How to Fetch > 200 Contacts form Zoho Books
Hi everyone, I'm running into an issue getting more than 200 records from the Zoho Books API. We are using this to populate a dropdown with a list of all active customers in a Creator dropdown field. Here is the code below: response = zoho.books.getRecords("Contacts","xxxxxxxx","&status=active&contact_type=customer","zohobooks");
how to change the name instead of info we want shipmydeal
Hi, Please check attached file .. as in the name i am trying to change the from 'info' to 'shipmydeal' ... how should i change ? and this is the code i have written sendmail [ from :zoho.adminuserid to :input.email subject :"Registration" message :"Thank
Display attachment(s) in client portal and emails
I've tried the following, updating all of the "can_send_in_mail" ... invoiceID = invoice.get("invoice_id"); fullInv = zoho.books.getRecordsByID("invoices", organization.get("organization_id"), invoiceID); inv = fullInv.get("invoice"); docs =inv.get("documents");
Need help with Deluge syntax for invoice item_custom_fields
I need to set the value of an Invoice item_custom_fields The api_name is "cf_logo" and the value is from a custom picklist. 1. How can I get a list of all the "selected_option_id" values for the custom field "cf_logo"? 2. What is the complete PUT syntax
Automate zoho grant token generation or code generation, without using self client code directly
I am using this url https://accounts.zoho.in/oauth/v2/auth?scope=ZohoInvoice.invoices.CREATE&client_id=1000.G1NT1HEKCZB7TACFBW7TRD3PX0WHxxX&state=testing&response_type=code&access_type=offline&prompt=ConsentSpain as mentioned in this docs, but this is
CRM and Books Integration - Customer's Paid Balance
Hello, I wonder if anyone can help. I need to access payment info from Books and display it in CRM. The info I need is the amount paid towards a 'Potential' (as it is referred to in Books) or Deal in CRM. Staff using the CRM basically need to know what
Is there a limit of 100 characters in line_items custom_fileds ?
When I'm trying to add custom_fields information for line_items (when creating estimate) I get this error whenever the data is bit too long: Please ensure that the custom_fields has less than 100 characters. This seems extremely weird as I don't have
using custom field in reports
Hi, We plan to use zoho books for our business (Dental Clinics) we start trail and we find it greater tools We have one issue if you try to fixed it will be very helpful Because we have deferent branch's we add custom field for sales invoices ,Expenses and other modules to segregate each branch but in reports we can't use the custom field to report and monitor each branch separated Can you add this feature please? OR Can we have custom function when the custom field change automatically change the
Custom Function for updating expiry date of Invoice failed due to Invalid Date specified in Custom Field
Hi, We have an issue which we did not encountered prior to 26 Apr. Basically we have a custom function, that is used to update the expiry date of the invoice. As our payments terms are based on end-of-months of xx days. Inclusive as well, in the invoice,
How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issue
Is it possible to use api oauth with grant type password?
Is it possible to use api oauth with grant type password? send POST https://accounts.zoho.eu/oauth/v2/token { "error": "invalid_client" } I can't get a token.
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. Traffic Rider Mod APK I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
custom button bug
Hello, I am using a custom button to validate a field with my api, but I have noticed that sometimes the button does not work, you have to make several attempts until it returns. Sometimes it doesn't return anything and just refreshes the page I will
How to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, there
How to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API request
How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
Custom Function - Wait for code to finish before loading
We are currently using a custom function which, in part, pulls information from a Contact Record and adds it to a custom field in a Sales Order after formatting it. The custom function is triggered by a workflow rule when a sales order is created or edited.
Show message when sales order meets condition
Hello, Is there a way to show, in deskto pand mobile, a message when a sales order meets some condition? We thought we could do it with validation rules but these ones are made to block the sales order creation when the criteria is met so it does not
Third Party Incoming Webhook
Hello, how do I know what parameters, entities and headers to set when creating an incoming webhook in zoho books?
zoho books API, cannot get new version of postman oauth 2.0 working
Hi, I am a long time Zoho books user. I have written some API code for timesheet reporting for my own company. While I am able to make my own code work, I am unable to use the Zoho books collection in Postman. It looks like Postman may have updated
APPLYING CREDITS to invoice
How to apply credits to overdue invoices using custom functio when a credit note is created
Editing custom fields of an SO with API hits customer's credit limit?
Hi, I'm using API to edit a custom field of an SO (with tracking URL so customers can click it in their portal), but I get error "Sales order amount cannot be more than the customer's credit limit". It looks like it's the same in UI. Instead of just editing
Zoho Books Cannot create debit notes for customers from API
I'm trying to use the Zoho Books API to create a debit note against a customer. But I can't find any endpoints for that. Looks like there's a DebitNote scope but it's used to create credit notes for vendors. Can someone explain how I can implement
Ability to add URL links to Comments
Current we are able to add comments to transactions via Custom Functions but we are not able to add links which are useful to open transactions, etc. There is a functionality in the “Related Lists” that allows a URL / link to be added, it goes like this:
customize
I added a "weight" in Custom Fields for Items and I would like to change the calculation of the Amount in the invoice For example; product A has 10kg and product A has 10$ per kg so the amount is 1 item x 10$ x 10kg = 100$ Can I custom like this
Error en API de facturas de proveedor de Zoho Books
Hola buen día, Estamos intentando hacer una integración entre un portal de proveedores interno que tenemos en la empresa y las facturas de proveedor de Zoho Books, para lo cual hemos encontrado un inconveniente: En el caso de que una orden de compra
Mark time as unbilled via API
How do I mark time as unbilled or not invoiced (for time that was manually marked as invoiced) using API? Sellers
Unable to change time entry in Zoho Books to "Invoiced" via API
I'm using Postman to update a time entries to have a status of "Invoiced". When I send: https://books.zoho.com/api/v3/projects/timeentries/1872928NNNNNNNN?organization_id=6NNNNNNN With a JSON string of {"billed_status": true} I get this error { "code":
How to create an invoice approved with API?
Hello all, We have the approval process activated in our Zoho Books but we want, under certain conditions, to some invoices created through API to be automatically approved. I checked the documentation and I could not find any way to achieve this, and
Zoho books integration to track shipping containers
We are in the import/export business and want to track our shipping containers similar to the way that someone tracks courier packages. There are third-party providers (example, SeaRates, ShipsGo, etc) that provide data on shipping containers worldwide
Zoho Books - sum of previous invoices plus the actual amount of the recent invoice in one Number.
In Book you have "sales" and there you can issue a retainer invoice. As we are in construction business we issue plenty of retainer invoices for a project until at the very end we issue ONE INVOICE. According to german tax requirements we have to follow
Retrieve multiple items in one request
We are building a CF to retrieve the vendor information of every item in an invoice. Loading the invoice, and the associated item list, is working. Unfortunately, the items retrieved do not include custom fields or preferred vendor data. We have considered
Crear un proyecto en zoho project desde una orden de venta de zoho books
Hola, tengo el siguiente inconveniente. Cada orden de venta que cre Sería eso posible? Hay Gracias! Valeria
How to Get the Books Invoice Sharing URL with Deluge?
I have managed to successfully create an invoice in zoho books from an invoice in zoho crm. However there are additional requirements to this script that seem to be an issues. I need to get the zoho books invoice url after the zoho books invoice is created
Recurring Invoice message:- java.lang.Object@9ede8b
Trying to access and update a recurring invoice custom field using the following but not recieve any kind of response other than the subject title message. the code /* This is a sample function. Uncomment to execute or make changes to this function. recurringInvoiceID
Custom Function of automatic creation of e invoice and e way bill in Zoho Books
Hello, We need help with a possibility of Custom Function wherein e-Invoice and e-Way Bill will automatically be pushed to the Government Portal with creation of an Invoice in Zoho Books. I have explained the situation below: 1. When an Invoice is created,
Purchase Order - creating multiple pdfs and attaching directly to the record using custom button/function
In Zoho Books, we want to save an Invoice, Packing List and other documents for each Purchase Order. These documents will be generated from the Purchase Order screen by clicking on individual buttons (Invoice, Packing List, Other) and the 'custom function'
Custom Item Quantity Rounding
Is it possible to apply quantity validation rules for specific items that trigger the quantity to be rounded to preset ranges? Example: Item A's quantity auto-rounded up to the nearest even number. Item B's quantity auto-rounded up to the nearest number
Calculations within Custom Field from Custom Item Field (Showing Item Category with Subtotal)
I am trying to do some template customisations and show a subtotal amount for all items 'from a category' 1) I have added a Dropdown custom category field within items API Name is now cf_category 2) I added a drop down custom field with Category Name
Custom fields from code
How do you reference custom fields on invoice items in code in Zoho Books? I tried the following code but it failed when it tried to convert the custom field list to a list. lineItems = invoice.get("line_items").toList(); for each item in lineItems
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