C# SDK Samples - Records Operations
Get a Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to get a single record of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module.</param>
/// <param name="recordId">The ID of the record to be obtained.</param>
/// <param name="destinationFolder">The absolute path of the destination folder to store the file</param>
public static void GetRecord(string moduleAPIName, long recordId, string destinationFolder)
{
//example
//string moduleAPIName = "module_api_name";
//long recordId = 347276;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(GetRecordParam.APPROVED, "false");
paramInstance.Add(GetRecordParam.CONVERTED, "false");
List<string> fieldNames = new List<string>() { "Company", "Email" };
foreach (string fieldName in fieldNames)
{
paramInstance.Add(GetRecordParam.FIELDS, fieldName);
}
DateTimeOffset startdatetime = new DateTimeOffset(new DateTime(2020, 10, 15, 12, 0, 1, DateTimeKind.Local));
paramInstance.Add(GetRecordParam.STARTDATETIME, startdatetime);
DateTimeOffset enddatetime = new DateTimeOffset(new DateTime(2020, 11, 15, 12, 0, 1, DateTimeKind.Local));
paramInstance.Add(GetRecordParam.ENDDATETIME, enddatetime);
paramInstance.Add(GetRecordParam.TERRITORY_ID, "34770613051357");
paramInstance.Add(GetRecordParam.INCLUDE_CHILD, "true");
HeaderMap headerInstance = new HeaderMap();
DateTimeOffset ifmodifiedsince = new DateTimeOffset(new DateTime(2020, 05, 15, 12, 0, 0, DateTimeKind.Local));
headerInstance.Add(GetRecordHeader.IF_MODIFIED_SINCE, ifmodifiedsince);
headerInstance.Add(GetRecordHeader.X_EXTERNAL, "Leads.External");
//Call GetRecord method that takes recordID, moduleAPIName, paramInstance, and headerInstance as parameter
APIResponse<ResponseHandler> response = recordOperations.GetRecord(recordId, moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ResponseHandler responseHandler = response.Object;
if (responseHandler is ResponseWrapper)
{
//Get the received ResponseWrapper instance
ResponseWrapper responseWrapper = (ResponseWrapper)responseHandler;
//Get the list of obtained Record instances
List<Com.Zoho.Crm.API.Record.Record> records = responseWrapper.Data;
foreach (Com.Zoho.Crm.API.Record.Record record in records)
{
//Get the ID of each Record
Console.WriteLine("Record ID: " + record.Id);
//Get the createdBy User instance of each Record
User createdBy = record.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the ID of the createdBy User
Console.WriteLine("Record Created By User-ID: " + createdBy.Id);
//Get the name of the createdBy User
Console.WriteLine("Record Created By User-Name: " + createdBy.Name);
//Get the Email of the createdBy User
Console.WriteLine("Record Created By User-Email: " + createdBy.Email);
}
//Get the CreatedTime of each Record
Console.WriteLine("Record CreatedTime: " + record.CreatedTime);
//Get the modifiedBy User instance of each Record
User modifiedBy = record.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the ID of the modifiedBy User
Console.WriteLine("Record Modified By User-ID: " + modifiedBy.Id);
//Get the name of the modifiedBy User
Console.WriteLine("Record Modified By User-Name: " + modifiedBy.Name);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Modified By User-Email: " + modifiedBy.Email);
}
//Get the ModifiedTime of each Record
Console.WriteLine("Record ModifiedTime: " + record.ModifiedTime);
//Get the list of Tag instance each Record
List<Tag> tags = record.Tag;
//Check if tags is not null
if (tags != null)
{
foreach (Tag tag in tags)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
//To Get particular field value
Console.WriteLine("Record Field Value: " + record.GetKeyValue("Last_Name"));// FieldApiName
Console.WriteLine("Record KeyValues: ");
//Get the KeyValue map
foreach (KeyValuePair<string, object> entry in record.GetKeyValues())
{
string keyName = entry.Key;
object value = entry.Value;
if (value != null)
{
if (value is IList && ((IList)value).Count > 0)
{
IList dataList = (IList)value;
if (dataList.Count > 0)
{
if (dataList[0] is FileDetails)
{
List<FileDetails> fileDetails = (List<FileDetails>)value;
foreach (FileDetails fileDetail in fileDetails)
{
//Get the Extn of each FileDetails
Console.WriteLine("Record FileDetails Extn: " + fileDetail.Extn);
//Get the IsPreviewAvailable of each FileDetails
Console.WriteLine("Record FileDetails IsPreviewAvailable: " + fileDetail.IsPreviewAvailable);
//Get the DownloadUrl of each FileDetails
Console.WriteLine("Record FileDetails DownloadUrl: " + fileDetail.DownloadUrl);
//Get the DeleteUrl of each FileDetails
Console.WriteLine("Record FileDetails DeleteUrl: " + fileDetail.DeleteUrl);
//Get the EntityId of each FileDetails
Console.WriteLine("Record FileDetails EntityId: " + fileDetail.EntityId);
//Get the Mode of each FileDetails
Console.WriteLine("Record FileDetails Mode: " + fileDetail.Mode);
//Get the OriginalSizeByte of each FileDetails
Console.WriteLine("Record FileDetails OriginalSizeByte: " + fileDetail.OriginalSizeByte);
//Get the PreviewUrl of each FileDetails
Console.WriteLine("Record FileDetails PreviewUrl: " + fileDetail.PreviewUrl);
//Get the FileName of each FileDetails
Console.WriteLine("Record FileDetails FileName: " + fileDetail.FileName);
//Get the FileId of each FileDetails
Console.WriteLine("Record FileDetails FileId: " + fileDetail.FileId);
//Get the AttachmentId of each FileDetails
Console.WriteLine("Record FileDetails AttachmentId: " + fileDetail.AttachmentId);
//Get the FileSize of each FileDetails
Console.WriteLine("Record FileDetails FileSize: " + fileDetail.FileSize);
//Get the CreatorId of each FileDetails
Console.WriteLine("Record FileDetails CreatorId: " + fileDetail.CreatorId);
//Get the LinkDocs of each FileDetails
Console.WriteLine("Record FileDetails LinkDocs: " + fileDetail.LinkDocs);
}
}
else if (dataList[0].GetType().FullName.Contains("Choice"))
{
Console.WriteLine(keyName);
Console.WriteLine("values");
foreach (object choice in dataList)
{
Type type = choice.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(prop.GetValue(choice));
}
}
else if (dataList[0] is Tag)
{
List<Tag> tagList = (List<Tag>)value;
foreach (Tag tag in tagList)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
else if (dataList[0] is PricingDetails)
{
List<PricingDetails> pricingDetails = (List<PricingDetails>)value;
foreach (PricingDetails pricingDetail in pricingDetails)
{
Console.WriteLine("Record PricingDetails ToRange: " + pricingDetail.ToRange);
Console.WriteLine("Record PricingDetails Discount: " + pricingDetail.Discount);
Console.WriteLine("Record PricingDetails ID: " + pricingDetail.Id);
Console.WriteLine("Record PricingDetails FromRange: " + pricingDetail.FromRange);
}
}
else if (dataList[0] is Participants)
{
List<Participants> participants = (List<Participants>)value;
foreach (Participants participant in participants)
{
Console.WriteLine("Record Participants Name: " + participant.Name);
Console.WriteLine("Record Participants Invited: " + participant.Invited);
Console.WriteLine("Record Participants ID: " + participant.Id);
Console.WriteLine("Record Participants Type: " + participant.Type);
Console.WriteLine("Record Participants Participant: " + participant.Participant);
Console.WriteLine("Record Participants Status: " + participant.Status);
}
}
else if (dataList[0] is LineTax)
{
List<LineTax> lineTaxes = (List<LineTax>)dataList;
foreach (LineTax lineTax in lineTaxes)
{
Console.WriteLine("Record ProductDetails LineTax Percentage: " + lineTax.Percentage);
Console.WriteLine("Record ProductDetails LineTax Name: " + lineTax.Name);
Console.WriteLine("Record ProductDetails LineTax Id: " + lineTax.Id);
Console.WriteLine("Record ProductDetails LineTax Value: " + lineTax.Value);
Console.WriteLine("Record ProductDetails LineTax DisplayName: " + lineTax.DisplayName);
}
}
else if (dataList[0] is Comment)
{
List<Comment> comments = (List<Comment>)dataList;
foreach (Comment comment in comments)
{
Console.WriteLine("Record Comment CommentedBy: " + comment.CommentedBy);
Console.WriteLine("Record Comment CommentedTime: " + comment.CommentedTime.ToString());
Console.WriteLine("Record Comment CommentContent: " + comment.CommentContent);
Console.WriteLine("Record Comment Id: " + comment.Id);
}
}
else if (dataList[0] is Attachment)
{
//Get the list of obtained Attachment instances
List<Attachment> attachments = (List<Attachment>)dataList; ;
foreach (Attachment attachment in attachments)
{
//Get the owner User instance of each attachment
User owner = attachment.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the Name of the Owner
Console.WriteLine("Record Attachment Owner User-Name: " + owner.Name);
//Get the ID of the Owner
Console.WriteLine("Record Attachment Owner User-ID: " + owner.Id);
//Get the Email of the Owner
Console.WriteLine("Record Attachment Owner User-Email: " + owner.Email);
}
//Get the modified time of each attachment
Console.WriteLine("Record Attachment Modified Time: " + attachment.ModifiedTime.ToString());
//Get the name of the File
Console.WriteLine("Record Attachment File Name: " + attachment.FileName);
//Get the created time of each attachment
Console.WriteLine("Record Attachment Created Time: " + attachment.CreatedTime.ToString());
//Get the Attachment file size
Console.WriteLine("Record Attachment File Size: " + attachment.Size.ToString());
//Get the parentId Record instance of each attachment
API.Record.Record parentId = attachment.ParentId;
//Check if parentId is not null
if (parentId != null)
{
//Get the parent record Name of each attachment
Console.WriteLine("Record Attachment parent record Name: " + parentId.GetKeyValue("name"));
//Get the parent record ID of each attachment
Console.WriteLine("Record Attachment parent record ID: " + parentId.Id);
}
//Get the attachment is Editable
Console.WriteLine("Record Attachment is Editable: " + attachment.Editable.ToString());
//Get the file ID of each attachment
Console.WriteLine("Record Attachment File ID: " + attachment.FileId);
//Get the type of each attachment
Console.WriteLine("Record Attachment File Type: " + attachment.Type);
//Get the seModule of each attachment
Console.WriteLine("Record Attachment seModule: " + attachment.SeModule);
//Get the modifiedBy User instance of each attachment
modifiedBy = attachment.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the Name of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Name: " + modifiedBy.Name);
//Get the ID of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-ID: " + modifiedBy.Id);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Email: " + modifiedBy.Email);
}
//Get the state of each attachment
Console.WriteLine("Record Attachment State: " + attachment.State);
//Get the ID of each attachment
Console.WriteLine("Record Attachment ID: " + attachment.Id);
//Get the createdBy User instance of each attachment
createdBy = attachment.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the name of the createdBy User
Console.WriteLine("Record Attachment Created By User-Name: " + createdBy.Name);
//Get the ID of the createdBy User
Console.WriteLine("Record Attachment Created By User-ID: " + createdBy.Id);
//Get the Email of the createdBy User
Console.WriteLine("Record Attachment Created By User-Email: " + createdBy.Email);
}
//Get the linkUrl of each attachment
Console.WriteLine("Record Attachment LinkUrl: " + attachment.LinkUrl);
}
}
else if (dataList[0] is ImageUpload)
{
List<ImageUpload> imageUploads = (List<ImageUpload>)dataList;
foreach (ImageUpload imageUpload in imageUploads)
{
Console.WriteLine("Record " + keyName + "Description: " + imageUpload.Description);
Console.WriteLine("Record " + keyName + "PreviewId: " + imageUpload.PreviewId);
Console.WriteLine("Record " + keyName + "File_Name: " + imageUpload.FileName);
Console.WriteLine("Record " + keyName + "State: " + imageUpload.State);
Console.WriteLine("Record " + keyName + "Size: " + imageUpload.Size);
Console.WriteLine("Record " + keyName + "SequenceNumber: " + imageUpload.SequenceNumber);
Console.WriteLine("Record " + keyName + "Id: " + imageUpload.Id);
Console.WriteLine("Record " + keyName + "FileId: " + imageUpload.FileId);
}
}
else if (dataList[0] is Com.Zoho.Crm.API.Record.Record)
{
List<Com.Zoho.Crm.API.Record.Record> recordList = (List<Com.Zoho.Crm.API.Record.Record>)dataList;
foreach (Com.Zoho.Crm.API.Record.Record record1 in recordList)
{
//Get the details map
foreach (KeyValuePair<string, object> entry1 in record1.GetKeyValues())
{
//Get each value in the map
Console.WriteLine(entry1.Key + ": " + JsonConvert.SerializeObject(entry1.Value));
}
}
}
else
{
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
else if (value is Consent)
{
Consent consent = (Consent)value;
//Get the Owner User instance of each attachment
User owner = consent.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the name of the owner User
Console.WriteLine("Record Consent Owner Name: " + owner.Name);
//Get the ID of the owner User
Console.WriteLine("Record Consent Owner ID: " + owner.Id);
//Get the Email of the owner User
Console.WriteLine("Record Consent Owner Email: " + owner.Email);
}
User consentCreatedBy = consent.CreatedBy;
//Check if createdBy is not null
if (consentCreatedBy != null)
{
//Get the name of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Name: " + consentCreatedBy.Name);
//Get the ID of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy ID: " + consentCreatedBy.Id);
//Get the Email of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Email: " + consentCreatedBy.Email);
}
User consentModifiedBy = consent.ModifiedBy;
//Check if createdBy is not null
if (consentModifiedBy != null)
{
//Get the name of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Name: " + consentModifiedBy.Name);
//Get the ID of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy ID: " + consentModifiedBy.Id);
//Get the Email of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Email: " + consentModifiedBy.Email);
}
Console.WriteLine("Record Consent ContactThroughEmail: " + consent.ContactThroughEmail);
Console.WriteLine("Record Consent ContactThroughSocial: " + consent.ContactThroughSocial);
Console.WriteLine("Record Consent ContactThroughSurvey: " + consent.ContactThroughSurvey);
Console.WriteLine("Record Consent ContactThroughPhone: " + consent.ContactThroughPhone);
Console.WriteLine("Record Consent MailSentTime: " + consent.MailSentTime.ToString());
Console.WriteLine("Record Consent ConsentDate: " + consent.ConsentDate.ToString());
Console.WriteLine("Record Consent ConsentRemarks: " + consent.ConsentRemarks);
Console.WriteLine("Record Consent ConsentThrough: " + consent.ConsentThrough);
Console.WriteLine("Record Consent DataProcessingBasis: " + consent.DataProcessingBasis);
//To get custom values
Console.WriteLine("Record Consent Lawful Reason: " + consent.GetKeyValue("Lawful_Reason"));
}
else if (value is Layout)
{
API.Layouts.Layout layout = (Layout)value;
if (layout != null)
{
Console.WriteLine("Record " + keyName + " ID: " + layout.Id);
Console.WriteLine("Record " + keyName + " Name: " + layout.Name);
}
}
else if (value is User)
{
User user = (User)value;
if (user != null)
{
Console.WriteLine("Record " + keyName + " User-ID: " + user.Id);
Console.WriteLine("Record " + keyName + " User-Name: " + user.Name);
Console.WriteLine("Record " + keyName + " User-Email: " + user.Email);
}
}
else if (value.GetType().FullName.Contains("Choice"))
{
Type type = value.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(keyName + ": " + prop.GetValue(value));
}
else if (value is RemindAt)
{
Console.WriteLine(keyName + ": " + ((RemindAt)value).Alarm);
}
else if (value is RecurringActivity)
{
Console.WriteLine(keyName);
Console.WriteLine("RRULE" + ": " + ((RecurringActivity)value).Rrule);
}
else if (value is Com.Zoho.Crm.API.Record.Record)
{
Com.Zoho.Crm.API.Record.Record recordValue = (Com.Zoho.Crm.API.Record.Record)value;
Console.WriteLine("Record " + keyName + " ID: " + recordValue.Id);
Console.WriteLine("Record " + keyName + " Name: " + recordValue.GetKeyValue("name"));
}
else
{
//Get each value in the map
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
}
}
else if (responseHandler is API.Record.FileBodyWrapper)
{
//Get the received FileBodyWrapper instance
API.Record.FileBodyWrapper fileBodyWrapper = (API.Record.FileBodyWrapper)responseHandler;
//Get StreamWrapper instance from the returned FileBodyWrapper instance
StreamWrapper streamWrapper = fileBodyWrapper.File;
//Get Stream from the response
Stream file = streamWrapper.Stream;
string fullFilePath = Path.Combine(destinationFolder, streamWrapper.Name);
using (FileStream outputFileStream = new FileStream(fullFilePath, FileMode.Create))
{
file.CopyTo(outputFileStream);
}
}
//Check if the request returned an exception
else if (responseHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)responseHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Update a Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to update a single record of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module.</param>
/// <param name="recordId">The ID of the record to be updated.</param>
public static void UpdateRecord(string moduleAPIName, long recordId)
{
//API Name of the module
//string moduleAPIName = "module_api_name";
//long recordId = 34777002;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = 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.LAST_NAME, "Last Name");
record1.AddFieldValue(Leads.COMPANY, "KKRNP");
record1.AddKeyValue("Multi_Select_1", new List<Choice<string>>() { new Choice<string>("Test1"), new Choice<string>("Test2") });
/*
* 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);
List<FileDetails> fileDetails = new List<FileDetails>();
FileDetails fileDetail1 = new FileDetails();
fileDetail1.AttachmentId = "34770616072005";
fileDetail1.Delete = null;
fileDetails.Add(fileDetail1);
FileDetails fileDetail2 = new FileDetails();
fileDetail2.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c32ddd96f13c58ed3c8c701a7d9d1263077";
fileDetails.Add(fileDetail2);
FileDetails fileDetail3 = new FileDetails();
fileDetail3.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c32155dbc7f8d3cd63c8548191c02435899";
fileDetails.Add(fileDetail3);
record1.AddKeyValue("File_Upload", fileDetails);
API.Users.User recordOwner = new API.Users.User();
recordOwner.Email = "abc@zoho.com";
record1.AddKeyValue("Owner", recordOwner);
//Used when GDPR is enabled
Consent dataConsent = new Consent();
dataConsent.ConsentRemarks = "Approved.";
dataConsent.ConsentThrough = "Email";
dataConsent.ContactThroughEmail = true;
dataConsent.ContactThroughSocial = false;
record1.AddKeyValue("Data_Processing_Basis_Details", dataConsent);
List<API.Record.Record> subformList = new List<API.Record.Record>();
API.Record.Record subform = new API.Record.Record();
subform.AddKeyValue("Subform FieldAPIName", "FieldValue");
subformList.Add(subform);
record1.AddKeyValue("Subform_1", subformList);
/** Following methods are being used only by Inventory modules */
API.Record.Record dealName = new API.Record.Record();
dealName.AddFieldValue(Deals.ID, 3477061012263008);
record1.AddFieldValue(Sales_Orders.DEAL_NAME, dealName);
API.Record.Record contactName = new API.Record.Record();
contactName.AddFieldValue(Contacts.ID, 3477061012263005);
record1.AddFieldValue(Purchase_Orders.CONTACT_NAME, contactName);
API.Record.Record accountName = new API.Record.Record();
accountName.AddKeyValue("name", "automatedAccount");
record1.AddFieldValue(Quotes.ACCOUNT_NAME, accountName);
List<API.Record.Record> inventoryLineItemList = new List<API.Record.Record>();
API.Record.Record inventoryLineItem = new API.Record.Record();
LineItemProduct lineItemProduct = new LineItemProduct();
lineItemProduct.Id = 3477061012259001;
//lineItemProduct.AddKeyValue("Products_External", "AutomatedSDKExternal");
inventoryLineItem.AddKeyValue("Description", "asd");
inventoryLineItem.AddKeyValue("Discount", "5");
//API.Record.Record parentId = new API.Record.Record();
//parentId.Id = 35240337331017;
//inventoryLineItem.AddKeyValue("Parent_Id", 5);
inventoryLineItem.AddKeyValue("Sequence_Number", 1);
LineItemProduct lineitemProduct = new LineItemProduct();
lineitemProduct.Id = 3477061012261;
//lineitemProduct.AddKeyValue("Products_External", "ProductExternal");
inventoryLineItem.AddKeyValue("Product_Name", lineItemProduct);
inventoryLineItem.AddKeyValue("Sequence_Number", (long)1);
inventoryLineItem.AddKeyValue("Quantity", 123.2);
inventoryLineItem.AddKeyValue("Tax", 123.2);
inventoryLineItemList.Add(inventoryLineItem);
List<LineTax> productLineTaxes = new List<LineTax>();
LineTax productLineTax = new LineTax();
productLineTax.Name = "MyTax1134";
productLineTax.Percentage = 20.0;
productLineTaxes.Add(productLineTax);
inventoryLineItem.AddKeyValue("Line_Tax", productLineTaxes);
inventoryLineItemList.Add(inventoryLineItem);
record1.AddKeyValue("Quoted_Items", inventoryLineItemList);
List<LineTax> lineTaxes = new List<LineTax>();
LineTax lineTax = new LineTax();
lineTax.Name = "MyTax1134";
lineTax.Percentage = 20.0;
lineTaxes.Add(lineTax);
record1.AddKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
List<Tag> tagList = new List<Tag>();
Tag tag = new Tag();
tag.Name = "Testtask1";
tagList.Add(tag);
record1.Tag = tagList;
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
List<string> trigger = new List<string>();
trigger.Add("approval");
trigger.Add("workflow");
trigger.Add("blueprint");
request.Trigger = trigger;
HeaderMap headerInstance = new HeaderMap();
//headerInstance.Add(UpdateRecordHeader.X_EXTERNAL, "Quotes.Quoted_Items.Product_Name.Products_External");
//Call UpdateRecord method that takes recordId, ModuleAPIName, BodyWrapper instance and headerInstance as parameter.
APIResponse<ActionHandler> response = recordOperations.UpdateRecord(recordId, moduleAPIName, request, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ResponseWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
if (entry.Value is User)
{
User user = (User)entry.Value;
//Get the Code
Console.WriteLine("User Id: " + user.Id);
//Get the Code
Console.WriteLine("Use Name: " + user.Name);
}
else
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Delete a Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to delete a single record of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module.</param>
/// <param name="recordId">The ID of the record to be deleted.</param>
public static void DeleteRecord(string moduleAPIName, long recordId)
{
//API Name of the module to delete record
//string moduleAPIName = "module_api_name";
//long recordId = 34702;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(DeleteRecordParam.WF_TRIGGER, false);
HeaderMap headerInstance = new HeaderMap();
//headerInstance.Add(DeleteRecordHeader.X_EXTERNAL, "Leads.External");
//Call deleteRecord method that takes recordId, ModuleAPIName, paramInstance and headerInstance as parameter.
APIResponse<ActionHandler> response = recordOperations.DeleteRecord(recordId, moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Get Records Using External ID
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to get a single record of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module.</param>
/// <param name="externalFieldValue"></param>
/// <param name="destinationFolder">The absolute path of the destination folder to store the file</param>
public static void GetRecordUsingExternalId(string moduleAPIName, string externalFieldValue, string destinationFolder)
{
//example
//string moduleAPIName = "module_api_name";
//string externalFieldValue = "347276";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(GetRecordParam.APPROVED, "false");
paramInstance.Add(GetRecordParam.CONVERTED, "false");
List<string> fieldNames = new List<string>() { "Company", "Email" };
foreach (string fieldName in fieldNames)
{
paramInstance.Add(GetRecordParam.FIELDS, fieldName);
}
DateTimeOffset startdatetime = new DateTimeOffset(new DateTime(2020, 10, 15, 12, 0, 1, DateTimeKind.Local));
paramInstance.Add(GetRecordParam.STARTDATETIME, startdatetime);
DateTimeOffset enddatetime = new DateTimeOffset(new DateTime(2020, 11, 15, 12, 0, 1, DateTimeKind.Local));
paramInstance.Add(GetRecordParam.ENDDATETIME, enddatetime);
paramInstance.Add(GetRecordParam.TERRITORY_ID, "34770613051357");
paramInstance.Add(GetRecordParam.INCLUDE_CHILD, "true");
HeaderMap headerInstance = new HeaderMap();
DateTimeOffset ifmodifiedsince = new DateTimeOffset(new DateTime(2020, 05, 15, 12, 0, 0, DateTimeKind.Local));
headerInstance.Add(GetRecordHeader.IF_MODIFIED_SINCE, ifmodifiedsince);
headerInstance.Add(GetRecordHeader.X_EXTERNAL, "Leads.External");
//Call GetRecordUsingExternalId method that takes externalFieldValue, moduleAPIName, paramInstance, and headerInstance as parameter
APIResponse<ResponseHandler> response = recordOperations.GetRecordUsingExternalId(externalFieldValue, moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ResponseHandler responseHandler = response.Object;
if (responseHandler is ResponseWrapper)
{
//Get the received ResponseWrapper instance
ResponseWrapper responseWrapper = (ResponseWrapper)responseHandler;
//Get the list of obtained Record instances
List<Com.Zoho.Crm.API.Record.Record> records = responseWrapper.Data;
foreach (Com.Zoho.Crm.API.Record.Record record in records)
{
//Get the ID of each Record
Console.WriteLine("Record ID: " + record.Id);
//Get the createdBy User instance of each Record
User createdBy = record.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the ID of the createdBy User
Console.WriteLine("Record Created By User-ID: " + createdBy.Id);
//Get the name of the createdBy User
Console.WriteLine("Record Created By User-Name: " + createdBy.Name);
//Get the Email of the createdBy User
Console.WriteLine("Record Created By User-Email: " + createdBy.Email);
}
//Get the CreatedTime of each Record
Console.WriteLine("Record CreatedTime: " + record.CreatedTime);
//Get the modifiedBy User instance of each Record
User modifiedBy = record.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the ID of the modifiedBy User
Console.WriteLine("Record Modified By User-ID: " + modifiedBy.Id);
//Get the name of the modifiedBy User
Console.WriteLine("Record Modified By User-Name: " + modifiedBy.Name);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Modified By User-Email: " + modifiedBy.Email);
}
//Get the ModifiedTime of each Record
Console.WriteLine("Record ModifiedTime: " + record.ModifiedTime);
//Get the list of Tag instance each Record
List<Tag> tags = record.Tag;
//Check if tags is not null
if (tags != null)
{
foreach (Tag tag in tags)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
//To Get particular field value
Console.WriteLine("Record Field Value: " + record.GetKeyValue("Last_Name"));// FieldApiName
Console.WriteLine("Record KeyValues: ");
//Get the KeyValue map
foreach (KeyValuePair<string, object> entry in record.GetKeyValues())
{
string keyName = entry.Key;
object value = entry.Value;
if (value != null)
{
if (value is IList && ((IList)value).Count > 0)
{
IList dataList = (IList)value;
if (dataList.Count > 0)
{
if (dataList[0] is FileDetails)
{
List<FileDetails> fileDetails = (List<FileDetails>)value;
foreach (FileDetails fileDetail in fileDetails)
{
//Get the Extn of each FileDetails
Console.WriteLine("Record FileDetails Extn: " + fileDetail.Extn);
//Get the IsPreviewAvailable of each FileDetails
Console.WriteLine("Record FileDetails IsPreviewAvailable: " + fileDetail.IsPreviewAvailable);
//Get the DownloadUrl of each FileDetails
Console.WriteLine("Record FileDetails DownloadUrl: " + fileDetail.DownloadUrl);
//Get the DeleteUrl of each FileDetails
Console.WriteLine("Record FileDetails DeleteUrl: " + fileDetail.DeleteUrl);
//Get the EntityId of each FileDetails
Console.WriteLine("Record FileDetails EntityId: " + fileDetail.EntityId);
//Get the Mode of each FileDetails
Console.WriteLine("Record FileDetails Mode: " + fileDetail.Mode);
//Get the OriginalSizeByte of each FileDetails
Console.WriteLine("Record FileDetails OriginalSizeByte: " + fileDetail.OriginalSizeByte);
//Get the PreviewUrl of each FileDetails
Console.WriteLine("Record FileDetails PreviewUrl: " + fileDetail.PreviewUrl);
//Get the FileName of each FileDetails
Console.WriteLine("Record FileDetails FileName: " + fileDetail.FileName);
//Get the FileId of each FileDetails
Console.WriteLine("Record FileDetails FileId: " + fileDetail.FileId);
//Get the AttachmentId of each FileDetails
Console.WriteLine("Record FileDetails AttachmentId: " + fileDetail.AttachmentId);
//Get the FileSize of each FileDetails
Console.WriteLine("Record FileDetails FileSize: " + fileDetail.FileSize);
//Get the CreatorId of each FileDetails
Console.WriteLine("Record FileDetails CreatorId: " + fileDetail.CreatorId);
//Get the LinkDocs of each FileDetails
Console.WriteLine("Record FileDetails LinkDocs: " + fileDetail.LinkDocs);
}
}
else if (dataList[0].GetType().FullName.Contains("Choice"))
{
Console.WriteLine(keyName);
Console.WriteLine("values");
foreach (object choice in dataList)
{
Type type = choice.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(prop.GetValue(choice));
}
}
else if (dataList[0] is Tag)
{
List<Tag> tagList = (List<Tag>)value;
foreach (Tag tag in tagList)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
else if (dataList[0] is PricingDetails)
{
List<PricingDetails> pricingDetails = (List<PricingDetails>)value;
foreach (PricingDetails pricingDetail in pricingDetails)
{
Console.WriteLine("Record PricingDetails ToRange: " + pricingDetail.ToRange);
Console.WriteLine("Record PricingDetails Discount: " + pricingDetail.Discount);
Console.WriteLine("Record PricingDetails ID: " + pricingDetail.Id);
Console.WriteLine("Record PricingDetails FromRange: " + pricingDetail.FromRange);
}
}
else if (dataList[0] is Participants)
{
List<Participants> participants = (List<Participants>)value;
foreach (Participants participant in participants)
{
Console.WriteLine("Record Participants Name: " + participant.Name);
Console.WriteLine("Record Participants Invited: " + participant.Invited);
Console.WriteLine("Record Participants ID: " + participant.Id);
Console.WriteLine("Record Participants Type: " + participant.Type);
Console.WriteLine("Record Participants Participant: " + participant.Participant);
Console.WriteLine("Record Participants Status: " + participant.Status);
}
}
else if (dataList[0] is LineTax)
{
List<LineTax> lineTaxes = (List<LineTax>)dataList;
foreach (LineTax lineTax in lineTaxes)
{
Console.WriteLine("Record ProductDetails LineTax Percentage: " + lineTax.Percentage);
Console.WriteLine("Record ProductDetails LineTax Name: " + lineTax.Name);
Console.WriteLine("Record ProductDetails LineTax Id: " + lineTax.Id);
Console.WriteLine("Record ProductDetails LineTax Value: " + lineTax.Value);
Console.WriteLine("Record ProductDetails LineTax DisplayName: " + lineTax.DisplayName);
}
}
else if (dataList[0] is Comment)
{
List<Comment> comments = (List<Comment>)dataList;
foreach (Comment comment in comments)
{
Console.WriteLine("Record Comment CommentedBy: " + comment.CommentedBy);
Console.WriteLine("Record Comment CommentedTime: " + comment.CommentedTime.ToString());
Console.WriteLine("Record Comment CommentContent: " + comment.CommentContent);
Console.WriteLine("Record Comment Id: " + comment.Id);
}
}
else if (dataList[0] is Attachment)
{
//Get the list of obtained Attachment instances
List<Attachment> attachments = (List<Attachment>)dataList; ;
foreach (Attachment attachment in attachments)
{
//Get the owner User instance of each attachment
User owner = attachment.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the Name of the Owner
Console.WriteLine("Record Attachment Owner User-Name: " + owner.Name);
//Get the ID of the Owner
Console.WriteLine("Record Attachment Owner User-ID: " + owner.Id);
//Get the Email of the Owner
Console.WriteLine("Record Attachment Owner User-Email: " + owner.Email);
}
//Get the modified time of each attachment
Console.WriteLine("Record Attachment Modified Time: " + attachment.ModifiedTime.ToString());
//Get the name of the File
Console.WriteLine("Record Attachment File Name: " + attachment.FileName);
//Get the created time of each attachment
Console.WriteLine("Record Attachment Created Time: " + attachment.CreatedTime.ToString());
//Get the Attachment file size
Console.WriteLine("Record Attachment File Size: " + attachment.Size.ToString());
//Get the parentId Record instance of each attachment
API.Record.Record parentId = attachment.ParentId;
//Check if parentId is not null
if (parentId != null)
{
//Get the parent record Name of each attachment
Console.WriteLine("Record Attachment parent record Name: " + parentId.GetKeyValue("name"));
//Get the parent record ID of each attachment
Console.WriteLine("Record Attachment parent record ID: " + parentId.Id);
}
//Get the attachment is Editable
Console.WriteLine("Record Attachment is Editable: " + attachment.Editable.ToString());
//Get the file ID of each attachment
Console.WriteLine("Record Attachment File ID: " + attachment.FileId);
//Get the type of each attachment
Console.WriteLine("Record Attachment File Type: " + attachment.Type);
//Get the seModule of each attachment
Console.WriteLine("Record Attachment seModule: " + attachment.SeModule);
//Get the modifiedBy User instance of each attachment
modifiedBy = attachment.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the Name of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Name: " + modifiedBy.Name);
//Get the ID of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-ID: " + modifiedBy.Id);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Email: " + modifiedBy.Email);
}
//Get the state of each attachment
Console.WriteLine("Record Attachment State: " + attachment.State);
//Get the ID of each attachment
Console.WriteLine("Record Attachment ID: " + attachment.Id);
//Get the createdBy User instance of each attachment
createdBy = attachment.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the name of the createdBy User
Console.WriteLine("Record Attachment Created By User-Name: " + createdBy.Name);
//Get the ID of the createdBy User
Console.WriteLine("Record Attachment Created By User-ID: " + createdBy.Id);
//Get the Email of the createdBy User
Console.WriteLine("Record Attachment Created By User-Email: " + createdBy.Email);
}
//Get the linkUrl of each attachment
Console.WriteLine("Record Attachment LinkUrl: " + attachment.LinkUrl);
}
}
else if (dataList[0] is ImageUpload)
{
List<ImageUpload> imageUploads = (List<ImageUpload>)dataList;
foreach (ImageUpload imageUpload in imageUploads)
{
Console.WriteLine("Record " + keyName + "Description: " + imageUpload.Description);
Console.WriteLine("Record " + keyName + "PreviewId: " + imageUpload.PreviewId);
Console.WriteLine("Record " + keyName + "File_Name: " + imageUpload.FileName);
Console.WriteLine("Record " + keyName + "State: " + imageUpload.State);
Console.WriteLine("Record " + keyName + "Size: " + imageUpload.Size);
Console.WriteLine("Record " + keyName + "SequenceNumber: " + imageUpload.SequenceNumber);
Console.WriteLine("Record " + keyName + "Id: " + imageUpload.Id);
Console.WriteLine("Record " + keyName + "FileId: " + imageUpload.FileId);
}
}
else if (dataList[0] is Com.Zoho.Crm.API.Record.Record)
{
List<Com.Zoho.Crm.API.Record.Record> recordList = (List<Com.Zoho.Crm.API.Record.Record>)dataList;
foreach (Com.Zoho.Crm.API.Record.Record record1 in recordList)
{
//Get the details map
foreach (KeyValuePair<string, object> entry1 in record1.GetKeyValues())
{
//Get each value in the map
Console.WriteLine(entry1.Key + ": " + JsonConvert.SerializeObject(entry1.Value));
}
}
}
else
{
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
else if (value is Consent)
{
Consent consent = (Consent)value;
//Get the Owner User instance of each attachment
User owner = consent.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the name of the owner User
Console.WriteLine("Record Consent Owner Name: " + owner.Name);
//Get the ID of the owner User
Console.WriteLine("Record Consent Owner ID: " + owner.Id);
//Get the Email of the owner User
Console.WriteLine("Record Consent Owner Email: " + owner.Email);
}
User consentCreatedBy = consent.CreatedBy;
//Check if createdBy is not null
if (consentCreatedBy != null)
{
//Get the name of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Name: " + consentCreatedBy.Name);
//Get the ID of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy ID: " + consentCreatedBy.Id);
//Get the Email of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Email: " + consentCreatedBy.Email);
}
User consentModifiedBy = consent.ModifiedBy;
//Check if createdBy is not null
if (consentModifiedBy != null)
{
//Get the name of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Name: " + consentModifiedBy.Name);
//Get the ID of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy ID: " + consentModifiedBy.Id);
//Get the Email of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Email: " + consentModifiedBy.Email);
}
Console.WriteLine("Record Consent ContactThroughEmail: " + consent.ContactThroughEmail);
Console.WriteLine("Record Consent ContactThroughSocial: " + consent.ContactThroughSocial);
Console.WriteLine("Record Consent ContactThroughSurvey: " + consent.ContactThroughSurvey);
Console.WriteLine("Record Consent ContactThroughPhone: " + consent.ContactThroughPhone);
Console.WriteLine("Record Consent MailSentTime: " + consent.MailSentTime.ToString());
Console.WriteLine("Record Consent ConsentDate: " + consent.ConsentDate.ToString());
Console.WriteLine("Record Consent ConsentRemarks: " + consent.ConsentRemarks);
Console.WriteLine("Record Consent ConsentThrough: " + consent.ConsentThrough);
Console.WriteLine("Record Consent DataProcessingBasis: " + consent.DataProcessingBasis);
//To get custom values
Console.WriteLine("Record Consent Lawful Reason: " + consent.GetKeyValue("Lawful_Reason"));
}
else if (value is Layout)
{
API.Layouts.Layout layout = (Layout)value;
if (layout != null)
{
Console.WriteLine("Record " + keyName + " ID: " + layout.Id);
Console.WriteLine("Record " + keyName + " Name: " + layout.Name);
}
}
else if (value is User)
{
User user = (User)value;
if (user != null)
{
Console.WriteLine("Record " + keyName + " User-ID: " + user.Id);
Console.WriteLine("Record " + keyName + " User-Name: " + user.Name);
Console.WriteLine("Record " + keyName + " User-Email: " + user.Email);
}
}
else if (value.GetType().FullName.Contains("Choice"))
{
Type type = value.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(keyName + ": " + prop.GetValue(value));
}
else if (value is RemindAt)
{
Console.WriteLine(keyName + ": " + ((RemindAt)value).Alarm);
}
else if (value is RecurringActivity)
{
Console.WriteLine(keyName);
Console.WriteLine("RRULE" + ": " + ((RecurringActivity)value).Rrule);
}
else if (value is Com.Zoho.Crm.API.Record.Record)
{
Com.Zoho.Crm.API.Record.Record recordValue = (Com.Zoho.Crm.API.Record.Record)value;
Console.WriteLine("Record " + keyName + " ID: " + recordValue.Id);
Console.WriteLine("Record " + keyName + " Name: " + recordValue.GetKeyValue("name"));
}
else
{
//Get each value in the map
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
}
}
else if (responseHandler is API.Record.FileBodyWrapper)
{
//Get the received FileBodyWrapper instance
API.Record.FileBodyWrapper fileBodyWrapper = (API.Record.FileBodyWrapper)responseHandler;
//Get StreamWrapper instance from the returned FileBodyWrapper instance
StreamWrapper streamWrapper = fileBodyWrapper.File;
//Get Stream from the response
Stream file = streamWrapper.Stream;
string fullFilePath = Path.Combine(destinationFolder, streamWrapper.Name);
using (FileStream outputFileStream = new FileStream(fullFilePath, FileMode.Create))
{
file.CopyTo(outputFileStream);
}
}
//Check if the request returned an exception
else if (responseHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)responseHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Update Records Using External ID
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to update a single record of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module.</param>
/// <param name="externalFieldValue"></param>
public static void UpdateRecordUsingExternalId(string moduleAPIName, string externalFieldValue)
{
//API Name of the module
//string moduleAPIName = "module_api_name";
//string externalFieldValue = "";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = 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.LAST_NAME, "Last Name");
record1.AddFieldValue(Leads.COMPANY, "KKRNP");
record1.AddKeyValue("Multi_Select_1", new List<Choice<string>>() { new Choice<string>("Test1"), new Choice<string>("Test2") });
/*
* 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);
List<FileDetails> fileDetails = new List<FileDetails>();
FileDetails fileDetail1 = new FileDetails();
fileDetail1.AttachmentId = "34770616072005";
fileDetail1.Delete = null;
fileDetails.Add(fileDetail1);
FileDetails fileDetail2 = new FileDetails();
fileDetail2.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c325562658d8174404e150dab5b61d7e41b";
fileDetails.Add(fileDetail2);
FileDetails fileDetail3 = new FileDetails();
fileDetail3.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c3211802ae6de725e23c780daf1a00f20a7";
fileDetails.Add(fileDetail3);
record1.AddKeyValue("File_Upload", fileDetails);
API.Users.User recordOwner = new API.Users.User();
recordOwner.Email = "abc@zoho.com";
record1.AddKeyValue("Owner", recordOwner);
//Used when GDPR is enabled
Consent dataConsent = new Consent();
dataConsent.ConsentRemarks = "Approved.";
dataConsent.ConsentThrough = "Email";
dataConsent.ContactThroughEmail = true;
dataConsent.ContactThroughSocial = false;
record1.AddKeyValue("Data_Processing_Basis_Details", dataConsent);
List<API.Record.Record> subformList = new List<API.Record.Record>();
API.Record.Record subform = new API.Record.Record();
subform.AddKeyValue("Subform FieldAPIName", "FieldValue");
subformList.Add(subform);
record1.AddKeyValue("Subform Name", subformList);
/** Following methods are being used only by Inventory modules */
API.Record.Record dealName = new API.Record.Record();
dealName.AddFieldValue(Deals.ID, 34770614995070);
record1.AddFieldValue(Sales_Orders.DEAL_NAME, dealName);
API.Record.Record contactName = new API.Record.Record();
contactName.AddFieldValue(Contacts.ID, 34770614977055);
record1.AddFieldValue(Purchase_Orders.CONTACT_NAME, contactName);
API.Record.Record accountName = new API.Record.Record();
accountName.AddKeyValue("name", "automatedAccount");
record1.AddFieldValue(Quotes.ACCOUNT_NAME, accountName);
List<API.Record.Record> inventoryLineItemList = new List<API.Record.Record>();
API.Record.Record inventoryLineItem = new API.Record.Record();
LineItemProduct lineItemProduct = new LineItemProduct();
lineItemProduct.Id = 34770615356009;
inventoryLineItem.AddKeyValue("Description", "asd");
inventoryLineItem.AddKeyValue("Discount", "5");
API.Record.Record parentId = new API.Record.Record();
parentId.Id = 35240337331017;
//inventoryLineItem.AddKeyValue("Parent_Id", 5);
inventoryLineItem.AddKeyValue("Sequence_Number", 1);
LineItemProduct lineitemProduct = new LineItemProduct();
lineitemProduct.Id = 35240333659082;
inventoryLineItem.AddKeyValue("Product_Name", lineItemProduct);
inventoryLineItem.AddKeyValue("Sequence_Number", 1);
inventoryLineItem.AddKeyValue("Quantity", 123.2);
inventoryLineItem.AddKeyValue("Tax", 123.2);
inventoryLineItemList.Add(inventoryLineItem);
List<LineTax> productLineTaxes = new List<LineTax>();
LineTax productLineTax = new LineTax();
productLineTax.Name = "Sales Tax";
productLineTax.Percentage = 20.0;
productLineTaxes.Add(productLineTax);
inventoryLineItem.AddKeyValue("line_tax", productLineTaxes);
inventoryLineItemList.Add(inventoryLineItem);
record1.AddKeyValue("Quoted_Items", inventoryLineItemList);
List<LineTax> lineTaxes = new List<LineTax>();
LineTax lineTax = new LineTax();
lineTax.Name = "Sales Tax";
lineTax.Percentage = 20.0;
lineTaxes.Add(lineTax);
record1.AddKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
List<Tag> tagList = new List<Tag>();
Tag tag = new Tag();
tag.Name = "Testtask1";
tagList.Add(tag);
record1.Tag = tagList;
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
List<string> trigger = new List<string>();
trigger.Add("approval");
trigger.Add("workflow");
trigger.Add("blueprint");
request.Trigger = trigger;
HeaderMap headerInstance = new HeaderMap();
headerInstance.Add(UpdateRecordHeader.X_EXTERNAL, "Leads.External");
//Call UpdateRecordUsingExternalId method that takes externalFieldValue, ModuleAPIName, BodyWrapper instance and headerInstance as parameter.
APIResponse<ActionHandler> response = recordOperations.UpdateRecordUsingExternalId(externalFieldValue, moduleAPIName, request, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ResponseWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
if (entry.Value is User)
{
User user = (User)entry.Value;
//Get the Code
Console.WriteLine("User Id: " + user.Id);
//Get the Code
Console.WriteLine("Use Name: " + user.Name);
}
else
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Delete Records Using External ID
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to delete a single record of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module.</param>
/// <param name="externalFieldValue"></param>
public static void DeleteRecordUsingExternalId(string moduleAPIName, string externalFieldValue)
{
//API Name of the module to delete record
//string moduleAPIName = "Leads";
//string externalFieldValue = "";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(DeleteRecordParam.WF_TRIGGER, false);
HeaderMap headerInstance = new HeaderMap();
headerInstance.Add(DeleteRecordHeader.X_EXTERNAL, "Leads.External");
//Call DeleteRecordUsingExternalId method that takes recordId, ModuleAPIName, paramInstance and headerInstance as parameter.
APIResponse<ActionHandler> response = recordOperations.DeleteRecordUsingExternalId(externalFieldValue, moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Get All Records of a Module
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to get all the records of a module and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to obtain records.</param>
public static void GetRecords(string moduleAPIName)
{
//example
//string moduleAPIName = "module_api_name";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(GetRecordsParam.APPROVED, "both");
paramInstance.Add(GetRecordsParam.CONVERTED, "both");
paramInstance.Add(GetRecordsParam.CVID, "3477061087501");
List<string> ids = new List<string>() { "TestExternalLead111", "34770614352001" };
foreach (string id in ids)
{
paramInstance.Add(GetRecordsParam.IDS, id);
}
paramInstance.Add(GetRecordsParam.UID, "34770615181008");
List<string> fieldNames = new List<string>() { "Company", "Email" };
foreach (string fieldName in fieldNames)
{
paramInstance.Add(GetRecordsParam.FIELDS, fieldName);
}
paramInstance.Add(GetRecordsParam.SORT_BY, "Email");
paramInstance.Add(GetRecordsParam.SORT_ORDER, "desc");
paramInstance.Add(GetRecordsParam.PAGE, 1);
paramInstance.Add(GetRecordsParam.PER_PAGE, 1);
DateTimeOffset startdatetime = new DateTimeOffset(new DateTime(2021, 11, 20, 10, 0, 01, DateTimeKind.Local));
paramInstance.Add(GetRecordsParam.STARTDATETIME, startdatetime);
DateTimeOffset enddatetime = new DateTimeOffset(new DateTime(2022, 12, 20, 10, 0, 01, DateTimeKind.Local));
paramInstance.Add(GetRecordsParam.ENDDATETIME, enddatetime);
paramInstance.Add(GetRecordsParam.TERRITORY_ID, "34770613051357");
paramInstance.Add(GetRecordsParam.INCLUDE_CHILD, "true");
HeaderMap headerInstance = new HeaderMap();
DateTimeOffset ifmodifiedsince = new DateTimeOffset(new DateTime(2019, 05, 15, 12, 0, 0, DateTimeKind.Local));
headerInstance.Add(GetRecordsHeader.IF_MODIFIED_SINCE, ifmodifiedsince);
//headerInstance.Add(GetRecordsHeader.X_EXTERNAL, "Leads.External");
//Call GetRecords method that takes moduleAPIName, paramInstance and headerInstance as parameter.
APIResponse<ResponseHandler> response = recordOperations.GetRecords(moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get the object from response
ResponseHandler responseHandler = response.Object;
if (responseHandler is ResponseWrapper)
{
//Get the received ResponseWrapper instance
ResponseWrapper responseWrapper = (ResponseWrapper)responseHandler;
//Get the obtained Record instances
List<Com.Zoho.Crm.API.Record.Record> records = responseWrapper.Data;
foreach (Com.Zoho.Crm.API.Record.Record record in records)
{
//Get the ID of each Record
Console.WriteLine("Record ID: " + record.Id);
//Get the createdBy User instance of each Record
User createdBy = record.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the ID of the createdBy User
Console.WriteLine("Record Created By User-ID: " + createdBy.Id);
//Get the name of the createdBy User
Console.WriteLine("Record Created By User-Name: " + createdBy.Name);
//Get the Email of the createdBy User
Console.WriteLine("Record Created By User-Email: " + createdBy.Email);
}
//Get the CreatedTime of each Record
Console.WriteLine("Record CreatedTime: " + record.CreatedTime);
//Get the modifiedBy User instance of each Record
User modifiedBy = record.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the ID of the modifiedBy User
Console.WriteLine("Record Modified By User-ID: " + modifiedBy.Id);
//Get the name of the modifiedBy User
Console.WriteLine("Record Modified By User-Name: " + modifiedBy.Name);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Modified By User-Email: " + modifiedBy.Email);
}
//Get the ModifiedTime of each Record
Console.WriteLine("Record ModifiedTime: " + record.ModifiedTime);
//Get the list of Tag instance each Record
List<Tag> tags = record.Tag;
//Check if tags is not null
if (tags != null)
{
foreach (Tag tag in tags)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
//To Get particular field value
Console.WriteLine("Record Field Value: " + record.GetKeyValue("Last_Name"));// FieldApiName
Console.WriteLine("Record KeyValues: ");
//Get the KeyValue map
foreach (KeyValuePair<string, object> entry in record.GetKeyValues())
{
string keyName = entry.Key;
Object value = entry.Value;
if (value != null)
{
if (value is IList && ((IList)value).Count > 0)
{
IList dataList = (IList)value;
if (dataList.Count > 0)
{
if (dataList[0] is FileDetails)
{
List<FileDetails> fileDetails = (List<FileDetails>)value;
foreach (FileDetails fileDetail in fileDetails)
{
//Get the Extn of each FileDetails
Console.WriteLine("Record FileDetails Extn: " + fileDetail.Extn);
//Get the IsPreviewAvailable of each FileDetails
Console.WriteLine("Record FileDetails IsPreviewAvailable: " + fileDetail.IsPreviewAvailable);
//Get the DownloadUrl of each FileDetails
Console.WriteLine("Record FileDetails DownloadUrl: " + fileDetail.DownloadUrl);
//Get the DeleteUrl of each FileDetails
Console.WriteLine("Record FileDetails DeleteUrl: " + fileDetail.DeleteUrl);
//Get the EntityId of each FileDetails
Console.WriteLine("Record FileDetails EntityId: " + fileDetail.EntityId);
//Get the Mode of each FileDetails
Console.WriteLine("Record FileDetails Mode: " + fileDetail.Mode);
//Get the OriginalSizeByte of each FileDetails
Console.WriteLine("Record FileDetails OriginalSizeByte: " + fileDetail.OriginalSizeByte);
//Get the PreviewUrl of each FileDetails
Console.WriteLine("Record FileDetails PreviewUrl: " + fileDetail.PreviewUrl);
//Get the FileName of each FileDetails
Console.WriteLine("Record FileDetails FileName: " + fileDetail.FileName);
//Get the FileId of each FileDetails
Console.WriteLine("Record FileDetails FileId: " + fileDetail.FileId);
//Get the AttachmentId of each FileDetails
Console.WriteLine("Record FileDetails AttachmentId: " + fileDetail.AttachmentId);
//Get the FileSize of each FileDetails
Console.WriteLine("Record FileDetails FileSize: " + fileDetail.FileSize);
//Get the CreatorId of each FileDetails
Console.WriteLine("Record FileDetails CreatorId: " + fileDetail.CreatorId);
//Get the LinkDocs of each FileDetails
Console.WriteLine("Record FileDetails LinkDocs: " + fileDetail.LinkDocs);
}
}
else if (dataList[0] is Tag)
{
List<Tag> tagList = (List<Tag>)value;
foreach (Tag tag in tagList)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
else if (dataList[0] is PricingDetails)
{
List<PricingDetails> pricingDetails = (List<PricingDetails>)value;
foreach (PricingDetails pricingDetail in pricingDetails)
{
Console.WriteLine("Record PricingDetails ToRange: " + pricingDetail.ToRange);
Console.WriteLine("Record PricingDetails Discount: " + pricingDetail.Discount);
Console.WriteLine("Record PricingDetails ID: " + pricingDetail.Id);
Console.WriteLine("Record PricingDetails FromRange: " + pricingDetail.FromRange);
}
}
else if (dataList[0] is Participants)
{
List<Participants> participants = (List<Participants>)value;
foreach (Participants participant in participants)
{
Console.WriteLine("Record Participants Name: " + participant.Name);
Console.WriteLine("Record Participants Invited: " + participant.Invited);
Console.WriteLine("Record Participants ID: " + participant.Id);
Console.WriteLine("Record Participants Type: " + participant.Type);
Console.WriteLine("Record Participants Participant: " + participant.Participant);
Console.WriteLine("Record Participants Status: " + participant.Status);
}
}
else if (dataList[0] is LineTax)
{
List<LineTax> lineTaxes = (List<LineTax>)dataList;
foreach (LineTax lineTax in lineTaxes)
{
Console.WriteLine("Record ProductDetails LineTax Percentage: " + lineTax.Percentage);
Console.WriteLine("Record ProductDetails LineTax Name: " + lineTax.Name);
Console.WriteLine("Record ProductDetails LineTax Id: " + lineTax.Id);
Console.WriteLine("Record ProductDetails LineTax Value: " + lineTax.Value);
Console.WriteLine("Record ProductDetails LineTax DisplayName: " + lineTax.DisplayName);
}
}
else if (dataList[0].GetType().FullName.Contains("Choice"))
{
Console.WriteLine(keyName);
Console.WriteLine("values");
foreach (object choice in dataList)
{
Type type = choice.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(prop.GetValue(choice));
}
}
else if (dataList[0] is Comment)
{
List<Comment> comments = (List<Comment>)dataList;
foreach (Comment comment in comments)
{
Console.WriteLine("Record Comment CommentedBy: " + comment.CommentedBy);
Console.WriteLine("Record Comment CommentedTime: " + comment.CommentedTime.ToString());
Console.WriteLine("Record Comment CommentContent: " + comment.CommentContent);
Console.WriteLine("Record Comment Id: " + comment.Id);
}
}
else if (dataList[0] is Attachment)
{
//Get the list of obtained Attachment instances
List<Attachment> attachments = (List<Attachment>)dataList; ;
foreach (Attachment attachment in attachments)
{
//Get the owner User instance of each attachment
User owner = attachment.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the Name of the Owner
Console.WriteLine("Record Attachment Owner User-Name: " + owner.Name);
//Get the ID of the Owner
Console.WriteLine("Record Attachment Owner User-ID: " + owner.Id);
//Get the Email of the Owner
Console.WriteLine("Record Attachment Owner User-Email: " + owner.Email);
}
//Get the modified time of each attachment
Console.WriteLine("Record Attachment Modified Time: " + attachment.ModifiedTime.ToString());
//Get the name of the File
Console.WriteLine("Record Attachment File Name: " + attachment.FileName);
//Get the created time of each attachment
Console.WriteLine("Record Attachment Created Time: " + attachment.CreatedTime.ToString());
//Get the Attachment file size
Console.WriteLine("Record Attachment File Size: " + attachment.Size.ToString());
//Get the parentId Record instance of each attachment
API.Record.Record parentId = attachment.ParentId;
//Check if parentId is not null
if (parentId != null)
{
//Get the parent record Name of each attachment
Console.WriteLine("Record Attachment parent record Name: " + parentId.GetKeyValue("name"));
//Get the parent record ID of each attachment
Console.WriteLine("Record Attachment parent record ID: " + parentId.Id);
}
//Get the attachment is Editable
Console.WriteLine("Record Attachment is Editable: " + attachment.Editable.ToString());
//Get the file ID of each attachment
Console.WriteLine("Record Attachment File ID: " + attachment.FileId);
//Get the type of each attachment
Console.WriteLine("Record Attachment File Type: " + attachment.Type);
//Get the seModule of each attachment
Console.WriteLine("Record Attachment seModule: " + attachment.SeModule);
//Get the modifiedBy User instance of each attachment
modifiedBy = attachment.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the Name of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Name: " + modifiedBy.Name);
//Get the ID of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-ID: " + modifiedBy.Id);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Email: " + modifiedBy.Email);
}
//Get the state of each attachment
Console.WriteLine("Record Attachment State: " + attachment.State);
//Get the ID of each attachment
Console.WriteLine("Record Attachment ID: " + attachment.Id);
//Get the createdBy User instance of each attachment
createdBy = attachment.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the name of the createdBy User
Console.WriteLine("Record Attachment Created By User-Name: " + createdBy.Name);
//Get the ID of the createdBy User
Console.WriteLine("Record Attachment Created By User-ID: " + createdBy.Id);
//Get the Email of the createdBy User
Console.WriteLine("Record Attachment Created By User-Email: " + createdBy.Email);
}
//Get the linkUrl of each attachment
Console.WriteLine("Record Attachment LinkUrl: " + attachment.LinkUrl);
}
}
else if (dataList[0] is ImageUpload)
{
List<ImageUpload> imageUploads = (List<ImageUpload>)dataList;
foreach (ImageUpload imageUpload in imageUploads)
{
Console.WriteLine("Record " + keyName + "Description: " + imageUpload.Description);
Console.WriteLine("Record " + keyName + "PreviewId: " + imageUpload.PreviewId);
Console.WriteLine("Record " + keyName + "File_Name: " + imageUpload.FileName);
Console.WriteLine("Record " + keyName + "State: " + imageUpload.State);
Console.WriteLine("Record " + keyName + "Size: " + imageUpload.Size);
Console.WriteLine("Record " + keyName + "SequenceNumber: " + imageUpload.SequenceNumber);
Console.WriteLine("Record " + keyName + "Id: " + imageUpload.Id);
Console.WriteLine("Record " + keyName + "FileId: " + imageUpload.FileId);
}
}
else if (dataList[0] is Com.Zoho.Crm.API.Record.Record)
{
List<Com.Zoho.Crm.API.Record.Record> recordList = (List<Com.Zoho.Crm.API.Record.Record>)dataList;
foreach (Com.Zoho.Crm.API.Record.Record record1 in recordList)
{
//Get the details map
foreach (KeyValuePair<string, object> entry1 in record1.GetKeyValues())
{
//Get each value in the map
Console.WriteLine(entry1.Key + ": " + JsonConvert.SerializeObject(entry1.Value));
}
}
}
else
{
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
else if (value is Layout)
{
Layout layout = (Layout)value;
if (layout != null)
{
Console.WriteLine("Record " + keyName + " ID: " + layout.Id);
Console.WriteLine("Record " + keyName + " Name: " + layout.Name);
}
}
else if (value is User)
{
User user = (User)value;
if (user != null)
{
Console.WriteLine("Record " + keyName + " User-ID: " + user.Id);
Console.WriteLine("Record " + keyName + " User-Name: " + user.Name);
Console.WriteLine("Record " + keyName + " User-Email: " + user.Email);
}
}
else if (value is Consent)
{
Consent consent = (Consent)value;
Console.WriteLine("Record Consent ID: " + consent.Id);
//Get the Owner User instance of each attachment
User owner = consent.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the name of the owner User
Console.WriteLine("Record Consent Owner Name: " + owner.Name);
//Get the ID of the owner User
Console.WriteLine("Record Consent Owner ID: " + owner.Id);
//Get the Email of the owner User
Console.WriteLine("Record Consent Owner Email: " + owner.Email);
}
User consentCreatedBy = consent.CreatedBy;
//Check if createdBy is not null
if (consentCreatedBy != null)
{
//Get the name of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Name: " + consentCreatedBy.Name);
//Get the ID of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy ID: " + consentCreatedBy.Id);
//Get the Email of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Email: " + consentCreatedBy.Email);
}
User consentModifiedBy = consent.ModifiedBy;
//Check if createdBy is not null
if (consentModifiedBy != null)
{
//Get the name of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Name: " + consentModifiedBy.Name);
//Get the ID of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy ID: " + consentModifiedBy.Id);
//Get the Email of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Email: " + consentModifiedBy.Email);
}
Console.WriteLine("Record Consent ContactThroughEmail: " + consent.ContactThroughEmail);
Console.WriteLine("Record Consent ContactThroughSocial: " + consent.ContactThroughSocial);
Console.WriteLine("Record Consent ContactThroughSurvey: " + consent.ContactThroughSurvey);
Console.WriteLine("Record Consent ContactThroughPhone: " + consent.ContactThroughPhone);
Console.WriteLine("Record Consent MailSentTime: " + consent.MailSentTime.ToString());
Console.WriteLine("Record Consent ConsentDate: " + consent.ConsentDate.ToString());
Console.WriteLine("Record Consent ConsentRemarks: " + consent.ConsentRemarks);
Console.WriteLine("Record Consent ConsentThrough: " + consent.ConsentThrough);
Console.WriteLine("Record Consent DataProcessingBasis: " + consent.DataProcessingBasis);
//To get custom values
Console.WriteLine("Record Consent Lawful Reason: " + consent.GetKeyValue("Lawful_Reason"));
}
else if (value is Com.Zoho.Crm.API.Record.Record)
{
Com.Zoho.Crm.API.Record.Record recordValue = (Com.Zoho.Crm.API.Record.Record)value;
Console.WriteLine("Record " + keyName + " ID: " + recordValue.Id);
Console.WriteLine("Record " + keyName + " Name: " + recordValue.GetKeyValue("name"));
}
else if (value.GetType().FullName.Contains("Choice"))
{
Type type = value.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(keyName + ": " + prop.GetValue(value));
}
else if (value is RemindAt)
{
Console.WriteLine(keyName + ": " + ((RemindAt)value).Alarm);
}
else if (value is RecurringActivity)
{
Console.WriteLine(keyName);
Console.WriteLine("RRULE" + ": " + ((RecurringActivity)value).Rrule);
}
else
{
//Get each value in the map
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
}
//Get the Object obtained Info instance
Info info = responseWrapper.Info;
//Check if info is not null
if (info != null)
{
if (info.PerPage != null)
{
//Get the PerPage of the Info
Console.WriteLine("Record Info PerPage: " + info.PerPage);
}
if (info.Count != null)
{
//Get the Count of the Info
Console.WriteLine("Record Info Count: " + info.Count);
}
if (info.Page != null)
{
//Get the Page of the Info
Console.WriteLine("Record Info Page: " + info.Page);
}
if (info.MoreRecords != null)
{
//Get the MoreRecords of the Info
Console.WriteLine("Record Info MoreRecords: " + info.MoreRecords);
}
}
}
//Check if the request returned an exception
else if (responseHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)responseHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Create Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to create records of a module and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to create records.</param>
public static void CreateRecords(string moduleAPIName)
{
//API Name of the module to create records
//string moduleAPIName = "module_api_name";
//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("External", "Value32422");
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 = "ae9c7cefa418aec1d6a5cc2d9ab35c32653b9ed5cc5ea81131aa4f67ea3c6871";
fileDetails.Add(fileDetail1);
FileDetails fileDetail2 = new FileDetails();
fileDetail2.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c32c6a3eee9153b1c54528fd97486365542";
fileDetails.Add(fileDetail2);
FileDetails fileDetail3 = new FileDetails();
fileDetail3.FileId = "ae9c7cefa418aec1d6a5cc2d9ab35c323aee85624ea8e1481150b7dc1edead07";
fileDetails.Add(fileDetail3);
record1.AddKeyValue("File_Upload", fileDetails);
ImageUpload imageUpload1 = new ImageUpload();
imageUpload1.EncryptedId = "ae9c7cefa418aec1d6a5cc2d9ab35c32ac761e7fd00680013b9565585a59646d";
ImageUpload imageUpload2 = new ImageUpload();
imageUpload2.EncryptedId = "ae9c7cefa418aec1d6a5cc2d9ab35c32e1bee118a548f80b05e8b1e6e134c8fa";
record1.AddKeyValue("Image_Upload", new List<ImageUpload>() { imageUpload1, imageUpload2 });
List<API.Record.Record> subformList = new List<API.Record.Record>();
API.Record.Record subform = new API.Record.Record();
subform.AddKeyValue("DOB", "sep");
subform.AddKeyValue("Name1", "test");
subformList.Add(subform);
record1.AddKeyValue("Subform_1", subformList);
API.Users.User recordOwner = new API.Users.User();
recordOwner.Email = "abc@zoho.com";
record1.AddKeyValue("Owner", recordOwner);
//Used when GDPR is enabled
Consent dataConsent = new Consent();
dataConsent.ConsentRemarks = "Approved.";
dataConsent.ConsentThrough = "Email";
dataConsent.ContactThroughEmail = true;
dataConsent.ContactThroughSocial = false;
record1.AddKeyValue("Data_Processing_Basis_Details", dataConsent);
//Products
record1.AddFieldValue(Products.PRODUCT_NAME, "Product_Name");
Com.Zoho.Crm.API.Record.Record vendorName = new Com.Zoho.Crm.API.Record.Record();
vendorName.AddFieldValue(Vendors.ID, 34770617247001);
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<Tax> taxes = new List<Tax>();
Tax tax = new Tax();
tax.Value = "MyT2ax1134 - 15.0 %";
taxes.Add(tax);
tax = new Tax();
tax.Value = "MyTax22 - 10.0 %";
taxes.Add(tax);
tax = new Tax();
tax.Value = "MyTax1123 - 10.0 %";
taxes.Add(tax);
tax = new Tax();
tax.Value = "MyTax1134 - 15.0 %";
taxes.Add(tax);
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, 3477061012263008);
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, 3477061012263005);
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<API.Record.Record> inventoryLineItemList = new List<API.Record.Record>();
API.Record.Record inventoryLineItem = new API.Record.Record();
LineItemProduct lineItemProduct = new LineItemProduct();
lineItemProduct.Id = 3477061012259001;
//lineItemProduct.AddKeyValue("Products_External", "AutomatedSDKExternal");
inventoryLineItem.AddKeyValue("Product_Name", lineItemProduct);
inventoryLineItem.AddKeyValue("Quantity", 1.5);
inventoryLineItem.AddKeyValue("Description", "productDescription");
inventoryLineItem.AddKeyValue("ListPrice", 10.0);
inventoryLineItem.AddKeyValue("Discount", "5.0");
inventoryLineItem.AddKeyValue("Discount", "5.25%");
List<LineTax> productLineTaxes = new List<LineTax>();
LineTax productLineTax = new LineTax();
productLineTax.Name = "MyTax1134";
productLineTax.Percentage = 20.0;
productLineTaxes.Add(productLineTax);
inventoryLineItem.AddKeyValue("Line_Tax", productLineTaxes);
inventoryLineItemList.Add(inventoryLineItem);
record1.AddKeyValue("Quoted_Items", inventoryLineItemList);
// record1.AddKeyValue("Invoiced_Items", inventoryLineItemList);
// record1.AddKeyValue("Purchase_Items", inventoryLineItemList);
// record1.AddKeyValue("Ordered_Items", inventoryLineItemList);
List<LineTax> lineTaxes = new List<LineTax>();
LineTax lineTax = new LineTax();
lineTax.Name = "MyTax1134";
lineTax.Percentage = 20.0;
lineTaxes.Add(lineTax);
record1.AddKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
/** Following methods are being used only by Activity modules */
//Tasks
record1.AddFieldValue(Tasks.DESCRIPTION, "Test Task");
record1.AddKeyValue("Currency", new Choice<string>("INR"));
RemindAt remindAt = new RemindAt();
remindAt.Alarm = "FREQ=NONE;ACTION=EMAIL;TRIGGER=-P1D;TRIGGER_TIME=11:06";
record1.AddFieldValue(Tasks.REMIND_AT, remindAt);
Com.Zoho.Crm.API.Record.Record whoId = new Com.Zoho.Crm.API.Record.Record();
whoId.Id = 3477061012263005;
record1.AddFieldValue(Tasks.WHO_ID, whoId);
record1.AddFieldValue(Tasks.STATUS, new Choice<string>("In Progress"));
record1.AddFieldValue(Tasks.DUE_DATE, new DateTime(2022, 1, 13));
record1.AddFieldValue(Tasks.PRIORITY, new Choice<string>("High"));
record1.AddKeyValue("$se_module", "Accounts");
record1.AddFieldValue(Tasks.SUBJECT, "Email");
Com.Zoho.Crm.API.Record.Record whatId = new Com.Zoho.Crm.API.Record.Record();
whatId.Id = 3477061012263002;
record1.AddFieldValue(Tasks.WHAT_ID, whatId);
/** Recurring Activity can be provided in any activity module*/
RecurringActivity recurringActivity = new RecurringActivity();
recurringActivity.Rrule = "FREQ=DAILY;INTERVAL=1;UNTIL=2022-11-10;DTSTART=2022-11-10";
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 = "abc@zoho.com";
participant1.Type = "email";
participant1.Id = 34770615902017;
participants.Add(participant1);
Participants participant2 = new Participants();
participant2.AddKeyValue("participant", "3477061012402002");
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 = 3477061012018002;
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", "abc@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>("-None-"));
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 = "3477061087515";
HeaderMap headerInstance = new HeaderMap();
//headerInstance.Add(CreateRecordsHeader.X_EXTERNAL, "Quotes.Quoted_Items.Product_Name.Products_External");
//Call CreateRecords method that takes moduleAPIName and BodyWrapper instance as parameter.
APIResponse<ActionHandler> response = recordOperations.CreateRecords(moduleAPIName, bodyWrapper, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Update Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to update the records of a module with ID and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to update records.</param>
public static void UpdateRecords(string moduleAPIName)
{
//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 request = 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();
record1.Id = 3477061012397012;
/*
* 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, "zoho");
/*
* 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");
//Used when GDPR is enabled
Consent dataConsent = new Consent();
dataConsent.ConsentRemarks = "Approved.";
dataConsent.ConsentThrough = "Email";
dataConsent.ContactThroughEmail = true;
dataConsent.ContactThroughSocial = false;
record1.AddKeyValue("Data_Processing_Basis_Details", dataConsent);
API.Users.User recordOwner = new API.Users.User();
recordOwner.Email = "abc@zoho.com";
record1.AddKeyValue("Owner", recordOwner);
/** Following methods are being used only by Inventory modules */
API.Record.Record dealName = new API.Record.Record();
dealName.AddFieldValue(Deals.ID, 3477061011383007);
record1.AddFieldValue(Sales_Orders.DEAL_NAME, dealName);
API.Record.Record contactName = new API.Record.Record();
contactName.AddFieldValue(Contacts.ID, 3477061011853001);
record1.AddFieldValue(Purchase_Orders.CONTACT_NAME, contactName);
API.Record.Record accountName = new API.Record.Record();
accountName.AddKeyValue("name", "automatedAccount");
record1.AddFieldValue(Quotes.ACCOUNT_NAME, accountName);
List<API.Record.Record> inventoryLineItemList = new List<API.Record.Record>();
API.Record.Record inventoryLineItem = new API.Record.Record();
LineItemProduct lineItemProduct = new LineItemProduct();
//lineItemProduct.Id = 3477061011217004;
lineItemProduct.AddKeyValue("Products_External", "TestExternalLead121");
inventoryLineItem.AddKeyValue("Description", "asd");
inventoryLineItem.AddKeyValue("Discount", "5");
API.Record.Record parentId = new API.Record.Record();
parentId.Id = 35240337331017;
inventoryLineItem.AddKeyValue("Parent_Id", parentId);
LineItemProduct lineitemProduct = new LineItemProduct();
lineitemProduct.Id = 35240333659082;
inventoryLineItem.AddKeyValue("Product_Name", lineItemProduct);
inventoryLineItem.AddKeyValue("Sequence_Number", 1);
inventoryLineItem.AddKeyValue("Quantity", 123.2);
inventoryLineItem.AddKeyValue("Tax", 123.2);
inventoryLineItemList.Add(inventoryLineItem);
List<LineTax> productLineTaxes = new List<LineTax>();
LineTax productLineTax = new LineTax();
productLineTax.Name = "MyTax1134";
productLineTax.Percentage = 20.0;
productLineTaxes.Add(productLineTax);
inventoryLineItem.AddKeyValue("Line_Tax", productLineTaxes);
inventoryLineItemList.Add(inventoryLineItem);
record1.AddKeyValue("Quoted_Items", inventoryLineItemList);
List<LineTax> lineTaxes = new List<LineTax>();
LineTax lineTax = new LineTax();
lineTax.Name = "MyTax1134";
lineTax.Percentage = 20.0;
lineTaxes.Add(lineTax);
record1.AddKeyValue("$line_tax", lineTaxes);
/** End Inventory **/
//Add Record instance to the list
records.Add(record1);
//Get instance of Record Class
Com.Zoho.Crm.API.Record.Record record2 = new Com.Zoho.Crm.API.Record.Record();
record2.Id = 3477061012392;
/*
* 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
*/
record2.AddFieldValue(Leads.CITY, "City");
record2.AddFieldValue(Leads.LAST_NAME, "Last Name");
record2.AddFieldValue(Leads.FIRST_NAME, "First Name");
record2.AddFieldValue(Leads.COMPANY, "KKRNP");
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
record2.AddKeyValue("Custom_field", "Value");
record2.AddKeyValue("Custom_field_2", "value");
//Add Record instance to the list
records.Add(record2);
//Set the list to Records in BodyWrapper instance
request.Data = records;
List<string> trigger = new List<string>();
trigger.Add("approval");
trigger.Add("workflow");
trigger.Add("blueprint");
request.Trigger = trigger;
HeaderMap headerInstance = new HeaderMap();
//headerInstance.Add(UpdateRecordsHeader.X_EXTERNAL, "Quotes.Quoted_Items.Product_Name.Products_External");
//Call UpdateRecords method that takes moduleAPIName annd BodyWrapper instance as parameter.
APIResponse<ActionHandler> response = recordOperations.UpdateRecords(moduleAPIName, request, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained Attachment instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Delete Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to delete records of a module and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to delete records.</param>
/// <param name="recordIds">The List of the record IDs to be deleted.</param>
public static void DeleteRecords(string moduleAPIName, List<string> recordIds)
{
//API Name of the module
//string moduleAPIName = "module_api_name";
//List<string> recordIds = new List<string>(){"347708033", "347717", "3478001"};
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
foreach (string id in recordIds)
{
paramInstance.Add(DeleteRecordsParam.IDS, id);
}
paramInstance.Add(DeleteRecordsParam.WF_TRIGGER, false);
HeaderMap headerInstance = new HeaderMap();
// headerInstance.Add(DeleteRecordsHeader.X_EXTERNAL, "Leads.External");
//Call DeleteRecords method that takes moduleAPIName and paramInstance as parameter.
APIResponse<ActionHandler> response = recordOperations.DeleteRecords(moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Upsert Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to Upsert records of a module and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to upsert records.</param>
public static void UpsertRecords(string moduleAPIName)
{
//API Name of the module to create records
//string moduleAPIName = "module_api_name";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = 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, "Company1");
/*
* 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");
//Add Record instance to the list
records.Add(record1);
//Get instance of Record Class
Com.Zoho.Crm.API.Record.Record record2 = 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
*/
record2.AddFieldValue(Leads.CITY, "City");
record2.AddFieldValue(Leads.LAST_NAME, "Last Name");
record2.AddFieldValue(Leads.FIRST_NAME, "First Name");
record2.AddFieldValue(Leads.COMPANY, "Company12");
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
record2.AddKeyValue("Custom_field", "Value");
record2.AddKeyValue("Custom_field_2", "value");
//Add Record instance to the list
records.Add(record2);
List<string> duplicateCheckFields = new List<string>() { "City", "Last_Name", "First_Name" };
request.DuplicateCheckFields = duplicateCheckFields;
//Set the list to Records in BodyWrapper instance
request.Data = records;
HeaderMap headerInstance = new HeaderMap();
headerInstance.Add(UpsertRecordsHeader.X_EXTERNAL, "Leads.External");
//Call upsertRecords method that takes moduleAPIName and BodyWrapper instance as parameter.
APIResponse<ActionHandler> response = recordOperations.UpsertRecords(moduleAPIName, request, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Get Deleted Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to get the deleted records of a module and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to get the deleted records.</param>
public static void GetDeletedRecords(string moduleAPIName)
{
//example
//string moduleAPIName = "module_api_name";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(GetDeletedRecordsParam.TYPE, "permanent");//all, recycle, permanent
paramInstance.Add(GetDeletedRecordsParam.PAGE, 1);
paramInstance.Add(GetDeletedRecordsParam.PER_PAGE, 2);
//Get instance of HeaderMap Class
HeaderMap headerInstance = new HeaderMap();
DateTimeOffset ifModifiedSince = new DateTimeOffset(new DateTime(2020, 05, 15, 12, 0, 0, DateTimeKind.Local));
headerInstance.Add(GetDeletedRecordsHeader.IF_MODIFIED_SINCE, ifModifiedSince);
//Call GetDeletedRecords method that takes moduleAPIName, headerInstance and paramInstance as parameter
APIResponse<DeletedRecordsHandler> response = recordOperations.GetDeletedRecords(moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get the object from response
DeletedRecordsHandler deletedRecordsHandler = response.Object;
if (deletedRecordsHandler is DeletedRecordsWrapper)
{
//Get the received DeletedRecordsWrapper instance
DeletedRecordsWrapper deletedRecordsWrapper = (DeletedRecordsWrapper)deletedRecordsHandler;
//Get the list of obtained DeletedRecord instances
List<DeletedRecord> deletedRecords = deletedRecordsWrapper.Data;
foreach (DeletedRecord deletedRecord in deletedRecords)
{
//Get the deletedBy User instance of each DeletedRecord
User deletedBy = deletedRecord.DeletedBy;
//Check if deletedBy is not null
if (deletedBy != null)
{
//Get the name of the deletedBy User
Console.WriteLine("DeletedRecord Deleted By User-Name: " + deletedBy.Name);
//Get the ID of the deletedBy User
Console.WriteLine("DeletedRecord Deleted By User-ID: " + deletedBy.Id);
}
//Get the ID of each DeletedRecord
Console.WriteLine("DeletedRecord ID: " + deletedRecord.Id);
//Get the DisplayName of each DeletedRecord
Console.WriteLine("DeletedRecord DisplayName: " + deletedRecord.DisplayName);
//Get the Type of each DeletedRecord
Console.WriteLine("DeletedRecord Type: " + deletedRecord.Type);
//Get the createdBy User instance of each DeletedRecord
User createdBy = deletedRecord.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the name of the createdBy User
Console.WriteLine("DeletedRecord Created By User-Name: " + createdBy.Name);
//Get the ID of the createdBy User
Console.WriteLine("DeletedRecord Created By User-ID: " + createdBy.Id);
}
//Get the DeletedTime of each DeletedRecord
Console.WriteLine("DeletedRecord DeletedTime: " + deletedRecord.DeletedTime);
}
Info info = deletedRecordsWrapper.Info;
//Check if info is not null
if (info != null)
{
if (info.PerPage != null)
{
//Get the PerPage of the Info
Console.WriteLine("Record Info PerPage: " + info.PerPage);
}
if (info.Count != null)
{
//Get the Count of the Info
Console.WriteLine("Record Info Count: " + info.Count);
}
if (info.Page != null)
{
//Get the Page of the Info
Console.WriteLine("Record Info Page: " + info.Page);
}
if (info.MoreRecords != null)
{
//Get the MoreRecords of the Info
Console.WriteLine("Record Info MoreRecords: " + info.MoreRecords);
}
}
}
//Check if the request returned an exception
else if (deletedRecordsHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)deletedRecordsHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Search Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to search records of a module and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to obtain records.</param>
public static void SearchRecords(string moduleAPIName)
{
//example
//string moduleAPIName = "module_api_name";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(SearchRecordsParam.CRITERIA, "((Last_Name:starts_with:Last Name) and (Company:starts_with:fasf\\(123\\) K))");
//paramInstance.Add(SearchRecordsParam.CRITERIA, "(External:in:TestExternal678901)");
paramInstance.Add(SearchRecordsParam.EMAIL, "abc@zoho.com");
paramInstance.Add(SearchRecordsParam.PHONE, "234567890");
paramInstance.Add(SearchRecordsParam.WORD, "First Name Last Name");
paramInstance.Add(SearchRecordsParam.CONVERTED, "both");
paramInstance.Add(SearchRecordsParam.APPROVED, "both");
paramInstance.Add(SearchRecordsParam.PAGE, 1);
paramInstance.Add(SearchRecordsParam.PER_PAGE, 2);
HeaderMap headerInstance = new HeaderMap();
//headerInstance.Add(SearchRecordsHeader.X_EXTERNAL, "Leads.External");
//Call SearchRecords method that takes moduleAPIName, ParameterMap Instance and headerInstance as parameter
APIResponse<ResponseHandler> response = recordOperations.SearchRecords(moduleAPIName, paramInstance, headerInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get the object from response
ResponseHandler responseHandler = response.Object;
if (responseHandler is ResponseWrapper)
{
ResponseWrapper responseWrapper = (ResponseWrapper)responseHandler;
//Get the obtained Record instance
List<Com.Zoho.Crm.API.Record.Record> records = responseWrapper.Data;
foreach (Com.Zoho.Crm.API.Record.Record record in records)
{
//Get the ID of each Record
Console.WriteLine("Record ID: " + record.Id);
//Get the createdBy User instance of each Record
User createdBy = record.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the ID of the createdBy User
Console.WriteLine("Record Created By User-ID: " + createdBy.Id);
//Get the name of the createdBy User
Console.WriteLine("Record Created By User-Name: " + createdBy.Name);
//Get the Email of the createdBy User
Console.WriteLine("Record Created By User-Email: " + createdBy.Email);
}
//Get the CreatedTime of each Record
Console.WriteLine("Record CreatedTime: " + record.CreatedTime);
//Get the modifiedBy User instance of each Record
User modifiedBy = record.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the ID of the modifiedBy User
Console.WriteLine("Record Modified By User-ID: " + modifiedBy.Id);
//Get the name of the modifiedBy User
Console.WriteLine("Record Modified By User-Name: " + modifiedBy.Name);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Modified By User-Email: " + modifiedBy.Email);
}
//Get the ModifiedTime of each Record
Console.WriteLine("Record ModifiedTime: " + record.ModifiedTime);
//Get the list of Tag instance each Record
List<Tag> tags = record.Tag;
//Check if tags is not null
if (tags != null)
{
foreach (Tag tag in tags)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
//To Get particular field value
Console.WriteLine("Record Field Value: " + record.GetKeyValue("Last_Name"));// FieldApiName
Console.WriteLine("Record KeyValues: ");
//Get the KeyValue map
foreach (KeyValuePair<string, object> entry in record.GetKeyValues())
{
string keyName = entry.Key;
Object value = entry.Value;
if (value != null)
{
if (value is IList && ((IList)value).Count > 0)
{
IList dataList = (IList)value;
if (dataList.Count > 0)
{
if (dataList[0] is FileDetails)
{
List<FileDetails> fileDetails = (List<FileDetails>)value;
foreach (FileDetails fileDetail in fileDetails)
{
//Get the Extn of each FileDetails
Console.WriteLine("Record FileDetails Extn: " + fileDetail.Extn);
//Get the IsPreviewAvailable of each FileDetails
Console.WriteLine("Record FileDetails IsPreviewAvailable: " + fileDetail.IsPreviewAvailable);
//Get the DownloadUrl of each FileDetails
Console.WriteLine("Record FileDetails DownloadUrl: " + fileDetail.DownloadUrl);
//Get the DeleteUrl of each FileDetails
Console.WriteLine("Record FileDetails DeleteUrl: " + fileDetail.DeleteUrl);
//Get the EntityId of each FileDetails
Console.WriteLine("Record FileDetails EntityId: " + fileDetail.EntityId);
//Get the Mode of each FileDetails
Console.WriteLine("Record FileDetails Mode: " + fileDetail.Mode);
//Get the OriginalSizeByte of each FileDetails
Console.WriteLine("Record FileDetails OriginalSizeByte: " + fileDetail.OriginalSizeByte);
//Get the PreviewUrl of each FileDetails
Console.WriteLine("Record FileDetails PreviewUrl: " + fileDetail.PreviewUrl);
//Get the FileName of each FileDetails
Console.WriteLine("Record FileDetails FileName: " + fileDetail.FileName);
//Get the FileId of each FileDetails
Console.WriteLine("Record FileDetails FileId: " + fileDetail.FileId);
//Get the AttachmentId of each FileDetails
Console.WriteLine("Record FileDetails AttachmentId: " + fileDetail.AttachmentId);
//Get the FileSize of each FileDetails
Console.WriteLine("Record FileDetails FileSize: " + fileDetail.FileSize);
//Get the CreatorId of each FileDetails
Console.WriteLine("Record FileDetails CreatorId: " + fileDetail.CreatorId);
//Get the LinkDocs of each FileDetails
Console.WriteLine("Record FileDetails LinkDocs: " + fileDetail.LinkDocs);
}
}
else if (dataList[0] is Tag)
{
List<Tag> tagList = (List<Tag>)value;
foreach (Tag tag in tagList)
{
//Get the Name of each Tag
Console.WriteLine("Record Tag Name: " + tag.Name);
//Get the Id of each Tag
Console.WriteLine("Record Tag ID: " + tag.Id);
}
}
else if (dataList[0] is PricingDetails)
{
List<PricingDetails> pricingDetails = (List<PricingDetails>)value;
foreach (PricingDetails pricingDetail in pricingDetails)
{
Console.WriteLine("Record PricingDetails ToRange: " + pricingDetail.ToRange);
Console.WriteLine("Record PricingDetails Discount: " + pricingDetail.Discount);
Console.WriteLine("Record PricingDetails ID: " + pricingDetail.Id);
Console.WriteLine("Record PricingDetails FromRange: " + pricingDetail.FromRange);
}
}
else if (dataList[0] is Participants)
{
List<Participants> participants = (List<Participants>)value;
foreach (Participants participant in participants)
{
Console.WriteLine("Record Participants Name: " + participant.Name);
Console.WriteLine("Record Participants Invited: " + participant.Invited);
Console.WriteLine("Record Participants ID: " + participant.Id);
Console.WriteLine("Record Participants Type: " + participant.Type);
Console.WriteLine("Record Participants Participant: " + participant.Participant);
Console.WriteLine("Record Participants Status: " + participant.Status);
}
}
else if (dataList[0] is LineTax)
{
List<LineTax> lineTaxes = (List<LineTax>)dataList;
foreach (LineTax lineTax in lineTaxes)
{
Console.WriteLine("Record ProductDetails LineTax Percentage: " + lineTax.Percentage);
Console.WriteLine("Record ProductDetails LineTax Name: " + lineTax.Name);
Console.WriteLine("Record ProductDetails LineTax Id: " + lineTax.Id);
Console.WriteLine("Record ProductDetails LineTax Value: " + lineTax.Value);
Console.WriteLine("Record ProductDetails LineTax DisplayName: " + lineTax.DisplayName);
}
}
else if (dataList[0].GetType().FullName.Contains("Choice"))
{
Console.WriteLine(keyName);
Console.WriteLine("values");
foreach (object choice in dataList)
{
Type type = choice.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(prop.GetValue(choice));
}
}
else if (dataList[0] is Comment)
{
List<Comment> comments = (List<Comment>)dataList;
foreach (Comment comment in comments)
{
Console.WriteLine("Record Comment CommentedBy: " + comment.CommentedBy);
Console.WriteLine("Record Comment CommentedTime: " + comment.CommentedTime.ToString());
Console.WriteLine("Record Comment CommentContent: " + comment.CommentContent);
Console.WriteLine("Record Comment Id: " + comment.Id);
}
}
else if (dataList[0] is Attachment)
{
//Get the list of obtained Attachment instances
List<Attachment> attachments = (List<Attachment>)dataList; ;
foreach (Attachment attachment in attachments)
{
//Get the owner User instance of each attachment
User owner = attachment.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the Name of the Owner
Console.WriteLine("Record Attachment Owner User-Name: " + owner.Name);
//Get the ID of the Owner
Console.WriteLine("Record Attachment Owner User-ID: " + owner.Id);
//Get the Email of the Owner
Console.WriteLine("Record Attachment Owner User-Email: " + owner.Email);
}
//Get the modified time of each attachment
Console.WriteLine("Record Attachment Modified Time: " + attachment.ModifiedTime.ToString());
//Get the name of the File
Console.WriteLine("Record Attachment File Name: " + attachment.FileName);
//Get the created time of each attachment
Console.WriteLine("Record Attachment Created Time: " + attachment.CreatedTime.ToString());
//Get the Attachment file size
Console.WriteLine("Record Attachment File Size: " + attachment.Size.ToString());
//Get the parentId Record instance of each attachment
API.Record.Record parentId = attachment.ParentId;
//Check if parentId is not null
if (parentId != null)
{
//Get the parent record Name of each attachment
Console.WriteLine("Record Attachment parent record Name: " + parentId.GetKeyValue("name"));
//Get the parent record ID of each attachment
Console.WriteLine("Record Attachment parent record ID: " + parentId.Id);
}
//Get the attachment is Editable
Console.WriteLine("Record Attachment is Editable: " + attachment.Editable.ToString());
//Get the file ID of each attachment
Console.WriteLine("Record Attachment File ID: " + attachment.FileId);
//Get the type of each attachment
Console.WriteLine("Record Attachment File Type: " + attachment.Type);
//Get the seModule of each attachment
Console.WriteLine("Record Attachment seModule: " + attachment.SeModule);
//Get the modifiedBy User instance of each attachment
modifiedBy = attachment.ModifiedBy;
//Check if modifiedBy is not null
if (modifiedBy != null)
{
//Get the Name of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Name: " + modifiedBy.Name);
//Get the ID of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-ID: " + modifiedBy.Id);
//Get the Email of the modifiedBy User
Console.WriteLine("Record Attachment Modified By User-Email: " + modifiedBy.Email);
}
//Get the state of each attachment
Console.WriteLine("Record Attachment State: " + attachment.State);
//Get the ID of each attachment
Console.WriteLine("Record Attachment ID: " + attachment.Id);
//Get the createdBy User instance of each attachment
createdBy = attachment.CreatedBy;
//Check if createdBy is not null
if (createdBy != null)
{
//Get the name of the createdBy User
Console.WriteLine("Record Attachment Created By User-Name: " + createdBy.Name);
//Get the ID of the createdBy User
Console.WriteLine("Record Attachment Created By User-ID: " + createdBy.Id);
//Get the Email of the createdBy User
Console.WriteLine("Record Attachment Created By User-Email: " + createdBy.Email);
}
//Get the linkUrl of each attachment
Console.WriteLine("Record Attachment LinkUrl: " + attachment.LinkUrl);
}
}
else if (dataList[0] is ImageUpload)
{
List<ImageUpload> imageUploads = (List<ImageUpload>)dataList;
foreach (ImageUpload imageUpload in imageUploads)
{
Console.WriteLine("Record " + keyName + "Description: " + imageUpload.Description);
Console.WriteLine("Record " + keyName + "PreviewId: " + imageUpload.PreviewId);
Console.WriteLine("Record " + keyName + "File_Name: " + imageUpload.FileName);
Console.WriteLine("Record " + keyName + "State: " + imageUpload.State);
Console.WriteLine("Record " + keyName + "Size: " + imageUpload.Size);
Console.WriteLine("Record " + keyName + "SequenceNumber: " + imageUpload.SequenceNumber);
Console.WriteLine("Record " + keyName + "Id: " + imageUpload.Id);
Console.WriteLine("Record " + keyName + "FileId: " + imageUpload.FileId);
}
}
else if (dataList[0] is Com.Zoho.Crm.API.Record.Record)
{
List<Com.Zoho.Crm.API.Record.Record> recordList = (List<Com.Zoho.Crm.API.Record.Record>)dataList;
foreach (Com.Zoho.Crm.API.Record.Record record1 in recordList)
{
//Get the details map
foreach (KeyValuePair<string, object> entry1 in record1.GetKeyValues())
{
//Get each value in the map
Console.WriteLine(entry1.Key + ": " + JsonConvert.SerializeObject(entry1.Value));
}
}
}
else
{
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
else if (value is Layout)
{
Layout layout = (Layout)value;
if (layout != null)
{
Console.WriteLine("Record " + keyName + " ID: " + layout.Id);
Console.WriteLine("Record " + keyName + " Name: " + layout.Name);
}
}
else if (value is User)
{
User user = (User)value;
if (user != null)
{
Console.WriteLine("Record " + keyName + " User-ID: " + user.Id);
Console.WriteLine("Record " + keyName + " User-Name: " + user.Name);
Console.WriteLine("Record " + keyName + " User-Email: " + user.Email);
}
}
else if (value is Consent)
{
Consent consent = (Consent)value;
//Get the Owner User instance of each attachment
User owner = consent.Owner;
//Check if owner is not null
if (owner != null)
{
//Get the name of the owner User
Console.WriteLine("Record Consent Owner Name: " + owner.Name);
//Get the ID of the owner User
Console.WriteLine("Record Consent Owner ID: " + owner.Id);
//Get the Email of the owner User
Console.WriteLine("Record Consent Owner Email: " + owner.Email);
}
User consentCreatedBy = consent.CreatedBy;
//Check if createdBy is not null
if (consentCreatedBy != null)
{
//Get the name of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Name: " + consentCreatedBy.Name);
//Get the ID of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy ID: " + consentCreatedBy.Id);
//Get the Email of the CreatedBy User
Console.WriteLine("Record Consent CreatedBy Email: " + consentCreatedBy.Email);
}
User consentModifiedBy = consent.ModifiedBy;
//Check if createdBy is not null
if (consentModifiedBy != null)
{
//Get the name of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Name: " + consentModifiedBy.Name);
//Get the ID of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy ID: " + consentModifiedBy.Id);
//Get the Email of the ModifiedBy User
Console.WriteLine("Record Consent ModifiedBy Email: " + consentModifiedBy.Email);
}
Console.WriteLine("Record Consent ContactThroughEmail: " + consent.ContactThroughEmail);
Console.WriteLine("Record Consent ContactThroughSocial: " + consent.ContactThroughSocial);
Console.WriteLine("Record Consent ContactThroughSurvey: " + consent.ContactThroughSurvey);
Console.WriteLine("Record Consent ContactThroughPhone: " + consent.ContactThroughPhone);
Console.WriteLine("Record Consent MailSentTime: " + consent.MailSentTime.ToString());
Console.WriteLine("Record Consent ConsentDate: " + consent.ConsentDate.ToString());
Console.WriteLine("Record Consent ConsentRemarks: " + consent.ConsentRemarks);
Console.WriteLine("Record Consent ConsentThrough: " + consent.ConsentThrough);
Console.WriteLine("Record Consent DataProcessingBasis: " + consent.DataProcessingBasis);
//To get custom values
Console.WriteLine("Record Consent Lawful Reason: " + consent.GetKeyValue("Lawful_Reason"));
}
else if (value is Com.Zoho.Crm.API.Record.Record)
{
Com.Zoho.Crm.API.Record.Record recordValue = (Com.Zoho.Crm.API.Record.Record)value;
Console.WriteLine("Record " + keyName + " ID: " + recordValue.Id);
Console.WriteLine("Record " + keyName + " Name: " + recordValue.GetKeyValue("name"));
}
else if (value.GetType().FullName.Contains("Choice"))
{
Type type = value.GetType();
PropertyInfo prop = type.GetProperty("Value");
Console.WriteLine(keyName + ": " + prop.GetValue(value));
}
else if (value is RemindAt)
{
Console.WriteLine(keyName + ": " + ((RemindAt)value).Alarm);
}
else if (value is RecurringActivity)
{
Console.WriteLine(keyName);
Console.WriteLine("RRULE" + ": " + ((RecurringActivity)value).Rrule);
}
else
{
//Get each value in the map
Console.WriteLine(keyName + ": " + JsonConvert.SerializeObject(value));
}
}
}
}
//Get the Object obtained Info instance
Info info = responseWrapper.Info;
//Check if info is not null
if (info != null)
{
if (info.PerPage != null)
{
//Get the PerPage of the Info
Console.WriteLine("Record Info PerPage: " + info.PerPage);
}
if (info.Count != null)
{
//Get the Count of the Info
Console.WriteLine("Record Info Count: " + info.Count);
}
if (info.Page != null)
{
//Get the Page of the Info
Console.WriteLine("Record Info Page: " + info.Page);
}
if (info.MoreRecords != null)
{
//Get the MoreRecords of the Info
Console.WriteLine("Record Info MoreRecords: " + info.MoreRecords);
}
}
}
//Check if the request returned an exception
else if (responseHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)responseHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Convert a Lead
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to Convert Lead record and print the response.
/// </summary>
/// <param name="leadId">The ID of the Lead to be converted.</param>
public static void ConvertLead(long leadId)
{
//API Name of the module
//long leadId = 347276;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ConvertBodyWrapper Class that will contain the request body
ConvertBodyWrapper request = new ConvertBodyWrapper();
//List of LeadConverter instances
List<LeadConverter> data = new List<LeadConverter>();
//Get instance of LeadConverter Class
LeadConverter record1 = new LeadConverter();
record1.Overwrite = true;
record1.NotifyLeadOwner = true;
record1.NotifyNewEntityOwner = true;
record1.Accounts = "3477061012263002";
record1.Contacts = "3477061012263005";
//record1.AssignTo = "3477061173021";
Com.Zoho.Crm.API.Record.Record deals = 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
*/
deals.AddFieldValue(Deals.DEAL_NAME, "deal_name");
deals.AddFieldValue(Deals.DESCRIPTION, "deals description");
deals.AddFieldValue(Deals.CLOSING_DATE, new DateTime(2021, 1, 13));
deals.AddFieldValue(Deals.STAGE, new Choice<string>("Closed Won"));
deals.AddFieldValue(Deals.AMOUNT, 50.7);
deals.AddKeyValue("Pipeline", new Choice<string>("Qualification"));
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
deals.AddKeyValue("Custom_field", "Value");
deals.AddKeyValue("Custom_field_2", "value");
List<Tag> tagList = new List<Tag>();
Tag tag = new Tag();
tag.Name = "TestDeals";
tagList.Add(tag);
deals.Tag = tagList;
record1.Deals = deals;
//Add Record instance to the list
data.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = data;
//Call ConvertLead method that takes leadId and ConvertBodyWrapper instance as parameter.
APIResponse<ConvertActionHandler> response = recordOperations.ConvertLead(leadId, request);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ConvertActionHandler convertActionHandler = response.Object;
if (convertActionHandler is ConvertActionWrapper)
{
//Get the received ConvertActionWrapper instance
ConvertActionWrapper convertActionWrapper = (ConvertActionWrapper)convertActionHandler;
//Get the list of obtained ConvertActionResponse instances
List<ConvertActionResponse> convertActionResponses = convertActionWrapper.Data;
foreach (ConvertActionResponse convertActionResponse in convertActionResponses)
{
//Check if the request is successful
if (convertActionResponse is SuccessfulConvert)
{
//Get the received SuccessfulConvert instance
SuccessfulConvert successfulConvert = (SuccessfulConvert)convertActionResponse;
//Get the Accounts ID of Record
Console.WriteLine("LeadConvert Accounts ID: " + successfulConvert.Accounts);
//Get the Contacts ID of Record
Console.WriteLine("LeadConvert Contacts ID: " + successfulConvert.Contacts);
//Get the Deals ID of Record
Console.WriteLine("LeadConvert Deals ID: " + successfulConvert.Deals);
}
//Check if the request returned an exception
else if (convertActionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)convertActionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (convertActionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)convertActionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Get a Record's Photo
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to download a photo associated with a module.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module</param>
/// <param name="recordId">The ID of the record to be obtained.</param>
/// <param name="destinationFolder">The absolute path of the destination folder to store the photo.</param>
public static void GetPhoto(string moduleAPIName, long recordId, string destinationFolder)
{
//example
//string moduleAPIName = "module_api_name";
//long recordId = 34772;
//string destinationFolder = "/Users/user_name/Desktop";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Call GetPhoto method that takes recordId and moduleAPIName as parameters
APIResponse<DownloadHandler> response = recordOperations.GetPhoto(recordId, moduleAPIName);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
DownloadHandler downloadHandler = response.Object;
if (downloadHandler is FileBodyWrapper)
{
//Get object from response
FileBodyWrapper fileBodyWrapper = (FileBodyWrapper)downloadHandler;
//Get StreamWrapper instance from the returned FileBodyWrapper instance
StreamWrapper streamWrapper = fileBodyWrapper.File;
Stream file = streamWrapper.Stream;
string fullFilePath = Path.Combine(destinationFolder, streamWrapper.Name);
using (FileStream outputFileStream = new FileStream(fullFilePath, FileMode.Create))
{
file.CopyTo(outputFileStream);
}
}
//Check if the request returned an exception
else if (downloadHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)downloadHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Upload a Photo to a Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to attach a photo to a record. You must include the photo in the request with content type as multipart/form data.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module</param>
/// <param name="recordId">The ID of the record to be obtained.</param>
/// <param name="absoluteFilePath">The absolute file path of the file to be uploads</param>
public static void UploadPhoto(string moduleAPIName, long recordId, string absoluteFilePath)
{
//example
//string moduleAPIName = "module_api_name";
//long recordId = 3477002;
//string absoluteFilePath = "/Users/use_name/Desktop/image.png";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of FileBodyWrapper class that will contain the request file
FileBodyWrapper fileBodyWrapper = new FileBodyWrapper();
//Get instance of StreamWrapper class that takes absolute path of the file to be attached as parameter
StreamWrapper streamWrapper = new StreamWrapper(absoluteFilePath);
//Set file to the FileBodyWrapper instance
fileBodyWrapper.File = streamWrapper;
//Call UploadPhoto method that takes recordId, moduleAPIName and FileBodyWrapper instance as parameter
APIResponse<FileHandler> response = recordOperations.UploadPhoto(recordId, moduleAPIName, fileBodyWrapper);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
FileHandler fileHandler = response.Object;
//Check if the request is successful
if (fileHandler is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)fileHandler;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (fileHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)fileHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Delete the Photo of a Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to delete a photo from a record in a module.
/// </summary>
/// <param name="moduleAPIName">The API Name of the record's module</param>
/// <param name="recordId">The ID of the record to be obtained.</param>
public static void DeletePhoto(string moduleAPIName, long recordId)
{
//example
//string moduleAPIName = "module_api_name";
//long recordId = 3477002;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Call DeletePhoto method that takes recordId and moduleAPIName as parameter
APIResponse<FileHandler> response = recordOperations.DeletePhoto(recordId, moduleAPIName);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
FileHandler fileHandler = response.Object;
//Check if the request is successful
if (fileHandler is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)fileHandler;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (fileHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)fileHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
Mass Update Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to update the values of specific fields for multiple records and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to obtain records.</param>
public static void MassUpdateRecords(string moduleAPIName)
{
//API Name of the module to massUpdateRecords
//string moduleAPIName = "module_api_name";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of MassUpdateBodyWrapper Class that will contain the request body
MassUpdateBodyWrapper request = new MassUpdateBodyWrapper();
//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 addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
record1.AddKeyValue("City", "Value");
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
//request.Cvid = "3477061087501";
List<string> ids = new List<string>() { "3477061012421001" };
request.Ids = ids;
// Territory territory = new Territory();
//
// territory.Id = 34770615922192;
//
// territory.IncludeChild = true;
//
// request.Territory = territory;
request.OverWrite = true;
//Call MassUpdateRecords method that takes ModuleAPIName and BodyWrapper instance as parameter.
APIResponse<MassUpdateActionHandler> response = recordOperations.MassUpdateRecords(moduleAPIName, request);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
MassUpdateActionHandler massUpdateActionHandler = response.Object;
if (massUpdateActionHandler is MassUpdateActionWrapper)
{
//Get the received MassUpdateActionWrapper instance
MassUpdateActionWrapper massUpdateActionWrapper = (MassUpdateActionWrapper)massUpdateActionHandler;
//Get the list of obtained MassUpdateActionResponse instances
List<MassUpdateActionResponse> massUpdateActionResponses = massUpdateActionWrapper.Data;
foreach (MassUpdateActionResponse massUpdateActionResponse in massUpdateActionResponses)
{
//Check if the request is successful
if (massUpdateActionResponse is MassUpdateSuccessResponse)
{
//Get the received MassUpdateSuccessResponse instance
MassUpdateSuccessResponse massUpdateSuccessResponse = (MassUpdateSuccessResponse)massUpdateActionResponse;
//Get the Status
Console.WriteLine("Status: " + massUpdateSuccessResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + massUpdateSuccessResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in massUpdateSuccessResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + massUpdateSuccessResponse.Message.Value);
}
//Check if the request returned an exception
else if (massUpdateActionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)massUpdateActionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (massUpdateActionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)massUpdateActionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Get the Status of Mass Update
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
/// <summary>
/// This method is used to get the status of the mass update job scheduled previously and print the response.
/// </summary>
/// <param name="moduleAPIName">The API Name of the module to obtain records.</param>
/// <param name="jobId">The ID of the job from the response of Mass Update Records.</param>
public static void GetMassUpdateStatus(string moduleAPIName, string jobId)
{
//example
//string moduleAPIName = "module_api_name";
//string jobId = "347002";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of ParameterMap Class
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(GetMassUpdateStatusParam.JOB_ID, jobId);
//Call GetMassUpdateStatus method that takes moduleAPIName and paramInstance as parameter
APIResponse<MassUpdateResponseHandler> response = recordOperations.GetMassUpdateStatus(moduleAPIName, paramInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
MassUpdateResponseHandler massUpdateResponseHandler = response.Object;
if (massUpdateResponseHandler is MassUpdateResponseWrapper)
{
//Get the received MassUpdateResponseWrapper instance
MassUpdateResponseWrapper massUpdateResponseWrapper = (MassUpdateResponseWrapper)massUpdateResponseHandler;
//Get the list of obtained MassUpdateResponse instances
List<MassUpdateResponse> massUpdateResponses = massUpdateResponseWrapper.Data;
foreach (MassUpdateResponse massUpdateResponse in massUpdateResponses)
{
//Check if the request is successful
if (massUpdateResponse is MassUpdate)
{
//Get the received MassUpdate instance
MassUpdate massUpdate = (MassUpdate)massUpdateResponse;
//Get the Status of each MassUpdate
Console.WriteLine("MassUpdate Status: " + massUpdate.Status.Value);
//Get the FailedCount of each MassUpdate
Console.WriteLine("MassUpdate FailedCount: " + massUpdate.FailedCount);
//Get the UpdatedCount of each MassUpdate
Console.WriteLine("MassUpdate UpdatedCount: " + massUpdate.UpdatedCount);
//Get the NotUpdatedCount of each MassUpdate
Console.WriteLine("MassUpdate NotUpdatedCount: " + massUpdate.NotUpdatedCount);
//Get the TotalCount of each MassUpdate
Console.WriteLine("MassUpdate TotalCount: " + massUpdate.TotalCount);
}
//Check if the request returned an exception
else if (massUpdateResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)massUpdateResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (massUpdateResponseHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)massUpdateResponseHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Get Record Count
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
public static void GetRecordCount()
{
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
String moduleAPIName = "Leads";
ParameterMap paramInstance = new ParameterMap();
paramInstance.Add(RecordOperations.RecordCountParam.PHONE, "(990) -0");
APIResponse<CountHandler> response = recordOperations.RecordCount(moduleAPIName, paramInstance);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
if (new List<int>() { 204, 304 }.Contains(response.StatusCode))
{
Console.WriteLine(response.StatusCode == 204 ? "No Content" : "Not Modified");
return;
}
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
CountHandler countHandler = response.Object;
if (countHandler is CountWrapper)
{
//Get the received CountWrapper instance
CountWrapper countWrapper = (CountWrapper)countHandler;
//Get the Count of Tag
Console.WriteLine("Record Count: " + countWrapper.Count);
}
//Check if the request returned an exception
else if (countHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)countHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + entry.Value);
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Assign Territories To Multiple Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
public static void AssignTerritoriesToMultipleRecords(string moduleAPIName)
{
//API Name of the module to assignTerritoriesToMultipleRecords
//string moduleAPIName = "Leads";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = new BodyWrapper();
//List of Record instances
List<API.Record.Record> records = new List<API.Record.Record>();
//Get instance of Record Class
API.Record.Record record1 = new API.Record.Record();
record1.Id = 34772107002;
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
API.Record.Territory territory = new API.Record.Territory();
territory.Id = 347751397;
record1.AddKeyValue("Territories", new List<API.Record.Territory>() { territory });
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
//Call AssignTerritoriesToMultipleRecords method that takes ModuleAPIName and BodyWrapper instance as parameter.
APIResponse<ActionHandler> response = recordOperations.AssignTerritoriesToMultipleRecords(moduleAPIName, request);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + entry.Value);
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Assign Territory To Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
public static void AssignTerritoryToRecord(string moduleAPIName, long id)
{
//API Name of the module to assignTerritoryToRecord
//string moduleAPIName = "Leads";
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = new BodyWrapper();
//List of Record instances
List<API.Record.Record> records = new List<API.Record.Record>();
//Get instance of Record Class
API.Record.Record record1 = new API.Record.Record();
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
API.Record.Territory territory = new API.Record.Territory();
territory.Id = 34770613051397;
record1.AddKeyValue("Territories", new List<API.Record.Territory>() { territory });
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
//Call AssignTerritoryToRecord method that takes ModuleAPIName, id and BodyWrapper instance as parameter.
APIResponse<ActionHandler> response = recordOperations.AssignTerritoryToRecord(moduleAPIName, id, request);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + entry.Value);
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
///Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Remove Territories From Multiple Records
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
public static void RemoveTerritoriesFromMultipleRecords(string moduleAPIName)
{
//example
//string moduleAPIName = "Leads";
//long recordId = 34770615177002;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = new BodyWrapper();
//List of Record instances
List<API.Record.Record> records = new List<API.Record.Record>();
//Get instance of Record Class
API.Record.Record record1 = new API.Record.Record();
record1.Id = 3477061012107002;
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
API.Record.Territory territory = new API.Record.Territory();
territory.Id = 34770613051397;
record1.AddKeyValue("Territories", new List<API.Record.Territory>() { territory });
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
//Call RemoveTerritoriesFromMultipleRecords method that takes moduleAPIName and BodyWrapper instance as parameter
APIResponse<ActionHandler> response = recordOperations.RemoveTerritoriesFromMultipleRecords(moduleAPIName, request);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + entry.Value);
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}
Remove Territories From Record
using System;
using System.Collections;
using System.Collections.Generic;
using System.IO;
using System.Reflection;
using Com.Zoho.Crm.API;
using Com.Zoho.Crm.API.Attachments;
using Com.Zoho.Crm.API.Layouts;
using Com.Zoho.Crm.API.Record;
using Com.Zoho.Crm.API.Tags;
using Com.Zoho.Crm.API.Users;
using Com.Zoho.Crm.API.Util;
using Newtonsoft.Json;
using static Com.Zoho.Crm.API.Record.RecordOperations;
using ActionHandler = Com.Zoho.Crm.API.Record.ActionHandler;
using ActionResponse = Com.Zoho.Crm.API.Record.ActionResponse;
using ActionWrapper = Com.Zoho.Crm.API.Record.ActionWrapper;
using APIException = Com.Zoho.Crm.API.Record.APIException;
using BodyWrapper = Com.Zoho.Crm.API.Record.BodyWrapper;
using FileBodyWrapper = Com.Zoho.Crm.API.Record.FileBodyWrapper;
using Info = Com.Zoho.Crm.API.Record.Info;
using ResponseHandler = Com.Zoho.Crm.API.Record.ResponseHandler;
using ResponseWrapper = Com.Zoho.Crm.API.Record.ResponseWrapper;
using SuccessResponse = Com.Zoho.Crm.API.Record.SuccessResponse;
namespace Com.Zoho.Crm.Sample.Record
{
public class Record
{
public static void RemoveTerritoriesFromRecord(string moduleAPIName, long id)
{
//example
//string moduleAPIName = "Leads";
//long recordId = 34770615177002L;
//Get instance of RecordOperations Class
RecordOperations recordOperations = new RecordOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper request = new BodyWrapper();
//List of Record instances
List<API.Record.Record> records = new List<API.Record.Record>();
//Get instance of Record Class
API.Record.Record record1 = new API.Record.Record();
/*
* Call addKeyValue method that takes two arguments
* 1 -> A string that is the Field's API Name
* 2 -> Value
*/
API.Record.Territory territory = new API.Record.Territory();
territory.Id = 34770613051397;
record1.AddKeyValue("Territories", new List<API.Record.Territory>() { territory });
//Add Record instance to the list
records.Add(record1);
//Set the list to Records in BodyWrapper instance
request.Data = records;
//Call RemoveTerritoriesFromRecord method that takes moduleAPIName, recordId and BodyWrapper instance as parameter
APIResponse<ActionHandler> response = recordOperations.RemoveTerritoriesFromRecord(moduleAPIName, id, request);
if (response != null)
{
//Get the status code from response
Console.WriteLine("Status Code: " + response.StatusCode);
//Check if expected response is received
if (response.IsExpected)
{
//Get object from response
ActionHandler actionHandler = response.Object;
if (actionHandler is ActionWrapper)
{
//Get the received ActionWrapper instance
ActionWrapper actionWrapper = (ActionWrapper)actionHandler;
//Get the list of obtained ActionResponse instances
List<ActionResponse> actionResponses = actionWrapper.Data;
foreach (ActionResponse actionResponse in actionResponses)
{
//Check if the request is successful
if (actionResponse is SuccessResponse)
{
//Get the received SuccessResponse instance
SuccessResponse successResponse = (SuccessResponse)actionResponse;
//Get the Status
Console.WriteLine("Status: " + successResponse.Status.Value);
//Get the Code
Console.WriteLine("Code: " + successResponse.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in successResponse.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + entry.Value);
}
//Get the Message
Console.WriteLine("Message: " + successResponse.Message.Value);
}
//Check if the request returned an exception
else if (actionResponse is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionResponse;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
}
//Check if the request returned an exception
else if (actionHandler is APIException)
{
//Get the received APIException instance
APIException exception = (APIException)actionHandler;
//Get the Status
Console.WriteLine("Status: " + exception.Status.Value);
//Get the Code
Console.WriteLine("Code: " + exception.Code.Value);
Console.WriteLine("Details: ");
//Get the details map
foreach (KeyValuePair<string, object> entry in exception.Details)
{
//Get each value in the map
Console.WriteLine(entry.Key + ": " + JsonConvert.SerializeObject(entry.Value));
}
//Get the Message
Console.WriteLine("Message: " + exception.Message.Value);
}
}
else
{ //If response is not as expected
//Get model object from response
Model responseObject = response.Model;
//Get the response object's class
Type type = responseObject.GetType();
//Get all declared fields of the response class
Console.WriteLine("Type is: {0}", type.Name);
PropertyInfo[] props = type.GetProperties();
Console.WriteLine("Properties (N = {0}):", props.Length);
foreach (var prop in props)
{
if (prop.GetIndexParameters().Length == 0)
{
Console.WriteLine("{0} ({1}) : {2}", prop.Name, prop.PropertyType.Name, prop.GetValue(responseObject));
}
else
{
Console.WriteLine("{0} ({1}) : <Indexed>", prop.Name, prop.PropertyType.Name);
}
}
}
}
}
}
}