Hi! In the video I didn't mention that the default integration between Zoho CRM and Zoho Projects has to be set up. Normally, the integration comes set up out of the box, but just in case, go to Zoho CRM > Setup > Marketplace > Zoho > and make sure the Zoho Projects integration is set up. Thanks!
I'm glad the video was helpful. Mapping CRM fields is explained on the video (4:41). You have to have the fields on the CRM layout as well as on the Project layout. Then, find the project field API as shown in the video (you have to use a function for that, and I have a separate video that shows exactly how to do it). Then, find the CRM field API. Finally, map all the fields in the function.
Hi there. Thanks for posting this - works a dream. However, do you know how it might be extended to add the Projects primary client as the deal account name? More specifically, if we haven’t imported all the accounts from CRM to Projects (as that seems a bit over kill).
I'm glad the video was helpful. Do you add the "company" to Projects, and then you want to move that information to the CRM Deal? I believe it's possible, but the normal flow is that you create the Deal with an Account, and that info is passed to Projects. Currently, you are creating the Project from the CRM, so if you want to update the CRM with info from Projects, first you have to add the info to the project, which will trigger the function that updates the Deal. It would be a separate function set up in Projects. Maybe Zoho Support can help you with that.
Hi, I ned help with this, when I try to execute function, I'm getting error: Failed to execute function Execution exception : 'Value is empty and 'getJSON' function cannot be applied' Line Number:19 Please, what am I missing?
Hi. Make sure you set up the integration in the CRM [Zoho CRM > Setup > Marketplace > Zoho > and make sure the Zoho Projects integration is set up]). Also make sure you mapped the first fields correctly (specifically, the template field). It looks like the getJSON function is trying to find the project id, but can't do it. Is the project being created in Zoho Projects?
@@blungo Now it's working, it's creating new project. I'm only getting error: {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} But it says, Function executed successfully
@@mkriznja0 It looks like you need to make sure you created the connection correctly (1:44), given that the error code is in the Oauth Token. Please check that everything is correct (you created a Zoho OAuth Connection, you added the correct scopes [ZohoCRM.modules.ALL, ZohoProjects.projects.ALL], the connection name in the function is correct). If everything looks good, and you still get the error, you should contact Zoho Support. It could be a permission issue or an account issue.
@Christine Wyatte If you are testing the function and it's not working, you have to edit the arguments and add "id" as an argument (2:59 on the video).
Hi! The integration between CRM and Workdrive is available by default. In CRM, open a record (ie: Deal), and then go to the attachment section. Then, click on "attach" and select "Zoho Workdrive". Finally, find the file or folder you want to attach. If you want to automate the process, you could use Zoho Flow.
Hi Andy, this is very helpful i have applied it and everything works perfectly!! however! i did try to assign the project owner to the task owner by adding a line of code | createMap.put("owner",ProjOnwer); | and mapping it as a ( String ) however i get this error message | Info {"error":{"code":6500,"message":"The user you have assigned is not available in this portal"}} Failed to execute function Execution exception : 'Value is empty and 'getJSON' function cannot be applied' Line Number:20 | i made sure to add the users from the CRM to the project portal so they do exist in the project, what i want to achieve is to automatically assign the module owner as the project owner Kindly let me know if this even possible, thank you in advance for your amazing tutorials.
Hi Eestra. To assign a project owner, you need the "owner_id", the "owner_zpuid", and the "owner_name" from Zoho Projects. Find this info by following the tutorial "How to Find Zoho Projects API Names" (these fields are system fields, not custom fields, so use Part 3 of the tutorial). Once you have that info, you have to declare the variables in your function: project_owner_ID = "325476893"; project_owner_ZPUID = "1575610000000700001"; project_owner_name = "Peter Smith"; And then map the 3 fields: createMap.put("owner_id",project_owner_ID); createMap.put("owner_zpuid",project_owner_ZPUID); createMap.put("owner_name",project_owner_name); If the project owner varies, you will have to create an IF, and select the ID, ZPUID and name based on information from the CRM.
Hi. Did you set up the integration between Zoho CRM and Zoho Projects? Normally, the integration comes set up out of the box, but just in case, go to Zoho CRM > Setup > Marketplace > Zoho > and make sure the Zoho Projects integration is set up.
@@blungo Hi, even after installing the integration in Marketplace it doesn't automatically associate the project with the deal. It creates the projects as it should, it only isn't associated. Can you please help me? I also tried with (and without) mapped field: Deal name and project name but no succes :(
@@michaelvansoest When you test the function, do you get an error message? It seems that the second part of the function is not working. Re-test the function with no custom fields (so it's easy for me to read it), and send me the console log.
@@blungo Hi blungo, thanks a lot for your reply. Hereby the log below (without custom fields, it didn't use custom fields anyway): Info {"projects":[{"is_strict":"no","bug_count":{"closed":0,"open":0},"owner_id":"20082818485","bug_client_permission":"allexternal","taskbug_prefix":"TE2","start_date_long":1659304800000,"updated_date_long":1659357629000,"show_project_overview":true,"task_count":{"closed":0,"open":0},"updated_date_format":"08-01-2022 02:40:29 PM","bug_defaultview":"6","id":176827000000047005,"is_chat_enabled":true,"is_sprints_project":false,"owner_name":"Rory Sanders","created_date_long":1659357628989,"created_by":"Rory Sanders","created_date_format":"08-01-2022 02:40:28 PM","profile_id":176827000000031360,"name":"Test","updated_by":"Rory Sanders","updated_by_id":"20082818485","created_by_id":"20082818485","updated_by_zpuid":176827000000031003,"bug_prefix":"TE2-I","status":"active","project_percent":"0","role":"admin","IS_BUG_ENABLED":true,"link":{"activity":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/activities/"},"document":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/documents/"},"forum":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/forums/"},"timesheet":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/logs/"},"task":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/tasks/"},"folder":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/folders/"},"milestone":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/milestones/"},"bug":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/bugs/"},"self":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/"},"tasklist":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/tasklists/"},"event":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/events/"},"user":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/users/"},"status":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/statuses/"}},"created_by_zpuid":176827000000031003,"custom_status_id":"176827000000008089","description":"Test project","milestone_count":{"closed":"0","open":"0"},"custom_status_name":"Active","owner_zpuid":"176827000000031003","is_client_assign_bug":"false","billing_status":"Billable","key":"GR-10","start_date":"08-01-2022","owner_email":"info@groenklimaat.nl","custom_status_color":"#2cc8ba","enabled_tabs":["dashboard","projectfeed","tasks","bugs","milestones","calendar","documents","timesheet","users","reports"],"is_public":"no","id_string":"176827000000047005","created_date":"08-01-2022","updated_date":"08-01-2022","cascade_setting":{"date":false,"percentage":false,"workHours":false,"logHours":false,"plan":true},"layout_details":{"task":{"name":"Standard Layout","id":"176827000000004011"},"bug":{"name":"Standard Layout","id":"176827000000031033"},"project":{"name":"Standard Layout","id":"176827000000008008"}}}]} {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} Function executed successfully
@@michaelvansoest There's an error here: {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"}. The connection between CRM and Projects is not setup correctly. The first step on the tutorial is adding a connection. Make sure you included the required scopes.
Hi! In the video I didn't mention that the default integration between Zoho CRM and Zoho Projects has to be set up. Normally, the integration comes set up out of the box, but just in case, go to Zoho CRM > Setup > Marketplace > Zoho > and make sure the Zoho Projects integration is set up. Thanks!
Thanks for posting! Very helpful :)
Glad it was helpful!
Thank-you for all your helpful info. The integration works. Is there a way I can map the other fields in the CRM layout to the layout of the project?
I'm glad the video was helpful. Mapping CRM fields is explained on the video (4:41). You have to have the fields on the CRM layout as well as on the Project layout. Then, find the project field API as shown in the video (you have to use a function for that, and I have a separate video that shows exactly how to do it). Then, find the CRM field API. Finally, map all the fields in the function.
Hi there. Thanks for posting this - works a dream. However, do you know how it might be extended to add the Projects primary client as the deal account name? More specifically, if we haven’t imported all the accounts from CRM to Projects (as that seems a bit over kill).
I'm glad the video was helpful. Do you add the "company" to Projects, and then you want to move that information to the CRM Deal? I believe it's possible, but the normal flow is that you create the Deal with an Account, and that info is passed to Projects. Currently, you are creating the Project from the CRM, so if you want to update the CRM with info from Projects, first you have to add the info to the project, which will trigger the function that updates the Deal. It would be a separate function set up in Projects. Maybe Zoho Support can help you with that.
Thanks you for all, I have one help for this can you send me Oracle like map you or coping from one website right, Can you send me link.
Does this link the project to the CRM and create the handshake in a project?
Yes, it does both things.
Hi, I ned help with this, when I try to execute function, I'm getting error: Failed to execute function
Execution exception : 'Value is empty and 'getJSON' function cannot be applied' Line Number:19
Please, what am I missing?
Hi. Make sure you set up the integration in the CRM [Zoho CRM > Setup > Marketplace > Zoho > and make sure the Zoho Projects integration is set up]). Also make sure you mapped the first fields correctly (specifically, the template field). It looks like the getJSON function is trying to find the project id, but can't do it. Is the project being created in Zoho Projects?
@@blungo Now it's working, it's creating new project. I'm only getting error:
{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"}
But it says, Function executed successfully
@@mkriznja0 It looks like you need to make sure you created the connection correctly (1:44), given that the error code is in the Oauth Token. Please check that everything is correct (you created a Zoho OAuth Connection, you added the correct scopes [ZohoCRM.modules.ALL, ZohoProjects.projects.ALL], the connection name in the function is correct). If everything looks good, and you still get the error, you should contact Zoho Support. It could be a permission issue or an account issue.
Hi! it s show this problem when i execute the test function "relateproject connection doesnot exists Line Number: 7". Can you help me pls!!!???
Hi! You have to create a connection called "relateproject". It's explained at 1:44 in the video, and it's in the blog post as well (Part 1).
@Christine Wyatte If you are testing the function and it's not working, you have to edit the arguments and add "id" as an argument (2:59 on the video).
@Christine Wyatte You can fill up the contact form on my website. I will email you when I get the info. You can also contact Zoho CRM support.
How do we integrate zoho crm with zoho workdrive
Hi! The integration between CRM and Workdrive is available by default. In CRM, open a record (ie: Deal), and then go to the attachment section. Then, click on "attach" and select "Zoho Workdrive". Finally, find the file or folder you want to attach. If you want to automate the process, you could use Zoho Flow.
Hi Andy, this is very helpful i have applied it and everything works perfectly!! however! i did try to assign the project owner to the task owner by adding a line of code | createMap.put("owner",ProjOnwer); | and mapping it as a ( String ) however i get this error message | Info
{"error":{"code":6500,"message":"The user you have assigned is not available in this portal"}}
Failed to execute function
Execution exception : 'Value is empty and 'getJSON' function cannot be applied' Line Number:20 | i made sure to add the users from the CRM to the project portal so they do exist in the project, what i want to achieve is to automatically assign the module owner as the project owner Kindly let me know if this even possible, thank you in advance for your amazing tutorials.
Hi Eestra. To assign a project owner, you need the "owner_id", the "owner_zpuid", and the "owner_name" from Zoho Projects. Find this info by following the tutorial "How to Find Zoho Projects API Names" (these fields are system fields, not custom fields, so use Part 3 of the tutorial).
Once you have that info, you have to declare the variables in your function:
project_owner_ID = "325476893";
project_owner_ZPUID = "1575610000000700001";
project_owner_name = "Peter Smith";
And then map the 3 fields:
createMap.put("owner_id",project_owner_ID);
createMap.put("owner_zpuid",project_owner_ZPUID);
createMap.put("owner_name",project_owner_name);
If the project owner varies, you will have to create an IF, and select the ID, ZPUID and name based on information from the CRM.
@@blungo Thank you so much, that was very helpful.
Hi, the function is working perfectly, the only problem is not associating the project in CRM, can you help me with this?
Hi. Did you set up the integration between Zoho CRM and Zoho Projects? Normally, the integration comes set up out of the box, but just in case, go to Zoho CRM > Setup > Marketplace > Zoho > and make sure the Zoho Projects integration is set up.
@@blungo Hi, even after installing the integration in Marketplace it doesn't automatically associate the project with the deal. It creates the projects as it should, it only isn't associated. Can you please help me? I also tried with (and without) mapped field: Deal name and project name but no succes :(
@@michaelvansoest When you test the function, do you get an error message? It seems that the second part of the function is not working. Re-test the function with no custom fields (so it's easy for me to read it), and send me the console log.
@@blungo Hi blungo, thanks a lot for your reply. Hereby the log below (without custom fields, it didn't use custom fields anyway):
Info
{"projects":[{"is_strict":"no","bug_count":{"closed":0,"open":0},"owner_id":"20082818485","bug_client_permission":"allexternal","taskbug_prefix":"TE2","start_date_long":1659304800000,"updated_date_long":1659357629000,"show_project_overview":true,"task_count":{"closed":0,"open":0},"updated_date_format":"08-01-2022 02:40:29 PM","bug_defaultview":"6","id":176827000000047005,"is_chat_enabled":true,"is_sprints_project":false,"owner_name":"Rory Sanders","created_date_long":1659357628989,"created_by":"Rory Sanders","created_date_format":"08-01-2022 02:40:28 PM","profile_id":176827000000031360,"name":"Test","updated_by":"Rory Sanders","updated_by_id":"20082818485","created_by_id":"20082818485","updated_by_zpuid":176827000000031003,"bug_prefix":"TE2-I","status":"active","project_percent":"0","role":"admin","IS_BUG_ENABLED":true,"link":{"activity":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/activities/"},"document":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/documents/"},"forum":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/forums/"},"timesheet":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/logs/"},"task":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/tasks/"},"folder":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/folders/"},"milestone":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/milestones/"},"bug":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/bugs/"},"self":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/"},"tasklist":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/tasklists/"},"event":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/events/"},"user":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/users/"},"status":{"url":"projects.zoho.eu/restapi/portal/groenklimaat/projects/176827000000047005/statuses/"}},"created_by_zpuid":176827000000031003,"custom_status_id":"176827000000008089","description":"Test project","milestone_count":{"closed":"0","open":"0"},"custom_status_name":"Active","owner_zpuid":"176827000000031003","is_client_assign_bug":"false","billing_status":"Billable","key":"GR-10","start_date":"08-01-2022","owner_email":"info@groenklimaat.nl","custom_status_color":"#2cc8ba","enabled_tabs":["dashboard","projectfeed","tasks","bugs","milestones","calendar","documents","timesheet","users","reports"],"is_public":"no","id_string":"176827000000047005","created_date":"08-01-2022","updated_date":"08-01-2022","cascade_setting":{"date":false,"percentage":false,"workHours":false,"logHours":false,"plan":true},"layout_details":{"task":{"name":"Standard Layout","id":"176827000000004011"},"bug":{"name":"Standard Layout","id":"176827000000031033"},"project":{"name":"Standard Layout","id":"176827000000008008"}}}]}
{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"}
Function executed successfully
@@michaelvansoest There's an error here: {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"}. The connection between CRM and Projects is not setup correctly. The first step on the tutorial is adding a connection. Make sure you included the required scopes.