Python SDKのサンプルコード - レコードの操作
特定のレコードの詳細の取得
# Get a specific record
# ---------------------
def get_record(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Invoices', 347706100000) # module api name and record id
resp = record.get()
print(resp.status_code)
print(resp.data.entity_id)
print(resp.data.created_by.id)
print(resp.data.modified_by.id)
print(resp.data.owner.id)
print(resp.data.created_by.name)
print(resp.data.created_time)
print(resp.data.modified_time)
print(resp.data.get_field_value('Email'))
print(resp.data.get_field_value('Last_Name'))
print(resp.data.field_data)
if resp.data.line_items is not None:
for line_item in resp.data.line_items:
print("::::::LINE ITEM DETAILS::::::")
print(line_item.id)
print(line_item.product.lookup_label)
print(line_item.product.get_field_value('Product_Code'))
print(line_item.product.entity_id)
print(line_item.list_price)
print(line_item.quantity)
print(line_item.description)
print(line_item.total)
print(line_item.discount)
print(line_item.discount_percentage)
print(line_item.total_after_discount)
print(line_item.tax_amount)
print(line_item.net_total)
print(line_item.delete_flag)
if line_item.line_tax is not None:
for tax in line_item.line_tax:
print(":::::: TAX DETAILS ::::::")
print(tax.name)
print(tax.value)
print(tax.percentage)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコードの作成
# Insert a specific record
# ------------------------
def create_record(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Invoices') # Module API Name
record.set_field_value('Subject', 'Invoice name') # This method use to set FieldApiName and value similar to all other FieldApis and Custom field
record.set_field_value('Account_Name', 'account_name')
record.set_field_value('Price_Book_Name', 'book_name')
record.set_field_value('Pricing_Model', 'Flat')
record.set_field_value('Event_Title', 'Title')
record.set_field_value('Start_DateTime', '2018-09-04T15:52:21+05:30')
record.set_field_value('End_DateTime', '2019-01-04T15:52:21+05:30')
record.set_field_value('Product_Name', 'product_name1')
user = zcrmsdk.ZCRMUser.get_instance(34770610000001, 'user name') # user id and user name
record.set_field_value('Owner', user)
# Following methods are being used only by Inventory modules
taxIns = zcrmsdk.ZCRMTax.get_instance("Vat")
record.tax_list.append(taxIns)
pricing = zcrmsdk.ZCRMPriceBookPricing(None)
pricing.to_range = 5
pricing.from_range = 1
pricing.discount = 0
record.price_details.append(pricing)
pricing = zcrmsdk.ZCRMPriceBookPricing(None)
pricing.to_range = 11
pricing.from_range = 6
pricing.discount = 1
record.price_details.append(pricing)
pricing = zcrmsdk.ZCRMPriceBookPricing(None)
pricing.to_range = 17
pricing.from_range = 12
pricing.discount = 2
record.price_details.append(pricing)
# participants = zcrmsdk.ZCRMEventParticipant(3477061000000208072,'contact') # Contacts record id and participant type
# record.participants.append(participants)
# participants = zcrmsdk.ZCRMEventParticipant('usermail@domain.com', 'email')
# participants.email = 'usermail@domain.com'
# participants.name = 'username'
# participants.is_invited = 'true'
# record.participants.append(participants)
line_item = zcrmsdk.ZCRMInventoryLineItem.get_instance(zcrmsdk.ZCRMRecord.get_instance('Products', 347706100000)) # module api name and record id
line_item.discount = 10
line_item.list_price = 8
line_item.description = 'Product Description'
line_item.quantity = 100
line_item.tax_amount = 2.5
taxIns = zcrmsdk.ZCRMTax.get_instance("Vat")
taxIns.percentage = 5
line_item.line_tax.append(taxIns)
record.add_line_item(line_item)
line_tax = []
line_tax_row1 = {}
line_tax_row1['percentage'] = 12.5
line_tax_row1['name'] = 'Sales Tax'
line_tax.append(line_tax_row1)
line_tax_row2 = {}
line_tax_row2['percentage'] = 8.5
line_tax_row2['name'] = 'Common Tax'
line_tax.append(line_tax_row2)
record.set_field_value('$line_tax', line_tax)
resp = record.create()
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
print(resp.data.entity_id)
print(resp.data.created_by.id)
print(resp.data.created_time)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコードの更新
# Update a specific record
# ------------------------
def update_record(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Invoices',347706100000) # Module API Name and record id
record.set_field_value('Subject','Invoice name') # This method use to set FieldApiName and value similar to all other FieldApis and Custom field
record.set_field_value('Account_Name', 'account_name')
record.set_field_value('Price_Book_Name', 'book_name')
record.set_field_value('Pricing_Model', 'Flat')
record.set_field_value('Event_Title', 'Title')
record.set_field_value('Start_DateTime', '2018-09-04T15:52:21+05:30')
record.set_field_value('End_DateTime', '2019-01-04T15:52:21+05:30')
record.set_field_value('Product_Name', 'product_name1')
user = zcrmsdk.ZCRMUser.get_instance(3477061000000, 'owner name') # user id and user name
record.set_field_value('Owner', user)
# Following methods are being used only by Inventory modules
taxIns = zcrmsdk.ZCRMTax.get_instance("Vat")
record.tax_list.append(taxIns)
pricing = zcrmsdk.ZCRMPriceBookPricing(None)
pricing.to_range = 5
pricing.from_range = 1
pricing.discount = 0
record.price_details.append(pricing)
pricing = zcrmsdk.ZCRMPriceBookPricing(None)
pricing.to_range = 11
pricing.from_range = 6
pricing.discount = 1
record.price_details.append(pricing)
pricing = zcrmsdk.ZCRMPriceBookPricing(None)
pricing.to_range = 17
pricing.from_range = 12
pricing.discount = 2
record.price_details.append(pricing)
# participants = zcrmsdk.ZCRMEventParticipant(3477061000000208072,'contact') # Contacts record id and participant type
# record.participants.append(participants)
# participants = zcrmsdk.ZCRMEventParticipant('usermail@domain.com', 'email')
# participants.email = 'usermail@domain.com'
# participants.name = 'username'
# participants.is_invited = 'true'
# record.participants.append(participants)
line_item = zcrmsdk.ZCRMInventoryLineItem.get_instance(zcrmsdk.ZCRMRecord.get_instance('Products', 347706100000)) # module api name and record id
line_item.discount = 10
line_item.list_price = 8
line_item.description = 'Product Description'
line_item.quantity = 100
line_item.tax_amount = 2.5
taxIns = zcrmsdk.ZCRMTax.get_instance("Sales Tax")
taxIns.percentage = 5
line_item.line_tax.append(taxIns)
record.add_line_item(line_item)
line_tax = []
line_tax_row1 = {}
line_tax_row1['percentage'] = 12.5
line_tax_row1['name'] = 'Sales Tax'
line_tax.append(line_tax_row1)
line_tax_row2 = {}
line_tax_row2['percentage'] = 8.5
line_tax_row2['name'] = 'Common Tax'
line_tax.append(line_tax_row2)
record.set_field_value('$line_tax', line_tax)
resp = record.update()
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
print(resp.data.entity_id)
print(resp.data.created_by.id)
print(resp.data.created_time)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコードの削除
# Delete a specific record
# ------------------------
def delete_record(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Invoices', 3477061000000) # module api name and record id
resp = record.delete()
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコードの変換
# Convert Lead
# ------------
def convert_record(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 347706100000) # module api name and record id
potential_record = zcrmsdk.ZCRMRecord.get_instance('Deals')
potential_record.set_field_value('Deal_Name', 'SAI1')
potential_record.set_field_value('Closing_Date', '2017-10-10')
potential_record.set_field_value('Stage', 'Needs Analysis')
assign_to_user = zcrmsdk.ZCRMUser.get_instance(3477061000000173021, 'owner name') # user id and name
resp = record.convert(potential_record, assign_to_user)
print(resp)
print(resp[zcrmsdk.APIConstants.ACCOUNTS])
print(resp[zcrmsdk.APIConstants.DEALS])
print(resp[zcrmsdk.APIConstants.CONTACTS])
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコード内のメモ
メモの取得
# Get specific notes data
# -----------------------
def get_notes(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 347706100000) # module api name and record id
resp = record.get_notes()
print(resp.status_code)
note_ins_arr = resp.data
for note_ins in note_ins_arr:
print(note_ins.id)
print(note_ins.title)
print(note_ins.content)
print(note_ins.owner.id)
print(note_ins.created_by.id)
print(note_ins.modified_by.id)
print(note_ins.created_time)
print(note_ins.modified_time)
print(note_ins.size)
print(note_ins.is_voice_note)
print(note_ins.parent_module)
print(note_ins.parent_name)
print(note_ins.parent_id)
attachments = note_ins.attachments
if attachments is not None:
attachment_ins_arr = attachments
for attachment_ins in attachment_ins_arr:
print(attachment_ins.id)
print(attachment_ins.file_name)
print(attachment_ins.file_type)
print(attachment_ins.size)
print(attachment_ins.owner.id)
print(attachment_ins.created_by.id)
print(attachment_ins.modified_by.id)
print(attachment_ins.created_time)
print(attachment_ins.modified_time)
print(attachment_ins.parent_module)
print(attachment_ins.attachment_type)
print(attachment_ins.parent_name)
print(attachment_ins.parent_id)
print(attachment_ins.parent_record.entity_id)
print("\n\n")
parent_record = note_ins.parent_record
if parent_record is not None:
print(parent_record.entity_id)
print(parent_record.module_api_name)
print("\n\n")
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
メモの追加
# Create specific notes
# ---------------------
def add_note(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 34770610000) # module api name and record id
note_ins = zcrmsdk.ZCRMNote.get_instance(record, None)
note_ins.title = "title2"
note_ins.content = 'content2...'
resp = record.add_note(note_ins)
print(resp.status_code)
print(resp.code)
print(resp.data.id)
print(note_ins.title)
print(note_ins.content)
print(note_ins.created_by.id)
print(note_ins.modified_by.id)
print(note_ins.created_time)
print(note_ins.modified_time)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
メモの更新
# Update note
# -----------
def update_note(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 3477061000000) # module api name and record id
note_ins = zcrmsdk.ZCRMNote.get_instance(record, 34770600) # parent module instance and note id
note_ins.title = "title2 updated"
note_ins.content = 'content2 updated...'
resp = record.update_note(note_ins)
print(resp.status_code)
print(resp.code)
print(note_ins.id)
print(note_ins.title)
print(note_ins.content)
print(note_ins.created_by.id)
print(note_ins.modified_by.id)
print(note_ins.created_time)
print(note_ins.modified_time)
print(resp.data.modified_by.id)
print(resp.data.modified_by.name)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
メモの削除
# Delete specific notes
# ---------------------
def delete_note(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 34770014) # module api name and record id
note_ins = zcrmsdk.ZCRMNote.get_instance(record, 34770141) # parent module instance and note id
resp = record.delete_note(note_ins)
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコード内のファイルと添付
添付ファイルの取得
# Get list of attachments
# -----------------------
def get_attachments(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 347706100000034) # module api name and record id
resp = record.get_attachments()
print(resp.status_code)
attachment_ins_arr = resp.data
for attachment_ins in attachment_ins_arr:
print(attachment_ins.id)
print(attachment_ins.file_name)
print(attachment_ins.file_type)
print(attachment_ins.size)
print(attachment_ins.owner.id)
print(attachment_ins.created_by.id)
print(attachment_ins.modified_by.id)
print(attachment_ins.created_time)
print(attachment_ins.modified_time)
print(attachment_ins.parent_module)
print(attachment_ins.attachment_type)
print(attachment_ins.parent_name)
print(attachment_ins.parent_id)
print(attachment_ins.parent_record.entity_id)
print("\n\n")
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
添付ファイルのアップロード
# Upload an attachments
# ---------------------
def upload_attachment(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 3477061000000) # module api name and record id
resp = record.upload_attachment('/Users/Downloads/test.html')
print(resp.data.id)
print(resp.data)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
添付ファイルとしてのリンクのアップロード
# Upload an attachment link
# -------------------------
def upload_link_as_attachment(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 347706108014) # module api name and record id
resp = record.upload_link_as_attachment('(attachment url)') # attachment url
print(resp.status)
print(resp.data.id)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
添付ファイルのダウンロード
# Download an attachment
# ----------------------
def download_attachment(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 3477061000000) # module api name and record id
resp = record.download_attachment(34770610000005) # attachment id
print(resp.response_headers)
if resp.status_code == 200:
print(resp.file_name)
with open('/Users/Desktop/' + resp.file_name, 'wb') as f:
for chunk in resp.response:
f.write(chunk)
f.close()
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
添付ファイルの削除
# Delete attachments
# ------------------
def delete_attachment(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 34770610000004) # module api name and record id
resp = record.delete_attachment(347706100000035) # attachment id
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコード内の画像
写真のアップロード
# Upload a photo
# --------------
def upload_photo(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 347706100000) # module api name and record id
resp = record.upload_photo('/Users/Desktop/crm.jpg')
print(resp.status_code)
print(resp.code)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
写真のダウンロード
# Download a photo
# ----------------
def download_photo(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 34770610000003) # module api name and record id
resp = record.download_photo()
print(resp.response_headers)
if resp.status_code == 200:
print(resp.file_name)
with open('/Users/Desktop/' + resp.file_name, 'wb') as f:
for chunk in resp.response:
f.write(chunk)
f.close()
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
写真の削除
# Delete a photo
# --------------
def delete_photo(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 347706100000) # module api name and record id
resp = record.delete_photo()
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコードの連結
レコード間の関連付けの追加
# Add relation between records
# ----------------------
def add_relation(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Products', 347706100000) # module api name and record id
junction_record = zcrmsdk.ZCRMJunctionRecord.get_instance("Price_Books", 3477061) # releted list api name and record id
junction_record.related_data['list_price']= 50
resp = record.add_relation(junction_record)
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
レコード間の関連付けの削除（リンク解除）
# Delink
# ------
def remove_relation(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 34770610) # module api name and record id
junction_record = zcrmsdk.ZCRMJunctionRecord.get_instance("Products", 30297003) # releted list api name and record id
resp = record.remove_relation(junction_record)
print(resp.status_code)
print(resp.code)
print(resp.details)
print(resp.message)
print(resp.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
# Get releted records
# -------------------
def get_related_records(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 34770610014) # module api name and record id
resp = record.get_relatedlist_records('Products') # related list api name
print(resp.status_code)
record_ins_arr = resp.data
for record_ins in record_ins_arr:
print(record_ins.entity_id)
print(record_ins.created_by.id)
print(record_ins.modified_by.id)
print(record_ins.owner.id)
print(record_ins.created_by.name)
print(record_ins.created_time)
print(record_ins.modified_time)
print(record_ins.get_field_value('Email')) # To get particular field value
if record_ins.line_items is not None:
for line_item in record_ins.line_items:
print("::::::LINE ITEM DETAILS::::::")
print(line_item.id)
print(line_item.product.lookup_label)
print(line_item.product.get_field_value('Product_Code'))
print(line_item.product.entity_id)
print(line_item.list_price)
print(line_item.quantity)
print(line_item.description)
print(line_item.total)
print(line_item.discount)
print(line_item.discount_percentage)
print(line_item.total_after_discount)
print(line_item.tax_amount)
print(line_item.net_total)
print(line_item.delete_flag)
if line_item.line_tax is not None:
for tax in line_item.line_tax:
print(":::::: TAX DETAILS ::::::")
print(tax.name)
print(tax.value)
print(tax.percentage)
product_data = record_ins.field_data
for key in product_data:
print(key + ":" + str(product_data[key]))
print("\n\n")
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
ブループリント
ブループリントの詳細の取得
def get_blueprint(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 54321234569847098)
response = record.get_blueprint()
blueprint_data = response.data
#to get process info values
print(blueprint_data.get_processinfo_value("field_id"))
print(blueprint_data.get_processinfo_value("is_continuous"))
print(blueprint_data.get_processinfo_value("api_name"))
print(blueprint_data.get_processinfo_value("continuous"))
print(blueprint_data.get_processinfo_value("field_label"))
print(blueprint_data.get_processinfo_value("field_value"))
print(blueprint_data.get_processinfo_value("field_name"))
#to get whole process info values
print(blueprint_data.get_processinfo_values())
#to get transition data
for transition in blueprint_data.transitions:
#to get each transition value
transition_id = transition.get_transition_value('id')
print(transition.get_transition_value('next_field_value'))
print(transition.get_transition_value('percent_partial_save'))
#to get whole transition values
print(transition.get_transition_values())
#to get the attachment's data
for attachment in transition.attachments:
print(attachment.file_id)
print(attachment.filesize)
print(attachment.link_url)
print(attachment.name)
#to get checklists' data
for checklist in transition.checklists:
print(checklist.title)
for item in checklist.items:
print(item)
#to get field's data
for field in transition.fields:
print(field.api_name)
print(field.transition_sequence)
print(field.personality_name)
print(field.is_mandatory)
print(field.id)
if field.lookup_field is not None:
print(field.lookup_field.api_name)
print(field.lookup_field.display_label)
print(field.lookup_field.id)
print(field.lookup_field.type)
print(field.lookup_field.field_label)
print(field.lookup_field.module)
if field.related_details is not None:
print(field.related_details.api_name)
print(field.related_details.id)
print(field.related_details.type)
print(field.related_details.field_label)
print(field.related_details.module.id)
print(field.related_details.module.display_label)
print(field.related_details.module.module_name)
if field.crypt is not None:
print(field.crypt.mode)
print(field.crypt.column)
print(field.crypt.status)
print(field.crypt.table)
if field.layouts is not None:
print(field.layouts.id)
print(field.layouts.name)
if field.criteria is not None:
print(field.criteria.comparator)
print(field.criteria.value)
#to get other keys in transition data
data_keys = transition.transition_data.get_data_names()
for key in data_keys:
print(transition.transition_data.get_data_value(key))
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
ブループリントの詳細の更新
def update_blueprint(self):
try:
record = zcrmsdk.ZCRMRecord.get_instance('Leads', 54321234569847098)
# transition_id is mandatory
record.blueprint_transition_id = 54321234584246243
# Adding url as attachment
attachment_dict = dict()
attachment_dict['$link_url'] = 'www.zoho.com'
record.set_blueprint_data('Attachments', attachment_dict)
# Adding fileID(s) as attachment
id_list = list()
attachment_dict = dict()
id_list.append("oaw09d0971765fb3f4f10b0745f90d04fb4d0")
attachment_dict["$file_id"] = id_list
record.set_blueprint_data("Attachments", attachment_dict)
# Adding checklists
record.set_checklist_value("item1", True)
record.set_checklist_value("item2", True)
record.set_checklist_value("item3", True)
# Adding Notes
record.set_blueprint_data('Notes', 'Note content')
# Adding related list
tasks_dict = dict()
tasks_dict['Subject'] = 'Meeting'
tasks_dict['Due_Date'] = '2019-08-31'
record.set_blueprint_data('Tasks', tasks_dict)
# Adding any Owner lookup
record.set_blueprint_data('Owner', zcrmsdk.ZCRMUser.get_instance(543212345698470132, 'User Name'))
# Adding lookup fields
record.set_blueprint_data('Account_Name', zcrmsdk.ZCRMRecord.get_instance('Accounts', 54321432854245339))
record.update_blueprint()
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
変数
変数グループの取得
def get_variable_group(self):
try:
variable_group_ins = zcrmsdk.ZCRMVariableGroup.get_instance()
variable_group_ins.id = '55252234342'
variable_group_response = variable_group_ins.get_variable_group()
variable_group = variable_group_response.data
print(variable_group.id)
print(variable_group.name)
print(variable_group.api_name)
print(variable_group.display_label)
print(variable_group.description)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
変数の取得
def get_variable(self):
try:
variable_ins = zcrmsdk.ZCRMVariable.get_instance()
variable_ins.id = '525508000004174011'
variable_response = variable_ins.get_variable(group='General') #group id
variable = variable_response.data
print(variable.id)
print(variable.name)
print(variable.api_name)
print(variable.value)
print(variable.type)
print(variable.description)
print(variable.variable_group.id)
print(variable.variable_group.api_name)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
変数の更新
def update_variable(self):
try:
variable_ins = zcrmsdk.ZCRMVariable.get_instance()
variable_ins.id = '525508000004174011'
variable_group_ins = zcrmsdk.ZCRMVariableGroup.get_instance()
variable_group_ins.id = '5253523555'
variable_ins.variable_group = variable_group_ins
variable_response = variable_ins.update_variable()
print(variable_response.details)
print(variable_response.message)
print(variable_response.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
変数の削除
def delete_variable(self):
try:
variable_ins = zcrmsdk.ZCRMVariable.get_instance()
variable_ins.id = '525508000004174011'
variable_response = variable_ins.delete_variable()
print(variable_response.details)
print(variable_response.message)
print(variable_response.status)
except zcrmsdk.ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
タグ
タグの追加
def add_tags(self):
try:
tag_names = ['tag2', 'tag3']
resp = ZCRMRecord.get_instance('Leads','3524033000002935002').add_tags(tag_names)
print(resp.details)
print(resp.status)
print(resp.message)
print(resp.code)
print (resp.data.entity_id)
for tag in resp.data.tag_list:
print (tag.name)
except ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
タグの削除
def remove_tags(self):
try:
tag_names = ['tag2', 'tag3']
resp = ZCRMRecord.get_instance('Leads', '3524033000002935002').remove_tags(tag_names)
print(resp.details)
print(resp.status)
print(resp.message)
print(resp.code)
print (resp.data.entity_id)
for tag in resp.data.tag_list:
print (tag.name)
except ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
タグの削除
def delete_tag(self):
try:
resp = ZCRMTag.get_instance('3524033000002969007').delete()
print(resp.details)
print(resp.status)
print(resp.message)
print(resp.code)
except ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
差し込みタグ
def merge_tag(self):
try:
tag1 = ZCRMTag.get_instance('3524033000002967001')
resp = ZCRMTag.get_instance('3524033000002968001').merge(tag1)
print(resp.details)
print(resp.status)
print(resp.message)
print(resp.code)
print(resp.data.id)
print(resp.data.name)
except ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
差し込みタグ
def merge_tag(self):
try:
tag1 = ZCRMTag.get_instance('3524033000002967001')
resp = ZCRMTag.get_instance('3524033000002968001').merge(tag1)
print(resp.details)
print(resp.status)
print(resp.message)
print(resp.code)
print(resp.data.id)
print(resp.data.name)
except ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)
タグの更新
def update_tag(self):
try:
tag = ZCRMTag.get_instance('3524033000002967011', 'aasdsdsdsdasd')
tag.module_apiname='Leads'
resp=tag.update()
print(resp.details)
print(resp.status)
print(resp.message)
print(resp.code)
except ZCRMException as ex:
print(ex.status_code)
print(ex.error_message)
print(ex.error_code)
print(ex.error_details)
print(ex.error_content)