Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and...

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

Setup a copy of your Joomla websitehttps://joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

19 December 2012 one method I used based on the services available to my client: Copy all files of your main website to another folder. Setup an FTP account to the new folder created in the previous step. Copy the database of your main site to another database. Setup a...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: en-GB

SSIS Script: convert UPPERCASE to Mixed-Case using TitleCasehttps://joellipman.com/articles/microsoft/ssis/ssis-script-convert-uppercase-to-mixed-case-using-titlecase.html

04 October 2013 /Y REM Returning to directory where this BAT is held. CD "C:\Temp" ECHO Done. Deployment Method #?: As a setup.exe Package the visual studio project by adding a "setup wizard" project. This results in a setup.exe and msi file which can be installed on...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Integration Services
• Language: en-GB

Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 documenting the process. How? I'm breaking this down into 3 stages: Zoho Creator: Specify Custom Domain Domain Registrar: Setup subdomain and add CNAME Zoho Support: Get Zoho to setup SSL 1. Setup Custom Domain So go into your Zoho Creator app and go to...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory. Why? Setting up a...

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

Zoho CRM: Standard Setup for Tax Rateshttps://joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup >...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 been updated immediately. How? Here's an overview of how we achieve this: Set up a Zoho CRM function to receive the webhook. Setup a webhook in Xero. [Optional for Method #2] Setup a PHP script on a server that will validate the Xero webhook. You're...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 } Get Notification Preferences [Optional] Here's a function to run just to see what the current notification preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications"...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon...

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

Project Plan for Freelance Websitehttps://joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 word documents, etc) We can accept most formats except for those exclusive to the Apple Mac operating systems. Webspace Setup For JoelLipman.Com to do: Assess allocated server space - expected size of website including all uploaded files. Add domain...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• 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 } } // r_AttachFile should yield SUCCESS and if you check your CRM record it will have these under "attachments" Setup a Zoho Oauth Connection So that we can use invokeUrl and attempt the REST via API (see what I did there?), we need a Zoho Oauth2...

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

ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 out as the OS won't allow the file to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files needed for your import: this...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 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...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found that Shopify would intermittently remove our webhooks. This would...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 ZohoSign.account.ALL, ZohoSign.templates.ALL, ZohoWriter.documentEditor.ALL, ZohoWriter.Merge.ALL, ZohoSign.setup.READ, WorkDrive.workspace.ALL, WorkDrive.files.ALL, ZohoCRM.modules.attachments.all...

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

Joes FREE Website Thumbnailer (JWT)https://joellipman.com/component/content/article/joes-free-website-thumbnailer.html?catid=40

28 June 2011 to store your pictures Installed MS Internet Explorer (only uses libraries) Program Size: 1,190Kb (fits on a floppy disk) Setup/Install: None, it's portable (can run off USB or media) Program Name: WebsiteThumbnailer_v0_6.exe Prefix: JWT So I need a...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

Running Internet Explorer 6, 7, 8 as standaloneshttps://joellipman.com/articles/microsoft/windows-os/running-internet-explorer-6-7-8-as-standalones.html

18 May 2010 (???) so I had to find a solution to suit me. I'd done this before IE7 (so a long time since). My office workstation setup for this is: HP CMT DC7900 E5300 @ 2.60Ghz 2Gb RAM Windows XP Professional SP2 Internet Explorer 7 As you can tell, not the most...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

MySQL parameters in Excel 2007 PivotTableshttps://joellipman.com/articles/database/mysql/mysql-parameters-in-excel-2007-pivottables.html

24 August 2011 I still couldn't figure out how to do this. Hopefully this article will help you more than my search engine skills do. My Setup Windows XP Workstation...needs to open... Excel 2007 SP2...with ODBC to... MySQL v5+...hosting database... ActivityLog...

• Type: Article
• Author: Joel Lipman
• Category: MySQL
• Language: en-GB

Migrate JComments from Joomla 1.5.x to Joomla 2.5.xhttps://joellipman.com/articles/cms/joomla/migrate-jcomments-from-joomla-15x-to-joomla-25x.html

07 June 2012 of print: Jcomments v2.3.0 on Joomla v2.5.4) Copy the below script to a text file Change the database names to match your setup Change the table name prefixes to match your setup Run the modified SQL script against your database. Note: It is not...

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

Zoho Deluge: Duplicate/Clone a Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 First you have to get all the applicable fields from the settings API. In API v2, you have to do it this way apparently. So setup a Zoho Oauth connector (see the end of this article if you don't know how), I'm going to call mine myZohoConnector, with...

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