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Is there anyway I can have a response with the ID after inserting so I can use to update the insert?????????

I was successfully sending leads using the api method insertRecords for about a week. Then all of a sudden I started getting an Invalid Ticket Id response.

Are the ticket IDs only good for a certain amount of time?

Do you need to generate a new Ticket ID with each request?

It seems like needing an API key and a Ticket ID for each post is overkill.

How do you get around this?


Yes, you are correct. It is valid for only seven days. You can generate the ticket id once the API call returns the response as "Invalid Ticket Id" and you can call the same API with the newly generated ticket. Please, do not generate the ticket for every request. Hope this helps.

Regards,
Mahesh,
(Zoho CRM Team).

Could you add some non technical examples and diagrams of how this function could be used with e-commerce and specifically property bookings in combo with a crm? I think it can help me, but am finding the content in this section too technical! C-level demos and examples would be great. Thanks.

Dear Andy (CRM Asia Solutions),

We are working towards this end and publish some real-time business scenarios with proper test programs in another 15 to 20 days. In the meantime, please let me know if you are looking for any specific e-commerce solution integration with our CRM service.

Best Regards,
Gopal
(Zoho CRM)

Is there anyway I can have a response with the ID after inserting so I can use to update the insert?????????

Currently, we are giving the record ID, created by and modified by along with the response after inserting the record. You can check it and let us know.

Regards,
Mahesh,
(Zoho CRM)

Good Day


I am really struggling with getting the insertRecords api to work. Can you confirm what the contentType of the request must be? Secondly, do I need to add the the apikey and Ticket as parameters to the request or do they need to form part of the URL with just the xml data as a parameter? I can confirm I am using a POST and I have tried various contentTypes and various combinations of the parameters but just keep getting a 4500 Error Code returned. I would really appreciate some help on this, maybe if I could see some code as to how one accomplishes this it would help me.


Thanks in advance.

I figured out that the parameters are case sensitive so when I was calling the insert method I was referring to the xmldata parameter with a lower case d and not as follows: xmlData.


Hope this helps!

Hi,


We are using the Zoho API to generate Leads in Zoho from a web page. This works well for most use cases.


If the company name or address has a "#" or "&" we get an exception.

This is the exception we are getting --

"Unable to parse XML.XML document structures must start and end within the same entity."


Any ideas on how to work around this?

@nareshnichani,

You can replace the "&" symbol with "&" and for other special characters, you have to enclose the value within the CDATA ie.,

<fieldlabel value="Email"><![CDATA["+value+"]]></fieldlabel>

Hope this helps.

Regards,
Mahesh,
(Zoho CRM Team).

Hi,

How can I retrieve just one record specified by ID, rather than returning many and then parsing on my end? This creates a lot of overhead.

Also, is it possible to add attachments through the API? I'd like to attach various files to accounts, but don't see a way to do this.

Thanks,
Ben

Hi,

I am new to the Api. I want to try the updateRecords method, but I have no idea how to get the spezific record-ID. Is it the account-ID?
Do i have to do use getAllRecords first, than find the correct entry, than get the accountID, and after that i can do an update?

I use xml and php. Thx for help

Regards
Jan

Hi.
Is there a way to update/insert attached files for modules like Quotes? i.e. uploading a file to a specific quote via APIs.

Thanks,

Guido

@Ben

We are providing the API for fetching a single record using its ID in the next immediate update (by this week end).

@Guido and @Ben

Currently, API for adding/updating attachments is not available. We will definitely try to implement in our forth coming updates.

@Jan

You can get the id of a record by using the getAllRecords method. After that, you can use that id to update that record. Hope this helps.

Kindly revert, if you still need any clarification.

Regards,
Mahesh,
(Zoho CRM Team).

I am trying to work out a way to use the API to extract data into an Access database or Excel spreadsheet for furtehr analysis. This would be easier if there were XSD or perhaps soem XSLTs provided to transform typical record formats, like sales orders or potentials into a format that works well with these apps. Do you have anythign liek this, or know of any examples of an spreadshet that can pull data from the CRM api?

Dear brad.sileo,

Currently, we don't have any XSD/ XSLT s for the xml response from the Zoho CRM API. We will analyze regarding this and let you know.

Regards,
Mahesh,
(Zoho CRM Team).

I tried to retrieve (via PHP) the two (manually entered) Contacts in my Contact file. I was able to do it via direct usage (using my Browser and typing in the values needed in the URL)...but won't work via PHP. Does the site that I'm calling from need to be somehow "authorized" in my ZOHO account before it will work? If so, how do I do get my calling sites authorized? Thanks.

Dear swoop80,

You can directly call the Zoho CRM API methods from your php code. No need to authorize the websites. You can refer the PHP example in the API documentation.

http://zohocrm.wiki.zoho.com/Zoho-CRM-API-----Examples.html

Kindly check it and let us know.

Regards,
Mahesh,
(Zoho CRM Team).

Thank you, Mahesh... but I had already tried per the example that you noted - and it did not work. HOWEVER, someone from your company did send me another idea (in my email) and I tried that approach (which is far different) for retrieving my contacts ... AND THAT ONE WORKED!

So - now, I just need to figure out how to insert a new contact...and then how to do an "update" of that SELECTED record after that. Do you have working PHP examples of that? Thank you.

Hi,

Below is the sample php code for inserting a contact record. You can check it and let us know.

<?php

$dbhost = '127.0.0.1:3306';
$dbuser = 'root';
$dbpass = '';

$conn = mysql_connect($dbhost, $dbuser, $dbpass) or die ('Error connecting to mysql');

$dbname = 'oscom';
mysql_select_db($dbname);
$query = "SELECT customers_firstname, customers_lastname, customers_email_address FROM customers";
$result = mysql_query($query);

$xmlData = "";

while($row = mysql_fetch_array($result, MYSQL_ASSOC))
{
$xmlData = "<Contacts><row no=\"1\"><fieldlabel value=\"First Name\">{$row['customers_firstname']}</fieldlabel>"
."<fieldlabel value=\"Last Name\">{$row['customers_lastname']}</fieldlabel>"
."<fieldlabel value=\"Email\">{$row['customers_email_address']}</fieldlabel></row></Contacts>";
}

mysql_close($conn);

echo $xmlData;

$ticket = "";

$fp=fopen("http://accounts.zoho.com/login?servicename=ZohoCRM&FROM_AGENT=true&LOGIN_ID=YOURLOGINNAME&PASSWORD=YOURPASSWORD","r");
while ($data=fread($fp,4096))
{
/*foreach($data as $key => $value) {
print "$key => $value\n";
}*/
$temp = substr($data,strpos($data,"TICKET")+7);
$ticket = substr($temp,0,(strpos($temp,"RESULT"))-1);
}

$fp=fopen("http://crm.zoho.com/crm/private/xml/Contacts/insertRecords?ticket=".urlencode($ticket)."&apikey=YOURAPIKEY&xmlData=".urlencode($xmlData),"r");

?>

Regards,
Mahesh,
(Zoho CRM Team).

Wow - great stuff. Thanks! But, I do have some questions (which I have sent to you in an email - with TXT file attached). My main question has to do with what exactly this while loop is achieving for me:

while($row = mysql_fetch_array($result, MYSQL_ASSOC))
{
$xmlData = "<Contacts><row no=\"1\"><fieldlabel value=\"First Name\">{$row['customers_firstname']}</fieldlabel>"
."<fieldlabel value=\"Last Name\">{$row['customers_lastname']}</fieldlabel>"
."<fieldlabel value=\"Email\">{$row['customers_email_address']}</fieldlabel></row></Contacts>";
}

Hi Mahesh,

How can I be informed when single record retrieval has been implemented, if it hasn't been already?

Thanks,
Ben

Dear Ben,

You can use the method "getRecordById" to fetch a single record using the id value. Below is the url for calling the method.

http://crm.zoho.com/crm/private/xml/Leads/getRecordById?ticket=TICKET&apikey=APIKEY&id=RECORDID

Kindly try this and let us know.

Regards,
Mahesh,
(Zoho CRM Team).