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

      • URL validation

        We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
      • Has anyone been experiencing slow issues?

        Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
      • Zoho Projects Roadshows 2025 - USA

        Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
      • Billing Management: #6 Usage Billing in SaaS

        Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
      • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

        Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
      • Allow syncing Activities from other applications

        Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
      • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

        Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
      • Ask the Experts #1

        Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
      • How to overcome Zoho Deluge's time limit?

        I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
      • Checking if Creator has Change History

        Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
      • how to use validation rules in subform

        Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
      • Adding contact role to a specific deal js sdk malfunctioning

        i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
      • Q3 Updates from Bigin!

        Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business
      • New Series Announcement - Ecommerce Marketing Tips

        Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
      • Client Script | Update - Introducing Subform Events and Actions

        Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
      • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

        Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
      • Converting Sales Order to Invoice via API; Problem with decimal places tax

        We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
      • Zoho Canvas - Custom templates for related lists

        Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?
      • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

        Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
      • open word file in zoho writer desktop version

        "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
      • Zoho PDF editor has a lot of issues.

        Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.
      • Zohom mail

        Plz resolve the problem . I hope u understand .
      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid
      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?
      • Zoho pdf suit

        Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature
      • Bharat

        a
      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
      • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

        I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
      • Addin Support in Zoho Sheet

        Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
      • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

        My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho
      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm
      • Next Page