Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 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...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 happen so the above code works at time of print. Things can change though and if the function is changed to remove every instance of the "distinct" list, then I'll have to come up with a different solution. Maybe Zoho could introduce a removeFirst() if...

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

ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 would need to do. How? Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST API...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 have a connection called "zworkdrive" which has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below to work,...

• 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 quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will check the datasource metadata via the Analytics API. Add a custom scheduler in Zoho People Login to ZohoPeople...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 neither the color code nor ID were necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used previously, I would use the code above to maintain tag colors. Here's the shortened version...

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 Label: fn - Products - Remove Duplicates Trigger: Standalone Purpose: Used to remove duplicate products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: -...

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

Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At time of print, we have...

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

Change Regional Settings for your Reporthttps://www.joellipman.com/articles/microsoft/ssrs/change-regional-settings-for-your-report.html

17 May 2010 Basically I thought that the regional settings of a report generated using Report Builder 2.0 on a MS SQL Server 2008 instance were dependent on either the server or the client machine. Realised that this was actually specified in the report. Here's a...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB