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Assuming each is required, the following 209 results were found.

  1. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    month"... How? Rather than just babble on about it, here's the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values might have commas and someone may want to open this in Google Sheets or Microsoft...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    records if(v_ResponseCode == 3000) { v_RelatedListXML = ""; l_SearchResults = r_SearchResults.get("data").toJSONList(); for each r_Result in l_SearchResults { // init v_DateTill= "-"; v_QuoteTotalDisp= "-"; v_Index = v_Index + 1; v_RelatedListXML =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-salespersons.html

    after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    { l_Users = zoho.crm.getRecordById("users",r_DealDetails.get("Owner").get("id")); for each r_UserDetails in l_Users { m_UserDetails = r_UserDetails.toMap(); if(!isnull(m_UserDetails.get("Division"))) { v_DivisionID = ""; v_DivisionName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    date at 2:00am Run Daily Name the workflow Daily Delete Record Click on Create Workflow Give it the following code: for each r_ApplicableRecord in Inventory_Photo[Added_Time Developer Space > Connections Create Connection Give it the scope(s):...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  7. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    if(!isnull(r_SearchResults.get("customerpayments"))) { l_SearchResults = r_SearchResults.get("customerpayments"); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("payment_id"))) { // // invalid searches will return 200 results...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    0; l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit"); for each r_Candidate in l_CandidateSearch { if(!isnull(r_Candidate.get("CANDIDATEID"))) { v_CandidatePlacedCount =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  9. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  10. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any IDs used in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    to loop, so try and give a number higher than the actual number of products you have in your shop, it will stop when it's reached the end of the list as per eBay and not what you might have thought it was. /* Function: fn_GetEbayActiveProducts()...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  14. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    = ceil(v_MaximumOrders / v_PerPage); l_AddPages = leftpad(" ",v_TotalNumberOfPages).replaceAll(" ",",").toList(); for each index v_Increment in l_AddPages { l_Pages.add(v_Increment + 1); } v_TotalNumberOfPages = l_Pages.size(); // // declare variables...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    + v_BooksOrgID type :GET connection:"joel_books" ]; if(!isnull(r_Taxes.get("taxes"))) { for each r_Tax in r_Taxes.get("taxes") { m_Taxes.put(r_Tax.get("tax_percentage").toString(),r_Tax.get("tax_id")); } } l_DebugMessages.add("ZB Taxes: " + m_Taxes); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  16. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    this variable name is in plural, but as a custom function within ZohoBooks, we know this is just 1 bill record, still... for each r_Bill in bills { v_BillID = r_Bill.get("bill_id"); } // // send attachment request r_Attachment = invokeurl [ url:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    p_TicketRef) { v_TicketRef = ifnull(p_TicketRef,""); c_TicketRecords = QC_Report_Table[Ticket_Number == v_TicketRef]; for each c_TicketRecord in c_TicketRecords { info "Ticket Ref: " + c_TicketRecord.Ticket_Number; v_CountImages = 0; v_CountNew = 0; for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    = ifnull(r_Analytics.get("data"),Map()); l_DataSources = ifnull(m_ResponseData.get("dataSources"),List()); for each m_DataSource in l_DataSources { if(m_DataSource.get("datasourceName").equalsIgnoreCase("Zoho People")) { v_LastSyncTime =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  19. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    Modified"}); // // build up related list rows l_RelatedListData = List(); for each m_DataRow in l_DataRows { // double-check in case books has returned 1st page rather than filtered rows if(m_DataRow.get("SO ID") == v_SalesOrderID) { m_Details = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    r_UpdateBooksInvoice.get("message"); } It's a cop-out I know, but it beats the accounts staff having to enter the adjustment each time. The create invoice process would be treated the same. The below are all the various methods I tried to resolve this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
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