Django Zoho CRM Create
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# 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)