Insert Records API

Purpose

To add new entities to a module.

Request Details

Request URL

https://www.zohoapis.com/crm/v2/{module_api_name}

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.modules.ALL
(or)
scope=ZohoCRM.modules.{module_name}.{operation_type}

Possible module names

leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom, and notes

Possible operation types

ALL - Full access to the record
WRITE - Edit records in the module
CREATE - Create records in the module

Note
  • To insert a single record, send only one JSON object in the input with the necessary keys and values.

  • The 'INVALID_DATA' error is thrown if the field value length is more than the maximum length defined for that field.

  • If an API is used inside a Function and the field value length exceeds the limit, then that function receives an error response from the API. For ex: If the max length for a "Text field" is defined as 10, then value given for it in API cannot be "12345678901", as it has 11 characters.

  • Duplicates are checked for every insert record API call based on unique fields.

  • A maximum of 100 records can be inserted per API call.

  • You must use only Field API names in the input. You can obtain the field API names from:

    • Fields metadata API (the value for the key “api_name” for every field). (Or)

    • Setup > Developer Space > APIs > API Names > {{Module}}. Choose “Fields” from the “Filter By” drop-down.

  • The trigger input can be workflow, approval, or blueprint. If "trigger" is not mentioned, the workflows, approvals and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows.

  • Records with Subform details can also be inserted to CRM using the Records API. Please look at Subforms API to learn more about adding subform information within a record.

  • The $approved key is used to create records in the approval mode. It is mostly used for leads and contacts procured from web forms. Specify the value as false to create the record in approval mode.

  • Refer to Response Structure for more details about the JSON keys, values, and their descriptions. You can also use the sample response of each module as the input when you insert, update, or upsert a record in that corresponding module.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v2/Leads"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@newlead.json"
-X POST
3.0.08.0
Copied//API Name of the module to create records
String moduleAPIName = "Leads";

//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();

//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper bodyWrapper = new BodyWrapper();

//List of Record instances
List < com.zoho.crm.api.record.Record > records = new ArrayList < com.zoho.crm.api.record.Record > ();

//Get instance of Record Class
com.zoho.crm.api.record.Record record1 = new com.zoho.crm.api.record.Record();

/*
 * Call addFieldValue method that takes two arguments
 * 1 -> Call Field "." and choose the module from the displayed list and press "." and choose the field name from the displayed list.
 * 2 -> Value
 */
//		record1.addFieldValue(Field.Leads.CITY, "City");
//		
record1.addFieldValue(Field.Leads.LAST_NAME, "Last Name");
//		
//		record1.addFieldValue(Field.Leads.FIRST_NAME, "First Name");
//		
//		record1.addFieldValue(Field.Leads.COMPANY, "KKRNP");

/*
 * Call addKeyValue method that takes two arguments
 * 1 -> A string that is the Field's API Name
 * 2 -> Value
 */
//		record1.addKeyValue("Custom_field", "Value");
//		
//		record1.addKeyValue("Custom_field_2", "value");
//		
//		record1.addKeyValue("Date_1", LocalDate.of(2021, 1, 13));
//		
//		record1.addKeyValue("Subject", "AutomatedSDK");

List < FileDetails > fileDetails = new ArrayList < FileDetails > ();

FileDetails fileDetail1 = new FileDetails();

fileDetail1.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c32537b7c2400dadca8ff55f620c65357da");

fileDetails.add(fileDetail1);

FileDetails fileDetail2 = new FileDetails();

fileDetail2.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c32e0063e7321b5b4ca878a934519e6cdb2");

fileDetails.add(fileDetail2);

FileDetails fileDetail3 = new FileDetails();

fileDetail3.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c323daf4780bfe0058133556f155795981f");

fileDetails.add(fileDetail3);

record1.addKeyValue("File_Upload", fileDetails);

/** Following methods are being used only by Inventory modules */

//		com.zoho.crm.api.record.Record dealName = new com.zoho.crm.api.record.Record();
//		
//		dealName.addFieldValue(Field.Deals.ID, 3477061000004995070L);
//		
//		record1.addFieldValue(Field.Sales_Orders.DEAL_NAME, dealName);
//		
//		com.zoho.crm.api.record.Record contactName = new com.zoho.crm.api.record.Record();
//		
//		contactName.addFieldValue(Field.Contacts.ID, 3477061000004977055L);
//		
//		record1.addFieldValue(Field.Purchase_Orders.CONTACT_NAME, contactName);
//		
//		com.zoho.crm.api.record.Record accountName = new com.zoho.crm.api.record.Record();
//		
//		accountName.addKeyValue("name", "automatedAccount");
//		
//		record1.addFieldValue(Field.Quotes.ACCOUNT_NAME, accountName);
//		
//		i
//		
//		List<InventoryLineItems> inventoryLineItemList = new ArrayList<InventoryLineItems>();
//		
//		InventoryLineItems inventoryLineItem = new InventoryLineItems();
//		
//		LineItemProduct lineItemProduct = new LineItemProduct();
//		
//		lineItemProduct.setId(3477061000005356009L);
//		
//		inventoryLineItem.setProduct(lineItemProduct);
//		
//		inventoryLineItem.setQuantity(1.5);
//		
//		inventoryLineItem.setProductDescription("productDescription");
//		
//		inventoryLineItem.setListPrice(10.0);
//		
//		inventoryLineItem.setDiscount("5.0");

//		inventoryLineItem.setDiscount("5.25%");
//		
//		List<LineTax> productLineTaxes = new ArrayList<LineTax>();
//		
//		LineTax productLineTax = new LineTax();
//		
//		productLineTax.setName("Tax1");
//		
//		productLineTax.setPercentage(20.0);
//		
//		productLineTaxes.add(productLineTax);
//		
//		inventoryLineItem.setLineTax(productLineTaxes);
//		
//		inventoryLineItemList.add(inventoryLineItem);
//
//		record1.addKeyValue("Product_Details", inventoryLineItemList);
//		
//		List<LineTax> lineTaxes = new ArrayList<LineTax>();
//		
//		LineTax lineTax = new LineTax();
//		
//		lineTax.setName("Tax1");
//		
//		lineTax.setPercentage(20.0);
//		
//		lineTaxes.add(lineTax);
//		
//		record1.addKeyValue("$line_tax", lineTaxes);

/** End Inventory **/

/** Following methods are being used only by Activity modules */

//Tasks
//		record1.addFieldValue(Field.Tasks.DESCRIPTION, "Test Task");
//		
//		record1.addKeyValue("Currency",new Choice("INR"));
//		
//		RemindAt remindAt = new RemindAt();
//		
//		remindAt.setAlarm("FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:2020-07-03T12:30:00+05:30");
//		
//		record1.addFieldValue(Field.Tasks.REMIND_AT, remindAt);
//		
//		com.zoho.crm.api.record.Record whoId = new com.zoho.crm.api.record.Record();
//		
//		whoId.setId(3477061000004977055L);
//		
//		record1.addFieldValue(Field.Tasks.WHO_ID, whoId);
//		
//		record1.addFieldValue(Field.Tasks.STATUS,new Choice("Waiting for input"));
//		
//		record1.addFieldValue(Field.Tasks.DUE_DATE, LocalDate.of(2021, 1, 13));
//		
//		record1.addFieldValue(Field.Tasks.PRIORITY,new Choice("High"));
//		
//		record1.addKeyValue("$se_module", "Accounts");
//		
//		com.zoho.crm.api.record.Record whatId = new com.zoho.crm.api.record.Record();
//		
//		whatId.setId(3477061000000207118L);
//		
//		record1.addFieldValue(Field.Tasks.WHAT_ID, whatId);

/** Recurring Activity can be provided in any activity module*/

//		RecurringActivity recurringActivity = new RecurringActivity();
//		
//		recurringActivity.setRrule("FREQ=DAILY;INTERVAL=10;UNTIL=2020-08-14;DTSTART=2020-07-03");
//		
//		record1.addFieldValue(Field.Events.RECURRINGACTIVITY, recurringActivity);
//		
//Events
//		record1.addFieldValue(Field.Events.DESCRIPTION, "Test Events");
//		
//		OffsetDateTime startDateTime = OffsetDateTime.of(2020, 01, 02, 10, 00, 00, 00, ZoneOffset.of("+05:30")); 
//		
//		record1.addFieldValue(Field.Events.START_DATETIME, startDateTime);
//		
//		List<Participants> participants = new ArrayList<Participants>();
//		
//		Participants participant1 = new Participants();
//		
//		participant1.setParticipant("abc@gmail.com");
//		
//		participant1.setType("email");
//		
//		participant1.setId(3477061000005902017L);
//		
//		participants.add(participant1);
//		
//		Participants participant2 = new Participants();
//		
//		participant2.addKeyValue("participant", "3477061000005908033");
//		
//		participant2.addKeyValue("type", "lead");
//		
//		participants.add(participant2);
//		
//		record1.addFieldValue(Field.Events.PARTICIPANTS, participants);
//		
//		record1.addKeyValue("$send_notification", true);
//		
//		record1.addFieldValue(Field.Events.EVENT_TITLE, "New Automated Event");
//		
//		OffsetDateTime enddatetime = OffsetDateTime.of(2020, 05, 02, 10, 00, 00, 00, ZoneOffset.of("+05:30")); 
//		
//		record1.addFieldValue(Field.Events.END_DATETIME, enddatetime);
//		
//		OffsetDateTime remindAt = OffsetDateTime.of(2020, 05, 02, 05, 00, 00, 00, ZoneOffset.of("+05:30"));
//		
//		record1.addFieldValue(Field.Events.REMIND_AT, remindAt);
//		
//		record1.addFieldValue(Field.Events.CHECK_IN_STATUS, "PLANNED");
//		
//		record1.addKeyValue("$se_module", "Leads");
//		
//		com.zoho.crm.api.record.Record whatId = new com.zoho.crm.api.record.Record();
//		
//		whatId.setId(3477061000004381002);
//		
//		record1.addFieldValue(Field.Events.WHAT_ID, whatId);

/** End Activity **/

/** Following methods are being used only by Price_Books modules */
//		
//		List<PricingDetails> pricingDetails = new ArrayList<PricingDetails>();
//		
//		PricingDetails pricingDetail1 = new PricingDetails();
//		
//		pricingDetail1.setFromRange(1.0);
//		
//		pricingDetail1.setToRange(5.0);
//		
//		pricingDetail1.setDiscount(2.0);
//		
//		pricingDetails.add(pricingDetail1);
//		
//		PricingDetails pricingDetail2 = new PricingDetails();
//		
//		pricingDetail2.addKeyValue("from_range", 6.0);
//		
//		pricingDetail2.addKeyValue("to_range", 11.0);
//		
//		pricingDetail2.addKeyValue("discount", 3.0);
//		
//		pricingDetails.add(pricingDetail2);
//		
//		record1.addFieldValue(Field.Price_Books.PRICING_DETAILS, pricingDetails);
//		
//		record1.addKeyValue("Email", "raja.k12@zoho.com");
//		
//		record1.addFieldValue(Field.Price_Books.DESCRIPTION, "TEST");
//		
//		record1.addFieldValue(Field.Price_Books.PRICE_BOOK_NAME, "book_name");
//		
//		record1.addFieldValue(Field.Price_Books.PRICING_MODEL, new Choice("Flat"));

List < Tag > tagList = new ArrayList < Tag > ();

Tag tag = new Tag();

tag.setName("Testtask");

tagList.add(tag);

record1.setTag(tagList);

//Add Record instance to the list
records.add(record1);

//Set the list to Records in BodyWrapper instance
bodyWrapper.setData(records);

List < String > trigger = new ArrayList < String > ();

trigger.add("approval");

trigger.add("workflow");

trigger.add("blueprint");

bodyWrapper.setTrigger(trigger);

//bodyWrapper.setLarId("3477061000000087515");

HeaderMap headerInstance = new HeaderMap();

//Call createRecords method that takes moduleAPIName and BodyWrapper instance as parameter.
APIResponse < ActionHandler > response = recordOperations.createRecords(moduleAPIName, bodyWrapper, headerInstance);
Copiedpackage com.zoho.crm.api.sample.restapi.records;
import javax.net.ssl.SSLContext;
import org.apache.http.HttpEntity;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpEntityEnclosingRequestBase;
import org.apache.http.client.methods.HttpPost;
import org.apache.http.client.methods.HttpUriRequest;
import org.apache.http.client.utils.URIBuilder;
import org.apache.http.conn.ssl.NoopHostnameVerifier;
import org.apache.http.conn.ssl.SSLConnectionSocketFactory;
import org.apache.http.entity.StringEntity;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.protocol.HTTP;
import org.apache.http.util.EntityUtils;
import org.json.JSONArray;
import org.json.JSONObject;
public class InsertRecordsAPI 
{
	@SuppressWarnings("deprecation")
	public static void main(String[] args) 
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/Leads");
			HttpUriRequest requestObj = new HttpPost(uriBuilder.build());
			HttpEntityEnclosingRequestBase requestBase = (HttpEntityEnclosingRequestBase) requestObj;
			JSONObject requestBody = new JSONObject();
			JSONArray recordArray = new JSONArray();
			JSONObject recordObject = new JSONObject();
			recordObject.put("Company", "Zylker");
			recordObject.put("Last_Name", "Daly");
			recordObject.put("First_Name", "Paul");
			recordObject.put("Email", "p.daly@zylker.com");
			recordObject.put("State", "Texas");
			recordArray.put(recordObject);
			recordObject = new JSONObject();
			recordObject.put("Company", "Villa Margarita");
			recordObject.put("Last_Name", "Dolan");
			recordObject.put("First_Name", "Brian");
			recordObject.put("Email", "brian@villa.com");
			recordObject.put("State", "Texas");
			recordArray.put(recordObject);
			requestBody.put("data", recordArray);
			JSONArray trigger = new JSONArray();
			trigger.put("approval");
			trigger.put("workflow");
			trigger.put("blueprint");
			requestBody.put("trigger", trigger);
			requestBase.setEntity(new StringEntity(requestBody.toString(), HTTP.UTF_8));
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
}
3.0.07.x
Copied//Get instance of RecordOperations Class that takes moduleAPIName as parameter
$recordOperations = new RecordOperations();		
//Get instance of BodyWrapper Class that will contain the request body
$bodyWrapper = new BodyWrapper();
//List of Record instances
$records = array();
$recordClass = 'com\zoho\crm\api\record\Record';
//Get instance of Record Class
$record1 = new $recordClass();
/*
 * Call addFieldValue method that takes two arguments
 * 1 -> Call Field "." and choose the module from the displayed list and press "." and choose the field name from the displayed list.
 * 2 -> Value
 */
$field = new Field("");
$record1->addFieldValue(Leads::LastName(), "FROm PHP");
$record1->addFieldValue(Accounts::AccountName(), "Account_Name"); 
record1->addKeyValue("Date_1", new \DateTime('2021-03-08'));
$record1->addKeyValue("Date_Time_2", date_create("2020-06-02T11:03:06+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get())));
$startdatetime = date_create("2020-06-02T11:03:06+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get()));
$record1->addFieldValue(Events::StartDateTime(), $startdatetime);
$record1->addFieldValue(Events::EventTitle(), "From PHP");
$enddatetime = date_create("2020-07-02T11:03:06+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get()));		
$record1->addFieldValue(Events::EndDateTime(), $enddatetime);
$tagList = array();
$tag = new Tag();
$tag->setName("Testtask");
array_push($tagList, $tag);
//Set the list to Tags in Record instance
$record1->setTag($tagList);
$bodyWrapper->setData($records);
$trigger = array("approval", "workflow", "blueprint");
$bodyWrapper->setTrigger($trigger);
$headerInstance = new HeaderMap();
$response = $recordOperations->createRecords($moduleAPIName,$bodyWrapper,$headerInstance);
Copied<?php

class InsertRecords
{
    public function execute(){
        $curl_pointer = curl_init();
        
        $curl_options = array();
        $url = "https://www.zohoapis.com/crm/v2/Leads";
        
        $curl_options[CURLOPT_URL] =$url;
        $curl_options[CURLOPT_RETURNTRANSFER] = true;
        $curl_options[CURLOPT_HEADER] = 1;
        $curl_options[CURLOPT_CUSTOMREQUEST] = "POST";
        $requestBody = array();
        $recordArray = array();
        $recordObject = array();
        $recordObject["Company"]="FieldAPIValue";
        $recordObject["Last_Name"]="347706107420006";
        $recordObject["First_Name"]="34770617420006";
        $recordObject["State"]="FieldAPIValue";

        
        
        $recordArray[] = $recordObject;
        $requestBody["data"] =$recordArray;
        $curl_options[CURLOPT_POSTFIELDS]= json_encode($requestBody);
        $headersArray = array();
        
        $headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " . "1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
        
        $curl_options[CURLOPT_HTTPHEADER]=$headersArray;
        
        curl_setopt_array($curl_pointer, $curl_options);
        
        $result = curl_exec($curl_pointer);
        $responseInfo = curl_getinfo($curl_pointer);
        curl_close($curl_pointer);
        list ($headers, $content) = explode("\r\n\r\n", $result, 2);
        if(strpos($headers," 100 Continue")!==false){
            list( $headers, $content) = explode( "\r\n\r\n", $content , 2);
        }
        $headerArray = (explode("\r\n", $headers, 50));
        $headerMap = array();
        foreach ($headerArray as $key) {
            if (strpos($key, ":") != false) {
                $firstHalf = substr($key, 0, strpos($key, ":"));
                $secondHalf = substr($key, strpos($key, ":") + 1);
                $headerMap[$firstHalf] = trim($secondHalf);
            }
        }
        $jsonResponse = json_decode($content, true);
        if ($jsonResponse == null && $responseInfo['http_code'] != 204) {
            list ($headers, $content) = explode("\r\n\r\n", $content, 2);
            $jsonResponse = json_decode($content, true);
        }
        var_dump($headerMap);
        var_dump($jsonResponse);
        var_dump($responseInfo['http_code']);
        
    }
    
}
(new InsertRecords())->execute();
3.0.08.x
Copied//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper bodyWrapper = new BodyWrapper();
//List of Record instances
List<Com.Zoho.Crm.API.Record.Record> records = new List<Com.Zoho.Crm.API.Record.Record>();
//Get instance of Record Class
Com.Zoho.Crm.API.Record.Record record1 = new Com.Zoho.Crm.API.Record.Record();
/*
* Call addFieldValue method that takes two arguments
* 1 -> Call Field "." and choose the module from the displayed list and press "." and choose the field name from the displayed list.
* 2 -> Value
*/
record1.AddFieldValue(Leads.CITY, "City");
record1.AddFieldValue(Leads.LAST_NAME, "Last Name");
record1.AddFieldValue(Leads.FIRST_NAME, "First Name");
record1.AddFieldValue(Leads.COMPANY, "KKRNP");
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
record1.AddKeyValue("Custom_field", "Value");
record1.AddKeyValue("Custom_field_2", "value");
record1.AddKeyValue("Date_Time_2", new DateTimeOffset(new DateTime(2020, 05, 15, 12, 0, 0, DateTimeKind.Local)));
record1.AddKeyValue("Date_1", new DateTime(2021, 1, 13).Date);
record1.AddKeyValue("Subject", "AutomatedSDK");
List<FileDetails> fileDetails = new List<FileDetails>();
FileDetails fileDetail1 = new FileDetails();
fileDetail1.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c32537b7c2400dadca8ff55f620c65357da";
fileDetails.Add(fileDetail1);
FileDetails fileDetail2 = new FileDetails();
fileDetail2.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c32e0063e7321b5b4ca878a934519e6cdb2";
fileDetails.Add(fileDetail2);
FileDetails fileDetail3 = new FileDetails();
fileDetail3.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c323daf4780bfe0058133556f155795981f";
fileDetails.Add(fileDetail3);
record1.AddKeyValue("File_Upload", fileDetails);
//Products
record1.AddFieldValue(Products.PRODUCT_NAME, "Product_Name");
Com.Zoho.Crm.API.Record.Record vendorName = new Com.Zoho.Crm.API.Record.Record();
vendorName.AddFieldValue(Products.ID, 3477061000004996051);
record1.AddFieldValue(Products.VENDOR_NAME, vendorName);
record1.AddFieldValue(Products.PRODUCT_CATEGORY, new Choice<string>("Software"));
record1.AddFieldValue(Products.PRODUCT_ACTIVE, true);
record1.AddFieldValue(Products.SALES_START_DATE, new DateTime(2020, 10, 12));
record1.AddFieldValue(Products.SALES_END_DATE, new DateTime(2020, 12, 12));
record1.AddFieldValue(Products.TAXABLE, true);
List<Choice<string>> taxes = new List<Choice<string>>();
taxes.Add(new Choice<string>("MyTax22"));
taxes.Add(new Choice<string>("Sales Tax"));
taxes.Add(new Choice<string>("MyTax11"));
taxes.Add(new Choice<string>("Vat"));
taxes.Add(new Choice<string>("MyTax23"));
record1.AddFieldValue(Products.TAX, taxes);
/** Following methods are being used only by Inventory modules */
Com.Zoho.Crm.API.Record.Record dealName = new Com.Zoho.Crm.API.Record.Record();
dealName.AddFieldValue(Deals.ID, 3477061000004995070);
record1.AddFieldValue(Sales_Orders.DEAL_NAME, dealName);
Com.Zoho.Crm.API.Record.Record contactName = new Com.Zoho.Crm.API.Record.Record();
contactName.AddFieldValue(Contacts.ID, 3477061000004977055);
record1.AddFieldValue(Purchase_Orders.CONTACT_NAME, contactName);
Com.Zoho.Crm.API.Record.Record accountName = new Com.Zoho.Crm.API.Record.Record();
accountName.AddKeyValue("name", "automatedAccount");
record1.AddFieldValue(Quotes.ACCOUNT_NAME, accountName);
List<InventoryLineItems> inventoryLineItemList = new List<InventoryLineItems>();
InventoryLineItems inventoryLineItem = new InventoryLineItems();
LineItemProduct lineItemProduct = new LineItemProduct();
lineItemProduct.Id = 3477061000006611017;
inventoryLineItem.Product = lineItemProduct;
inventoryLineItem.Quantity = 1.5;
inventoryLineItem.ProductDescription = "productDescription";
inventoryLineItem.ListPrice = 10.0;
inventoryLineItem.Discount = "5.0";
inventoryLineItem.Discount = "5.25%";
List<LineTax> productLineTaxes = new List<LineTax>();
LineTax productLineTax = new LineTax();
productLineTax.Name = "MyTax22";
productLineTax.Percentage = 20.0;
productLineTaxes.Add(productLineTax);
inventoryLineItem.LineTax = productLineTaxes;
inventoryLineItemList.Add(inventoryLineItem);
record1.AddKeyValue("Product_Details", inventoryLineItemList);
List<LineTax> lineTaxes = new List<LineTax>();
LineTax lineTax = new LineTax();
lineTax.Name = "MyTax22";
lineTax.Percentage = 20.0;
lineTaxes.Add(lineTax);
record1.AddKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
/** Following methods are being used only by Activity modules */
//Tasks
record1.AddFieldValue(Tasks.DESCRIPTION, "Test Task");
record1.AddKeyValue("Currency", new Choice<string>("INR"));
RemindAt remindAt = new RemindAt();
remindAt.Alarm = "FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:2020-09-03T12:30:00+05:30";
record1.AddFieldValue(Tasks.REMIND_AT, remindAt);
Com.Zoho.Crm.API.Record.Record whoId = new Com.Zoho.Crm.API.Record.Record();
whoId.Id = 3477061000004977055;
record1.AddFieldValue(Tasks.WHO_ID, whoId);
record1.AddFieldValue(Tasks.STATUS, new Choice<string>("Waiting for input"));
record1.AddFieldValue(Tasks.DUE_DATE, new DateTime(2021, 1, 13));
record1.AddFieldValue(Tasks.PRIORITY, new Choice<string>("High"));
record1.AddKeyValue("$se_module", "Accounts");
record1.AddFieldValue(Tasks.SUBJECT, "Email1");
Com.Zoho.Crm.API.Record.Record whatId = new Com.Zoho.Crm.API.Record.Record();
whatId.Id = 3477061000000207118;
record1.AddFieldValue(Tasks.WHAT_ID, whatId);
/** Recurring Activity can be provided in any activity module*/
RecurringActivity recurringActivity = new RecurringActivity();
recurringActivity.Rrule = "FREQ=DAILY;INTERVAL=10;UNTIL=2020-08-14;DTSTART=2020-07-03";
record1.AddFieldValue(Events.RECURRING_ACTIVITY, recurringActivity);
//Events
record1.AddFieldValue(Events.DESCRIPTION, "Test Events");
DateTimeOffset startDateTime = new DateTimeOffset(new DateTime(2020, 05, 15, 12, 0, 0, DateTimeKind.Local));
record1.AddFieldValue(Events.START_DATETIME, startDateTime);
List<Participants> participants = new List<Participants>();
Participants participant1 = new Participants();
participant1.Participant = "raja@gmail.com";
participant1.Type = "email";
participant1.Id = 3477061000005902017;
participants.Add(participant1);
Participants participant2 = new Participants();
participant2.AddKeyValue("participant", "3477061000007078158");
participant2.AddKeyValue("type", "lead");
participants.Add(participant2);
record1.AddFieldValue(Events.PARTICIPANTS, participants);
record1.AddKeyValue("$send_notification", true);
record1.AddFieldValue(Events.EVENT_TITLE, "New Automated Event");
DateTimeOffset enddatetime = new DateTimeOffset(new DateTime(2020, 09, 15, 12, 0, 0, DateTimeKind.Local));
record1.AddFieldValue(Events.END_DATETIME, enddatetime);
DateTimeOffset remindAt1 = new DateTimeOffset(new DateTime(2020, 08, 15, 12, 0, 0, DateTimeKind.Local));
record1.AddFieldValue(Events.REMIND_AT, remindAt1);
record1.AddFieldValue(Events.CHECK_IN_STATUS, "PLANNED");
record1.AddKeyValue("$se_module", "Leads");
Com.Zoho.Crm.API.Record.Record whatId1 = new Com.Zoho.Crm.API.Record.Record();
whatId1.Id = 3477061000004381002;
record1.AddFieldValue(Events.WHAT_ID, whatId1);
/** End Activity **/
/** Following methods are being used only by Price_Books modules */
List<PricingDetails> pricingDetails = new List<PricingDetails>();
PricingDetails pricingDetail1 = new PricingDetails();
pricingDetail1.FromRange = 1.0;
pricingDetail1.ToRange = 5.0;
pricingDetail1.Discount = 2.0;
pricingDetails.Add(pricingDetail1);
PricingDetails pricingDetail2 = new PricingDetails();
pricingDetail2.AddKeyValue("from_range", 6.0);
pricingDetail2.AddKeyValue("to_range", 11.0);
pricingDetail2.AddKeyValue("discount", 3.0);
pricingDetails.Add(pricingDetail2);
record1.AddFieldValue(Price_Books.PRICING_DETAILS, pricingDetails);
record1.AddKeyValue("Email", "raja.k126@zoho.com");
record1.AddFieldValue(Price_Books.DESCRIPTION, "TEST");
record1.AddFieldValue(Price_Books.PRICE_BOOK_NAME, "book_name");
record1.AddFieldValue(Price_Books.PRICING_MODEL, new Choice<string>("Flat1"));
List<Tag> tagList = new List<Tag>();
Tag tag = new Tag();
tag.Name = "Testtask";
tagList.Add(tag);
record1.Tag = tagList;
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
bodyWrapper.Data = records;
List<string> trigger = new List<string>();
trigger.Add("approval");
trigger.Add("workflow");
trigger.Add("blueprint");
bodyWrapper.Trigger = trigger;
//bodyWrapper.LarId = "3477061000000087515";
HeaderMap headerInstance = new HeaderMap();
//Call CreateRecords method that takes moduleAPIName and BodyWrapper instance as parameter.
APIResponse<ActionHandler> response = recordOperations.CreateRecords(moduleAPIName, bodyWrapper,headerInstance);
Copiedusing System;
using System.IO;
using System.Net;
using System.Text;
using Newtonsoft.Json.Linq;
namespace Com.Zoho.Crm.API.Sample.RestAPI.Records
{
    public class InsertRecordsAPI
    {
        public static void InsertRecords()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/Leads");
            request.Method = "POST";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            JObject requestBody = new JObject();
            JArray recordArray = new JArray();
            JObject recordObject = new JObject();
            recordObject.Add("Company", "Zylker");
            recordObject.Add("Last_Name", "Daly");
            recordObject.Add("First_Name", "Paul");
            recordObject.Add("Email", "p.daly@zylker.com");
            recordObject.Add("State", "Texas");
            recordArray.Add(recordObject);
            recordObject = new JObject();
            recordObject.Add("Company", "Villa Margarita");
            recordObject.Add("Last_Name", "Dolan");
            recordObject.Add("First_Name", "Brian");
            recordObject.Add("Email", "brian@villa.com");
            recordObject.Add("State", "Texas");
            recordArray.Add(recordObject);
            requestBody.Add("data", recordArray);
            JArray trigger = new JArray();
            trigger.Add("approval");
            trigger.Add("workflow");
            trigger.Add("blueprint");
            requestBody.Add("trigger", trigger);
            string dataString = requestBody.ToString();
            var data = Encoding.UTF8.GetBytes(dataString);
            int dataLength = data.Length;
            request.ContentLength = dataLength;
            using (var writer = request.GetRequestStream())
            {
                writer.Write(data, 0, dataLength);
            }
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
    }
}
3.0.03.x.x
Copied# Get instance of RecordOperations Class
record_operations = RecordOperations()
# Get instance of BodyWrapper Class that will contain the request body
request = BodyWrapper()
# List to hold Record instances
records_list = []
# Get instance of Record Class
record = Record()
# Value to Record's fields can be provided in any of the following ways
"""
Call add_field_value method that takes two arguments
Import the zcrmsdk.src.com.zoho.crm.api.record.field file
1 -> Call Field "." and choose the module from the displayed list and press "." and choose the field name from the displayed list.
2 -> Value
"""
record.add_field_value(Field.Leads.last_name(), 'Python SDK')
record.add_field_value(Field.Leads.first_name(), 'New')
record.add_field_value(Field.Leads.company(), 'Zoho')
record.add_field_value(Field.Leads.city(), 'City')
"""
Call add_key_value method that takes two arguments
1 -> A string that is the Field's API Name
2 -> Value
"""
record.add_key_value('Custom_field', 'Value')
record.add_key_value('Custom_field_2', 12)
record.add_key_value('Date', date(2020, 4, 9))
record.add_key_value('Discounted', 23.34)
file_details = []
file_detail = FileDetails()
file_detail.set_file_id('479f0f5eebf0fb982f99e3832b35d23e29f67c2868ee4c789f22579895383c8')
file_details.append(file_detail)
record.add_key_value('File_Upload_1', file_details)
"""
Following methods are being used only by Inventory modules
"""
deal_name = Record()
deal_name.add_field_value(Field.Deals.id(), 3409643000002000001)
record.add_field_value(Field.Sales_Orders.deal_name(), deal_name)
contact_name = Record()
contact_name.add_field_value(Field.Contacts.id(), 3409643000001074007)
record.add_field_value(Field.Sales_Orders.contact_name(), contact_name)
account_name = Record()
account_name.add_field_value(Field.Accounts.id(), 3409643000000692007)
record.add_field_value(Field.Sales_Orders.account_name(), account_name)
record.add_key_value("Discount", 10.5)
inventory_line_item_list = []
inventory_line_item = InventoryLineItems()
line_item_product = LineItemProduct()
line_item_product.set_id(3409643000000986033)
inventory_line_item.set_product(line_item_product)
inventory_line_item.set_quantity(3)
inventory_line_item.set_product_description('productDescription')
inventory_line_item.set_list_price(10.0)
inventory_line_item.set_discount('5.90')
product_line_taxes = []
product_line_tax = LineTax()
product_line_tax.set_name('Tax1')
product_line_tax.set_percentage(12.0)
product_line_taxes.append(product_line_tax)
inventory_line_item.set_line_tax(product_line_taxes)
inventory_line_item_list.append(inventory_line_item)
record.add_key_value('Product_Details', inventory_line_item_list)
line_taxes = []
line_tax = LineTax()
line_tax.set_name('Total-Tax')
line_tax.set_percentage(5.0)
line_taxes.append(line_tax)
record.add_key_value("$line_tax", line_taxes)
"""
End Inventory
"""
"""
Following methods are being used only by Activity modules
"""
record.add_field_value(Field.Tasks.description(), "New Task")
record.add_key_value('Currency', Choice('INR'))
remind_at = RemindAt()
remind_at.set_alarm("FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:2020-07-03T12:30:00+05:30")
record.add_field_value(Field.Tasks.remind_at(), remind_at)
who_id = Record()
who_id.set_id(3409643000000836001)
record.add_field_value(Field.Tasks.who_id(), who_id)
record.add_field_value(Field.Tasks.status(), Choice('Waiting for Input'))
record.add_field_value(Field.Tasks.due_date(), date(2020, 10, 10))
record.add_field_value(Field.Tasks.priority(), Choice('High'))
what_id = Record()
what_id.set_id(3409643000000692007)
record.add_field_value(Field.Tasks.what_id(), what_id)
record.add_key_value("$se_module", "Accounts")
# Recurring Activity can be provided in any activity module
recurring_activity = RecurringActivity()
recurring_activity.set_rrule('FREQ=DAILY;INTERVAL=10;UNTIL=2020-08-14;DTSTART=2020-07-03')
record.add_field_value(Field.Events.recurring_activity(), recurring_activity)
record.add_field_value(Field.Events.description(), "My Event")
start_date_time = datetime.fromisoformat('2020-07-03T12:30:00+05:30')
record.add_field_value(Field.Events.start_datetime(), start_date_time)
participants_list = []
participant = Participants()
participant.set_participant('test@gmail.com')
participant.set_type('email')
participants_list.append(participant)
participant = Participants()
participant.set_participant('3409643000000836001')
participant.set_type('contact')
participants_list.append(participant)
record.add_field_value(Field.Events.participants(), participants_list)
record.add_key_value("$send_notification", True)
record.add_field_value(Field.Events.event_title(), "New Automated Event")
end_date_time = datetime(2020, 9, 3, 10, 10, 10)
record.add_field_value(Field.Events.end_datetime(), end_date_time)
remind_at_value = datetime(2020, 7, 3, 8, 10, 10)
record.add_field_value(Field.Events.remind_at(), remind_at_value)
record.add_field_value(Field.Events.check_in_status(), 'PLANNED')
what_id = Record()
what_id.set_id(3409643000002157023)
record.add_field_value(Field.Events.what_id(), what_id)
record.add_key_value("$se_module", "Leads")
"""
End Activity
"""

"""
Following methods are being used only by Price_Books module
"""
pricing_details_list = []
pricing_detail = PricingDetails()
pricing_detail.set_from_range(1.0)
pricing_detail.set_to_range(5.0)
pricing_detail.set_discount(2.0)
pricing_details_list.append(pricing_detail)
pricing_detail = PricingDetails()
pricing_detail.add_key_value('from_range', 6.0)
pricing_detail.add_key_value('to_range', 11.0)
pricing_detail.add_key_value('discount', 3.0)
pricing_details_list.append(pricing_detail)
record.add_field_value(Field.Price_Books.pricing_details(), pricing_details_list)
record.add_key_value("Email", "z1@zoho.com")
record.add_field_value(Field.Price_Books.description(), "My Price Book")
record.add_field_value(Field.Price_Books.price_book_name(), 'book_name')
record.add_field_value(Field.Price_Books.pricing_model(), Choice('Flat'))
"""
End of Price_Books
"""
# Used when GDPR is enabled
data_consent = Consent()
data_consent.set_consent_remarks("Approved.")
data_consent.set_consent_through('Email')
data_consent.set_contact_through_email(True)
data_consent.set_contact_through_social(False)
record.add_field_value('Data_Processing_Basis_Details', data_consent)
tags_list = []
tag = Tag()
tag.set_name("My Record")
tags_list.append(tag)
# Add Record instance to the list
records_list.append(record)
# Set the list to data in BodyWrapper instance
request.set_data(records_list)
trigger = ["approval", "workflow", "blueprint"]
# Set the list containing the trigger operations to be run
request.set_trigger(trigger)
lar_id = '3409643000002157065'
# Set the larId
request.set_lar_id(lar_id)
process = ["review_process"]
# Set the array containing the process to be run
request.set_process(process)
# Get instance of HeaderMap Class
header_instance = HeaderMap()
# Call create_records method that takes BodyWrapper instance and module_api_name as parameters
response = record_operations.create_records(module_api_name, request,header_instance)
Copieddef insert_records():
    import requests
    import json

    url = 'https://www.zohoapis.com/crm/v2/Leads'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268',
    }

    request_body = dict()
    record_list = list()

    record_object_1 = {
        'Company': 'Zylker',
        'Email': 'p.daly@zylker.com',
        'Last_Name': 'Daly',
        'First_Name': 'Paul',
        'Lead_Status': 'Contacted',
    }

    record_object_2 = {
        'Last_Name': 'Dolan',
        'First_Name': 'Brian',
        'Email': 'brian@villa.com',
        'Company': 'Villa Margarita'
    }

    record_list.append(record_object_1)

    record_list.append(record_object_2)

    request_body['data'] = record_list

    trigger = [
        'approval',
        'workflow',
        'blueprint'
    ]

    request_body['trigger'] = trigger

    response = requests.post(url=url, headers=headers, data=json.dumps(request_body).encode('utf-8'))

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

insert_records()
1.0.010.x
Copied//Get instance of RecordOperations Class
let recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
let request = new BodyWrapper();
//Array to hold Record instances
let recordsArray = [];
//Get instance of Record Class
let record = new Record();
/* Value to Record's fields can be provided in any of the following ways */
/*
 * Call addFieldValue method that takes two arguments
 * Import the "zcrmsdk/core/com/zoho/crm/api/record/field" file
 * 1 -> Call Field "." and choose the module from the displayed list and press "." and choose the field name from the displayed list.
 * 2 -> Value
 */
record.addFieldValue(Field.Leads.LAST_NAME, "Node JS SDK");
record.addFieldValue(Field.Leads.FIRST_NAME, "Node");
record.addFieldValue(Field.Leads.COMPANY, "ZCRM");
record.addFieldValue(Field.Leads.CITY, "City");
/*
 * Call addKeyValue method that takes two arguments
 * 1 -> A string that is the Field's API Name
 * 2 -> Value
 */
record.addKeyValue("Custom_field", "Value");
record.addKeyValue("Custom_field_2", "value");
record.addKeyValue("Date_1", new Date(2020,10,20));
record.addKeyValue("Subject", "AutomatedSDK");
let fileDetails = [];
let fileDetail = new FileDetails();
fileDetail.setFileId("479f0f5eebf0fb982f99e3832b35d23e29f67c2868ee4c789f22579895383c8");
fileDetails.push(fileDetail);
fileDetail = new FileDetails();
fileDetail.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c32e0063e7321b5b4ca878a934519e6cdb2");
fileDetails.push(fileDetail);
fileDetail = new FileDetails();
fileDetail.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c323daf4780bfe0058133556f155795981f");
fileDetails.push(fileDetail);
record.addKeyValue("File_Upload_1", fileDetails);
//Used when GDPR is enabled
let dataConsent = new Consent();
dataConsent.setConsentRemarks("Approved.");
dataConsent.setConsentThrough("Email");
dataConsent.setContactThroughEmail(true);
dataConsent.setContactThroughSocial(false);
record.addKeyValue("Data_Processing_Basis_Details", dataConsent);
/** Following methods are being used only by Inventory modules */
let dealName = new Record();
dealName.addFieldValue(Field.Deals.ID, "3409643000002000001");
record.addFieldValue(Field.Sales_Orders.DEAL_NAME, dealName);
let contactName = new Record();
contactName.addFieldValue(Field.Contacts.ID, "3409643000001074007");
contactName.addFieldValue(Field.Sales_Orders.CONTACT_NAME, contactName);
let accountName = new Record();
accountName.addFieldValue(Field.Accounts.ID, "3409643000000692007");
record.addFieldValue(Field.Sales_Orders.ACCOUNT_NAME, accountName);
record.addKeyValue("Discount", 10.5);
let inventoryLineItemArray = [];
let inventoryLineItem = new InventoryLineItems();
let lineItemProduct = new LineItemProduct();
lineItemProduct.setId(3409643000000986033n);
inventoryLineItem.setProduct(lineItemProduct);
inventoryLineItem.setQuantity(3);
inventoryLineItem.setProductDescription("productDescription");
inventoryLineItem.setListPrice(10.0);
inventoryLineItem.setDiscount("5.90");
let productLineTaxes = [];
let productLineTax = new LineTax();
productLineTax.setName("Tax1");
productLineTax.setPercentage(20.0);
productLineTaxes.push(productLineTax);
inventoryLineItem.setLineTax(productLineTaxes);
inventoryLineItemArray.push(inventoryLineItem);
record.addKeyValue("Product_Details", inventoryLineItemArray);
let lineTaxes = [];
let lineTax = new LineTax();
lineTax.setName("Tax1");
lineTax.setPercentage(20.0);
lineTaxes.push(lineTax);
record.addKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
/** Following methods are being used only by Activity modules */
record.addFieldValue(Field.Tasks.DESCRIPTION, "New Task");
record.addKeyValue("Currency", new Choice("INR"));
let remindAt = new RemindAt();
remindAt.setAlarm("FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:2020-07-03T12:30:00+05:30");
record.addFieldValue(Field.Tasks.REMIND_AT, remindAt);
let whoId = new Record();
whoId.setId(3409643000000836001n);
record.addFieldValue(Field.Tasks.WHO_ID, whoId);
record.addFieldValue(Field.Tasks.STATUS, new Choice("Waiting for Input"));
record.addFieldValue(Field.Tasks.DUE_DATE, new Date(2020,10,10));
record.addFieldValue(Field.Tasks.PRIORITY, new Choice("High"));
let whatId = new Record();
whatId.setId(3409643000000692007n);
record.addFieldValue(Field.Tasks.WHAT_ID, whatId);
record.addKeyValue("$se_module", "Accounts");
/** Recurring Activity can be provided in any activity module*/
let recurringActivity = new RecurringActivity();
recurringActivity.setRrule("FREQ=DAILY;INTERVAL=10;UNTIL=2020-08-14;DTSTART=2020-07-03");
record.addFieldValue(Field.Events.RECURRING_ACTIVITY, recurringActivity);
record.addFieldValue(Field.Events.DESCRIPTION, "My Event");
let startDateTime = new Date('October 15, 2020 05:35:32');
record.addFieldValue(Field.Events.START_DATETIME, startDateTime);
let participantsArray = [];
let participant = new Participant();
participant.setParticipant("test@gmail.com");
participant.setType("email");
participantsArray.push(participant);
participant = new Participant();
participant.setParticipant("3409643000000836001");
participant.setType("Contact");
participantsArray.push(participant);
record.addFieldValue(Field.Events.PARTICIPANTS, participantsArray);
record.addKeyValue("$send_notification", true);
record.addFieldValue(Field.Events.EVENT_TITLE, "New Automated Event");
let endDateTime = new Date('November 15, 2020 05:35:32');
record.addFieldValue(Field.Events.END_DATETIME, endDateTime);
let remindAt1 = new Date('October 15, 2020 04:35:32');
record.addFieldValue(Field.Events.REMIND_AT, remindAt1);
record.addFieldValue(Field.Events.CHECK_IN_STATUS, "PLANNED");
whatId = new Record();
whatId.setId(3409643000002157023n);
record.addFieldValue(Field.Tasks.WHAT_ID, whatId);
record.addKeyValue("$se_module", "Leads");
/** End Activity **/
/** Following methods are being used only by Price_Books module */
let pricingDetailsArray = [];
let pricingDetail = new PricingDetails();
pricingDetail.setFromRange(1.0);
pricingDetail.setToRange(5.0);
pricingDetail.setDiscount(2.0);
pricingDetailsArray.push(pricingDetail);
pricingDetail = new PricingDetails();
pricingDetail.addKeyValue("from_range", 6.0);
pricingDetail.addKeyValue("to_range", 11.0);
pricingDetail.addKeyValue("discount", 3.0);
pricingDetailsArray.push(pricingDetail);
record.addFieldValue(Field.Price_Books.PRICING_DETAILS, pricingDetailsArray);
record.addKeyValue("Email", "z1@zoho.com");
record.addFieldValue(Field.Price_Books.DESCRIPTION, "TEST");
record.addFieldValue(Field.Price_Books.PRICE_BOOK_NAME, "book_name");
record.addFieldValue(Field.Price_Books.PRICING_MODEL, new Choice("Flat"));
/** End of Price_Books */
let tagsArray = [];
let tag = new Tag();
tag.setName("Testtask");
tagsArray.push(tag);
//Add Record instance to the array
recordsArray.push(record);
//Set the array to data in BodyWrapper instance
request.setData(recordsArray);
let trigger = [];
trigger.push("approval");
trigger.push("workflow");
trigger.push("blueprint");
//Set the array containing the trigger operations to be run
request.setTrigger(trigger);
let larId = "3409643000002157065";
//Set the larId
request.setLarId(larId);
let process = ["review_process"];
//Set the array containing the process to be run
request.setProcess(process);
//Get instance of HeaderMap Class
let headerInstance = new HeaderMap();
//Call createRecords method that takes BodyWrapper instance and moduleAPIName as parameters
let response = await recordOperations.createRecords(moduleAPIName, request,headerInstance);
Copiedasync function insertRecords() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/Leads'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
    }

    let requestBody = {}
    let recordArray = []

    let recordObject1 = {
        'Company': 'Zylker',
        'Email': 'p.daly@zylker.com',
        'Last_Name': 'Daly',
        'First_Name': 'Paul',
        'Lead_Status': 'Contacted',
    }

    let recordObject2 = {
        'Last_Name': 'Dolan',
        'First_Name': 'Brian',
        'Email': 'brian@villa.com',
        'Company': 'Villa Margarita'
    }

    recordArray.push(recordObject1)
    recordArray.push(recordObject2)

    requestBody['data'] = recordArray

    let trigger = ['approval', 'workflow', 'blueprint']
    requestBody['trigger'] = trigger

    let requestDetails = {
        method : "POST",
        headers : headers,
        body : JSON.stringify(requestBody),
        encoding: "utf8",
        throwHttpErrors : false
    };
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }
}
insertRecords()
2.02.x.x
Copied# List to hold Record instances
records = []
# Get instance of Record Class
record = Record::Record.new
# """
# Call add_field_value method that takes two arguments
# 1 -> Call Field "::" and choose the module from the displayed list and press "." and choose the field name from the displayed list.
# 2 -> Value
# """
if module_api_name.downcase == 'Leads'.downcase
  record.add_field_value(Record::Field::Leads.Last_name, 'asdad')
  record.add_field_value(Record::Field::Leads.City, 'City')
  record.add_field_value(Record::Field::Leads.First_name, 'First Name')
  record.add_field_value(Record::Field::Leads.Company, 'KKRNP')
end

# file = Record::FileDetails.new
# file.file_id = "f46166fa14ce16c6e2622b3ce82830759c6334275dc8a317539bbda39a6ca056"
# files = [file]

# """
# Call add_key_value method that takes two arguments
# 1 -> A string that is the Field's API Name
# 2 -> Value
# """

if module_api_name == 'Contacts'
  file_details = []

  file_detail =  Record::FileDetails.new

  file_detail.file_id = '479f0f5eebf0fb982f99e3832b35d23e29f67c2868ee4c789f22579895383c8'

  file_details.push(file_detail)

  record.add_key_value('File_Upload_1', file_details)
end

# """
# Following methods are being used only by Inventory modules
# """
if %w[Quotes Sales_Orders Purchase_Orders Invoices].include? module_api_name
  line_item_product = Record::LineItemProduct.new
  line_item_product.id = 3_524_033_000_003_659_082
  inventory_line_item = Record::InventoryLineItems.new
  inventory_line_item.product = nil
  inventory_line_item.list_price = 10.0
  inventory_line_item.discount = '5.0'
  inventory_line_item.quantity = 123.2
  line_tax = Record::LineTax.new
  line_tax.name = 'Tax1'
  line_tax.percentage = 20.0
  line_taxes = [line_tax]
  inventory_line_item.line_tax = line_taxes
  inventory_line_items = [inventory_line_item]
  record.add_key_value('Product_Details', inventory_line_items)
  record.add_key_value('Subject', 'asd')
end
# """
# Following methods are being used only by Activity modules
# """
if %w[Tasks Events Calls].include? module_api_name
  remind_at = Record::RemindAt.new
  remind_at.alarm = 'FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:2020-07-03T12:30:00+05:30'
  who_id =  Record::Record.new
  who_id.id = 3_524_033_000_003_429_023
  record.add_field_value(Record::Field::Tasks.Who_id, who_id)
  participant_record = Record::Participants.new
  participant_record.participant = 'asdasd@gmail.com'
  participant_record.type = 'email'
  record.add_field_value(Record::Field::Events.Event_title, 'New Automated Event')
  endtime = DateTime.new(2019, 8, 10, 4, 11, 9, '+03:00')
  record.add_field_value(Record::Field::Events.End_datetime, endtime)
  starttime = DateTime.new(2019, 8, 10, 4, 10, 9, '+03:00')
  record.add_field_value(Record::Field::Events.Start_datetime, starttime)

  participants = [participant_record]
  record.add_field_value(Record::Field::Events.Start_datetime, starttime)

  recurring_activity = Record::RecurringActivity.new

  recurring_activity.rrule = 'FREQ=DAILY;INTERVAL=10;UNTIL=2020-08-14;DTSTART=2020-07-03'
  record.add_field_value(Record::Field::Events.Recurring_activity, recurring_activity)
end

if module_api_name == 'Price_Books'
  pricing_detail_record = Record::PricingDetails.new
  pricing_detail_record.from_range = 1.0
  pricing_detail_record.to_range = 1.0
  pricing_detail_record.discount = 1.0
  pricing_detail_records = [pricing_detail_record]
  record.add_key_value('Price_Book_Name', 'assd')
  record.add_field_value(Record::Field::Price_Books.Pricing_details, pricing_detail_records)
  record.add_field_value(Record::Field::Price_Books.Pricing_model, Util::Choice.new('Flat'))
end
# # Get instance of BodyWrapper Class that will contain the request body
records.push(record)
trigger = []
trigger.push('approval')

trigger.push('workflow')

trigger.push('blueprint')
# Get instance of BodyWrapper Class that will contain the request body
body_wrapper = Record::BodyWrapper.new
# Set the list to data in BodyWrapper instance
body_wrapper.data = records
# Set the lar_id in BodyWrapper instance
body_wrapper.lar_id = '213123131'
#set trigger
body_wrapper.trigger = trigger
process = ['review_process']
body_wrapper.process = process
# # Get instance of RecordOperations Class
rr = Record::RecordOperations.new
# Get instance of HeaderMap Class
hm = HeaderMap.new
# Call create_records method that takes BodyWrapper instance and module_api_name as parameters
response = rr.create_records(module_api_name,body_wrapper,hm)
Copiedclass InsertRecords
    def execute
       
        url ="https://www.zohoapis.com/crm/v2/Leads"
        url = URI(url)
        req = Net::HTTP::Post.new(url.request_uri)
        http = Net::HTTP.new(url.host, url.port)
        http.use_ssl = true
        headers={}
        headers["Authorization"]="Zoho-oauthtoken 1000.354df3680XXXXXXXXXXXXX3.aae0efXXXXXXXXXXXXXXXXXX9"
        headers&.each { |key, value| req.add_field(key, value) }
       
        request_body = {};
        record_array = [];
        record_object = {};
        record_object["FieldAPIName"] = "FieldAPIValue";  
        record_object["Company"]="FieldAPIValue";
        record_object["Last_Name"]="3477061000007420006";
        record_object["First_Name"]="3477061000007420006";
        record_object["State"]="FieldAPIValue";    
        record_array = [record_object];
        request_body["data"] =record_array; 
        request_json = request_body.to_json
        req.body = request_json.to_s
        response=http.request(req)
        status_code = response.code.to_i
        headers = response.each_header.to_h
        print status_code
        print headers
        unless response.body.nil?
            print  response.body
        end
    end
end

InsertRecords.new.execute
1.0.0ES6
Copied//Get instance of RecordOperations Class
let recordOperations = new ZCRM.Record.Operations();
//Get instance of BodyWrapper Class that will contain the request body
let request = new ZCRM.Record.Model.BodyWrapper();
//Array to hold Record instances
let recordsArray = [];
//Get instance of Record Class
let record = new ZCRM.Record.Model.Record();
/* Value to Record's fields can be provided in any of the following ways */
/*
 * Call addFieldValue method that takes two arguments
 * 1 -> Call Field "." and choose the module from the displayed list and press "." and choose the field name from the displayed list.
 * 2 -> Value
 */
record.addFieldValue(ZCRM.Record.Model.Field.Leads.LAST_NAME, "JS SDK");
record.addFieldValue(ZCRM.Record.Model.Field.Leads.FIRST_NAME, "JS");
record.addFieldValue(ZCRM.Record.Model.Field.Leads.COMPANY, "ZCRM");
record.addFieldValue(ZCRM.Record.Model.Field.Leads.CITY, "City");
/*
 * Call addKeyValue method that takes two arguments
 * 1 -> A string that is the Field's API Name
 * 2 -> Value
 */
record.addKeyValue("Custom_field", "Value");
record.addKeyValue("Custom_field_2", "value");
record.addKeyValue("Date_1", new Date(2020,10,20));
record.addKeyValue("Subject", "AutomatedSDK");
let fileDetails = [];
let fileDetail = new ZCRM.Record.Model.FileDetails();
fileDetail.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c32e98a84dfc2df549e9a46a78e8a27d753");
fileDetails.push(fileDetail);
fileDetail = new ZCRM.Record.Model.FileDetails();
fileDetail.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c32e0063e7321b5b4ca878a934519e6cdb2");
fileDetails.push(fileDetail);
fileDetail = new ZCRM.Record.Model.FileDetails();
fileDetail.setFileId("ae9c7cefa418aec1d6a5cc2d9ab35c323daf4780bfe0058133556f155795981f");
fileDetails.push(fileDetail);
record.addKeyValue("File_Upload", fileDetails);
// Used when GDPR is enabled
let dataConsent = new ZCRM.Record.Model.Consent();
dataConsent.setConsentRemarks("Approved.");
dataConsent.setConsentThrough("Email");
dataConsent.setContactThroughEmail(true);
dataConsent.setContactThroughSocial(false);
record.addKeyValue("Data_Processing_Basis_Details", dataConsent);
/** Following methods are being used only by Inventory modules */
let dealName = new ZCRM.Record.Model.Record();
dealName.addFieldValue(ZCRM.Record.Model.Field.Deals.ID, 3477067850014n);
record.addFieldValue(ZCRM.Record.Model.Field.Sales_Orders.DEAL_NAME, dealName);
let contactName = new ZCRM.Record.Model.Record();
contactName.addFieldValue(ZCRM.Record.Model.Field.Contacts.ID, 34096431074007n);
contactName.addFieldValue(ZCRM.Record.Model.Field.Sales_Orders.CONTACT_NAME, contactName);
let accountName = new ZCRM.Record.Model.Record();
accountName.addFieldValue(ZCRM.Record.Model.Field.Accounts.ID, 34770617969021n);
record.addFieldValue(ZCRM.Record.Model.Field.Sales_Orders.ACCOUNT_NAME, accountName);
record.addKeyValue("Discount", 10.5);
let inventoryLineItemArray = [];
let inventoryLineItem = new ZCRM.Record.Model.InventoryLineItems();
let lineItemProduct = new ZCRM.Record.Model.LineItemProduct();
lineItemProduct.setId(34770617247012n);
inventoryLineItem.setProduct(lineItemProduct);
inventoryLineItem.setQuantity(3);
inventoryLineItem.setProductDescription("productDescription");
inventoryLineItem.setListPrice(10.0);
inventoryLineItem.setDiscount("5.90");
let productLineTaxes = [];
let productLineTax = new ZCRM.Record.Model.LineTax();
productLineTax.setName("MyTax11");
productLineTax.setPercentage(20.0);
productLineTaxes.push(productLineTax);
inventoryLineItem.setLineTax(productLineTaxes);
inventoryLineItemArray.push(inventoryLineItem);
record.addKeyValue("Product_Details", inventoryLineItemArray);
let lineTaxes = [];
let lineTax = new ZCRM.Record.Model.LineTax();
lineTax.setName("MyTax1122");
lineTax.setPercentage(20.0);
lineTaxes.push(lineTax);
record.addKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
/** Following methods are being used only by Activity modules */
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.DESCRIPTION, "New Task");
record.addKeyValue("Currency", new Choice("INR"));
let remindAt = new ZCRM.Record.Model.RemindAt();
remindAt.setAlarm("FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:2021-07-03T12:30:00+05:30");
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.REMIND_AT, remindAt);
let whoId = new ZCRM.Record.Model.Record();
whoId.setId(34770617955002n);
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.WHO_ID, whoId);
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.STATUS, new Choice("Waiting for Input"));
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.DUE_DATE, new Date(2020,10,10));
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.PRIORITY, new Choice("High"));
let whatId = new ZCRM.Record.Model.Record();
whatId.setId(34770617969021n);
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.WHAT_ID, whatId);
record.addKeyValue("$se_module", "Accounts");
/** Recurring Activity can be provided in any activity module*/
let recurringActivity = new ZCRM.Record.Model.RecurringActivity();
recurringActivity.setRrule("FREQ=DAILY;INTERVAL=10;UNTIL=2020-08-14;DTSTART=2020-07-03");
record.addFieldValue(ZCRM.Record.Model.Field.Events.RECURRING_ACTIVITY, recurringActivity);
record.addFieldValue(ZCRM.Record.Model.Field.Events.DESCRIPTION, "My Event");
let startDateTime = new Date('October 15, 2020 05:35:32');
record.addFieldValue(ZCRM.Record.Model.Field.Events.START_DATETIME, startDateTime);
let participantsArray = [];
let participant = new ZCRM.Record.Model.Participants();
participant.setParticipant("test@gmail.com");
participant.setType("email");
participantsArray.push(participant);
participant = new ZCRM.Record.Model.Participants();
participant.setParticipant("34770617634005");
participant.setType("contact");
participantsArray.push(participant);
record.addFieldValue(ZCRM.Record.Model.Field.Events.PARTICIPANTS, participantsArray);
record.addKeyValue("$send_notification", true);
record.addFieldValue(ZCRM.Record.Model.Field.Events.EVENT_TITLE, "New Automated Event");
let endDateTime = new Date('November 15, 2020 05:35:32');
record.addFieldValue(ZCRM.Record.Model.Field.Events.END_DATETIME, endDateTime);
let remindAt1 = new Date('October 15, 2020 04:35:32');
record.addFieldValue(ZCRM.Record.Model.Field.Events.REMIND_AT, remindAt1);
record.addFieldValue(ZCRM.Record.Model.Field.Events.CHECK_IN_STATUS, "PLANNED");
whatId = new ZCRM.Record.Model.Record();
whatId.setId(34770619074373n);
record.addFieldValue(ZCRM.Record.Model.Field.Tasks.WHAT_ID, whatId);
record.addKeyValue("$se_module", "Leads");
/** End Activity **/
/** Following methods are being used only by Price_Books module */
let pricingDetailsArray = [];
let pricingDetail = new ZCRM.Record.Model.PricingDetails();
pricingDetail.setFromRange(1.0);
pricingDetail.setToRange(5.0);
pricingDetail.setDiscount(2.0);
pricingDetailsArray.push(pricingDetail);
pricingDetail = new ZCRM.Record.Model.PricingDetails();
pricingDetail.addKeyValue("from_range", 6.0);
pricingDetail.addKeyValue("to_range", 11.0);
pricingDetail.addKeyValue("discount", 3.0);
pricingDetailsArray.push(pricingDetail);
record.addFieldValue(ZCRM.Record.Model.Field.Price_Books.PRICING_DETAILS, pricingDetailsArray);
record.addKeyValue("Email", "z2@zoho.com");
record.addFieldValue(ZCRM.Record.Model.Field.Price_Books.DESCRIPTION, "TEST");
record.addFieldValue(ZCRM.Record.Model.Field.Price_Books.PRICE_BOOK_NAME, "book_name");
record.addFieldValue(ZCRM.Record.Model.Field.Price_Books.PRICING_MODEL, new Choice("Flat"));
/** End of Price_Books */
let tagsArray = [];
let tag = new ZCRM.Tag.Model.Tag();
tag.setName("Testtask");
tagsArray.push(tag);
record.setTag(tagsArray);
//Add Record instance to the array
recordsArray.push(record);
//Set the array to data in BodyWrapper instance
request.setData(recordsArray);
let trigger = [];
trigger.push("approval");
trigger.push("workflow");
trigger.push("blueprint");
//Set the array containing the trigger operations to be run
request.setTrigger(trigger);
let larId = "34096432157065";
//Set the larId
request.setLarId(larId);
let process = ["review_process"];
//Set the array containing the process to be run
request.setProcess(process);
//Call createRecords method that takes BodyWrapper instance and moduleAPIName as parameters
let response = await recordOperations.createRecords(moduleAPIName, request);
Copiedvar listener = 0;
class InsertRecordsAPI {

	async insertRecords()	{
		var url = "https://www.zohoapis.com/crm/v2/Leads"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new InsertRecordsAPI().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "POST"
        var reqBody = {"data":[{"Last_Name":"Lead_changed","Email":"newcrmapi@zoho.com","Company":"abc","Lead_Status":"Contacted"},{"Last_Name":"New Lead","Email":"newlead@zoho.com","Company":"abc","Lead_Status":"Contacted"}],"trigger":["approval","workflow","blueprint"]}
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new InsertRecordsAPI().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://accounts.zoho.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}
CopiedSyntax:
zoho.crm.bulkCreate(<module String>,<dataList List>,<optionalDataMap Map>,<connectionName String>,<userAccess Boolean>);
mandatory : module,dataList

Sample Request:
resp = zoho.crm.bulkCreate("Price_Books", [{"Owner": {"id": "7000000031553"},"Active": true,"Pricing_Details": [{"to_range": 5,"discount": 0,"from_range": 1},{"to_range": 11,"discount": 1,"from_range": 6},{"to_range": 17,"discount": 2,"from_range": 12},{"to_range": 23,"discount": 3,"from_range": 18},{"to_range": 29,"discount": 4,"from_range": 24}],"Pricing_Model": "Differential","Description": "Design your own layouts that align your business processes precisely. Assign them to profiles appropriately.","Price_Book_Name": "Price_Book_Name oops1"},{"Owner": {"id": "7000000031553"},"Active": true,"Pricing_Details": [{"to_range": 5,"discount": 0,"from_range": 1},{"to_range": 11,"discount": 1,"from_range": 6},{"to_range": 17,"discount": 2,"from_range": 12},{"to_range": 23,"discount": 3,"from_range": 18},{"to_range": 29,"discount": 4,"from_range": 24}],"Pricing_Model": "Differential","Description": "Design your own layouts that align your business processes precisely. Assign them to profiles appropriately.","Price_Book_Name": "Price_Book_Name oops2"}]);

In the request, "@newlead.json" contains the sample input data.

System-defined mandatory fields for each module

While inserting records there are a few system-defined mandatory fields that you need to mention. Inorder to successfully insert records in Zoho CRM, make sure you enter user-defined mandatory fields too.

  • Leads

    "Last_Name" - Single Line

  • Contacts

    "Last_Name" - Single Line

  • Accounts

    "Account_Name" - Single Line

  • Deals

    "Deal_Name"- Single Line
    "Stage" - Picklist
    "Pipeline" - Single Line (mandatory when pipeline is enabled)

  • 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
    "Call_Type" - Picklist
    "Start_DateTime" - Date/Time
    "End_DateTime" - Date/Time

  • Products

    "Product_Name" - Single Line

  • Quotes

    "Subject"- Single Line
    "Quoted_Items" - Line item subform

  • Invoices

    "Subject"- Single Line
    "Invoiced_Items" - Line item subform

  • Campaigns

    "Campaign_Name" - Single Line

  • Vendors

    "Vendor_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
    "Purchased_Items" - Line item subform

  • Sales Orders

    "Subject"- Single Line
    "Ordered_Items" - Line item subform

Sample Attributes

The following table gives you specific details about each field type in Zoho CRM and their limitations. The JSON type and the data type of the field-types are extracted from fields metadata API.

Note

The regex patterns listed below use the Unicode representation. Please refer to this link to check if this is supported in your preferred language.

  • Single Linestring

    Accepts up to 255 characters, and alphanumeric and special characters.
    Example:"Last_Name": "Mike O'Leary"

  • Multi Linestring

    Small - accepts up to 2000 characters.
    Large - accepts up to 32000 characters.
    You will not be able to use this field to create custom views, reports or other filters. Accepts alphanumeric and special characters.
    Example:"Multi_Line_1": "This is the first line \n Now for the second Line"

  • Emailstring

    Accepts valid email IDs. The regex in Zoho CRM to validate the email fields is:
    ^[\+\-\p{L}\p{M}\p{N}_]([\p{L}\p{M}\p{N}!#$%&'*+\-\/=?^_`{|}~.]*)@(?=.{4,256}$)(([\p{L}\p{N}\p{M}]+)(([\-_]*[\p{L}\p{M}\p{N}])*)[.])+[\p{L}\p{M}]{2,22}$
    Example:"Email_1": "p.boyle@zylker.com"

  • Phonestring

    Accepts up to 30 characters. This limit may vary based on the value configured in 'Number of characters allowed' in the properties pop-up of the field, in UI.
    Accepts only numeric characters and '+' (to add extensions). The regex pattern in Zoho CRM to validate this field's value is:
    ^([\+]?)(?![\.-])((?=([\.-]?[ ]?[\da-zA-Z]+))\3+|([ ]?\((?![\.-])(?=[ \.-]?[\da-zA-Z]+)([ \.-]?[\da-zA-Z]+)+\)(?!-)([ \.-][\da-zA-Z]+)?)+)+([;,][\da-zA-Z]+)?[;]?$
    Example:"Phone_1": "9900000000"

  • Pickliststring

    You can either pass an existing pick list value or add a new one. The pick list value accepts all alphanumeric and special characters.
    Example:"Industry": "automobile"

  • Multi-select picklistJSON array

    You can either pass existing pick list values or add a new one. The pick list value accepts all alphanumeric and special characters..
    Example:"Courses_Opted": [
    "Analytics",
    "Big data"
    ]

  • Datestring

    Accepts date in yyyy-MM-dd format.
    Example: "Date_1": "2017-08-16"

  • Date/Timestring

    Accepts date and time in yyyy-MM-ddTHH:mm:ss±HH:mm format.
    Example: "Date_Time": "2017-08-16T14:32:23+05:30".
    Date_Time is in the ISO8601 format and the time zone is the current user's time zone.

  • Numberinteger

    Accepts numbers up to 9 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI. Accepts only numeric values.

  • Currencydouble

    Before decimal point - accepts numbers up to 16 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI.
    After decimal point - accepts precision up to 9 digits. This limit may vary based on the value configured in 'Number of decimal paces' in the properties pop-up of the field, in UI. Accepts only numeric values.
    Example:"Annual_Revenue": 250000.90

  • Decimaldouble

    Before decimal point - accepts numbers up to 16 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI.
    After decimal point - accepts precision up to 9 digits. This limit may vary based on the value configured in 'Number of decimal places' in the properties pop-up of the field, in UI.
    Accepts only numeric values..
    Example:"Decimal_1": 250000.50

  • Percentdouble

    Accepts numbers up to 5 digits and only numeric values.
    Example:"Percentage": 25

  • Long Integerstring

    Accepts numbers up to 18 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI. Accepts only numeric values.
    Example:"EAN_Code":"0012345600012"

  • Checkboxboolean

    Accepts only Boolean values (true,false)
    Example:"Email_Opt_Out": true

  • URLstring

    Accepts valid URLs. The regex pattern in Zoho CRM to validate this field's value is:
    ^(http:\/\/www.|https:\/\/www.|ftp:\/\/www.|www.|http:\/\/|https:\/\/|ftp:\/\/|){1}[^\x00-\x19\x22-\x27\x2A-\x2C\x2E-\x2F\x3A-\x40\x5B-\x5E\x60\x7B\x7D-\x7F]+(\.[^\x00-\x19\x22\x24-\x2C\x2E-\x2F\x3C\x3E\x40\x5B-\x5E\x60\x7B\x7D-\x7F]+)+(\/[^\x00-\x19\x22\x3C\x3E\x5E\x7B\x7D-\x7D\x7F]*)*$
    Example:"URL": "https://www.zylker.com"

  • LookupJSON object

    Accepts unique ID of the record, which you can get through Get Records API.
    Example:"Lookup" : {
    "id" : "425248000000104001"
    }

  • UserJSON object

    This is a default look-up field to users in Zoho CRM.
    Example:"User":
    {
    "name":"Patricia Boyle",
    "id":"4150868000000623001"
    }

  • lar_idstring

    The unique ID of the lead assignment rule you want to trigger while inserting the lead. Use the Get Assignment Rules API to obtain the lar_id. This key must be given parallel to the key "data".

Sample Input

Copied{
    "data": [
        {
            "Company": "Zylker",
            "Last_Name": "Daly",
            "First_Name": "Paul",
            "Email": "p.daly@zylker.com",
            "State": "Texas"
        },
        {
            "Company": "Villa Margarita",
            "Last_Name": "Dolan",
            "First_Name": "Brian",
            "Email": "brian@villa.com",
            "State": "Texas"
        }
    ],
    "trigger": [
        "approval",
        "workflow",
        "blueprint"
    ]
}

Possible Errors

  • INVALID_MODULEHTTP 400

    The module name given seems to be invalid
    Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name.

  • INVALID_MODULEHTTP 400

    The given module is not supported in API
    Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name.

  • INVALID_DATAHTTP 400

    Invalid Data
    Resolution: One of the input keys is specified in the wrong format. Refer to Sample Attributes section above and specify valid input.

  • INVALID_DATAHTTP 400

    Invalid Data
    Resolution: The record passed isn't a JSON object. Refer to Sample Input section and specify valid input.

  • INVALID_DATAHTTP 202

    Invalid Data
    Resolution: There is a data type mismatch in one of the input keys is specified. Refer to Sample Attributes section above and specify valid input.

  • MANDATORY_NOT_FOUNDHTTP 202

    Required field not found
    Resolution: You have not specified one or more mandatory fields. Refer to System-defined mandatory fields for each module section above.

  • INVALID_DATAHTTP 400

    Invalid Data
    Resolution: One of the input keys has the invalid data type. Refer to Sample Attributes section above and specify valid input.

  • INVALID_URL_PATTERNHTTP 404

    Please check if the URL trying to access is a correct one
    Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: Client does not have ZohoCRM.modules.{module_name}.CREATE scope. Create a new client with valid scope. Refer to scope section above.

  • NO_PERMISSIONHTTP 403

    Permission denied to add records
    Resolution: The user does not have permission to add records. Contact your system administrator.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in Server. Contact support team.

  • INVALID_REQUEST_METHODHTTP 400

    The http request method type is not a valid one
    Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.

  • AUTHORIZATION_FAILEDHTTP 400

    User does not have sufficient privilege to add records
    Resolution: The user does not have the permission to add records. Contact your system administrator.

  • DUPLICATE_DATAHTTP 202

    duplicate data
    Resolution: You have specified a duplicate value for one or more unique fields. Refer to Fields Metadata API to know the unique fields.

  • LIMIT_EXCEEDEDHTTP 202

    Only 50 participants can be added to an event.
    Resolution: You can add only a maximum of 50 participants to an event. Ensure that the number of participants you add does not exceed 50.

Sample Response

Copied{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "Modified_Time": "2019-05-02T11:17:33+05:30",
        "Modified_By": {
          "name": "Patricia Boyle",
          "id": "554023000000235011"
        },
        "Created_Time": "2019-05-02T11:17:33+05:30",
        "id": "554023000000527002",
        "Created_By": {
          "name": "Patricia Boyle",
          "id": "554023000000235011"
        }
      },
      "message": "record added",
      "status": "success"
    },
    {
      "code": "SUCCESS",
      "details": {
        "Modified_Time": "2019-05-02T11:17:33+05:30",
        "Modified_By": {
          "name": "Patricia Boyle",
          "id": "554023000000235011"
        },
        "Created_Time": "2019-05-02T11:17:33+05:30",
        "id": "554023000000527003",
        "Created_By": {
          "name": "Patricia Boyle",
          "id": "554023000000235011"
        }
      },
      "message": "record added",
      "status": "success"
    }
  ]
}