Django Zoho CRM Create

Copy to Clipboard
# Create Records
# --------------
def create_records(self):
    try:
        record_ins_list = list()
        for i in range(0, 2):
            record = zcrmsdk.ZCRMRecord.get_instance('Invoices')  # Module API Name
            record.set_field_value('Subject', 'Invoice' + str(
                i))  # 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(3477061000, '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(3477061000000,'contact') # Contacts record id and participant type
            # record.participants.append(participants)

            # participants = zcrmsdk.ZCRMEventParticipant('[email protected]', 'email')
            # participants.email = '[email protected]'
            # participants.name = 'username'
            # participants.is_invited = 'true'
            # record.participants.append(participants)

            line_item = zcrmsdk.ZCRMInventoryLineItem.get_instance(
                zcrmsdk.ZCRMRecord.get_instance('Products', 347706100))  # 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)
            record_ins_list.append(record)

        # Actions to be triggered
        trigger = ["approval", "workflow", "blueprint"]
        # Process to be run
        process = ["review_process"]
        # To pass Lead Assignment Rule ID
        lar_id = "3477061000101"

        resp = zcrmsdk.ZCRMModule.get_instance('Invoices').create_records(record_ins_list=record_ins_list, trigger=trigger, process=process, lar_id=lar_id)
        print(resp.status_code)
        entity_responses = resp.bulk_entity_response
        for entity_response in entity_responses:
            print(entity_response.details)
            print(entity_response.status)
            print(entity_response.message)
            print(entity_response.data.entity_id)
            print(entity_response.data.created_by.id)
            print(entity_response.data.created_time)
            print(entity_response.data.modified_by.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)
 

Are there any code examples left?
Made with love
This website uses cookies to make IQCode work for you. By using this site, you agree to our cookie policy

Welcome Back!

Sign up to unlock all of IQCode features:
  • Test your skills and track progress
  • Engage in comprehensive interactive courses
  • Commit to daily skill-enhancing challenges
  • Solve practical, real-world issues
  • Share your insights and learnings
Create an account
Sign in
Recover lost password
Or log in with

Create a Free Account

Sign up to unlock all of IQCode features:
  • Test your skills and track progress
  • Engage in comprehensive interactive courses
  • Commit to daily skill-enhancing challenges
  • Solve practical, real-world issues
  • Share your insights and learnings
Create an account
Sign up
Or sign up with
By signing up, you agree to the Terms and Conditions and Privacy Policy. You also agree to receive product-related marketing emails from IQCode, which you can unsubscribe from at any time.
Creating a new code example
Code snippet title
Source