Zoho Books

Zoho CRM & Zoho Books: Get Books Currency and Tax IDs

: Category: Zoho Books; 24 September 2021; Hits: 26436

What?
A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books.

Why?
The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID numbers.

How?
Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a CRM Sales Order to Zoho Books.

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.

: Category: Zoho Books; 22 September 2021; Hits: 38269

What?
An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books.

Why?
You might think the following request to create a Sales Order in Zoho Books would be enough:

{
  "date": "2021-09-08",
  "zcrm_potential_id": "123456789012345678",
  "currency_code": "GBP",
  "reference_number": "Salespersons Test Reference",
  "terms": "These are our test terms and conditions",
  "customer_id": "234567890123456789",
  "payment_terms": 30,
  "salesperson_id": "345678901234567890",
  "line_items": [
    {
      "item_id": "456789012345678901",
      "discount": 0,
      "quantity": 1,
      "description": "A test product description"
    }
  ],
  "shipping_address": {
    "address": "Test Street",
    "street2": "Test Street 2",
    "city": "Test City",
    "state": "Test State",
    "zip": "Test Postal Code",
    "country": "Test Country"
  }
}

However, if you try forcing the billing or shipping address in you should get the following error:

Please ensure that the shipping_address has less than 100 characters.

How?
If you get the above error, the community forums will advise you to get the ID of the Shipping Address...

Zoho CRM & Zoho Books: Get SalesPersons

: Category: Zoho Books; 30 August 2021; Hits: 21648

What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.

Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person.

How?
So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead.

Zoho CRM & Zoho Books: Custom Related Lists Deluge

: Category: Zoho Books; 30 July 2021; Hits: 41717

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...

: Category: Zoho Books; 15 May 2020; Hits: 97138

What?
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.

Why?
Because it took me so long to find out how to do this even after reading the official documentation and going through the online discussion forums to build this solution. As of May 2020, this is how I do it.

How?
So the trick is, go over the official documentation, but don't take it as gospel. You only really need the syntax for attaching a document to a Sales Order in Books and the documentation leaves certain bits out. Just getting the syntax right and using the . setParamName is key.