Zoho Analytics: Sync with Unleashed over API
Thought I'd write an article to help me the next time I needed to connect the Unleashed inventory software API directly to Zoho Analytics and pull in the product catalogue.
Read noteKnowledge base / Since 1999
Scripts, systems & field notes.
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
456 entries / matching AI
Clear filters
Zoho Books: getRecordsByID
Not sure what this is but it's an article listing some errors in Zoho Books when using the shortcode command to retrieve the details for an item in Zoho Books...
Read note
Zoho Books: Attach a document to a bill using Deluge / REST API
A very quick article updated for 2026 and tested as working to attach a file to a bill in Zoho Books over API.
Read note
Zoho People and Zoho Analytics: Push all Employee Salary Data to Analytics
Pretty self-explanatory really. Something to be cautious about but it took me so long to do that I needed an article here to help me if ever I get asked to do it again. Siimply put, Zoho Analytics can't see the Zoho People Salary table within the built-in integration / synchronization.
Read note
Zoho CRM: Update Opportunity Type as New or Existing Business
A quick article on how to get Zoho CRM to update the deal or opportunity type field with "New Business" or "Existing Business" depending on whether this won opportunity is the second time for this account.
Read note
Zoho People Analytics Regional Configuration
This is an article to document how to configure Zoho People and Zoho Analytics so that reporting teams can access analytics data restricted by region. It explains how to separate global HR access from regional reporting access, how to prevent users from viewing employee or payroll data outside their area of responsibil...
Read note
Zoho CRM: Client Script: Swap Quote Account with Deal Lookup
A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record.
Read note
Zoho Deluge - Multi-line Variable Assignments and Expressions
A short article explaining how Zoho Deluge allows a variable assignment to be written across multiple lines, as long as the statement ends with a semi-colon. This has a limited number of use cases, but is useful to be aware of if you have not come across it before.
Read note
Apple Magic Trackpad with Windows 11 Intel
A quick article to get an Apple Trackpad working with an MS Windows 11 Pro (Intel 64) workstation.
Read note
Loading more notes...
All published notes loaded.