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  1. Zoho Deluge - Compare time and currenttime with timezonehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-compare-time-and-currenttime-with-timezone.html

    but this caused problems if comparing two datetime values. In this particular case, we needed to check on the expiry of an access token used in OAuth2.0 for an API. How? All with deluge but we will split the date and time value obtained from a CRM field...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    a minimum, the scope ZohoBooks.salesorders.CREATE is ticked. Click on "Authorize" Read the notice saying Creator would like access to bla bla bla and click on "Accept" Get the file URL (ie. the PermaLink) So if you've been googling how to download a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. Zoho Deluge: Get Image Uploaded in Creator Formhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-image-uploaded-in-creator-form.html

    syntax. How? So I'm going to start with 1 method and then update this article with other methods. Method #1: Display and access without login So the quickest is to have a form that has an image upload field. Create an entry with one image. Then... Go to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    The Code to read, parse, create a holding record and generate a link for the customer portal user to click on: // accessing zoho.eu (not zoho.com) so adapt the 2 values v_CreatorBaseUrl = "https://creator.zoho.eu"; v_ZohoApisDC =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related systems such as Zoho Projects and the originating app (in this example, Zoho Creator). 1. Setup up Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  6. Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-permission-denied-for-quote-conversion-mapping.html

    A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image. Why? I've got some other articles on handling images in Zoho Creator (see "Sources" below),...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    // // ******************************************************************************* // Generate your access token to connect to Xero and query Xero records // See my article:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-setup-datasource-via-ftp-connection.html

    136.143.190.0 - 136.143.190.255 The file on the FTP server to download can be of type: CSV, TSV, Text, Excel, MS Access DB, HTML, JSON, XML and others: Supports server types of FTP, FTPS - File Transfer over Explicit TLS/SSL, FTPS - File Transfer Over...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  10. Zoho Creator: eBay: Get Item Transactionhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    v_TradingAPIVersion = r_CrmRecord.get("Compatibility_Version"); // // Another REST API CRM function which generates an eBay Access Token for me r_Response =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  12. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    Encountered: Exceeded Quote Limit: Try generating a new API key (aka Secret). If you need a paid plan, then you can access this by logging into OpenAI and browsing to https://platform.openai.com/account/billing/overview. At time of print, the paid plan...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  13. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    to Signup Complete the form with your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by clicking on "Show Key" The deluge function So this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    = "Date,Order ID,Status,Amount,Currency,Notes"; l_CsvFileRows = List(); l_CsvFileRows.add(v_ReportCSV); // // get access token v_AccessToken = standalone.fn_eBay_GetAccessToken(); // v_TradingAPIVersion = 967; v_Endpoint =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup /...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  16. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    URL for an image. The Plan Get company phone and website from Organization Details in ZohoCRM. Upload and get publicly-accessible image URL to/from ZohoWriter. Loop through active users in ZohoCRM. Merge the HTML email signature with the fields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    ZohoAnalytics data table. Check that ZohoDesk is sync'ing with your ZohoAnalytics: Login to ZohoAnalytics as an Admin with access to ZohoDesk Make a note of the workspace name that your ZohoDesk will sync with. Select Data Sources in the left sidebar...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  18. Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    a Zoho Desk support ticket as an attachment. The ticket will appear in a Quality Control report in Zoho Creator Staff can access the report via Zoho Creator and export it to PDF. They can then send the PDF to the supplier. Technical Information...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    $('footer span.year').text(currentYear); Error(s) Encountered: Error Status 401 Code 1030: Authorization Failure. The access token is either invalid or has expired. Please check your Zoho Account for more information. If your widget sits on an external...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  20. PHP Script: Make your own Thumbnail Generator via APIhttps://joellipman.com/articles/cms/website-development/php/php-script-make-your-own-thumbnail-generator-via-api.html

    script every time. The PHP Script: I'm calling it thumbnailer.php Deploy the Script Place thumbnailer.php into a web-accessible directory on your server (for example, public_html/api/thumbnailer.php). It will be called as a JSON API over GET and does...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *
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