Zoho - Joel Lipman .Com

Zoho Inventory: Enable Tracking using the API

: Joel Lipman; Zoho; 04 May 2023; Hits: 671

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

: Joel Lipman; Zoho; 04 May 2023; Hits: 200

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

: Joel Lipman; Zoho; 27 April 2023; Hits: 213

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 Deluge: Get All Orders from eBay

: Joel Lipman; Zoho; 29 March 2023; Hits: 324

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.

ZohoCRM: Get Organization Business Hours using Deluge/API

: Joel Lipman; Zoho; 28 March 2023; Hits: 936

What?
A super quick article on getting the business hours set in ZohoCRM.

Why?
When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM.

How?
Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings (ZohoCRM.settings.READ). I'm calling mine "mycrmconnection".

ZohoDeluge: Check Shipment Status via DHL API

: Joel Lipman; Zoho; 21 March 2023; Hits: 598

What?
A quick note here on how to connect to the DHL API and check on a package given a tracking number.

Why?
In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if the courier, in this case DHL, confirms the tracked order was delivered.

How?
So first I'll give some brief instructions on how to get an API key from DHL as a developer and then I'll include the code to query the shipment status based on a tracking number.

ZohoAnalytics: Pivot Campaigns vs Contacts

: Joel Lipman; Zoho; 20 March 2023; Hits: 589

What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.

Why?
Simply the client wanted a report on customers on each row and then the campaigns as columns.

What we want:

copy raw

Contact Name     Lead Source     Campaign 1     Campaign 2     Campaign 3
---------------- --------------- -------------- -------------- --------------
Joel             Google Ads      Accepted       Invited        Sent
Me               Web             Invited        Accepted       Sent
Myself           Walk-In         Accepted       Sent           Invited

Contact Name Lead Source Campaign 1 Campaign 2 Campaign 3
---------------- --------------- -------------- -------------- --------------
Joel Google Ads Accepted Invited Sent
Me Web Invited Accepted Sent
Myself Walk-In Accepted Sent Invited

The catch is that our campaign names are in data rows not individual columns.

How?
There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with the GUI:

Category: Zoho :: Article: 842

ZohoCRM: Integrate ChatGPT to ZohoZIA

: Joel Lipman; Zoho; 06 March 2023; Hits: 1894

What?
Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM.

Why?
Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA...

How?
So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system.

There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code and query the OpenAI ChatGPT API to return a response.

ZohoCRM: Get All eBay Active Listings

: Joel Lipman; Zoho; 01 March 2023; Hits: 710

What?
Another one of these articles talking about getting all the active product listings from eBay for a specific client.

Why?
Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory...

How?
So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves...

ZohoDeluge: Inserting a new line character in a CSV

: Joel Lipman; Zoho; 01 March 2023; Hits: 488

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

copy raw

Me,Myself,I\na,b,c

Me,Myself,I\na,b,c

What I want

copy raw

Me,Myself,I
a,b,c

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.

Category: Zoho :: Article: 837

ZohoDeluge: Get All eBay Orders Given a From and Till Date

: Joel Lipman; Zoho; 28 February 2023; Hits: 394

What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.

Why?
Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client.

How?
I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate an Access Token to your client's eBay store as that's covered in my article: Zoho Creator: Push to eBay Listings.

Zoho Creator: Disable/Hide the add and delete subform row buttons

: Joel Lipman; Zoho; 28 February 2023; Hits: 714

What?
A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI.

Why?
Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item.

How?
So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link.