Here we learn How to insert record in ZOHO modules using Curl request.
Insert Record In Zoho Module
Before making the api call to Insert records with the rest apis we need to follow some Steps.
1: To generate the Auth Token, you need to follow Below URL.
http://staging.thecodehubs.com/generate-access-code-using-postman-for-zoho
2: Create zoho-insert.php file to insert record in module and put below code in this file.
Request URL :
https://www.zohoapis.com/crm/v2/{module_name}
Where,
Module_name: The API name of the module
Possible_Module_name: leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom, and notes.
<?php
$header = array(
'Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
);
$data = array(
'data' => array(
array(
'Company' => 'testing-company',
'Last_Name' => 'testing',
'First_Name' => 'test',
'Email' => 'testingtest@gmail.com',
'State' => 'Texas',
),
),
'trigger' => array(),
);
$data_json = json_encode( $data );
$ch = curl_init();
curl_setopt( $ch, CURLOPT_URL, "https://www.zohoapis.com/crm/v2/{Module_name}");
curl_setopt( $curl, CURLOPT_HTTPHEADER, $header );
curl_setopt( $ch, CURLOPT_CUSTOMREQUEST, "PUT" );
curl_setopt( $ch, CURLOPT_POSTFIELDS, $data_json );
curl_setopt( $ch, CURLOPT_RETURNTRANSFER, true );
$response = curl_exec($ch);
curl_close($ch);
?>
While inserting records there are a few Mandatory fields that you need to mention.
| Module | mandatory field |
|---|---|
| Leads | Last_Name – Single Line |
| Contacts | Last_Name – Single Line |
| Accounts | Account_Name – Single Line |
| Deals | Deal_Name- Single Line Stage – Picklist |
| Tasks | Subject – Multi Line |
| Calls | Subject – Multi Line Call_Type – Picklist Call_Start_Time – Date/Time Call_Duration – Single Line |
| Events | Event_Title- Single Line Start_DateTime – Date/Time End_DateTime – Date/Time |
| Products | Product_Name – Single Line |
| Quotes | Subject- Single Line Product_Details – Product Line Item |
| Invoices | Subject- Single Line Product_Details – Product Line Item |
| Campaigns | Campaign_Name – Single Line |
| Price Books | Price_Book_Name- Single Line Pricing_Details- JSON Array with “from_range”, “to_range”, “discount” |
| Cases | Case_Origin – Picklist Status- Picklist Subject – Single Line |
| Solutions | Solution_Title- Single Line |
| Purchase Orders | Subject- Single Line Vendor_Name- Lookup Product_Details – Product Line Item |
| Sales Orders | Subject- Single Line Product_Details – Product Line Item |
