Zoho books Integration API related queries
1. When we are doing first time sync we only wish to bring only outstanding Invoices from invoices api. Which filter should we pass in API to achieve the same? In subsequent syncs we want to get new outstanding and newly closed invoices. 2. In first time
Does Auth api call in Zoho books api integration needs to be location based?
Hi Team, Recently we completed the development of api integration of our app with Zoho books api. While testing and onboarding our customers we observed that the auth call did not return back the correct account from zoho. The auth call is made by forming
Books API error code 110846
We started receiving the following error when trying to create new sales orders with shipping charges using the api: "code":110846, "message":"Please mention any Shipping/miscellaneous charges as additional line items.” Where did this error come from?
Is it possible to call a CRM standalone function from within Books?
Is it possible to call a CRM standalone function from within Books? What is the syntax?
How to Insert my data using the POST method in the External API URL?
How to Insert my data using the POST method in the External API URL?
How to trigger an automation when an invoice is created?
Hello, My Zoho Projects is integrated with Zoho Books, and I want to trigger a custom function/automation whenever an invoice is created that's associated with a project. I would think you'd be able to start this whenever an invoice is created in Projects,
Trouble with custom function in zoho books
I am trying to use the below custom function, when retrieving "sub_total" it keeps returning "emtpy" however it works with "total" but I want to retrieve the sub total of the estimate. crmpotid = estimate.get("zcrm_potential_id"); total = 0.0; relest
Finding contact via email not working
Do you still offer support for the Zohobooks API? Or is it now an old un-supported software? Just asking, because there seems to be some conflicts in your API docs. According to https://www.zoho.com/books/api/v3/contacts/#list-contacts you should be able
Getting Reminder Fail Notification No contacts for the customer
Hello Team If you facing the Issue with Reminder Email Like "No contacts for the customer" , so there is the solution above of this By the API or Custom or Dynamic Here. Answer:- we are getting this email because there is No Email has been sent for the
Bug in Create an Estimate API
Just in case the ZohoBooks API is still supported: Using the API for 'Create an Estimate', as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate , often results in the undocumented error code 1002: Statement of Accounts does
Woocommerce/Amazon/etc to Zoho Books automatic invoicing system
Hi Guys, Because we had specific needs, we build a specific software. Our company is growing a lot and we were facing a huge problem about WooCommerce synchronisation for order and invoicing. We build an online software able to sync all your order from
Get ZOHO Books Payment Terms by the API
Hello Everyone is there any way in zoho books we get all the Payment Terms List by the API Call. I am also sharing the snapshot which help you to understand the query. if someone knows how we can get this please provide your valuable comment. Thank You
Where is the technical documentation for setting up webhooks?
Hi, I want to setup some webhooks from ZohoBooks to my server. Where can I find the technical documentation for webhooks? I need details like, What is the expected response to mark a webhook as success? Threshold response time before ZB marks a webhook
invokeurl marinetraffic
Hello friends. I can't find the error in this call, and it returns "null". Does anyone know what could be happening? I have tried the call writing it by hand and it works perfect. Obviously XXX to not expose the API key. // API key for PS07 Single Vessel
"message": "You are not authorized to perform this operation"
Hi, I am adding customers and invoices through Zoho books API. Contacts are adding successfully but when I am generating an invoice it's giving a "message": "You are not authorized to perform this operation". I also added scopes of invoices to generate
Custom Function in Invoices for a Feild
Hi Everyone, Can someone please help me the function code to update the custom field (cf_delivery_date) value of the invoice using a button. After clicking button custom field should updated with the current date. Rregards, Sirish
Add image to item via API
Hi, trying to add image to item via the API....this is not detailed in the Zoho Books api...Here's what I've got: <? $url = 'https://books.zoho.com/api/v3/items/{ITEM-ID}/image'; $data = array( 'authtoken' => '{AUTH-TOKEN}', 'organization_id' => '{ORGANIZATION-ID}',
Add Data In ZOHO Books Custom Module
Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,
How to disable auto send "Thank You" email when created Payment Received using custom function?
Hi all, I using custom function to create a Payment Received record to Zoho Books from Zoho CRM. My problem is after completed Payment Received the system will auto send a "Thank you" email to customer right away. Is there any way to turn off this function?
Value is empty and 'isEmpty' function cannot be applied
Hello, I am having a very strange error in my custom function with Deluge. It is a function that creates. invoices automatically every Friday if the sales order is shipped. I added a verification to know if the customer has credit notes actives. If the
Creating Estimate through API is not working right with Avalara Integration
I am creating a custom function in Zoho CRM that generates an Estimate in Books for the customer in based off of information in a custom CRM module related to the customer in CRM. I am running into two issues and they both are related to properly obtaining
Changing "CREDENTIALS OF LOGIN USER?" of current connection
Hi, Our partner set up custom function scripts based on a connection which has CREDENTIALS OF LOGIN USER? Yes So the scripts run only on entities created by them. Is there a way to change it? Rather than create a new one and change all the scripts?
Send pdf to shared resource using Zoho Deluge
I'm getting attached pdf to invoice in Zoho books. I will use GET request (using invokeUrl or postUrl functions). I'm getting result already in Postman: https://gyazo.com/e3a74ff1e5051928ddb162c0e01dbdd8 I'm getting content of Pdf in bin format. But I'm
WHMCS invoices to Zoho Books
Anyone here know of an easy way to transfer my WHMCS invoices to Zoho books. Have there been any integrations built or alternatively what is the most efficient way to do this manually? ANy help will be appriciated.
Bulk Updation of invoices for approval
Guys you need to put the following options in Zoho. 1) Bulk Approval. I have 42 invoices for approval. I need an option where I can approve all the invoice pending for approval at once. It just too much waste of time. Please start working on the changes
Invoice Get Record Error Message - Code 57
Hi everyone, Running into an issue where running below code in Zoho Books Custom function gives me following error. Would greatly appreciate if anyone can explain and help me resolve the issue Purpose of the function Grab other invoices currently open
How to access custom fields of invoices using Zoho Deluge?
I'm trying to access the custom fields of my invoices and I'm getting the following error: Any ideas on how to solve this? Website
Searcing for sale price for each old customers again and again
Hi, I need to look for old prices again and again for old customers. how do I know at what price I billed a particular item to repeat customers? Going to transaction each time is too time consuming. also we cannot have fixed price list as our prices to
Need Credit note Attachment api
I am exploring zoho api. on api portal https://www.zoho.com/books/api/v3/credit-notes/#overview But I am struggling to find a Credit Note Attachment Api. We need to send Attachment with Credit note. Can you please share the credit note attachment api
Wie lautet der API-Feldname für das Feld "Betreff" (Subject) in Angeboten?
In der API Dokumentation habe ich es nicht gefunden.
How to update Project Invoice Preferences in Zoho Books via API
How do you change Invoice Preferences for projects in Zoho Books (i.e. Single line for the Project, Group by users, etc.) Here is the screen shot where the data is entered:
What is definitive way to know when invoice is paid (in the JSON)
What JSON values are the definitive way to know when invoice is paid (in the JSON) Can it be done just from Invoices or must it be done only from Invoice Payments
Custom Function - Transfer from Credit Card to Bank Account
I am trying to set up a workflow and custom function that will automatically make a transfer from a credit card account to a bank account in Zoho Books (the "bank" account is representing Plastiq, which is a payment service that will take a credit card
Zoho Books Automatic Exchange Rate Calculation based on Currency Amounts
Hello, I have a request about Zoho Books bank transfer function. My base currency is GBP on the system and when I exchange currency on my bank I record it to Books. For example, according to my attached record; I have exchanged 47.08 GBP to 1.000 TRY
Invoice as PDF
Hi All, I am trying to share invoice as PDF via sms using custom function. i dont know how to GET invoice as pdf using api. Can anyone help me here?
On creation invoice and selectiong Customer, update custom field "Transporter"
we have made a custom field in customer "Transporter" ,When new invoice is created and a customer is selected, i wish to fetch transporter and put it in notes, please reply with the script as soon as possible
Books API - how to change customerpayments fields of card_type and last_four_digits?
Hi, I'm trying to edit these two fields, card_type (such as visa) and last_four_digits (i.e. 1234) with a PUT request to /customerpayments/{id}. At the same time I'm sending bank_charges (a float, such as 1.23). The bank_charges are saved, but the other
Notifications and Triggers based on Payment Information being updated
When the customer updates their Payment Information (using the Request Payment Information link), I need to: Send notification to the Sales Rep that this step is complete (I can create this in Flow or use any native capabilities) Trigger an update (through
How to trigger a workflow every time a partial payment is applied to an invoice?
I want to run a workflow when a partial payment is recorded for an invoice. This configuration does not work. Is that because a partial payment action is not an attribute of an invoice?
Is it possible to pass tax value instead of tax ids to sales order API request body?
Hi, I'm using sales order API to create a sales order and in the request body, there are the parameters for tax_id on both levels i.e items_level and entity_level. In my case, there are different tax values for different items in a single sales order.
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