Skip to main content

Performing mass updates on thousands of Zoho CRM records using custom functions

Need to mass update thousands of Lead records in Zoho CRM and can't be bothered manually clicking through tens of pages and doing mass update? Here's an example of using a custom function to achieve this. In this case, I needed to merge several notes fields into one text area field as the multiple note fields were becoming unwieldy.

Labels:

Comments

  1. UnknownMarch 29, 2016 at 7:24 AM

    Hey Jeremy

    I use a recursion function for getting a lot of records. I don't have to use an iterator, the function itself will determine if it has to take another round. Maybe it helps you or someone else.

    list space.getRecords(string customViewName, int start)
    {
    blocksize = 200;
    end = (input.start + blocksize - 1);
    allRecords = List();
    foundRecords = zoho.crm.getRecords(input.customViewName, input.start, end);
    if (foundRecords.size() > 0)
    {
    allRecords.addall(foundRecords);
    if (foundRecords.size() == blocksize)
    {
    followingRecords = thisapp.space.getRecords(input.customViewName, (end + 1));
    allRecords.addall(followingRecords);
    }
    }
    return allRecords;
    }

    Although this example uses a custom view one could also use searchRecords() with a search criteria.
    You call it with completeList = thisapp.space.getRecords(, 1).

    Best,
    Sascha

    ReplyDelete
  2. Jeremy NagelApril 6, 2016 at 3:41 AM

    Nice one Sascha. Recursion is another interesting way to solve this.

    ReplyDelete

Post a Comment

Popular posts from this blog

searchRecords with multiple criteria in Zoho CRM API

NB: this blog post is no longer relevant as API v2 lets you use searchRecords with multiple criteria :) I discovered something really cool tucked away in the Zoho CRM forums today. For the history, check out this thread . In summary, the searchRecords API task in Zoho CRM is impossible to use if you have multiple criteria and in general it's pretty annoying to get the single criterion right. In the forum thread, Zoho Support advised that you can actually use getRecords with a view name. This feature is not documented on the getRecords page at all but I can confirm it works:D This is really, really cool. It's going to make my life as a Zoho dev much easier! Instead of having to do something really inefficient and ugly like: leadRecords = zoho.crm.searchRecords("Leads","(Created Time|<|" + yesterday_date +")",fromIndex,toIndex); for each ele in leadRecords { lead_source = ele.get("Lead Source"); createTime=(ele.g
3 comments
Read more

Getting current time in a specified timezone using Deluge script

Recently I was working on a custom function for Zoho CRM which required me to get the current time in a specified timezone. I assumed that zoho.currenttime would give me the time based on the timezone chosen in the organisation settings but discovered that it always gives it to you in PST. The Zoho Partner team gave me this snippet to solve the problem: current_time_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", "Australia/Sydney").toTime("yyyy-MM-dd'T'HH:mm:ss"); If you need the current date, do: current_date_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", timezone).toDate(); To figure out what you can put in for the timezone part, refer to https://en.wikipedia.org/wiki/List_of_tz_database_time_zones
Post a Comment
Read more

Debugging Deluge script in Zoho Creator/Zoho CRM

Deluge is a powerful language that simplifies a ton of things, e.g. database lookups. But I have to say, it's very painful to debug. Interpreting longish scripts takes ages, error messages are obtuse if they exist at all and even the hints in the IDE don't always help (ever tried using containsIgnoreCase based on the auto-complete suggestion?). Here are my tips for debugging code when it's not working. 1. Split your code up into small custom functions. Nothing's more painful than waiting 30 seconds for a really long (say 1000 lines) HTML page to save and only then get feedback on a syntax error. I've got a few apps that are like this and it's not fun to work with at all. I haven't seen any improvements in the compile speed over the last few years, so my conclusion is that it's always best to write most of your logic code as small custom functions and then build that up in the HTML page so that you'll get quick feedback on syntax errors. 2. If
Post a Comment
Read more