get a list of all accounts zoho connector

[ingen...@bammtech.cl]

I need to know why the “Get a list of all accounts” connector not bring all my accounts (266 accounts), only a few of them(19). Attached an screenshot.

I also would like to know if it is possible to filter the information of my accounts with parameters that are not native to ZOHO but according to which I made to give a category to my accounts.

[Sushma Padidela]

Hi,

The Zoho CRM APi's allows only to fetch 200 records at a time. If you have more records then you need to loop the connector activity in the process. 

Regarding getting 20 accounts, might be when you set the fromIndex and toIndex did you select something like 1 and 20?

Yes, if you have some filters on Accounts in your Zoho CRM then we can retrieve only those filtered accounts instead of all the Accounts.

Please see below example URL end point for Accounts filtered by some criteria and the view is named as "Accounts owned by Me"

json/Accounts/getRecords?newFormat=2&authtoken=xxxxxx&scope=crmapi&fromIndex=${s_index}&toIndex=${e_index}&sortColumnString=${"Company"?url}&sortOrderString=desc&version=2&&cvName=${"Accounts owned by Me"?url}

"Accounts owned by Me" should be URL encoded as it contains spaces by using ?url like above.

Attached screenshot of the same. You just need to input the fromIndex and toIndex values to the connector.

Thanks,

Sushma

Fujitsu RunMyProcess

On Thu, Feb 19, 2015 at 10:41 AM, <ingen...@bammtech.cl> wrote:

I need to know why the “Get a list of all accounts” connector not bring all my accounts (266 accounts), only a few of them(19). Attached an screenshot.

I also would like to know if it is possible to filter the information of my accounts with parameters that are not native to ZOHO but according to which I made to give a category to my accounts.

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[Sushma Padidela]

Hi,

You can check the loop on connector activity and write some while condition which suits or else you can create loop like process as attached screenshots(FYI,this is to get leads).Please refer to them. 

To your question related to "Canales" category, i hope all the names in the dropdown are filtered on some criteria. 

Like i said in the previous email write the Conenctor URL something like below and try to test it.

json/Accounts/getRecords?newFormat=2&authtoken=xxxxxx&scope=crmapi&fromIndex=${s_index}&toIndex=${e_index}&sortOrderString=desc&version=2&&cvName=${"Canales"?url}

https://www.zoho.com/crm/help/api/getrecords.html

Thanks,

Sushma

Fujitsu RunMyProcess

On Fri, Feb 20, 2015 at 7:18 AM, Grupo Ingenieria <ingen...@bammtech.cl> wrote:

Thank you for answer me. Works for me because it brings to me the 200 accounts what is the limit of the connector But I do not understood the loop. 
I saw the documentation and mentions that I need to put a condition and in that part I do not understood very well, so, I'll appreciate if you could help me with
that. About the filter, in your example,can you help me to understand that because I need to bring accounts that are in the "Canales" category as shown in
the screenshot .

from now thank you very much.

[Sushma Padidela]

Hi,

Can you remove the "Canales" : ${"Canales"} variable  from Input variables, you do not need to send it as an input variable as "Canales" is already a hardcoded category.

Please try to test it now.

Thanks,

Sushma

On Tue, Feb 24, 2015 at 10:11 AM, Grupo Ingenieria <ingen...@bammtech.cl> wrote:

oh thanks miss Sushma, but I cant filter only the counts on the "canales" category even using "version=2&&cvName=${"Canales"?url}". that bring it to me the number of accounts in the e_index. Which may be the error?

[Sushma Padidela]

Hi,

Looks like Zoho CRM APi's have changed. I am not able to find the related API to get filtered accounts(these are called Custom List Views) in the Zoho API documentation . The API URL which i gave you used to work sometime back as i have tested it myself.

Can you try to remove cvName and just write Name in the URL.

json/Accounts/getRecords?newFormat=2&authtoken=xxxxxx&scope=crmapi&fromIndex=${s_index}&toIndex=${e_index}&sortOrderString=desc&version=2&&Name=${"Canales"?url}

If that doesn't work you can contact Zoho support to provide exact API to get Accounts based on Custom List View.

https://www.zoho.com/crm/help/customization/list-views.html#Standard_List_Views

Thanks,

Sushma

Fujitsu RunMyProcess

On Tue, Feb 24, 2015 at 10:42 AM, Grupo Ingenieria <ingen...@bammtech.cl> wrote:

Hi,

I do that but still been the same.  :/

[Sushma Padidela]

Hi,

Good to know that your issue has been resolved :)

Can you share with us which approach worked, replacing cvName with Name or any other? 

It will helpful to others also, paste the full URL which is working.

Thanks,

Sushma

Fujitsu RunMyProcess Support

On Thu, Feb 26, 2015 at 7:03 AM, Grupo Ingenieria <ingen...@bammtech.cl> wrote:

thank you miss Sushma, for all your time and help, it works for me the connector :)