Purpose
You can use the updateRecords method to update or modify the records in Zoho CRM.
Important: Use the POST method to pass these parameters instead of GET method.
Request URL
XML Format: http:// crm.zoho.com/crm/private/xml/Leads/updateRecords?newFormat=1&apikey=API key&ticket=Ticket
Request Parameters
| Parameter | Data Type | Description |
| ticket* | String | - |
| apikey* | String | - |
| id* | String | Specify unique ID of the record
|
xmlData*
| XML
| Specify fields and corresponding values
|
| wfTrigger | Boolean
| Set value as true to trigger the workflow rule while inserting record into CRM account. By default, this parameter is false. |
newFormat*
| Integer (1 or 2)
| newFormat=1: To exclude fields with "null" values while updating data from your CRM account. newFormat=2: To include fields with "null" values while updating data from your CRM account. |
* - Mandatory parameter
Additional Notes
- While updating data in your Zoho CRM account, role-based security (Roles, Profiles, Field-level security and Data sharing rules) is applied. Hence, use the user ID with highest role (Ex: CEO) and profile (Ex: Administrator). Also make sure all fields are enabled in the Field-level security settings. For role-based security settings, see Security Administration while generating API Ticket.
- While updating data, make sure the date and time are in the MM/dd/yyyy and yyyy-MM-dd HH:mm:ss formats respectively
Examples
To update records in Zoho CRM, follow the below steps:
- The URL should be as given below:
http://crm.zoho.com/crm/private/xml/Leads/updateRecords - The parameters should be as given below:
- ticket: Ticket ID
- apikey: Key you got from Zoho CRM upon request.
- xmlData: This is a XML string and the format should be same as how get records in XML format during your fetch API.
- id: id of the record to be updated
XML data format: http://crm.zoho.com/crm/private/xml/Leads/updateRecords?newFormat=1&apikey=APIKEY&ticket=TICKET&xmlData=XMLDATA
- ticket=xy4gr112345fgg
- apikey=sbdjEDBDJ1323
- xmlData= as mentioned below
- id = 1000000019001
<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> |
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