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Practical Customer Relationship Management Systems tutorials, troubleshooting notes and implementation guides from real projects.
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This is an article on restoring an automatic banking feed within Zoho Books, specifically within the United Kingdom. The article serves as a store for both a possible resolution as well as findings from the research/investigation into the issue.
A follow-on article from my previous article ZohoCRM & Xero: Function to pull most recent invoices - along with their Contacts and Items (accounts/contact & products respectively).
Thought I already had an article on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices.
This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields.
A separate article as a follow-on from my previous article in this series Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function.
An article on some Zoho ANSI-SQL (in other words, queries that work in Zoho Analytics) as I couldn't find any examples online on how to do this.
Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API.
There's documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future.
A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify.
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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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