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.
    • Recent Topics

    • Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

      Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support
    • Rename Record Summary PDF in SendMail task

      So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
    • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

      in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
    • Estimates with options and sub-totals

      Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
    • Optional Items Estimate

      How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
    • Important Update : Zendesk Sell announced End of Life

      Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,
    • Zoho Sheets

      Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.
    • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

      La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement
    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
    • Power of Automation:: Automate the process of updating project status based on a specific task status.

      Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
    • Billing Management: #3 Billing Unbilled Charges Periodically

      We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the
    • No bank feeds from First National Bank South Africa since 12 September

      I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect
    • Citation Problem

      I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was
    • Failing to generate Access and Refresh Token

      Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
    • Auto-Forward All Incoming Mail

      I have setup the Zoho Business Mail to host my own domain's mail.  Is it possible to have all incoming email auto-forwarded to another email account?  What I would like to do is have all incoming emails forwarded to my Yahoo or Hotmail accounts until I can complete the migration to Zoho.  I can't seem to locate this setting anywhere.  I don't care whether the mail is kept on the Zoho server or not at this time.
    • Zeptomail 136.143.188.150 blocked by SpamCop

      Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150
    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
    • How to bulk update records with Data Enrichment by Zia

      Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?
    • How do I split a large CSV file into smaller parts for import into Zoho?

      Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller
    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the
    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,
    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including
    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
    • How to Track and Manage Schedule Changes in Zoho Projects

      Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges
    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
    • Collaborate Feature doesn't work

      Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
    • Edit Permission during and after approval?

      When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?
    • Zoho web and mobile application not workingn

      Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.
    • Bulk Moving Images into Folders in the Library

      I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing
    • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

      Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted
    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
    • Accidentally deleted a meeting recording -- can it be recovered?

      Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?
    • How to access email templates using Desk API?

      Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;
    • Update Portal User Name using Deluge?

      Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is
    • Unable to retrieve Contact_Name field contents using Web API in javascript function

      Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.
    • Emails Disappearing From Inbox

      I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found
    • Power of Automation :: Automatic removal of project users once the project status is changed.

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
    • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

      Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For
    • Next Page