Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 A really quick article for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5...

• Type: Article
• Author: Joel Lipman
• Category: Xero
• 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 How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 Name: FN - Xero - Receive Webhook Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following...

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

Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month. How? First you have to get all the applicable fields from...

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

ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 } } } // // retrieve invoice details from ZohoBooks r_InvoiceDetails = zoho.books.getRecordsByID("invoices",v_BooksOrgID,v_ZB_InvoiceID,"zbooks"); m_Invoice = ifnull(r_InvoiceDetails.get("invoice"),m_Blank); if(m_Invoice.get("customer_id") != null) {...

• 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 m_UpdateInvoice.put("salesorder_number",v_NewRefNum); r_Update = zoho.books.updateRecord("Invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice); info r_Update; Update 2023 If the above doesn't work, consider making an API call to the following endpoint:...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom fields in your...

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

ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 } r_UpdateRelated = zoho.crm.bulkUpdate("Sales_Orders", l_UpdateSOs); // // cancel all related invoices // (...) // // mark the deal as processed r_UpdateDeal = zoho.crm.updateRecord("Deals", m_Deal.get("id"), {"Cancelled_Related_Records":true},...

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

Zoho Deluge - Modify the product line items in an invoice modulehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

22 August 2019 = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map(); r_InvoiceDetails = zoho.crm.getRecordById("Invoices",p_InvoiceID); for each r_ProductLineItem in r_InvoiceDetails.get("Product_Details") { m_NewProduct = Map(); m_NewProduct =...

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

Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date Stringhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-xero-date-unix-timestamp-to-standard-date-string.html

04 May 2020 anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in Unix Timestamps. How? We're going to filter out the unix...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking on "Save") Hover the mouse over "Quotes" and select "Quote Conversion Mapping" Map your...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 } // m_UpdateInvoice.put("custom_fields",l_NewCustomFields); r_UpdateInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice,"zbooks"); info r_UpdateInvoice; } } // // send ourselves an email as evidence that the workflow...

• 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 the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice: https://books.zoho.com/api/v3/invoices/pdf?organization_id=&invoice_ids= Invoice [Alt]: https://books.zoho.com/api/v3/invoices/?accept=pdf&organization_id= Bill:...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 } m_InvoiceDetails.put("line_items",l_InvoiceLineItems); // // create or update if(v_BooksInvoiceID != 0) { r_InvoiceSO = zoho.books.updateRecord("invoices",v_BooksOrgID,v_BooksInvoiceID.toString(),m_InvoiceDetails,"abzohobooks"); } else { r_InvoiceSO =...

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 { v_BooksInvoiceID = c_ThisOrder.ZohoBooks_Invoice_ID; r_ZB_InvoiceDetails = zoho.books.getRecordsByID("invoices",v_BooksOrgID,v_BooksInvoiceID.toString(),"zbooks"); if(r_ZB_InvoiceDetails.get("invoice") != null) { m_ZB_InvoiceDetails =...

• 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 in the response line something like the following: //... UPDATE INVOICE r_UpdateBooksInvoice = zoho.books.updateRecord("invoices",v_BooksOrgID,v_ZohoBooksID,m_InvoiceData,"zbooks"); if(!isNull(r_UpdateBooksInvoice.get("invoice"))) {...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function invokeURL rather than the usual...

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

Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

17 July 2019 // // get Grant Token v_EndPoint = "https://accounts.zoho.com/oauth/v2/auth"; v_Scope = "ZohoBooks.contacts.ALL,ZohoBooks.invoices.ALL,ZohoBooks.purchaseorders.ALL"; v_State = "testing"; v_ResponseType = "code"; v_Access = "offline"; v_Prompt =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 it to a CRM record. This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your Zoho CRM with your Zoho Books. Why? Because then Zoho Books will create 3 custom...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 that bit of information Zoho is reluctantly letting you have (such as comment information for estimates/sales orders/invoices). There are some quietly documented scopes granting absolute access: ZohoBooks.fullaccess.all ZohoInventory.FullAccess.all...

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