Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 authorized and checking the Redirect URI passed in the URL and then updating your app with the same value, such as: // for Books OAuth 2.0 Connection - Custom Service - on account server EU https://dre.zoho.eu/delugeauth/callback // for Books OAuth 2.0...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 on this record. Cannot send this quote."; } return v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice:...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 but in this case it is the rate that gets rounded. The numbers at the end still need to match what's in CRM and with ZohoBooks rounding differently can make cent/penny errors into 100s of dollar/pound errors. Zoho CRM has a fun way of rounding which...

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

Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 cycles through the invoice line items to insert the "sales_order_item_id" field v_InvoiceID = invoice.get("invoice_id"); v_BooksOrgID = organization.get("organization_id"); // // a sales order has been created, get its ID (required) and reference...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 dates, we're going to use a range of 1 month before and 1 month after the requested date (so this works as long as no one books longer than a month in one go - increase the submonth/addmonth parameter if an employee can book longer than a month): // set...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting feature differently. This article is an effort to find clear and working solutions. It is...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 some Deluge Script and plug in the following code if(!isnull(input.Zoho_Inventory_ID)) { // // specify your own Inventory/Books organization ID v_BooksOrgID = 20221234567; // // determine URL of file to download (note the DC here is EU but yours might...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 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 PNL report that...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET connection:"zinventory" ]; m_Accounts = Map();...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the other...

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

Zoho Finance Suite Schedule: PATTERN NOT MATCHEDhttps://www.joellipman.com/articles/crm/zoho/zoho-finance-suite-schedule-pattern-not-matched.html

12 June 2023 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...

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