... a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual JavaScript frameworks and have it send AJAX commands to a server which reads/writes ...
What?
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...
What?
Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay.
Why?
Our use-case is a data migration from eBay to a fresh instance ...
... (in other words, not alphabetical, numerical, or completely random order):
void JoelLipman.fn_SetStaffUsualShift()
{
//
// build a standard usual shift subform from CRM
r_OrgDetails = invokeUrl
...
What?
Another one of these articles talking about getting all the active product listings from eBay for a specific client.
Why?
Our use-case scenario here is that we want to get an inventory ...
...
Click on “zoho.eu” this will dropdown all Zoho apps
Click on “desk.zoho.eu”
Click on “Clear Data”
You will be prompted to confirm, click on “Clear”
Then also click on “Reset Permissions” (usually ...
What?
A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory.
Why?
As usual, any task like this that takes me longer than an hour, I'd like to document ...
... "Send 'Intent to receive'"
You should get an OK status:
Go back into your CRM function and edit the function to do what you need it to (eg. update a contact or invoice), I'm putting what I usually ...
... to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following:
{
"code": "INVALID_DATA",
"details": {
...
... the CRM record.
How?
So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment but to file. We then use another invokeUrl to upload the ...
... and applying the method .toString("dd/MM/yyyy") is dependent on the settings. But making a date into a SQL format or from largest denominator to smallest in "yyyy-MM-dd" will usually handle the date better. ...
... I'm usually asked to update all records and there are at least 10 thousand if not 100 thousand records. The code I use is a for loop within a for loop or in other words 5 pages (as each page is limited ...
... Standard as for any usual form without a redirect.
Drag a decision box field on to the form; we are calling ours "Save & Close" with the field link name as "Save_and_Close" (the field link name is important ...
... and documentation, I found a solution which worked for me. Note that usually I could customize the receiving PHP script to receive a JSON request and process it that way but my usage was to send data ...
... wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be ...
... usually have 3: .joellipman.com (used in verification), .joellipman.com and www..joellipman.com (for the subdomain). I have had this working with the 2 CNAME records though.
Some providers say this ...
... tried to connect to 127.0.0.1 this time, the website sent back unusual and incorrect credentials. This may happen when an attacker is trying to pretend to be 127.0.0.1, or a Wi-Fi sign-in screen has interrupted ...
... access/refresh tokens using OAuth2.0. Usually used with an invokeUrl:
response = invokeUrl
[
url: "https://books.zoho.com/api/v3/estimates?organization_id=12346789"
type: GET
connection: "joelconnector" ...
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