サンプルコード - C# SDK

C# SDKを通じて、すべてのZoho CRM APIを使用し、カスタムアプリケーションでデータ同期を実行できます。C# SDKで利用できるAPIメソッドのサンプルコードを紹介します。

RESTクライアントの演算

これらのメソッドには、Zoho CRMのデータにアクセスするために、アプリケーション内に含める認証手順が含まれます。

メソッド説明
GetOrganizationDetails To fetch details of your organization.
GetCurrentUser To fetch information about the user who is currently accessing Zoho CRM's data through your application.
GetAllModules To fetch the list of all the modules available in your CRM.
GetModule To fetch all the meta data of modules.

組織の演算

これらのメソッドには、Zoho CRMの組織のデータを取得するために、アプリケーション内で実行できる処理が含まれます。たとえば、組織内のすべてのユーザー（従業員）の一覧をいつでも取得できます。

メソッド説明
GetUser To fetch information about a specific user in your CRM account.
GetAllUsers To fetch the list of all the users from your CRM account.
GetAllActiveUsers To fetch the list of all the active users in your CRM account.
GetAllDeactiveUsers To fetch the list of all the non-active users in your CRM account.
GetAllConfirmedUsers To fetch the list of all the confirmed users in your CRM account.
GetAllNotConfirmedUsersTo fetch the list of all the non-confirmed users in your CRM account.
GetAllDeletedUsers To fetch the list of all the users who were deleted from your CRM account.
GetAllAdminUsers To fetch the list of all the users who have admin level permissions in your CRM account.
GetAllActiveConfirmedAdmins To fetch the list of all the users who have admin level permissions and are confirmed, in your CRM account.
GetCurrentUser To fetch the information about the users who is currently accessing CRM's data though your application.
CreateUserTo create a new user in your CRM account.
UpdateUserTo update details of an existing user in your CRM account.
DeleteUserTo delete a user from your CRM account.
GetAllProfilesTo fetch the list of all the profiles that were created in your CRM account.
GetProfile To fetch information about a particular profile in your CRM account.
GetAllRoles To fetch the list of all the roles that were created in your CRM account.
GetRole To fetch information about a particular role in your CRM account.
GetAllTaxes To fetch the list of all organization taxes.
GetTax To fetch information about a particular organization tax.
CreateTaxes To create a new organization tax.
UpdateTaxes To update multiple organization taxes.
DeleteTaxes To delete multiple organization taxes simultaneously.

タブの演算

これらのメソッドには、Zoho CRM内でタブ単位でデータを修正するために、アプリケーション内で実行できる処理が含まれます。たとえば、タブからすべてのデータを取得したり、特定のデータを検索したり、データを削除したりなどができます。

メソッド説明
GetAllModuleFields To fetch the list of all the fields that are available in a module.
GetLayout To fetch information about a particular layout of a module.
GetAllModuleLayouts To fetch the list of all the layouts that are available for a module.
GetCustomView To fetch information about a particular custom view of a module.
GetAllModuleCustomViews To fetch the list of all the custom views that are available for a module.
GetAllModuleRelatedLists To fetch the list of all the related lists that are available for a module.
GetALLRecords To fetch the list of all the records that are available in a module.
SearchByWord To search for records in a module based on a Word(text).
SearchByPhone To search for records in a module based on the Phone number.
SearchByEmailTo search for records in a module based on Email address.
SearchByCriteria To search for records in a module based on a criteria specified by the user.
MassUpdateRecords To update content in a particular field for multiple records in a module.
UpdateRecords To update details of multiple records in a module.
CreateRecords To create a new record in a module.
DeleteRecords To delete existing records from a module.
GetAllDeletedRecords To fetch the list of all the records that were deleted from a module.
GetRecycleBinRecords To fetch the list of all the records that were deleted from a module and stored in the recycle bin.
GetPermanentlyDeletedRecords To fetch the list of all the records that were permanently deleted from a module.
UpsertRecords To insert/update records in a module.
GetTags To fetch the list of all the tags that were created for a module.
GetCount To fetch total count of the tags that were created for a module.
CreateTags To create new tags for a module.
UpdateTags To update details of existing tags for a module.
AddTagMultipleRecord To associate tags to records in a module.
RemoveTagMultipleRecord To disassociate tags from records in a module.

データの演算

これらのメソッドには、特定のデータ内に保管されている詳細情報にアクセスしたり、詳細情報を修正したりするために、アプリケーション内で実行できる処理が含まれます。たとえば、データの詳細情報の取得、新しいデータの作成、既存データの更新、メモ/添付ファイル/写真のアップロードなどが可能です。

メソッド説明
GetRecord To fetch information about a particular record in your CRM.
InsertRecord To create new records.
UpdateRecord To update existing records.
DeleteRecord To delete existing records.
ConvertLead To convert records(Leads to Contacts/Deals).
GetNotes To fetch the notes that were attached to a record.
AddNote To add a note to a record.
UpdateNote To update a note that was previously added to a record.
DeleteNote To delete a note from a record.
GetAllAttachments To fetch the list of attachments of a record.
UploadAttachment To upload an attachment to a record.
UploadAttachmentLink To upload a link as an attachment to a record.
DownloadAttachment To download an attachment that was uploaded to a record.
DeleteAttachment To delete an attachment that was added to a record.
UploadPhoto To upload a photo to a record.
DownloadPhoto To download a photo that was added to a record.
DeletePhoto To delete a photo that was added to a record.
AddRelation To make a relation between two records.
RemoveRelation To remove a relation between two records.
AddTagSpecificRecord To add tags to a specific record.
RemoveTagSpecificRecord To remove tags from a specific record.
GetRelatedListRecords To get the list of related list records.

メモとタグの演算

これらのメソッドには、Zoho CRM内のデータのメモやタグにアクセスしたり、修正したりするために、アプリケーション内で実行できる処理が含まれます。

メソッド説明
NoteAttachment To upload a note attachment to a record.
DownloadAttachment To download an attachment that was attached to a record.
DeleteAttachment To delete an attachment that was attached to a record.
UpdateTag To update details of an existing tag.
DeleteTag To delete a tag.
MergeTag To merge two tags.