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 slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory...
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This is a copied article just to store a permanent reference for if I ever need to build an app similar to the file explorer in the Microsoft Windows OS.
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So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page.
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Ergonomic adjective "relating to or designed for efficiency and comfort in the working environment." So it's pretty important not to be slouching over the coffee table for hours or days on end. I was waiting to move house during 2020 but then a virus capable of locking down the world manifested itself. I thought this w...
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This is an article to document a standalone function which generates an access token from within Zoho CRM so you can access your Xero instance. There are 3rd-party API libraries and SDKs out there but as usual with financial technologies (fintech), I don't trust them. Here's how to do it in pure Deluge with a Zoho CRM...
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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.
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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...
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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.
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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...
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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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