ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 75 Pin try exceeded ******************************************************************************* */ v_BooksOrgID = organization.get("organization_id"); // // some Stripe variables (add your own here) v_StripeTerminalID = "tmr_ABCDEFGabcdefg";...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 // // declare ID of item in Zoho Inventory v_InventoryId = 123456789012345678; // // your organization ID (optional) v_BooksOrgId = 20220621; // // download photo from eBay r_DownloadedPhoto = invokeurl [ url :v_EbayPictureUrl type :GET ]; // // set the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books: Get Invoice Payment Terms via APIhttps://joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID = "12345678901"; r_PaymentTerms = invokeurl [ url...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 p_QuoteID, int p_SoID) { v_CreatorQuoteID = ifnull(p_QuoteID,0); v_BooksSoID = ifnull(p_SoID,0); // // config v_BooksOrgID = "1234567890"; // put here your client's own Books Organization ID v_CrmSoModule = "CustomModule5004"; // ensure this is the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 they add a currency or tax rate and want to push a sales order immediately over. Get Currencies Remember to replace the v_BooksOrgID with your client's Organization ID for Zoho Books and check the URL for whether it will be https://books.zoho.eu or...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory: Mark a package slip as delivered and shippedhttps://joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 ZohoInventory.shipmentorders.READ // // init (put your own ZohoBooks/ZohoInventory Org ID v_BooksOrgID = 123456789; // // check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") {...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 URL instead of the body parameters ******************************************************************************* */ v_BooksOrgID = "12345678901"; v_BooksInvoiceID = 0; v_ZB_CustomerID = 0; // // get this order details from ZohoCreator c_ThisOrder =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 I use but you will need to adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders",...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 = Map(); // // evaluate v_InvoiceID = invoice.get("invoice_id"); v_CustomerID = invoice.get("customer_id"); v_BooksOrgID = organization.get("organization_id"); v_InvoiceRef = invoice.get("invoice_number"); v_BalanceDue =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID = organization.get("organization_id"); // // specify DHL API Key (no need for the secret) v_DHL_API_Key =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 */ // // enter your own organization ID here for ZohoBooks and ZohoInventory v_BooksOrgID = 12345678901; // // evaluate v_currentDate = zoho.currentdate.toString("yyyy-MM-dd"); v_OrderDate = zoho.currentdate.toString("yyyy-MM-dd"); v_Page = 1; v_PerPage...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id"); // // loop through line items for each m_LineItem in salesorder.get("line_items") {...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 through the invoice line items to insert the "sales_order_item_id" field v_InvoiceID = invoice.get("invoice_id"); v_BooksOrgID = organization.get("organization_id"); // // a sales order has been created, get its ID (required) and reference (optional)...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 but I've left it in there in case one day I figure it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check if owner and get matching...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 in the following code if(!isnull(input.Zoho_Inventory_ID)) { // // specify your own Inventory/Books organization ID v_BooksOrgID = 20221234567; // // determine URL of file to download (note the DC here is EU but yours might be COM) v_Url =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory: Enable Tracking using the APIhttps://joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET connection:"zinventory" ]; m_Accounts = Map(); if(!isnull(r_ChartOfAccounts.get("chartofaccounts"))) { for each...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 */ // // initialize m_RelatedList = Map(); v_BooksOrgID = organization.get("organization_id"); v_SalesOrderID = salesorder.get("salesorder_id"); // // analytics specific table to read data from (enter your own here) v_ZA_WorkspaceID =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 line something like the following: //... UPDATE INVOICE r_UpdateBooksInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_ZohoBooksID,m_InvoiceData,"zbooks"); if(!isNull(r_UpdateBooksInvoice.get("invoice"))) {...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *