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ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters

Zoho
Hits: 2390
What?
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail...

Why?
I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error:
{ "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." }

How?
So the quick answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway.

Note(s)
  • The following code accesses APIs on the EU datacenter.
  • I have a connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts.
  • I have a connection called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record.

The code:
This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified:
copyraw 
//
// initialize
v_BooksOrgID = 123456789;
v_BooksCustomerID = 0;
m_CreateEstimate = Map();
l_CrmBillingAddress = {"Billing_Street","Billing_Street_2","Billing_City","Billing_State","Billing_Code","Billing_Country"};
l_CrmShippingAddress = {"Shipping_Street","Shipping_Street_2","Shipping_City","Shipping_State","Shipping_Code","Shipping_Country"};
l_BooksAddress = {"address","street2","city","state","zip","country"};
//
// evaluate
r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678);
//
// push to ZohoBooks estimate
if(true)
{
	//
	// ---------------------- GET ZOHO BOOKS TAX IDs ----------------------
	m_Taxes = Map();
	r_Taxes = invokeurl
	[
		url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID
		type :GET
		connection:"zbooks"
	];
	for each  r_Tax in r_Taxes.get("taxes")
	{
		m_Taxes.put(r_Tax.get("tax_percentage").toString(),r_Tax.get("tax_id"));
	}
	//
	// ---------------------- DETERMINE ZOHOBOOKS CUSTOMER ID ----------------------
	if(!isnull(r_QuoteDetails.get("Account_Name")))
	{
		v_AccountID = r_QuoteDetails.get("Account_Name").get("id");
		r_SearchResults = zoho.books.getRecords("Contacts",v_BooksOrgID,"zcrm_account_id=" + v_AccountID,"zbooks");
		if(!isnull(r_SearchResults.get("contacts")))
		{
			// tried sync contacts from Account record
			for each  r_Result in r_SearchResults.get("contacts")
			{
				if(!isnull(r_Result.get("contact_id")))
				{
					v_BooksCustomerID = r_Result.get("contact_id").toLong();
					break;
				}
			}
		}
	}
	if(v_BooksCustomerID != 0)
	{
		m_CreateEstimate.put("customer_id",v_BooksCustomerID);
	}
	//
	// ---------------------- QUOTE CONTACT NAME/PHONE ----------------------
	if(!isnull(r_QuoteDetails.get("Contact_Name")))
	{
		v_ContactID = r_QuoteDetails.get("Contact_Name").get("id");
		v_ContactName = r_QuoteDetails.get("Contact_Name").get("name");
		r_ContactDetails = zoho.crm.getRecordById("Contacts",v_ContactID);
		v_ContactNumber = ifnull(r_ContactDetails.get("Mobile"),r_ContactDetails.get("Phone"));
	}
	//
	// ---------------------- QUOTE DATES ----------------------
	m_CreateEstimate.put("date",r_QuoteDetails.get("Created_Time").subString(0,10));
	if(!isnull(r_QuoteDetails.get("Valid_Till")))
	{
		m_CreateEstimate.put("expiry_date",r_QuoteDetails.get("Valid_Till").subString(0,10));
	}
	//
	// ---------------------- QUOTE LINKED POTENTIAL/OPPORTUNITY ----------------------
	if(!isnull(r_QuoteDetails.get("Deal_Name")))
	{
		m_CreateEstimate.put("zcrm_potential_id",r_QuoteDetails.get("Deal_Name").get("id").toLong());
	}
	//
	// ---------------------- QUOTE LINE ITEMS ----------------------
	// line items get via api v2.1 or greater
	l_BooksLineItems = List();
	r_CrmProductLineItems = invokeurl
	[
		url :"https://www.zohoapis.eu/crm/v2.1/Quotes/" + p_QuoteID
		type :GET
		parameters:m_ApprovedConverted
		connection:"zcrm"
	];
	// should be checking here that data contains any rows but I'm going on the basis that this quote exists in CRM and at least 1 line item is mandatory
	l_CrmProductLineItems = r_CrmProductLineItems.get("data").get(0).get("Quoted_Items");
	for each  r_CrmLineItem in l_CrmProductLineItems
	{
		m_BooksLineItem = Map();
		v_BooksItemID = 0;
		v_CrmProductID = r_CrmLineItem.get("Product_Name").get("id");
		v_CrmProductName = r_CrmLineItem.get("Product_Name").get("name");
		// if the product doesn't exist in Books (sync hasn't happened yet), then you'll need code here to create the item if not found
		r_SearchResults2 = zoho.books.getRecords("items",v_BooksOrgID,"zcrm_product_id=" + v_CrmProductID,"zbooks");
		if(!isnull(r_SearchResults2.get("items")))
		{
			for each  r_Result2 in r_SearchResults2.get("items")
			{
				if(r_Result2.get("item_name") == v_CrmProductName)
				{
					m_BooksLineItem.put("item_id",r_Result2.get("item_id").toLong());
					m_BooksLineItem.put("name",v_CrmProductName);
					m_BooksLineItem.put("description",r_CrmLineItem.get("Description"));
					m_BooksLineItem.put("quantity",r_CrmLineItem.get("Quantity"));
					m_BooksLineItem.put("rate",r_CrmLineItem.get("List_Price").toDecimal().round(2));
					m_BooksLineItem.put("discount",ifnull(r_CrmLineItem.get("Discount_Percent"),0) + "%");
					m_BooksLineItem.put("item_total",r_CrmLineItem.get("Net_Total").toDecimal().round(2));
					v_CrmVatPercent = r_CrmLineItem.get("VAT2").replaceAll("[^0-9]","");
					v_BooksTaxID = ifnull(m_Taxes.get(v_CrmVatPercent),m_Taxes.get("20"));
					m_BooksLineItem.put("tax_id",v_BooksTaxID);
					m_BooksLineItem.put("tax_percentage",v_CrmVatPercent);
					break;
				}
			}
		}
		l_BooksLineItems.add(m_BooksLineItem);
	}
	m_CreateEstimate.put("line_items",l_BooksLineItems);
	//
	// ---------------------- QUOTE SHIPPING CHARGE ----------------------
	if(r_QuoteDetails.get("Apply_VAT_to_Shinpping_Charges") && v_ShippingCharges > 0)
	{
		m_CreateEstimate.put("shipping_charge_tax_id",m_Taxes.get("20"));
	}
	else
	{
		m_CreateEstimate.put("shipping_charge_tax_id","");
	}
	m_CreateEstimate.put("shipping_charge",v_ShippingCharges);
	//
	// ---------------------- ESTIMATE CREATE OR UPDATE ----------------------
	v_BooksEstimateID = 0;
	if(!isnull(r_QuoteDetails.get("Books_Ref")))
	{
		r_SearchResults3 = zoho.books.getRecords("estimates",v_BooksOrgID,"estimate_number=" + r_QuoteDetails.get("Books_Ref"),"zbooks");
		if(!isnull(r_SearchResults3.get("estimates")))
		{
			for each  r_BooksEstimate in r_SearchResults3.get("estimates")
			{
				if(!isnull(r_BooksEstimate.get("estimate_id")))
				{
					v_BooksEstimateID = r_BooksEstimate.get("estimate_id").toLong();
				}
			}
		}
	}
	if(v_BooksEstimateID == 0)
	{
		r_BooksEstimate = zoho.books.createRecord("estimates",v_BooksOrgID,m_CreateEstimate,"zbooks");
	}
	else
	{
		r_BooksEstimate = zoho.books.updateRecord("estimates",v_BooksOrgID,v_BooksEstimateID,m_CreateEstimate,"zbooks");
	}
	info "ZohoBooks Estimate REQUEST: ";
	info m_CreateEstimate;
	info "ZohoBooks Estimate RESPONSE: ";
	info r_BooksEstimate;
	//
	// ---------------------- UPDATE THE CRM QUOTE WITH ZOHOBOOKS ESTIMATE REF ----------------------
	m_UpdateCrmQuote = Map();
	if(!isnull(r_BooksEstimate.get("estimate")))
	{
		m_UpdateCrmQuote.put("Books_Ref",r_BooksEstimate.get("estimate").get("estimate_number"));
		v_BooksEstimateID = r_BooksEstimate.get("estimate").get("estimate_id").toLong();
	}
	if(m_UpdateCrmQuote.size() > 0)
	{
		r_UpdateCrmQuote = zoho.crm.updateRecord("Quotes",p_QuoteID,m_UpdateCrmQuote);
	}
	//
	// ---------------------- ADDRESS ON QUOTE/ESTIMATE ----------------------
	// if quote address is not blank, then push this to estimate
	if(v_BooksEstimateID != 0)
	{
		if(!isNull(r_QuoteDetails.get("Billing_Street")))
		{
			m_BooksBillingAddress = Map();
			for each index v_AddressIndex1 in l_CrmBillingAddress
			{
				m_BooksBillingAddress.put(l_BooksAddress.get(v_AddressIndex1),r_QuoteDetails.get(l_CrmBillingAddress.get(v_AddressIndex1)));
			}
			v_EndpointBilling = "https://www.zohoapis.eu/books/v3/estimates/" + v_BooksEstimateID + "/address/billing?organization_id=" + v_BooksOrgID;
			r_EstimateBillingAddress = invokeurl
			[
				url :v_EndpointBilling
				type :PUT
				parameters:m_BooksBillingAddress.toString()
				connection:"zbooks"
			];
			info "ZohoBooks Estimate Billing Address RESPONSE: ";
			info r_EstimateBillingAddress;
		}
		if(!isNull(r_QuoteDetails.get("Shipping_Street")))
		{
			m_BooksShippingAddress = Map();
			for each index v_AddressIndex2 in l_CrmShippingAddress
			{
				m_BooksShippingAddress.put(l_BooksAddress.get(v_AddressIndex2),r_QuoteDetails.get(l_CrmShippingAddress.get(v_AddressIndex2)));
			}
			m_BooksShippingAddress.put("attention",v_ContactName);
			if(!isNull(v_ContactNumber))
			{
				m_BooksShippingAddress.put("phone",v_ContactNumber);
			}
			v_EndpointShipping = "https://www.zohoapis.eu/books/v3/estimates/" + v_BooksEstimateID + "/address/shipping?organization_id=" + v_BooksOrgID;
			r_EstimateShippingAddress = invokeurl
			[
				url :v_EndpointShipping
				type :PUT
				parameters:m_BooksShippingAddress.toString()
				connection:"zbooks"
			];
			info "ZohoBooks Estimate Shipping Address RESPONSE: ";
			info r_EstimateShippingAddress;
		}
	}
}
  1.  // 
  2.  // initialize 
  3.  v_BooksOrgID = 123456789; 
  4.  v_BooksCustomerID = 0; 
  5.  m_CreateEstimate = Map(); 
  6.  l_CrmBillingAddress = {"Billing_Street","Billing_Street_2","Billing_City","Billing_State","Billing_Code","Billing_Country"}; 
  7.  l_CrmShippingAddress = {"Shipping_Street","Shipping_Street_2","Shipping_City","Shipping_State","Shipping_Code","Shipping_Country"}; 
  8.  l_BooksAddress = {"address","street2","city","state","zip","country"}; 
  9.  // 
  10.  // evaluate 
  11.  r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678); 
  12.  // 
  13.  // push to ZohoBooks estimate 
  14.  if(true) 
  15.  { 
  16.      // 
  17.      // ---------------------- GET ZOHO BOOKS TAX IDs ---------------------- 
  18.      m_Taxes = Map(); 
  19.      r_Taxes = invokeUrl 
  20.      [ 
  21.          url :"https://books.zoho.eu/api/v3/settings/taxes?organization_id=" + v_BooksOrgID 
  22.          type :GET 
  23.          connection:"zbooks" 
  24.      ]; 
  25.      for each  r_Tax in r_Taxes.get("taxes") 
  26.      { 
  27.          m_Taxes.put(r_Tax.get("tax_percentage").toString(),r_Tax.get("tax_id")); 
  28.      } 
  29.      // 
  30.      // ---------------------- DETERMINE ZOHOBOOKS CUSTOMER ID ---------------------- 
  31.      if(!isnull(r_QuoteDetails.get("Account_Name"))) 
  32.      { 
  33.          v_AccountID = r_QuoteDetails.get("Account_Name").get("id"); 
  34.          r_SearchResults = zoho.books.getRecords("Contacts",v_BooksOrgID,"zcrm_account_id=" + v_AccountID,"zbooks"); 
  35.          if(!isnull(r_SearchResults.get("contacts"))) 
  36.          { 
  37.              // tried sync contacts from Account record 
  38.              for each  r_Result in r_SearchResults.get("contacts") 
  39.              { 
  40.                  if(!isnull(r_Result.get("contact_id"))) 
  41.                  { 
  42.                      v_BooksCustomerID = r_Result.get("contact_id").toLong(); 
  43.                      break; 
  44.                  } 
  45.              } 
  46.          } 
  47.      } 
  48.      if(v_BooksCustomerID != 0) 
  49.      { 
  50.          m_CreateEstimate.put("customer_id",v_BooksCustomerID); 
  51.      } 
  52.      // 
  53.      // ---------------------- QUOTE CONTACT NAME/PHONE ---------------------- 
  54.      if(!isnull(r_QuoteDetails.get("Contact_Name"))) 
  55.      { 
  56.          v_ContactID = r_QuoteDetails.get("Contact_Name").get("id"); 
  57.          v_ContactName = r_QuoteDetails.get("Contact_Name").get("name"); 
  58.          r_ContactDetails = zoho.crm.getRecordById("Contacts",v_ContactID); 
  59.          v_ContactNumber = ifnull(r_ContactDetails.get("Mobile"),r_ContactDetails.get("Phone")); 
  60.      } 
  61.      // 
  62.      // ---------------------- QUOTE DATES ---------------------- 
  63.      m_CreateEstimate.put("date",r_QuoteDetails.get("Created_Time").subString(0,10)); 
  64.      if(!isnull(r_QuoteDetails.get("Valid_Till"))) 
  65.      { 
  66.          m_CreateEstimate.put("expiry_date",r_QuoteDetails.get("Valid_Till").subString(0,10)); 
  67.      } 
  68.      // 
  69.      // ---------------------- QUOTE LINKED POTENTIAL/OPPORTUNITY ---------------------- 
  70.      if(!isnull(r_QuoteDetails.get("Deal_Name"))) 
  71.      { 
  72.          m_CreateEstimate.put("zcrm_potential_id",r_QuoteDetails.get("Deal_Name").get("id").toLong()); 
  73.      } 
  74.      // 
  75.      // ---------------------- QUOTE LINE ITEMS ---------------------- 
  76.      // line items get via api v2.1 or greater 
  77.      l_BooksLineItems = List(); 
  78.      r_CrmProductLineItems = invokeUrl 
  79.      [ 
  80.          url :"https://www.zohoapis.eu/crm/v2.1/Quotes/" + p_QuoteID 
  81.          type :GET 
  82.          parameters:m_ApprovedConverted 
  83.          connection:"zcrm" 
  84.      ]; 
  85.      // should be checking here that data contains any rows but I'm going on the basis that this quote exists in CRM and at least 1 line item is mandatory 
  86.      l_CrmProductLineItems = r_CrmProductLineItems.get("data").get(0).get("Quoted_Items"); 
  87.      for each  r_CrmLineItem in l_CrmProductLineItems 
  88.      { 
  89.          m_BooksLineItem = Map(); 
  90.          v_BooksItemID = 0; 
  91.          v_CrmProductID = r_CrmLineItem.get("Product_Name").get("id"); 
  92.          v_CrmProductName = r_CrmLineItem.get("Product_Name").get("name"); 
  93.          // if the product doesn't exist in Books (sync hasn't happened yet), then you'll need code here to create the item if not found 
  94.          r_SearchResults2 = zoho.books.getRecords("items",v_BooksOrgID,"zcrm_product_id=" + v_CrmProductID,"zbooks"); 
  95.          if(!isnull(r_SearchResults2.get("items"))) 
  96.          { 
  97.              for each  r_Result2 in r_SearchResults2.get("items") 
  98.              { 
  99.                  if(r_Result2.get("item_name") == v_CrmProductName) 
  100.                  { 
  101.                      m_BooksLineItem.put("item_id",r_Result2.get("item_id").toLong()); 
  102.                      m_BooksLineItem.put("name",v_CrmProductName); 
  103.                      m_BooksLineItem.put("description",r_CrmLineItem.get("Description")); 
  104.                      m_BooksLineItem.put("quantity",r_CrmLineItem.get("Quantity")); 
  105.                      m_BooksLineItem.put("rate",r_CrmLineItem.get("List_Price").toDecimal().round(2)); 
  106.                      m_BooksLineItem.put("discount",ifnull(r_CrmLineItem.get("Discount_Percent"),0) + "%"); 
  107.                      m_BooksLineItem.put("item_total",r_CrmLineItem.get("Net_Total").toDecimal().round(2)); 
  108.                      v_CrmVatPercent = r_CrmLineItem.get("VAT2").replaceAll("[^0-9]",""); 
  109.                      v_BooksTaxID = ifnull(m_Taxes.get(v_CrmVatPercent),m_Taxes.get("20")); 
  110.                      m_BooksLineItem.put("tax_id",v_BooksTaxID); 
  111.                      m_BooksLineItem.put("tax_percentage",v_CrmVatPercent); 
  112.                      break; 
  113.                  } 
  114.              } 
  115.          } 
  116.          l_BooksLineItems.add(m_BooksLineItem); 
  117.      } 
  118.      m_CreateEstimate.put("line_items",l_BooksLineItems); 
  119.      // 
  120.      // ---------------------- QUOTE SHIPPING CHARGE ---------------------- 
  121.      if(r_QuoteDetails.get("Apply_VAT_to_Shinpping_Charges") && v_ShippingCharges > 0) 
  122.      { 
  123.          m_CreateEstimate.put("shipping_charge_tax_id",m_Taxes.get("20")); 
  124.      } 
  125.      else 
  126.      { 
  127.          m_CreateEstimate.put("shipping_charge_tax_id",""); 
  128.      } 
  129.      m_CreateEstimate.put("shipping_charge",v_ShippingCharges); 
  130.      // 
  131.      // ---------------------- ESTIMATE CREATE OR UPDATE ---------------------- 
  132.      v_BooksEstimateID = 0; 
  133.      if(!isnull(r_QuoteDetails.get("Books_Ref"))) 
  134.      { 
  135.          r_SearchResults3 = zoho.books.getRecords("estimates",v_BooksOrgID,"estimate_number=" + r_QuoteDetails.get("Books_Ref"),"zbooks"); 
  136.          if(!isnull(r_SearchResults3.get("estimates"))) 
  137.          { 
  138.              for each  r_BooksEstimate in r_SearchResults3.get("estimates") 
  139.              { 
  140.                  if(!isnull(r_BooksEstimate.get("estimate_id"))) 
  141.                  { 
  142.                      v_BooksEstimateID = r_BooksEstimate.get("estimate_id").toLong(); 
  143.                  } 
  144.              } 
  145.          } 
  146.      } 
  147.      if(v_BooksEstimateID == 0) 
  148.      { 
  149.          r_BooksEstimate = zoho.books.createRecord("estimates",v_BooksOrgID,m_CreateEstimate,"zbooks"); 
  150.      } 
  151.      else 
  152.      { 
  153.          r_BooksEstimate = zoho.books.updateRecord("estimates",v_BooksOrgID,v_BooksEstimateID,m_CreateEstimate,"zbooks"); 
  154.      } 
  155.      info "ZohoBooks Estimate REQUEST: "; 
  156.      info m_CreateEstimate; 
  157.      info "ZohoBooks Estimate RESPONSE: "; 
  158.      info r_BooksEstimate; 
  159.      // 
  160.      // ---------------------- UPDATE THE CRM QUOTE WITH ZOHOBOOKS ESTIMATE REF ---------------------- 
  161.      m_UpdateCrmQuote = Map(); 
  162.      if(!isnull(r_BooksEstimate.get("estimate"))) 
  163.      { 
  164.          m_UpdateCrmQuote.put("Books_Ref",r_BooksEstimate.get("estimate").get("estimate_number")); 
  165.          v_BooksEstimateID = r_BooksEstimate.get("estimate").get("estimate_id").toLong(); 
  166.      } 
  167.      if(m_UpdateCrmQuote.size() > 0) 
  168.      { 
  169.          r_UpdateCrmQuote = zoho.crm.updateRecord("Quotes",p_QuoteID,m_UpdateCrmQuote); 
  170.      } 
  171.      // 
  172.      // ---------------------- ADDRESS ON QUOTE/ESTIMATE ---------------------- 
  173.      // if quote address is not blank, then push this to estimate 
  174.      if(v_BooksEstimateID != 0) 
  175.      { 
  176.          if(!isNull(r_QuoteDetails.get("Billing_Street"))) 
  177.          { 
  178.              m_BooksBillingAddress = Map(); 
  179.              for each index v_AddressIndex1 in l_CrmBillingAddress 
  180.              { 
  181.                  m_BooksBillingAddress.put(l_BooksAddress.get(v_AddressIndex1),r_QuoteDetails.get(l_CrmBillingAddress.get(v_AddressIndex1))); 
  182.              } 
  183.              v_EndpointBilling = "https://www.zohoapis.eu/books/v3/estimates/" + v_BooksEstimateID + "/address/billing?organization_id=" + v_BooksOrgID; 
  184.              r_EstimateBillingAddress = invokeUrl 
  185.              [ 
  186.                  url :v_EndpointBilling 
  187.                  type :PUT 
  188.                  parameters:m_BooksBillingAddress.toString() 
  189.                  connection:"zbooks" 
  190.              ]; 
  191.              info "ZohoBooks Estimate Billing Address RESPONSE: "; 
  192.              info r_EstimateBillingAddress; 
  193.          } 
  194.          if(!isNull(r_QuoteDetails.get("Shipping_Street"))) 
  195.          { 
  196.              m_BooksShippingAddress = Map(); 
  197.              for each index v_AddressIndex2 in l_CrmShippingAddress 
  198.              { 
  199.                  m_BooksShippingAddress.put(l_BooksAddress.get(v_AddressIndex2),r_QuoteDetails.get(l_CrmShippingAddress.get(v_AddressIndex2))); 
  200.              } 
  201.              m_BooksShippingAddress.put("attention",v_ContactName); 
  202.              if(!isNull(v_ContactNumber)) 
  203.              { 
  204.                  m_BooksShippingAddress.put("phone",v_ContactNumber); 
  205.              } 
  206.              v_EndpointShipping = "https://www.zohoapis.eu/books/v3/estimates/" + v_BooksEstimateID + "/address/shipping?organization_id=" + v_BooksOrgID; 
  207.              r_EstimateShippingAddress = invokeUrl 
  208.              [ 
  209.                  url :v_EndpointShipping 
  210.                  type :PUT 
  211.                  parameters:m_BooksShippingAddress.toString() 
  212.                  connection:"zbooks" 
  213.              ]; 
  214.              info "ZohoBooks Estimate Shipping Address RESPONSE: "; 
  215.              info r_EstimateShippingAddress; 
  216.          } 
  217.      } 
  218.  } 

Source(s):
Category: Zoho :: Article: 857

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