Assuming setup is required, the following 114 results were found.
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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 Analytics
- Language: *
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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
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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 Creator
- Language: *
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/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
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(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 Deluge
- Language: *
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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 CRM
- Language: *
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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 CRM
- Language: *
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} 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 Creator
- Language: *
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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 CRM
- Language: *
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} } // 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 Books
- Language: *
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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 CRM
- Language: *
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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 Other
- Language: *
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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: Shopify
- Language: *
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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 CRM
- Language: *
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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: *
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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: *
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4Gb 8Gb GPU Nvidia Geforce GT 610 ??? O/S MS Windows 7 Pro (32-bit) MS Windows 10 Pro (64-bit) Here's a photo of my previous setup (when Lockdown due to COVID-19 first happened). The work PC connected to the 3 monitors at the top and the home PC...
- Type: Article
- Author: Joel Lipman
- Category: Articles
- Language: *
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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 Deluge
- Language: *
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help staff log time and then push the creator record to Zoho Projects. How? For 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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Granted this only works if you have a CRM connected to your Zoho Creator: Log-in to your ZohoCRM Create a Connection Go to Setup > Developer Space > Connections > Add Connection Select the Zoho Creator connection, give it a Connection Name, I'm going...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *