Zoho Books: Generate Bank Text File for Download
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
Knowledge base / Since 1999
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Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail...
Zoho Deluge: Proper Case for Names
This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions.
Zoho Creator: Find Duplicates by Customer Name for Large Datasets
There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit.
Zoho Books: Get Invoice Payment Terms via API
A quick article on getting the payment terms in Zoho Books along with their IDs.
Zoho Deluge: Determine if Daylight Savings are in effect
If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works.
Zoho CRM: Change System Field Length
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
ZohoCRM Webhook: Create ZohoInventory Records from an eBay order
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...
Zoho Deluge: Get All Orders from eBay
Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay.
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