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updateRecords

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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
wfTriggerBoolean
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:

  1. The URL should be as given below:
    http://crm.zoho.com/crm/private/xml/Leads/updateRecords
  2. 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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