CRM - Joel Lipman .Com

Zoho Deluge: Get Image Uploaded in Creator Form

: Joel Lipman; Zoho; 14 July 2020; Hits: 15884

What?
So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page.

Why?
There might be different articles out there and discussion forums that do cover this but it takes me so long to find the solution with the right syntax.

How?
So I'm going to start with 1 method and then update this article with other methods.

: Joel Lipman; Zoho; 15 May 2020; Hits: 9188

What?
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.

Why?
Because it took me so long to find out how to do this even after reading the official documentation and going through the online discussion forums to build this solution. As of May 2020, this is how I do it.

How?
So the trick is, go over the official documentation, but don't take it as gospel. You only really need the syntax for attaching a document to a Sales Order in Books and the documentation leaves certain bits out. Just getting the syntax right and using the . setParamName is key.

Upload , Download , Attachment , Sales Order , Creator , CRM , Books , Zoho

Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date String

: Joel Lipman; Zoho; 04 May 2020; Hits: 38634

What?
So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later.

Why?
I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in Unix Timestamps.

How?
We're going to filter out the unix seconds from the date provided by Xero then apply a toTime() function to it.

Zoho , API Xero , CRM

Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creator

: Joel Lipman; Zoho; 20 April 2020; Hits: 15018

What?
A very quick article on how to push a multi-select picklist from CRM to Creator.

Why?
We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit but one of the options has a comma in its value.

copy raw

// What I have in CRM:
{"My_MultiPicklist":["Option1","Options 2, 3"]}

// What Creator understands: FAILS
{"My_MultiPicklist":["["Option1","Options 2, 3"]"]}

// What I have in CRM:
{"My_MultiPicklist":["Option1","Options 2, 3"]}
// What Creator understands: FAILS
{"My_MultiPicklist":["["Option1","Options 2, 3"]"]}

With workaround .toString()

copy raw

// What Creator understands: FAILS
{"My_MultiPicklist":["Option1","Options 2"," 3"]}

// What Creator understands: FAILS
{"My_MultiPicklist":["Option1","Options 2"," 3"]}

How?
So the way to push this value over to Creator is by converting the list to a string... notably comma delimited:

Category: Zoho :: Article: 719

: Joel Lipman; Zoho; 28 March 2020; Hits: 12179

What?
This is an article to document a standalone function which generates an access token from within Zoho CRM so you can access your Xero instance. There are 3rd-party API libraries and SDKs out there but as usual with financial technologies (fintech), I don't trust them. Here's how to do it in pure Deluge with a Zoho CRM custom function.

Why?
It is quite a common request so I'm using this article to refine a generic method of connecting to any client's Xero. The aim is to have a function that initializes a valid connection and then append code to do what we want to do in Xero such as synchronizing invoices or contacts.

How?
So the key thing to remember here is that a Refresh Token in Xero expires immediately after use. You use a Refresh Token to generate a new Access Token which can be reused over the next 30 minutes. In the response, you will also get a new Refresh Token which you should store away for later use when you want to generate a new Access Token.

Zoho Deluge: Push Item to Shopify API

: Joel Lipman; Zoho; 24 March 2020; Hits: 2034

What?
The following is a script template that I can quickly adapt for Zoho and Shopify integration. This will take an item from Zoho Inventory and post it to Shopify.

How?
Pretty quick to do in Zoho Deluge but first you need to go register the app in your client's Shopify store:

Zoho Deluge: Duplicate/Clone a Record

: Joel Lipman; Zoho; 17 March 2020; Hits: 11496

What?
This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge.

Why?
The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month.

How?
First you have to get all the applicable fields from the settings API.

Zoho Deluge: Associate/Link an Invoice to a Sales Order

: Joel Lipman; Zoho; 10 March 2020; Hits: 7063

What?
This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice.

Zoho Deluge: Associate Sales Order to Invoice

Why?
The documentation around the API does not detail how to do this. I also couldn't find any search result via Google or DuckDuckGo (can't say for Bing, I never get around to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time.

How?
Through sweat and perseverance.

Books , Deluge , Zoho

Zoho Deluge: Convert Map to URL Parameters

: Joel Lipman; Zoho; 09 March 2020; Hits: 4647

What?
A quick article on converting a Map (associative array with keys and values) into a URL string to pass as URL parameters.

How?
Let's first define a map:

: Joel Lipman; Zoho; 07 February 2020; Hits: 4330

What?
There may be other articles out there documenting this but I can't keep trying to find these in Google so referring to my own website, this is a doddle for me to find each time.

Why?
I have to do this so often that it deserves an article. Though writing a whole page for this is probably unwarranted so I may rename this article later to common things I need to do in Zoho Deluge.

How?
So going through the forums you may find the following example:

: Joel Lipman; Zoho; 06 February 2020; Hits: 6229

What?
A quick article on how to debug some errors in Zoho.

Why?
I wanted a general note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue.

How?
So I'm going to try and list solutions to minor errors we run into.

: Joel Lipman; Zoho; 31 January 2020; Hits: 4676

What?
This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month.

Why?
Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3...

How?
I'm showing this in Zoho Deluge but the logic can be adapted to other code. You will need this snippet of code for the examples below:

copy raw

l_Months = {1,2,3,4,5,6,7,8,9,10,11,12};
l_MonthNames = {"January","February","March","April","May","June","July","August","September","October","November","December"};

l_Months = {1,2,3,4,5,6,7,8,9,10,11,12};
l_MonthNames = {"January","February","March","April","May","June","July","August","September","October","November","December"};

Category: Zoho :: Article: 703

Zoho Deluge: Get Image Uploaded in Creator Form

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books

Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date String

Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creator

Zoho Deluge - Connect to Xero API

Zoho Deluge: Push Item to Shopify API

Zoho Deluge: Duplicate/Clone a Record

Zoho Deluge: Associate/Link an Invoice to a Sales Order

Zoho Deluge: Convert Map to URL Parameters

Zoho Deluge - Pad with leading Zeros

Zoho CRM/Creator - Common Errors & Gotchas

Zoho Deluge - Determine Quarter from Date with Fiscal Year

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