Zoho CRM: Change System Field Length
- Category: Zoho
- Hits: 5649
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box differ in length so they do not list the postal code on the deal record to be listed in the "Lead Conversion Mapping" page.
In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page.
How?
This is a bit of a hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just on the length field. Use the translations file to change system field labels
Zoho Finance Suite Schedule: PATTERN NOT MATCHED
- Category: Zoho
- Hits: 3530
A super quick article on resolving this issue if it ever appears again.
Why?
At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. Unless you can monitor when these type of schedules are failing, you won't see this error until you go in and try to save it again.
How?
The super quick answer is remove any spaces from the name of the schedule.
Zoho Inventory: Enable Tracking using the API
- Category: Zoho
- Hits: 6533
One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory:

Why?
Who uses ZohoInventory for anything else than tracking stock...?
How?
So the quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled.
Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit
- Category: Zoho
- Hits: 7425
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 deliverability for a customer: https://zohomail.tools/#runChecks.
How?
So first I'll outline the steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client.
ZohoCRM Webhook: Create ZohoInventory Records from an eBay order
- Category: Zoho
- Hits: 9493
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why?
I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot.
How?
Using the method of "mega-functions", here is the code snippet for one function which will accept as parameter the eBay order reference and generate all the respective records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps.
Zoho Deluge: Get All Orders from eBay
- Category: Zoho
- Hits: 6565
Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay.
Why?
Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet.
How?
Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management.
ZohoCRM: Get Organization Business Hours using Deluge/API
- Category: Zoho
- Hits: 8169
A super quick article on getting the business hours set in ZohoCRM.
Why?
When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM.
How?
Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings (ZohoCRM.settings.READ). I'm calling mine "mycrmconnection".
ZohoDeluge: Check Shipment Status via DHL API
- Category: Zoho
- Hits: 8009
A quick note here on how to connect to the DHL API and check on a package given a tracking number.
Why?
In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if the courier, in this case DHL, confirms the tracked order was delivered.
How?
So first I'll give some brief instructions on how to get an API key from DHL as a developer and then I'll include the code to query the shipment status based on a tracking number.
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Joel Lipman
www.joellipman.com
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