What?
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...
... Shipping Address... But let's say I don't know how to create a shipping address and retrieve its ID then here's the method I use:Create the sales order in ZohoBooks (either in Zoho Deluge or however you'r ...
... was a primary contact on the customer record.
This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent.
How?
So the key here is that there were no contact persons on ...
What?
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Why?
Rather than hard-coding and having a ton of if..then ...
What?
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
Why? ...
... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps.
Prerequisites:
Setup a connection called "joel_books" that has the necessary scopes ...
What?
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.
Why?
We need to create a profits/losses dashboard ...
... sources below).
Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope:
//
// initialize
v_PaymentMode = ...
... at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks:
//
// declare ID of item in Zoho Inventory
v_InventoryId ...
What?
I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips.
Why? ...
... don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module.
How?
Therein lies the reason. For the quote conversion mapping, it needs the CRM ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... it "myconnector".
Ensure that as a minimum, the scope ZohoBooks.salesorders.CREATE is ticked.
Click on "Authorize"
Read the notice saying Creator would like access to bla bla bla and click on "Accept" ...
... does not redirect or reformat the resulting URL
//
// get Grant Token
v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth";
v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL";
v_State ...
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