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Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

What?
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.

Why?
I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom.

How?
Based on the fact that the United Kingdom is on the Prime Meridian and when no daylight savings are in effect, the hour difference to UTC (Coordinated Universal Time) should be zero, then for checking if daylight savings is in effect in the UK, we should be able to take Greenwich Mean Time and compare to UTC.

What?
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


What?
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.

What?
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:
Zoho Inventory: Enable Tracking using the API

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.


What?
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.

What?
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.


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.


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".

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.


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:
copyraw
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
  1.  Contact Name     Lead Source     Campaign 1     Campaign 2     Campaign 3 
  2.  ---------------- --------------- -------------- -------------- -------------- 
  3.  Joel             Google Ads      Accepted       Invited        Sent 
  4.  Me               Web             Invited        Accepted       Sent 
  5.  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:

Category: Zoho :: Article: 842

What?
Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM.

Why?
Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA...

How?
So taking ideas from my previous article for ZohoCliq; let's use what we know to develop a ZohoZIA for a demo system.

There are several steps, so first we will set up the ZIA action "Ask ChatGPT" using the GUI, then we will capture the question using Deluge code and query the OpenAI ChatGPT API to return a response.

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...


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Joel Lipman
www.joellipman.com

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