Knowledge base / Since 1999
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice.
This is an article documenting a generic script that can be used to push an invoice to the demo Xero environment. Following the steps below will connect you to the Demonstration environment of Xero at no cost to you the developer. How? Similar to my ZohoAPI script the process is: Start with a HTML form to add your clie...
So this is a quick article to demo how to center an iframe horizontally and vertically in a screen/viewport in pure CSS (no JavaScript allowed). This CSS centers it by its center point rather than the top/bottom/left/right outline.
This is a quick reminder for myself on opening a CSV in MS Excel but without converting long numbers into exponential notations (which are incorrectly rounded anyway). My Data: Account ID,Name,Phone,Record ID 1457102000000135533,Joel,00441234567890,1457102000000165989 1457102000000135566,Stanley,01709123456,14571020000...
This is an article on how to build a shopping cart and get your website to accept payments via PayPal. The below isn't a final or perfect option, it's an article to help me document and refine a process.
Just a quick note to refine a function that will take a date in the past and return the number of years, months, weeks, days, hours, minutes and seconds.
What A quick note as I had difficulty finding a clear answer on this. I need a cron job setup where the permissions for a database user is required to do a backup (reading and copying data from a LIVE database) to a copy of the database (inaccessible via other users). How? I want to list 2 methods here. One to create a...
This is an article resolving an issue where a template will shrink all the text when in PDF preview.
This is an article to remind me how to search a column in an Excel file for values found in another column (in this example, on another worksheet in the same workbook). How? So for demonstration purposes, I'm using a new Excel file with two worksheets called "Sheet1" and "Sheet2" respectively.
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This site exists as a practical knowledge base built from real-world experience across systems, platforms, and technologies since 1999. Much of the content documents solutions, edge cases, and working patterns that were learned through investigation where documentation was incomplete or absent, and is shared to reduce the same friction for others.
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