JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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117 results

  1. Zoho CRM

    ZohoCRM: Process all records of a module

    ... ment a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand records, we some ...

  2. Extensible Markup Language

    A quick run through of setting up an export process in SITS

    ... ? For demonstration purposes, I'm going to create a table update process (TUP) based around a change in the course application details. Some of the screenshots are censored for confidentiality but nothing relating to the instructions will b ...

  3. MS-DOS

    Batch Process to rename multiple files using Windows DOS

    ... l key + Z) but don't count on it. I'm going to use a short batch process but to save time on the different ways of doing this, the example below uses a command prompt to a) create a batch file b) use it to rename the files c) delete the bat ...

  4. Transact-SQL

    Error during processing - Converting Date/Time

    ... ugh. The error I'd get was An error occurred during local report processing. An error has occurred during report processing. Cannot read the next data row for the dataset DataSet1. Conversion failed when converting date and/or time from cha ...

  5. SQL Server Reporting Services

    SSRS Report Builder 2.0 - Error during processing

    ... turns the following error: An error occurred during local report processing. An error has occurred during report processing. Query execution failed for dataset 'DataSet1'. The variable name '@GroupName' has already been declared. Variable n ...

  6. SQL Server Reporting Services

    Parameters not being used in report processing

    Once again I've spent a whole morning going in the wrong direction with a convincing SQL script. This article is just a note on when using Business Intelligence Development Studio (BIDS) or Report Builder 2.0 and when previewing the report, ...

  1. Zoho Books

    Zoho Books: Change a Purchase Order's Delivery Address over API

    ... te in Books. Request from Supplier: a status field. The function processes lines set to Raise PO and changes successfully processed lines to PO Generated. The API names in my setup are Quoted_Items, Supplier, Cost_Price and Request_from_Sup ...

  2. Zoho Books

    Zoho Billing: Workflow does not exist!

    ... per day). The same integration route worked when an invoice was processed through a corresponding Zoho Books function. Running the Zoho Billing function manually also created the CRM queue record successfully. This indicated that the Delug ...

  3. Zoho Deluge

    Zoho Deluge - Calculate Portion Count

    ... ze + ": " + m_Allocation.get(v_Size); } } Check for error before processing the map as tray quantities. Errors and successful allocations share the same return type. For example, a positive request with an empty size list returns {"error":" ...

  4. Zoho Analytics

    Zoho CRM: Add and Update Products from Zoho Analytics Discrepancies

    ... CRM Inputs: None Outputs: Summary of additions, updates and rows processed Date Created: 2026-09-02 (Joel Lipman) More Information: https://www.zoho.com/analytics/api/v2/bulk-api/export-data.html ******************************************** ...

  5. Zoho People

    Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics

    ... alaryRecords { // // start an increment for counting the records processed v_CountTotal = v_CountTotal + 1; v_StartIndex = v_StartIndex + 1; m_ColumnsData = Map(); // // date transform v_DateTransform = ifnull(m_SalaryRecord.get("Effective_ ...

  6. Zoho CRM

    Zoho CRM: Update Opportunity Type as New or Existing Business

    ... n what is repeat business and what is new business. As part of a process, you could get your staff to update the opportunity "Type" to "Existing Business" or "New Business" at the time they update the stage to "Closed Won". If you'd rather ...

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