Customer Relationship Management Systems

Zoho Deluge: Get All Orders from eBay

: Category: Zoho; 29 March 2023; Hits: 16113

What?
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; 28 March 2023; Hits: 19387

What?
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; 21 March 2023; Hits: 19808

What?
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.

ZohoAnalytics: Pivot Campaigns vs Contacts

: Category: Zoho; 20 March 2023; Hits: 10662

What?
A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts.

Why?
Simply the client wanted a report on customers on each row and then the campaigns as columns.

What we want:

Contact Name     Lead Source     Campaign 1     Campaign 2     Campaign 3
---------------- --------------- -------------- -------------- --------------
Joel             Google Ads      Accepted       Invited        Sent
Me               Web             Invited        Accepted       Sent
Myself           Walk-In         Accepted       Sent           Invited

The catch is that our campaign names are in data rows not individual columns.

How?
There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with the GUI:

ZohoCRM: Get All eBay Active Listings

: Category: Zoho; 01 March 2023; Hits: 18536

What?
Another one of these articles talking about getting all the active product listings from eBay for a specific client.

Why?
Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory...

How?
So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho Inventory or any other Zoho app? Because we like to challenge ourselves...

Zoho Deluge: Generate a loop or list of any size

: Category: Zoho; 21 October 2022; Hits: 17113

What?
This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size.

Why?
My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week.

How?
As mentioned, using leftpad takes 2 parameters, the first is the string to start with, the second is the number of spaces to pad with.

ZohoDeluge: Get All eBay Orders Given a From and Till Date

: Category: Zoho; 28 February 2023; Hits: 16182

What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.

Why?
Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client.

How?
I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate an Access Token to your client's eBay store as that's covered in my article: Zoho Creator: Push to eBay Listings.

Zoho Creator: Disable/Hide the add and delete subform row options

Zoho Creator: Disable/Hide the add and delete subform row buttons

: Category: Zoho; 28 February 2023; Hits: 16102

What?
A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI.

Why?
Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item.

How?
So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link.