While inserting lead via API, make sure you are specifying the email address of the lead owner. If you use the lead owner's name or userID, lead will be assigned to the default login credential used in ticket generation.

3.How do I retrieve single Account using getAllRecords?

You can retrieve single account using the getRecordById method by passing the id of the record.

4.Can I trigger email after inserting a lead through API?

No, currently you cannot trigger email to a lead after inserting the lead through API. We will provide this option in one of the future updates

5.Can I attach documents to the Account using API?

No, currently you cannot attach documents using Zoho CRM API. We will provide this option in one of the future updates.

6.Can I use the Record ID while associating a lookup field with a module?

Yes, you can use the Record ID while associating lookup field with modules (Ex: Associating campaign with a lead or Account with a Contact)

7.What is the format of the xmlData parameter to associate a task or event to CRM records?

Use the following sample XML for relating an event with the account and contact respectively.

Account

<Events><row no="1">
<FL val="SEMODULE">Accounts</FL>
<FL val="SEID">22222222222</FL>
<FL val="Subject">test</FL>
<FL val="Start DateTime">12/12/2009 11:12:25</FL>
<FL val="End DateTime">12/12/2009 11:12:25</FL>
</row>
</Events>

Contact

<Events><row no="1&">
<FL val="SEMODULE">Contacts</FL>
<FL val="CONTACTID">22222222222</FL>
<FL val="Subject">test</FL>
<FL val="Start DateTime">12/12/2009 11:12:25</FL>
<FL val="End DateTime">12/12/2009 11:12:25</FL>
</row>
</Events>

8.Is it necessary to send all the parameters in POST?

Yes, you have to send all parameters in POST.

9.What is the format of the xmlData parameter for the insertRecords and updateRecords methods?

Use the following XMLData parameters while using insertRecords and updateRecords methods:

insertRecords: https:// crm.zoho.com/crm/private/xml/Leads/insertRecords?apikey=API Key&ticket=Ticket

ticket=xxxxxxxxxxxxxx
apikey=xxxxxxxxxxxxxx
xmlData= as given below

<Leads>
<row no="1">
<FL val="Lead Source">Web Download</FL>
<FL val="First Name">contacto 1</FL>
<FL val="Last Name">apellido</FL>
<FL val="Email">testing@testing.com</FL>
<FL val="Title">Manager</FL>
<FL val="Phone">1234567890</FL>
<FL val="Home Phone">0987654321</FL>
<FL val="Other Phone">1212211212</FL>
<FL val="Fax">02927272626</FL>
<FL val="Mobile">292827622</FL>
</row>
</Leads>

updateRecords: https://crm.zoho.com/crm/private/xml/Leads/updateRecords?apikey=API Key&ticket=Ticket

ticket=xxxxxxxxxxxxxxx
apikey=xxxxxxxxxxxxxxx
id = 1000000019001
xmlData= as given below

10.Can everyone in a company use the same API Key?

Yes, everyone in your company can use the same API key for development and integration of third-party applications.

11.Is the API key user-specific or organization-specific?

Zoho CRM API key is organization-specific. You can use the same API Key for all users with different ticket IDs (user-specifc)

12.What is the maximum limit of records that can be fetched through getAllRecords API?

You can fetch a maximum of 200 records per request through getAllRecords method.

13.Is it necessary to get the ticket for each request?

No. You need not generate a new ticket for every request. You can generate the ticket ID once the API call returns the response as "Invalid Ticket Id" and you can call the same API with the newly generated ticket.

14.For how many days is a ticket valid?

Your ticket is valid only for 7 days. After 7 days, you have to generate a new ticket in your application as given below:

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