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Assuming balances is required, the following 3 results were found.

  1. ZohoBooks: Broken UK Banking Feedhttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-broken-uk-banking-feed.html

    whether reconnecting a new feed (and thereby generating a new Open Banking token) would have any impact on existing balances or manually imported transactions. The short answer is that reconnecting or refreshing a feed does not affect historical...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *

  2. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    if(v_XeroPhoneType == "MOBILE") { v_CrmMobile = v_XeroFullPhoneNumber; } } } m_CrmAccount.put("Phone",v_CrmPhone); // // balances v_XeroReceivables = 0.0; v_XeroPayables = 0.0; for each m_XeroBalance in m_XeroContact.get("Balances") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  3. ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    if(v_XeroPhoneType == "MOBILE") { v_CrmMobile = v_XeroFullPhoneNumber; } } } m_CrmAccount.put("Phone",v_CrmPhone); // // balances v_XeroReceivables = 0.0; v_XeroPayables = 0.0; for each m_XeroBalance in m_XeroContact.get("Balances") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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