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

    • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

      I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

    • Piss poor service in Support in Domains and email

      Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

    • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

      Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

    • Zohomail does not support additional fields in mailto links

      Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&amp;Cc=xxxxx%example.org&amp;Subject=Re%3A%20%5BPATCH%20v2%28%29

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Email address for forwarding is not saving and there's no confirmation ema

      Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

    • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

    • Auto CC - Moving Departments

      We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

    • I have error AS101 when I try to add paypal@mydomain.com to Zoho

      Please help me with this. I tried to call the help line 4 times but don't get any response.

    • unable to send message reason 554 5.1.8 Email outgoing blocked

      unable to send message reason 554 5.1.8 Email outgoing blocked

    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

    • SMTP email sending problem

      Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com

    • Unable to see free plan option

      Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • DKIM cannot be enabled for the domain as no verified default selector present

      Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Sorten the domain of zoho mail ids

      I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

    • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

      Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • Weekly Tips : Customize your Zoho Mail Notifications

      In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

    • How to move emails to Shared Mailbox?

      Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

    • Email task creator when task is updated/marked complete

      I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

    • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

      Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

    • Download API file contents from browser

      Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

    • March 15, 2023: Zoho Docs is discontinued

      As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • Exported Slide Image Lacks Portion of the Background Image

      This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

    • Adding a Channel to SalesIQ

      I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • How Do I Refund a Customer Directly to Their Credit Card?

      Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

    • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

      Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

    • Important Features Missing

      Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the

    • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

      Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

    • Next Page