We provide scopes to manage both the project and client users.
Users API
Scope: ZohoProjects.users.{Operation}
Operations: READ, CREATE, UPDATE, DELETE, ALL
Use the ALL operation to gain the scope for all the other operations like READ, CREATE, UPDATE, and DELETE at once.
| Get Project Users GET /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/ |
| Add Users to a Project POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/ |
| Add Users to a Portal POST /restapi/portal/[PORTALID]/users/ |
| Update Users in a Project POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/[USERID]/ |
| Delete User from a Project DELETE /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/[USERID]/ |
| Get Remaining no. of Users in a Portal GET /restapi/portal/[PORTALID]/users/availcount/ |
| Get Portal Users GET /restapi/portal/[PORTALID]/users/ |
| Delete User from a Portal DELETE /restapi/portal/[PORTALID]/users/[USERID]/ |
| Update a Portal User PATCH /restapi/portal/[PORTALID]/users/[USERID] |
| Activate User POST /restapi/portal/[PORTALID]/users/activate/ |
| Deactivate User POST /restapi/portal/[PORTALID]/users/activate/ |
Get Project Users
Gets the details of all the users in a specific project.
GET /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/
Scope: ZohoProjects.users.READ
Request parameters
| user_type | String | Availability status of the user. Allowed values:
|
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"users": [{
"id": "2060758",
"name": "Patricia Boyle",
"active": true,
"email": "patriciab@zillum.com",
"role": "admin"
}, {
"id": "2060761",
"name": "Einhard Klein",
"active": false,
"email": "dieterk@zillum.com",
"role": "manager"
}, {
"id": "2063348",
"name": "Charles Stone",
"active": true,
"email": "charless@zillum.com",
"role": "employee"
}, {
"id": "2063354",
"name": "Nathan Brooks",
"active": true,
"email": "nbrooks@zillum.com",
"role": "contractor"
}]
}Add Users to a Project
Adds users to a specific project.
POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/
Scope: ZohoProjects.users.CREATE
Request parameters
| String | Email ID of users separated by a comma. | |
| role | String | Role of the user (manager, employee, contractor). |
| rate | Float | The rate per hour set for a specific user in a project based on staff based billing. Example: 20.750 |
| user_budget | Float | Enter the budget amount. |
| budget_threshold | Float | Specify the Budget Threshold. |
| cost_per_hour | Float | Specify the cast per hour. |
| revenue_budget | Float | Enter the Revenue Budget. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"users": [{
"id": "2060758",
"name": "Patricia Boyle",
"email": "patriciab@zillum.com",
"role": "employee",
"rate": "20.750"
}]
}Add Users to a Portal
Adds users to a Portal
POST /restapi/portal/[PORTALID]/users/
Scope: ZohoProjects.users.CREATE
Request parameters
| String | Email ID of users separated by a comma. | |
| profileid | String | Profile ID of the user to be added. |
| roleid | String | Role id of the user. |
| work_projects | Long | Multiple project IDs separated by comma. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"users": [
{
"role_name": "Manager",
"zpuid": "170876000011876001",
"profile_name": "Manager",
"role": "Manager",
"profile_type": "6",
"role_id": "170876000004915003",
"profile_id": "170876000004602140",
"name": "albaflores",
"active": true,
"id": "756839327",
"email": "albaflores@zillum.com"
}
]
}Update Users in a Project
Updates the details of a specific user in a project.
POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/users/[USERID]/
Scope: ZohoProjects.users.UPDATE
Request parameters
| role | String | Role of the user (manager, employee, contractor). |
| rate | Float | The rate per hour set for a specific user in a project "based on staff" type billing. Eg: 20.750 |
| cost_per_hour | Float | Specify the cast per hour. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"users": [{
"id": "2060758",
"name": "Patricia Boyle",
"email": "patriciab@zillum.com",
"role": "employee",
"rate": "20.750"
}]
}Delete User from a Project
Deletes the user from a project.
DELETE /restapi/portal/[PORTALID]/project/[PROJECTID]/users/[USERID]/
Scope: ZohoProjects.users.DELETE
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"response": "User Deleted Successfully"
}Get Remaining no. of Users in a Portal
Fetches the remaining no. of users to be added in a specific portal.
GET /restapi/portal/[PORTALID]/users/availcount/
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"available_user_count": "1"
}Get Portal Users
Gets the details of all users in a specific portal.
GET /restapi/portal/[PORTALID]/users/
Scope: ZohoProjects.users.READ
Request parameters
| user_type | String | Availability status of the user. Allowed values:
|
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"users": [
{
"role_name": "Manager",
"profile_name": "manager",
"role": "manager",
"profile_type": "6",
"role_id": "170876000004915003",
"profile_id": "170876000004602140",
"name": "Patricia Boyle",
"active": true,
"id": "923962",
"invoice": "60.000",
"email": "patricia.b@zylker.com",
"currency_code": "USD"
},
{
"role_name": "Administrator",
"profile_name": "admin",
"role": "admin",
"profile_type": "2",
"role_id": "170876000004915001",
"profile_id": "170876000004602137",
"name": "Eduardo Vargas",
"active": true,
"id": "2060557",
"invoice": "40.000",
"email": "eduardov@zillum.com",
"currency_code": "USD"
},
{
"role_name": "Employee",
"profile_name": "employee",
"role": "employee",
"profile_type": "7",
"role_id": "170876000004915005",
"profile_id": "170876000004602143",
"name": "Jasmine Frank",
"active": true,
"id": "2060559",
"invoice": "0.000",
"email": "jasminef@zillum.com",
"currency_code": "USD"
},
{
"role": "client",
"profile_type": 3,
"client_company_name": "Universal Events",
"client_company_id": "170876000003941041",
"currency_code": "USD",
"role_name": "Client",
"profile_name": "client",
"role_id": "170876000004915009",
"profile_id": "170876000004602149",
"name": "david.henry",
"id": "636378540",
"invoice": "80.000",
"email": "david.henry@yahoo.com"
}
]
}Delete User from a Portal
Deletes the user from a portal.
DELETE /restapi/portal/[PORTALID]/users/[USERID]/
Scope: ZohoProjects.users.DELETE
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"status": "success"
}
Update a User in the Portal
Update a user in the portal.
PATCH /restapi/portal/[PORTALID]/users/[USERID]
Scope ZohoProjects.users.UPDATE
Header
| Content-Type | Provide the Content-Type as application/json. |
Body
| profile_id | String | Profile ID of the user to be modified. |
| role_id | String | Role ID of the user to be modified. |
| project_ids | JSON array | Project IDs to be modified. Note Project IDs that are not mentioned will be dissociated. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"users": [
{
"role_name": "Manager",
"profile_name": "Manager",
"role": "Manager",
"profile_type": "6",
"role_id": "1265885000000017003",
"profile_id": "1265885000000015140",
"associated_projects": [
{
"project_id": "1265885000000214141",
"project_name": "Gantt Chart"
}
],
"name": "Patricia Boyle",
"active": true,
"id": "669857953",
"email": "patricia@zohocorp.com"
}
]
}Activate User
Activates a specific user in a specific portal.
POST /restapi/portal/[PORTALID]/users/activate
Scope: ZohoProjects.users.CREATE
Request parameters
| activate | Long | User ID |
Sample Response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"response": "User Activated Successfully"
}Deactivate User
Deactivates a specific user from a specific portal.
POST /restapi/portal/[PORTALID]/users/activate/
Scope: ZohoProjects.users.CREATE
Request parameters
| deactivate | Long | User ID |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"response": "User Deactivated Successfully"
}Clients API
Scope: ZohoProjects.clients.{Operation}
Operations: READ, CREATE, UPDATE, DELETE, ALL
Use the ALL operation to gain the scope for all the other operations like READ, CREATE, UPDATE, and DELETE at once.
| Add User to a Client Company POST /restapi/portal/[PORTALID]/clients/[CLIENT_COMPANY_ID]/users |
| Add a Client Company POST /restapi/portal/[PORTALID]/clients/ |
| Get Portal Clients GET /restapi/portal/[PORTALID]/clients/ |
| Get Project Clients GET /restapi/portal/[PORTALID]/projects/[PROJECTID]/clients/ |
| Get Project Client Details GET /restapi/portal/[PORTALID]/projects/[PROJECTID]/clients/[CLIENTID]/ |
| Get Projects Associated to a Client Company GET /restapi/portal/[PORTALID]/clients/[CLIENTID]/projects |
| Add an Existing Client Company from a Portal to a Project POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/clients/ |
| Add a Client User to a Project POST /restapi/portal/[PORTALID]/clientusers/[CLIENTID/projects] |
| Delete a Client User from the Project DEL /restapi/portal/[PORTALID]/clientusers/[USERID] |
Add User to a Client Company
Adds user to an existing client company.
POST /restapi/portal/[PORTALID]/clients/[CLIENT_COMPANY_ID]/users
Scope: ZohoProjects.users.CREATE
Request parameters
| contact_email* | String | Email ID of the client user. |
| work_projects | Long | Multiple project IDs are separated using comma. |
| profile_id | Long | Specify Profile ID. profile_id is obtained from Get Portal Users API. |
| invoice_rate | Double | Specify an invoice rate. Example 50.000 |
Note:
- CLIENT_COMPANY_ID is obtained from Get Portal Users API.
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"clients": [
{
"crm_account_id": "",
"associated_projects": [
{
"name": "Budgetting",
"id": 170876000000008000
},
{
"name": "Logistics",
"id": 170876000000307040
},
{
"name": "Project Analysis",
"id": 170876000000531420
}
],
"name": "Zoho ",
"id": 170876000005492320,
"users": [
{
"associated_projects": [
{
"name": "Budgetting",
"id": 170876000000008000
},
{
"name": "Logistics",
"id": 170876000000307040
}
],
"name": "Patricia Boyle",
"id": "668495355",
"email": "patricia.b@zylker.com",
"crm_contact_id": ""
}
]
}
]
}
Add a Client Company
Adds a client company.
POST /restapi/portal/[PORTALID]/clients/
Scope: ZohoProjects.clients.CREATE
Request parameters
| name* | String | Name of the client company. |
| work_projects | Long | Client company project ID. Multiple project IDs are separated using a comma. |
| contact_email | String | Email address of the client company. |
| web_address | String | Web address of the client company. |
| first_address | String | First address of the client company. |
| second_address | String | Second address of the client company. |
| city | String | City of the client company. |
| state | String | State of the client company. |
| country | String | Country of the client company. |
| primary_client | Boolean | Accepted values: Yes/no. |
| zip_code | String | Zip code of the client company. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"clients": [
{
"country": "United States",
"crm_account_id": "",
"first_address": "15/16",
"city": "Kansas",
"associated_projects": [
{
"name": "Patricia",
"id": 170876000000008000
},
{
"name": "Logistics",
"id": 170876000000307040
}
],
"name": "Zylker",
"second_address": "Ontaria",
"id": 170876000005528000,
"state": "Texas",
"zip_code": "642032"
}
]
}
Get Portal Clients
Returns the list of client companies in the portal.
GET /restapi/portal/[PORTALID]/clients/
Scope: ZohoProjects.clients.READ
Request parameters
| index | int | Index. |
| range | int | Required range. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"clients": [
{
"crm_account_id": "",
"name": "iOS 10",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000003884007/projects"
}
},
"id": 170876000003884000
},
"id": 170876000003941060,
"users": [
{
"name": "david.henry",
"id": "636378540",
"email": "david.henry@yahoo.com",
"crm_contact_id": ""
}
]
},
{
"crm_account_id": "",
"name": "Lexcorp",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000003965017/projects"
}
},
{
"crm_account_id": "",
"name": "Leester Donnelly and Sons",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000004176039/projects"
}
},
{
"associated_projects": [
{
"name": "Donnelly Apartments Construction",
"id": 170876000004154020
},
{
"name": "Project template test",
"id": 170876000004881120
},
{
"name": "IDC Project template test",
"id": 170876000004885020
},
{
"name": "Daymart Complex Construction",
"id": 170876000004921000
},
{
"name": "Office Renovation",
"id": 170876000005047000
},
{
"name": "Nakshatra Duplex",
"id": 170876000005838000
},
{
"associated_projects": [
{
"name": "Donnelly Apartments Construction",
"id": 170876000004154020
},
{
"name": "Project template test",
"id": 170876000004881120
},
{
"name": "IDC Project template test",
"id": 170876000004885020
},
{
"associated_projects": [
{
"name": "Donnelly Apartments Construction",
"id": 170876000004154020
},
{
"name": "Project template test",
"id": 170876000004881120
},
"id": 170876000004241000,
"users": [
{
"name": "mike",
"id": "641626736",
"email": "mike@languagehub.com",
"crm_contact_id": ""
},
{
"name": "nolan",
"id": "641627027",
"email": "nolan@languagehub.com",
"crm_contact_id": ""
}
]
},
{
"crm_account_id": "2277976000000183015",
"name": "Home Style",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000004487005/projects"
}
},
"id": 170876000004487000,
"users": [
{
"associated_projects": [
{
"name": "Business Breakfast meeting",
"id": 170876000004028000
},
{
"crm_account_id": "",
"name": "Happy Pets",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000004625003/projects"
}
},
"id": 170876000004625000
},
"id": 170876000004711000
},
{
"crm_account_id": "2277976000000337042",
"name": "Kevin and Sarah's",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000004711023/projects"
}
},
"id": 170876000004711000,
"users": [
{
"crm_account_id": "2277976000000349032",
"name": "Frank's House Construction",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000004734015/projects"
}
},
"id": 170876000004734000,
"users": [
{
"associated_projects": [
{
"name": "Frank-House Construction",
"id": 170876000004736000
}
],
"name": "frankxavier006",
"id": "650334175",
"email": "frankxavier006@gmail.com",
"crm_contact_id": "2277976000000349028"
}
]
},
"id": 170876000004747000
},
{
"crm_account_id": "2277976000000360019",
"name": "Frank- House Construction",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000004750015/projects"
}
},
"id": 170876000004750000,
"users": [
{
"name": "frank006",
"id": "650838421",
"email": "frank006@gmail.com",
"crm_contact_id": "2277976000000360023"
}
]
},
"id": 170876000004850020
},
{
"crm_account_id": "",
"name": "Zoho ",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000005492312/projects"
}
},
"id": 170876000005492320,
"users": [
{
"associated_projects": [
{
"country": "United States",
"crm_account_id": "",
"city": "Austin",
"name": "Rufus ",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000005531001/projects"
}
},
"id": 170876000005531000,
"state": "Tamil Nadu",
"zip_code": "600072",
"users": [
{
"associated_projects": [
{
"name": "Donnelly Apartments Construction",
"id": 170876000004154020
}
],
"name": "rufus.david92 rufus.david92",
"id": "649332655",
"email": "rufus.david92@gmail.com",
"crm_contact_id": ""
}
]
},
{
"country": "United States of America",
"crm_account_id": "",
"first_address": "21, Maple Bay View Lane",
"city": "San Jose",
"name": "Dine n Dance",
"link": {
"associated_projects": {
"url": "https://projects.zoho.com/restapi/portal/2063927/clients/170876000005540541/projects"
}
},
"second_address": "Santa Clara",
"id": 170876000005540540,
"state": "California",
"zip_code": "95110",
"users": [
{
"associated_projects": [
{
"name": "Brochure design",
"id": 170876000002843000
},
{
"name": "Business Breakfast meeting",
"id": 170876000004028000
}
],
"name": "support",
"id": "641626759",
"email": "support@dinendance.com",
"crm_contact_id": ""
},
{
"associated_projects": [
{
"name": "Brochure design",
"id": 170876000002843000
}
],
"name": "duke.j",
"id": "675926474",
"email": "duke.j@dinendance.com",
"crm_contact_id": ""
}
]
}
]
}
Get Project Clients
Returns the list of client companies associated with a specific project ID.
GET /restapi/portal/[PORTALID]/projects/[PROJECTID]/clients/
Scope: ZohoProjects.clients.READ
Request parameters
| index | int | Starting index of the client company. |
| range | int | Required range. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"clients": [
{
"crm_account_id": "",
"name": "Leester Donnelly and Sons",
"id": 170876000004176030,
"users": [
{
"name": "Pearlyn Anugraha",
"id": "41961758",
"email": "pearlynjohnson@gmail.com",
"crm_contact_id": ""
},
{
"name": "kelvinw",
"id": "640012075",
"email": "kelvinw@donnelly.com",
"crm_contact_id": ""
},
{
"name": "delphinm",
"id": "640012842",
"email": "delphinm@donnelly.com",
"crm_contact_id": ""
},
{
"name": "leesterd",
"id": "640013412",
"email": "leesterd@donnelly.com",
"crm_contact_id": ""
}
]
}
]
}
Get Project Client Details
Returns the details of the client ID mentioned in the URL.
GET /restapi/portal/[PORTALID]/projects/[PROJECTID]/clients/[CLIENTID]/
Scope: ZohoProjects.clients.READ
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"clients": [
{
"crm_account_id": "",
"name": "Leester Donnelly and Sons",
"id": 170876000004176030,
"users": [
{
"name": "Pearlyn Anugraha",
"id": "41961758",
"email": "pearlynjohnson@gmail.com",
"crm_contact_id": ""
},
{
"name": "kelvinw",
"id": "640012075",
"email": "kelvinw@donnelly.com",
"crm_contact_id": ""
},
{
"name": "delphinm",
"id": "640012842",
"email": "delphinm@donnelly.com",
"crm_contact_id": ""
},
{
"name": "leesterd",
"id": "640013412",
"email": "leesterd@donnelly.com",
"crm_contact_id": ""
}
]
}
]
}
Get Projects Associated to a Client Company
Returns the projects associated to a client company.
GET /restapi/portal/[PORTALID]/clients/[CLIENT USER ID]/projects
Scope: ZohoProjects.clients.READ
Request parameters
| index | int | Index. |
| range | int | Required range. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"associated_projects": [
{
"name": "Zapier Integration",
"id": 170876000003686000
},
{
"name": "Donnelly Apartments Construction",
"id": 170876000004154020
},
{
"name": "Project template test",
"id": 170876000004881120
},
{
"name": "IDC Project template test",
"id": 170876000004885020
},
{
"name": "Daymart Complex Construction",
"id": 170876000004921000
},
{
"name": "Office Renovation",
"id": 170876000005047000
},
{
"name": "Nakshatra Duplex",
"id": 170876000005838000
},
{
"name": "Supermarket Construction",
"id": 170876000005962020
}
]
}
Add an Existing Client Company in a Portal to a Project
Adds an existing client company to a project.
POST /restapi/portal/[PORTALID]/projects/[PROJECTID]/clients/
Scope: ZohoProjects.clients.CREATE
Request parameters
| company_id | long | Client company ID |
| primary_client | Boolean | Accepted values: Yes/no. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"clients": [
{
"country": "US",
"crm_account_id": "",
"first_address": "8, Bay View Street",
"city": "CA",
"name": "Nexus - The Language Studio",
"id": 170876000004241000
}
]
}
Add a Client User to a Project
Adds a client user in project.
POST /restapi/portal/[PORTALID]/clientusers/[CLIENT USER ID]/projects
Scope: ZohoProjects.clients.CREATE
Request parameters
| projids* | JSON array | ID of the projet to which the client user should be added. |
| clientId* | String | ID of the client company |
* mandatory
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"response": "Client user added successfully in project(s) - ##########"
}Delete client user from projects
Deletes client user from projects.
DEL /restapi/portal/[PORTALID]/clientusers/[USERID]/projects
Scope: ZohoProjects.clients.DELETE
Request parameters
| projids | JSON array | Project IDs from which the client users should be deleted. |
Sample response
Status: 200 Success Content Type: application/json;charset=utf-8
{
"response": "User Deleted Successfully from project"
}