MS Word. Consider yourself hugged. High on my wish list would be plain text cut-and-paste. When pasting text from the web to Zoho, presently Zoho imports the formatting along with the text. This means that every cut-and-paste operation brings in text in a different font, size, or style. Can we have at least the option of importing plain text without formatting (or better yet, is this option already out there?) ... Thanks Helen

      • Add additional features to Zoho Tables

        Zoho Tables is a really great tool, why not add features like diagramming capability into the tool from applications like Draw.io which I believe is open source, you should be able to do wireframes, process flow diagrams, network design, etc. Please note

      • The Social Wall: August 2025

        Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.

      • The Social Wall: July 2025

        Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.

      • Use Zoho Creator as a source for merge templates in Zoho Writer

        Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

      • Tagged problem !!!

        Damn it, we're one of dozens of construction companies in Africa, but we can't link purchasing invoices to projects. Why isn't this feature available?

      • Syntax for URLs in HTML Snippets

        What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

      • The Social Wall: June 2025

        Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-ups

      • Make panel configuration interface wider

        Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

      • Tip 7: How to fetch data from another application?

        Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it

      • The Social Wall: May 2025

        Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries

      • Sub-Form Fields as Filters for Reports

        Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan

      • Zoho CRM Formula - Current Time minus Date/Time field

        Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

      • Billing Management: #7 Usage Billing in Telecom & Internet Service Provider

        Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-time

      • Zoho Sprints - Q3 updates for 2025

        The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Manage tags and cluster tags Record and maintain project

      • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

        Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.

      • Zoho CRM still doesn't let you manage timezones (yearly reminder)

        This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

      • Creating Restaurant Inventory Management on Zoho

        Hi,  We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items.  Our model is basically like subway where the customer can choose breads, veggies,

      • To Zoho customers and partners: how do you use Linked Workspaces?

        Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

      • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

        When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"

      • This festive season, offer discounts with coupon code support in Stripe Checkout

        Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout can

      • Next Page