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1. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... */ // // initialize m_RelatedList = Map(); v_BooksOrgID = organization.get("organization_id"); v_SalesOrderID = salesorder.get("salesorder_id"); // // analytics specific table to read data from (enter ...; Created on 09 July 2024
2. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id"); // // loop through line items for each m_LineItem in salesorder.get("line_items") { r_BooksItem ...; Created on 23 May 2024
3. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... to_mail_ids in the URL instead of the body parameters ******************************************************************************* */ v_BooksOrgID = "12345678901"; v_BooksInvoiceID = 0; v_ZB_CustomerID ...; Created on 07 March 2024
4. Zoho Books: System Values Maps: / Zoho /; ... DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances ...; Created on 07 November 2023
5. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress ...; Created on 18 September 2023
6. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID ...; Created on 06 July 2023
7. Zoho Inventory: Enable Tracking using the API: / Zoho /; ... + v_BooksOrgID type :GET connection:"zinventory" ]; m_Accounts = Map(); if(!isnull(r_ChartOfAccounts.get("chartofaccounts"))) { for each r_Account in r_ChartOfAccounts.get("chartofaccounts") { m_Accounts.put(r_Account.get("account_name"),r_Account.get("account_id")); } } // // ...; Created on 04 May 2023
8. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... enter your own organization ID here for ZohoBooks and ZohoInventory v_BooksOrgID = 12345678901; // // evaluate v_currentDate = zoho.currentdate.toString("yyyy-MM-dd"); v_OrderDate = zoho.currentdate.toString("yyyy-MM-dd"); v_Page ...; Created on 27 April 2023
9. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID = organization.get("organization_id"); // // ...; Created on 21 March 2023
10. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... Pin 65 Payment Declined withdrawal_count_limit_exceeded 75 Pin try exceeded ******************************************************************************* */ v_BooksOrgID = organization.get("organization_id"); // // ...; Created on 16 March 2023
11. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... ""; v_PaymentDate = null; v_Last4Digits = ""; r_UpdateInvoice = Map(); // // evaluate v_InvoiceID = invoice.get("invoice_id"); v_CustomerID = invoice.get("customer_id"); v_BooksOrgID = organization.get("organization_id"); v_InvoiceRef ...; Created on 17 August 2022
12. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... ZohoInventory.packages.READ ZohoInventory.shipmentorders.CREATE ZohoInventory.shipmentorders.READ // // init (put your own ZohoBooks/ZohoInventory Org ID v_BooksOrgID = 123456789; // // ...; Created on 14 July 2022
13. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... = 123456789012345678; // // your organization ID (optional) v_BooksOrgId = 20220621; // // download photo from eBay r_DownloadedPhoto = invokeurl [ url :v_EbayPictureUrl type :GET ]; // // ...; Created on 21 June 2022
14. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... ID v_BooksOrgID = 20221234567; // // determine URL of file to download (note the DC here is EU but yours might be COM) v_Url = "https://inventory.zoho.eu/api/v1/items/" + input.Zoho_Inventory_ID ...; Created on 31 March 2022
15. Zoho CRM & Zoho Books: Get Books Currency and Tax IDs: / Zoho /; ... in case they add a currency or tax rate and want to push a sales order immediately over. Get Currencies Remember to replace the v_BooksOrgID with your client's Organization ID for Zoho Books and ...; Created on 24 September 2021
16. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... I use but you will need to adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails ...; Created on 22 September 2021
17. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; ... "v_Filter" appears to do absolutely nothing but I've left it in there in case one day I figure it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails ...; Created on 30 August 2021
18. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... config v_BooksOrgID = "1234567890"; // put here your client's own Books Organization ID v_CrmSoModule = "CustomModule5004"; // ensure this is the corresponding module API name in CRM v_BooksAPIBase ...; Created on 15 May 2020
19. Zoho Deluge: Associate/Link an Invoice to a Sales Order: / Zoho /; ... line items to insert the "sales_order_item_id" field v_InvoiceID = invoice.get("invoice_id"); v_BooksOrgID = organization.get("organization_id"); // // a sales order has been created, get its ID ...; Created on 10 March 2020