Download Statement from Zoho Books and upload to Zoho CRM

Download Statement from Zoho Books and upload to Zoho CRM

Hi everybody! I don't know who needs to know this, but if you do, then here it is. 

This code:
  1. Searches for Contact in Books based on the Account ID in CRM
  2. Download the statement of account of the Contact in Books
  3. Upload as an attachment in Account record in CRM
By default, if you do not specify "start_date" and "end_date", it will download the current year's statement. Also, "accId" is mapped to "Account ID" in Zoho CRM. This function is for the Accounts module in CRM.
  2. //search for account in books
  3. orgId = {enter your Zoho Books Organization ID here as a string. e.g: "78634343"};
  4. booksCust = invokeurl
  5. [
  6. url :"https://www.zohoapis.com/books/v3/contacts?organization_id=" + orgId + "&zcrm_account_id=" + accId.toString()
  7. type :GET
  8. connection:"{your zoho books connection name, I'd choose full scope}"
  9. ];
  10. // check if there's a contact in Zoho Books with the Zoho CRM account ID
  11. if ( booksCust.get("code") == 0 && booksCust.get("contacts").size() > 0 ) 
  12. {
  13. contactId = booksCust.get("contacts").get(0).get("contact_id");
  14. //get statement
  15. getStatement = invokeurl
  16. [
  17. url:"https://www.zohoapis.com/books/v3/contacts/" + contactId + "/statements?organization_id=" + orgId
  18. type: GET
  19. connection: {your zoho books connection name, I'd choose full scope}"
  20. ];
  21. info getStatement;
  22. if ( getStatement != null ) 
  23.     {
  24. getStatement.setParamName("file");
  25. //upload to crm
  26. uploadStatement = invokeurl
  27. [
  28. url: "https://www.zohoapis.com/crm/v6/Accounts/" + accId.toString() + "/Attachments"
  29. type: POST
  30. files: getStatement
  31. connection: "{your zoho crm connection name}"
  32. ];
  33. info uploadStatement;
  34.     }
  35. }
Good luck!

Nik, aplikasi.us
Zoho Premium Partner