Customer Relationship Management Systems

Zoho Finance Suite Schedule: PATTERN NOT MATCHED

What?
A super quick article on resolving this issue if it ever appears again.

Why?
At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. Unless you can monitor when these type of schedules are failing, you won't see this error until you go in and try to save it again.

How?
The super quick answer is remove any spaces from the name of the schedule.
Zoho CRM & Zoho Books: Custom Related Lists Deluge

What?
This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists.

Why?
Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution.

How?
So the article below shows how to do this Zoho CRM and how to do it in Zoho Books...
ZohoDeluge: Inserting a new line character in a CSV

What?
A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge.

Why?
My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"...

What I have
Me,Myself,I\na,b,c
What I want
Me,Myself,I
a,b,c

How?
So in this article I just want to list some various methods of inserting a new line character.
Zoho Inventory: Enable Tracking using the API

What?
One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory:
Zoho Inventory: Enable Tracking using the API

Why?
Who uses ZohoInventory for anything else than tracking stock...?

How?
So the quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled.

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit

What?
A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check.

Why?
Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email deliverability for a customer: https://zohomail.tools/#runChecks.

How?
So first I'll outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client.
ZohoCRM Webhook: Create ZohoInventory Records from an eBay order

What?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...

Why?
I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot.

How?
Using the method of "mega-functions", here is the code snippet for one function which will accept as parameter the eBay order reference and generate all the respective records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps.

Zoho Cliq: Integrate OpenAI and soon ChatGPT

What?
A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA.

Why?
Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed it to and respond with the responses I programmed it to answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task.

ChatGPT by OpenAI is viral at the time of print and although the solution below only connects to the OpenAI API, it is not currently connected to ChatGPT. The plus side however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021.

How?
The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API.
Zoho Deluge: Get All Orders from eBay

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 of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet.

How?
Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management.

Credit where Credit is Due:


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Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

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