Create Template

Purpose 

To create a new template in Zoho Writer.  

HTTP Request URL

https://{api.office-integrator_domain}/writer/officeapi/v1/templates

Request Parameters

ParameterValueDescription
Mandatory Parameter
apikey423s*****Uniquely identifies the web application in which the Writer editor is integrated.
callback_settings{
 "save_format":"zdoc",
 "save_url":<Your Save URL>,
 "http_method_type": "post",
 "retries": <Integer>,
 "timeout": <Integer>,
 "save_url_params": {
                ....
         }
}

Using this param, you will be able to specify the following;

save_format -> Specify the output format in which the edited document needs to be saved.

save_url -> Provide your server location to which the latest content needs to be pushed back when the 'Save' is performed.

The below key values are optional;

http_method_type -> Specify the http method in which the save request has to be triggered.

retries -> Specify the number of retries required when the 'Save' fails.

timeout -> Specify the timeout for the given saveurl.

save_url_params -> To customize the output parameters in which the document details will be pushed from our end.

 

Optional Parameters - Editor Customization
document_defaults{
 "orientation":"portrait",
 "paper_size":"Letter",
 "font_name":"Lato",
 "font_size":14,
 "track_changes":
 "disabled",
 "margin": {"left":"1.5in","right":"1.5in","top":"0.25in","bottom":"0.25in"},
 "date_format":"MM/DD/YY"
}
Set document defaults such as font name and size, custom date format, paper size / orientation, enable/disable track changes and apply custom margins..
editor_settings{
  "unit":"in", 
  "language":"en",
  "view":"webview"
}
Set Editor preferences like Unit in inch/mm, interface language and view as pageview/webview for new documents.
permissions{
 "document.export":true,
 "document.print":true,
 "document.edit":true,
 "review.changes.resolve":
  false,
 "review.comment":true,
 "collab.chat":true
"document.pausecollaboration":false,
"document.fill":true
}
Define document permissions for the users.
document_info{
 "document_name":"New",
 "document_id":"1349"
}
Set a unique id and specify display name of the new document.
user_info{
  "user_id":"1973",
  "display_name":"Ken"
}
Identify the user in the document with "user_id" and "display_name".
ui_options{
  "save_button":"show",
  "chat_panel":"show",
  "dark_mode":"show",
  "file_menu":"show"
}
Specify whether the "Save button", "Chat panel", "File menu" and the "Dark mode" option needs to be shown or hidden.

Body Parameters

ParameterValueDescription
Mandatory Parameters
You can provide the data in any one of the below formats
merge_data_csv_contentFileProvide the required csv content in your API request body.
merge_data_json_contentFileProvide the required json content in your API request body.
merge_data_csv_urlurlProvide the required csv url in your API request body.
merge_data_json_urlurlProvide the required json url in your API request body.
Optional Parameters
document

or

url
File

or

String
Method of providing the input file depending on its location.

document - if the input file is from your local drive or desktop.

url - if the input file is from a publicly accessible Web URL.

Note

Editor customization parameters and their values are case-sensitive.
Custom margin is applicable to new documents only. 

Editor Customization Parameters

document_defaults

ParameterTypePossible ValuesDefault Value
font_namestringTrebuchetArial
font_sizeinteger9 / 10 / 11 /13 / 16 / 18 (in pixels)12 (in pixels)
orientationstringportrait / landscapeportrait
paper_sizestringLetter, A4, Legal, ExecutiveLetter
track_changesbooleanenabled / disableddisabled
marginstringin / mm1in
date_formatstring

For example: EEEE, MMMM DD, YYYY at HH:mm

Output: Monday, July 15, 2024 at 21:06

Date format will be displayed based on the document language value.

editor_settings

ParameterTypePossible ValuesDefault Value
unitstringin/mmin (inch)
languagestringen / de / es / fr / ja / nl more... en
viewstringwebview / pageviewpageview
("view" param is applicable to new documents only)

permissions

ParameterTypePossible ValuesDefault ValueDescription
document.export   booleantrue / falsetrueTo enable or disable document download option
document.printbooleantrue / falsetrueTo enable or disable document print option
document.editbooleantrue / falsefalseProvide option to allow edit access to the document
review.commentbooleantrue / falsefalseProvide option to manage comments
review.changes.resolvebooleantrue / falsefalseProvide option to resolve track changes
collab.chatbooleantrue / falsetrueTo enable or disable chat panel for the collaborators
document.pausecollaborationbooleantrue / falsefalseProvide option to manage collaboration
document.fillbooleantrue / falsetrueProvide option to allow edit access for the fillable fields

callback_settings

ParameterTypePossible ValuesDefault Value
Mandatory Keys
save_formatstringzdoc / doc / docx / odt / html / pdf and more ...zdoc
save_urlstringURL - Maximum length -> 65535URL
Optional Keys
save_url_paramsJSON
  • Maximum key count - 10
  • Allowed characters for <additional_user_key> - Alphabets, Numbers, Hyphen, Underscore and Dot. Maximum Length - 100 characters
  • Maximum length of <value> - 2500 characters
 
http_method_typestringpost / putpost
retriesinteger0 to 30
timeoutinteger1 to 120000 milliseconds120000

document_info

ParameterTypePossible ValuesDefault Value
document_idstring24eru24960v 
document_namestringSampleUntitled

user_info

ParameterTypePossible ValuesDefault Value
user_idinteger03588563264 
display_namestringKen/James/AdamGuest

ui_options

ParameterTypePossible ValuesDefault Value
save_buttonstringshow/hideshow
chat_panelstringshow/hideshow
dark_modestringshow/hideshow
file_menustringshow/hideshow

save_url usage:

Zoho Office Integrator allows partners and businesses to save the document content back to their specified storage server through "saveurl" method.

A saveurl is a publicly accessible web URL/Service to which Zoho will push the updated document content from Writer editor to the partner's server.

In order to use the saveurl method, partners should fulfill the below requirements:

  1. Partner's remote servers need to expose one of their ports - port 443 (https) or port 80 (http) - from their location, for Zoho Writer to push the data back.
  2. The saveurl value specified in the HTTPS/HTTP POST request should be a proper domain name and publicly accessible over the web. Example: https://yourdomain.com/save.php

save_url_params usage:

By default, when the 'Save' is performed, we will be pushing back the information with the following key names:

Key NameTypeDescription
contentFileDocument content will be pushed back in the form of bytes.
filenameStringDocument name
formatStringSpecifies the format in which the document has been exported. 

If you wish to customize the above key names that you need to send back during save call, you can make use of the 'save_url_params' key inside 'callback_settings' parameter.

Once the 'save_url_params' key is configured, only the key values defined inside will be pushed back to your server. The default key names (like filename and format) will not be included. To include them, you need to define your own keys for format and filename by using the system variable $format and $filename respectively.

If the 'save_url_params' is passed as an empty JSON or the system variable $content is not configured, the document bytes will be pushed back with the multipart name 'content' by default.

Syntax:

"save_url_params": {
      <custom_content_key>: $content,
      <custom_format_key>: $format,
      <custom_filename_key>: $filename,
      <additional_user_key>: <value>,
      <additional_user_key>: <value>,
      ....
      <additional_user_key>: <value>
      },

Example:

"save_url_params": {
      file: $content,
      extension: $format,
      document_name: $filename,
      <additional_user_key>: <value>,
      <additional_user_key>: <value>
      },

In the above example, the document bytes will be pushed back in the multipart name 'file', document format in the key name 'extension' and document filename in the key name 'document_name'. 

Sample Request

Copiedcurl -X POST \
  'https://api.office-integrator.com/writer/officeapi/v1/templates' \
  -H 'content-type: multipart/form-data; boundary=----WebKitFormBoundary7MA4YWxkTrZu0gW' \
  -F 'apikey=423s*****' \
  -F 'document_defaults={"font_size":"12","font_name":"Roboto","orientation":"portrait","paper_size":"A4","track_changes":"disabled","margin": 
       {"left":"1.5in","right":"1.5in","top":"0.25in","bottom":"0.25in"},"date_format":"MM/DD/YY"}' \
  -F 'editor_settings={"unit":"in","language":"en","view":"webview"}' \
  -F 'permissions={'\''document.export'\'':true,'\''document.print'\'':true,'\''document.edit'\'':true,'\''review.changes.resolve'\'':false,'\''review.comment'\'':true,'\''collab.chat'\'':true,'\''document.pausecollaboration'\'':false,'\''document.fill'\'':true }' \
  -F 'callback_settings={"save_format":"docx","save_url":"https://domain.com/save.php"}' \
  -F 'document_info={"document_name":"New","document_id":1349}' \
  -F 'user_info={"user_id":"1973","display_name":"Ken"}' \
  --form "document=@" \
  --form "merge_data_csv_content=@/Users/amelia-1200/Documents/test.csv" \
Copiedimport * as SDK from "@zoho-corp/office-integrator-sdk";
import { readFileSync } from 'fs';
const __dirname = import.meta.dirname;

class CreateMergeTemplate {

    static async execute() {
        
        //Initializing SDK once is enough. Calling here since code sample will be tested standalone. 
        //You can place SDK initializer code in you application and call once while your application start-up. 
        await this.initializeSdk();

        try {
            var sdkOperations = new SDK.V1.V1Operations();
            var templateParameters = new SDK.V1.MailMergeTemplateParameters();
            
            //Either use url as document source or attach the document in request body use below methods
            templateParameters.setUrl("https://demo.office-integrator.com/zdocs/Graphic-Design-Proposal.docx");
            templateParameters.setMergeDataJsonUrl("https://demo.office-integrator.com/data/candidates.json");

            // var fileName = "OfferLetter.zdoc";
            // var filePath = "./sample_documents/OfferLetter.zdoc";
            // var fileStream = readFileSync(filePath);
            // var streamWrapper = new SDK.StreamWrapper(fileName, fileStream, filePath);
            
            // templateParameters.setDocument(streamWrapper);

            // var jsonFileName = "candidates.json";
            // var jsonFilePath = "./sample_documents/candidates.json";
            // var jsonFileStream = readFileSync(jsonFilePath);
            // var jsonStreamWrapper = new SDK.StreamWrapper(jsonFileName, jsonFileStream, jsonFilePath);

            // templateParameters.setMergeDataJsonContent(jsonStreamWrapper);

            var documentInfo = new SDK.V1.DocumentInfo();

            //Time value used to generate unique document everytime. You can replace based on your application.
            documentInfo.setDocumentId("" + new Date().getTime());
            documentInfo.setDocumentName("Graphic-Design-Proposal.docx");

            templateParameters.setDocumentInfo(documentInfo);

            var userInfo = new SDK.V1.UserInfo();

            userInfo.setUserId("1000");
            userInfo.setDisplayName("Amelia");

            templateParameters.setUserInfo(userInfo);

            var margin = new SDK.V1.Margin();

            margin.setTop("2in");
            margin.setBottom("2in");
            margin.setLeft("2in");
            margin.setRight("2in");

            var documentDefaults = new SDK.V1.DocumentDefaults();

            documentDefaults.setFontName("Arial");
            documentDefaults.setFontSize(12);
            documentDefaults.setOrientation("landscape");
            documentDefaults.setPaperSize("A4");
            documentDefaults.setTrackChanges("enabled");
            documentDefaults.setMargin(margin);

            templateParameters.setDocumentDefaults(documentDefaults);

            var editorSettings = new SDK.V1.EditorSettings();

            editorSettings.setUnit("mm");
            editorSettings.setLanguage("en");
            editorSettings.setView("pageview");

            templateParameters.setEditorSettings(editorSettings);

            var permissions = new Map();

            permissions.set("document.export", true);
            permissions.set("document.print", false);
            permissions.set("document.edit", true);
            permissions.set("review.comment", false);
            permissions.set("review.changes.resolve", false);
            permissions.set("collab.chat", false);
            permissions.set("document.pausecollaboration", false);
            permissions.set("document.fill", false);

            templateParameters.setPermissions(permissions);

            var callbackSettings = new SDK.V1.CallbackSettings();
            var saveUrlParams = new Map();

            saveUrlParams.set("auth_token", "1234");
            saveUrlParams.set("id", "123131");

            var saveUrlHeaders = new Map();

            saveUrlHeaders.set("header1", "value1");
            saveUrlHeaders.set("header2", "value2");

            callbackSettings.setSaveUrlParams(saveUrlParams);
            callbackSettings.setSaveUrlHeaders(saveUrlHeaders);

            callbackSettings.setHttpMethodType("post");
            callbackSettings.setRetries(1);
            callbackSettings.setTimeout(100000);
            callbackSettings.setSaveUrl("https://officeintegrator.zoho.com/v1/api/webhook/savecallback/601e12157a25e63fc4dfd4e6e00cc3da2406df2b9a1d84a903c6cfccf92c8286");
            callbackSettings.setSaveFormat("pdf");

            templateParameters.setCallbackSettings(callbackSettings);

            var uiOptions = new SDK.V1.UiOptions();

            uiOptions.setDarkMode("show");
            uiOptions.setSaveButton("show");
            uiOptions.setChatPanel("show");
            uiOptions.setFileMenu("show");

            templateParameters.setUiOptions(uiOptions);

            var responseObject = await sdkOperations.createMailMergeTemplate(templateParameters);

            if(responseObject != null) {
                //Get the status code from response
                console.log("\nStatus Code: " + responseObject.statusCode);
    
                //Get the api response object from responseObject
                let writerResponseObject = responseObject.object;
    
                if(writerResponseObject != null){
    
                    //Check if expected CreateDocumentResponse instance is received
                    if(writerResponseObject instanceof SDK.V1.CreateDocumentResponse){
                        console.log("\nDocument ID - " + writerResponseObject.getDocumentId());
                        console.log("\nDocument session ID - " + writerResponseObject.getSessionId());
                        console.log("\nDocument session URL - " + writerResponseObject.getDocumentUrl());
                        console.log("\nDocument save URL - " + writerResponseObject.getSaveUrl());
                        console.log("\nDocument delete URL - " + writerResponseObject.getDocumentDeleteUrl());
                        console.log("\nDocument session delete URL - " + writerResponseObject.getSessionDeleteUrl());
                    } else if (writerResponseObject instanceof SDK.V1.InvalidConfigurationException) {
                        console.log("\nInvalid configuration exception. Exception json - ", writerResponseObject);
                    } else {
                        console.log("\nRequest not completed successfullly");
                    }
                }
            }
        } catch (error) {
            console.log("\nException while running sample code", error);
        }
    }

    //Include office-integrator-sdk package in your package json and the execute this code.

    static async initializeSdk() {

        // Refer this help page for api end point domain details -  https://www.zoho.com/officeintegrator/api/v1/getting-started.html
        let environment = await new SDK.DataCenter.Production("https://api.office-integrator.com");

        let auth = new SDK.AuthBuilder()
                        .addParam("apikey", "2ae438cf864488657c*******") //Update this apikey with your own apikey signed up in office integrator service
                        .authenticationSchema(await new SDK.V1.Authentication().getTokenFlow())
                        .build();

        let tokens = [ auth ];

        //Sdk application log configuration
        let logger = new SDK.LogBuilder()
            .level(SDK.Levels.INFO)
            //.filePath("<file absolute path where logs would be written>") //No I18N
            .build();

        let initialize = await new SDK.InitializeBuilder();

        await initialize.environment(environment).tokens(tokens).logger(logger).initialize();

        console.log("SDK initialized successfully.");
    }
}

CreateMergeTemplate.execute();

Sample Response

Copied{ 
"document_url": "https://api.office-integrator.com/writer/officeapi/v1/document/d26aa7b8029bf4f8d34c7dd0013939234a6e15dac88646f02a69582375b8da130efffac249d086aae4667dcbcfb7ac1d/edit",
"document_id": "1349", 
"save_url": "https://api.office-integrator.com/writer/officeapi/v1/documents/d26aa7b8029bf4f8d34c7dd0013939234a6e15dac88646f02a69582375b8da130efffac249d086aae4667dcbcfb7ac1d/save", 
"session_id": "d26aa7b8029bf4f8d34c7dd0013939234a6e15dac88646f02a69582375b8da130efffac249d086aae4667dcbcfb7ac1d", 
"session_delete_url": "https://api.office-integrator.com/writer/officeapi/v1/session/d26aa7b8029bf4f8d34c7dd0013939234a6e15dac88646f02a69582375b8da130efffac249d086aae4667dcbcfb7ac1d", 
"document_delete_url": "https://api.office-integrator.com/writer/officeapi/v1/document/1349",
 }