//public BulkAPIResponse<ZCRMRecord> InsertInvestor(InvestorModel investor)
//{
// ZCRMRestClient.Initialize(config);
// ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
// string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
// string userMailId = "*****@*****.**";
// ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
// List<ZCRMRecord> records = new List<ZCRMRecord>();
// ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
// record1.SetFieldValue("Account_Name", investor.UserName);
// record1.SetFieldValue("Email", investor.UserName);
// record1.SetFieldValue("Username", investor.UserName);
// record1.SetFieldValue("Industry", "1");
// record1.SetFieldValue("Status", "1");
// record1.SetFieldValue("Phone", investor.MobileNumber);
// record1.SetFieldValue("Fax", investor.MobileNumber);
// record1.SetFieldValue("Employees", 1);
// record1.SetFieldValue("Age", investor.Age);
// record1.SetFieldValue("Gender", investor.Gender);
// record1.SetFieldValue("NRIC_Number", investor.NRIC_Number);
// record1.SetFieldValue("Passport_Number", investor.PassportNumber);
// record1.SetFieldValue("Date_Of_Birth", investor.DateOfBirth.Value);
// record1.SetFieldValue("Sign_Up_Date", investor.DateCreated.Value.Date.ToString());
// record1.SetFieldValue("Total_Invested", investor.TotalInvestedAmount);
// record1.SetFieldValue("Admin_Verification", investor.AdminVerification);
// record1.SetFieldValue("Number_Of_Delinquent_Off_Note", investor.numofdelinquent);
// record1.SetFieldValue("Number_Of_Fully_Paid_Note", investor.NumberOfFullyPaidNotes);
// record1.SetFieldValue("Number_of_Close_Off_Note", investor.NumOfCloseOff);
// record1.SetFieldValue("Qualified_Date", investor.QualifiedDate.Value.Date.ToString());
// if (investor.LastLogin == null)
// {
// investor.LastLogin = investor.DateCreated;
// }
// record1.SetFieldValue("Last_Login", investor.LastLogin.Value.Date.ToString());
// record1.SetFieldValue("Number_Of_Deliquent_Note", investor.numofdelinquent);
// record1.SetFieldValue("Sum_of_Number_Invested_Note", investor.NumberOfInvested);
// record1.SetFieldValue("Current_in_Funding_Amount", investor.CurrentInFunding);
// record1.SetFieldValue("Sum_of_Ledge_Amount", investor.ActualAmount);
// record1.SetFieldValue("Total_Amount_Received", investor.TotalAmountReceived);
// record1.SetFieldValue("Total_Delinquent_Amount", investor.outstandingPI);
// record1.SetFieldValue("Outstanding_L", investor.outstanding_I);
// record1.SetFieldValue("Outstanding_P", investor.outstanding_P);
// record1.SetFieldValue("Principal_Received", investor.PaidP);
// record1.SetFieldValue("Interest_Received", investor.PaidI);
// record1.CreatedTime = DateTime.UtcNow.Ticks.ToString();
// records.Add(record1);
// ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
// BulkAPIResponse<ZCRMRecord> response = moduleIns.CreateRecords(records); //records - list of ZCRMRecord instances filled with required data for upsert.
// List<ZCRMRecord> insertedRecords = response.BulkData; //upsertedRecords - list of ZCRMRecord instance
// foreach (var entityID in response.BulkData)
// {
// var newID = new tbl_CheckID
// {
// IDZoho = entityID.EntityId,
// EmailMS = investor.UserName
// };
// dbzoho.tbl_CheckID.Add(newID);
// dbzoho.SaveChanges();
// }
// List<EntityResponse> entityResponses = response.BulkEntitiesResponse; //entityResponses - list of EntityResponses instance
// return response;
//}
public void UpdateIssuer(IssuerModel issuer)
{
var id = dbzoho.tbl_CheckID.FirstOrDefault(p => p.EmailMS == issuer.UserName);
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.EntityId = id.IDZoho;
record1.SetFieldValue("id", id.IDZoho);
record1.SetFieldValue("Account_Name", issuer.UserName);
record1.SetFieldValue("Full_Name", issuer.FullName);
record1.SetFieldValue("Username", issuer.UserName);
record1.SetFieldValue("Industry", "1");
record1.SetFieldValue("Company_Name", issuer.BusinessName.ToString());
record1.SetFieldValue("Phone", issuer.MobileNumber);
record1.SetFieldValue("Fax", issuer.MobileNumber);
record1.SetFieldValue("Employees", 1);
record1.SetFieldValue("Total_Amount_Disbursed", issuer.totaldisbursed);
record1.SetFieldValue("Last_Repayment_Date", issuer.LastRepaymentDate.Value.ToString());
record1.SetFieldValue("Days_Overdue", issuer.daysoverdue);
record1.SetFieldValue("Issuer_Account_Balance", issuer.ActualAmount);
record1.SetFieldValue("Outstanding_Amount_with_Late_Fee", issuer.outamountwithlf);
record1.SetFieldValue("Outstanding_Amount_no_Late_Fee", issuer.outamountwithoutlf);
record1.SetFieldValue("Outstanding_Late_Fee", issuer.outstandinglf);
record1.SetFieldValue("Total_Amount_Overdue", issuer.overdueamount);
record1.SetFieldValue("Total_Principle_Paid", issuer.totalpaidprincipal);
record1.SetFieldValue("Total_Interest_Paid", issuer.totalpaidinterest);
record1.SetFieldValue("Total_Late_Fee_Paid", issuer.paidlatefees);
record1.SetFieldValue("Total_Late_Interest_Paid", issuer.totalpaidlateinterest);
record1.SetFieldValue("Total_Paid_Amount", issuer.TotalPaidAmount);
records.Add(record1);
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> responseIns = moduleIns.UpdateRecords(records); //To call the Update record method
Console.WriteLine("HTTP Status Code:" + responseIns.HttpStatusCode); //To get Update record http response code
foreach (EntityResponse response in responseIns.BulkEntitiesResponse)
{
Console.WriteLine("Status:" + response.Status); //To get Update record response status
Console.WriteLine("Message:" + response.Message); //To get Update record response message
Console.WriteLine("Details:" + response.ResponseJSON); //To get Update record response details
ZCRMRecord record11 = (ZCRMRecord)response.Data;
Console.WriteLine(record11.EntityId); //To get inserted record id
Console.WriteLine(record11.CreatedTime);
Console.WriteLine(record11.ModifiedTime);
ZCRMUser CreatedBy = record11.CreatedBy;
if (CreatedBy != null)
{
Console.WriteLine(CreatedBy.Id);
Console.WriteLine(CreatedBy.FullName);
}
ZCRMUser ModifiedBy = record1.ModifiedBy;
if (ModifiedBy != null)
{
Console.WriteLine(ModifiedBy.Id);
Console.WriteLine(ModifiedBy.FullName);
}
}
}
public void UpdateInvestor(InvestorModel investor)
{
var id = dbzoho.tbl_CheckID.FirstOrDefault(p => p.EmailMS == investor.UserName);
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.EntityId = id.IDZoho;
record1.SetFieldValue("id", id.IDZoho);
record1.SetFieldValue("Account_Name", investor.UserName);
record1.SetFieldValue("Email", investor.UserName);
record1.SetFieldValue("Username", investor.UserName);
record1.SetFieldValue("Industry", "1");
record1.SetFieldValue("Status", "1");
record1.SetFieldValue("Phone", investor.MobileNumber);
record1.SetFieldValue("Fax", investor.MobileNumber);
record1.SetFieldValue("Employees", 1);
record1.SetFieldValue("Age", investor.Age);
record1.SetFieldValue("Gender", investor.Gender);
record1.SetFieldValue("NRIC_Number", investor.NRIC_Number);
record1.SetFieldValue("Passport_Number", investor.PassportNumber);
record1.SetFieldValue("Date_Of_Birth", investor.DateOfBirth.Value);
record1.SetFieldValue("Sign_Up_Date", investor.DateCreated.Value.Date.ToString());
record1.SetFieldValue("Total_Invested", investor.TotalInvestedAmount);
record1.SetFieldValue("Admin_Verification", investor.AdminVerification);
record1.SetFieldValue("Number_Of_Delinquent_Off_Note", investor.numofdelinquent);
record1.SetFieldValue("Number_Of_Fully_Paid_Note", investor.NumberOfFullyPaidNotes);
record1.SetFieldValue("Number_of_Close_Off_Note", investor.NumOfCloseOff);
record1.SetFieldValue("Qualified_Date", investor.QualifiedDate.Value.Date.ToString());
if (investor.LastLogin == null)
{
investor.LastLogin = investor.DateCreated;
}
record1.SetFieldValue("Number_Of_Deliquent_Note", investor.numofdelinquent);
record1.SetFieldValue("Last_Login", investor.LastLogin.Value.Date.ToString());
record1.SetFieldValue("Sum_of_Number_Invested_Note", investor.NumberOfInvested);
record1.SetFieldValue("Current_in_Funding_Amount", investor.CurrentInFunding);
record1.SetFieldValue("Sum_of_Ledge_Amount", investor.ActualAmount);
record1.SetFieldValue("Total_Amount_Received", investor.TotalAmountReceived);
record1.SetFieldValue("Total_Delinquent_Amount", investor.outstandingPI);
record1.SetFieldValue("Outstanding_L", investor.outstanding_I);
record1.SetFieldValue("Outstanding_P", investor.outstanding_P);
record1.SetFieldValue("Principal_Received", investor.PaidP);
record1.SetFieldValue("Interest_Received", investor.PaidI);
records.Add(record1);
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> responseIns = moduleIns.UpdateRecords(records); //To call the Update record method
Console.WriteLine("HTTP Status Code:" + responseIns.HttpStatusCode); //To get Update record http response code
foreach (EntityResponse response in responseIns.BulkEntitiesResponse)
{
Console.WriteLine("Status:" + response.Status); //To get Update record response status
Console.WriteLine("Message:" + response.Message); //To get Update record response message
Console.WriteLine("Details:" + response.ResponseJSON); //To get Update record response details
ZCRMRecord record11 = (ZCRMRecord)response.Data;
Console.WriteLine(record11.EntityId); //To get inserted record id
Console.WriteLine(record11.CreatedTime);
Console.WriteLine(record11.ModifiedTime);
ZCRMUser CreatedBy = record11.CreatedBy;
if (CreatedBy != null)
{
Console.WriteLine(CreatedBy.Id);
Console.WriteLine(CreatedBy.FullName);
}
ZCRMUser ModifiedBy = record1.ModifiedBy;
if (ModifiedBy != null)
{
Console.WriteLine(ModifiedBy.Id);
Console.WriteLine(ModifiedBy.FullName);
}
}
}
private ZCRMRecord InsertZohoLeadOffer(ZohoLead lead)
{
try
{
ZCRMRecord record = ZCRMRecord.GetInstance("Leads", null); //To get ZCRMRecord instance
if (lead.Offers.Count > 0)
{
Offer leadOffer = lead.Offers.First();
record.SetFieldValue("Offer_Amount1", leadOffer.OfferAmount);
record.SetFieldValue("Offer_Expiration", new DateTime(leadOffer.OfferExpirationDate.Year, leadOffer.OfferExpirationDate.Month, leadOffer.OfferExpirationDate.Day, leadOffer.OfferExpirationDate.Hour, leadOffer.OfferExpirationDate.Minute, leadOffer.OfferExpirationDate.Second));
}
//lead.StockNumber = "2168";
if (!String.IsNullOrEmpty(lead.StockNumber))
{
record.SetFieldValue("Stock_Number", lead.StockNumber);
ZCRMModule module = ZCRMModule.GetInstance("Contacts");
BulkAPIResponse <ZCRMRecord> response = module.SearchByCriteria("(Cust_ID:equals:" + lead.StockNumber + ")");
List <ZCRMRecord> contacts = response.BulkData;
if (contacts != null)
{
if (contacts.Count > 0)
{
JObject customerId = new JObject()
{
{ "id", contacts.First().EntityId }
};
record.SetFieldValue("Stock_Nbr", customerId);
}
}
}
if (lead.PageViews != null)
{
record.SetFieldValue("Page_Views", lead.PageViews);
}
if (lead.Watchers != null)
{
record.SetFieldValue("Current_Watchers", lead.Watchers.ToString());
}
if (!String.IsNullOrEmpty(lead.VehicleYear))
{
record.SetFieldValue("Year_of_Unit", lead.VehicleYear);
}
if (!String.IsNullOrEmpty(lead.PhoneNumber))
{
record.SetFieldValue("Phone_Number", lead.PhoneNumber);
}
if (!String.IsNullOrEmpty(lead.VehicleMake))
{
record.SetFieldValue("Year_Make_Model", lead.VehicleMake + " " + lead.VehicleModel);
record.SetFieldValue("Year_Make_Model1", lead.VehicleMake + " " + lead.VehicleModel);
}
record.SetFieldValue("Item_Number", lead.EbayItemId);
if (!String.IsNullOrEmpty(lead.City))
{
record.SetFieldValue("Bidders_City", lead.City);
}
if (!String.IsNullOrEmpty(lead.State))
{
record.SetFieldValue("Bidders_State", lead.State);
}
record.SetFieldValue("Last_Name", lead.LastName);
record.SetFieldValue("Name1", lead.FullName);
record.SetFieldValue("Email_provided", lead.Email);
record.SetFieldValue("Ebay_User_ID", lead.UserId);
JObject layout = new JObject()
{
{ "id", 4212012000003357243 }
};
//string layout = "{\"name\", \"Ebay Offer\",\"id\", \4212012000003357243\"}";
record.SetFieldValue("Layout", layout);
return(record);
}
catch (Exception ex)
{
Trace.TraceError(ex.Message);
throw ex;
}
}
private ZCRMRecord InsertZohoLeadMessage(ZohoLead lead)
{
try
{
ZCRMRecord record = ZCRMRecord.GetInstance("Leads", null); //To get ZCRMRecord instance
//lead.StockNumber = "2168";
if (!String.IsNullOrEmpty(lead.StockNumber))
{
record.SetFieldValue("Stock_Number", lead.StockNumber);
ZCRMModule module = ZCRMModule.GetInstance("Contacts");
BulkAPIResponse <ZCRMRecord> response = module.SearchByCriteria("(Cust_ID:equals:" + lead.StockNumber + ")");
List <ZCRMRecord> contacts = response.BulkData;
if (contacts != null)
{
if (contacts.Count > 0)
{
JObject customerId = new JObject()
{
{ "id", contacts.First().EntityId }
};
record.SetFieldValue("Stock_Nbr", customerId);
}
}
}
if (lead.PageViews != null)
{
record.SetFieldValue("Page_Views", lead.PageViews);
}
if (!String.IsNullOrEmpty(lead.StockNumber))
{
record.SetFieldValue("Registered_Watchers", lead.Watchers);
}
if (!String.IsNullOrEmpty(lead.MemberMessage))
{
record.SetFieldValue("Description", lead.MemberMessage);
}
if (!String.IsNullOrEmpty(lead.VehicleYear))
{
record.SetFieldValue("Year_of_Unit", lead.VehicleYear);
}
if (!String.IsNullOrEmpty(lead.PhoneNumber))
{
record.SetFieldValue("Phone_Number", lead.PhoneNumber);
}
if (!String.IsNullOrEmpty(lead.VehicleMake))
{
record.SetFieldValue("Year_Make_Model", lead.VehicleMake + " " + lead.VehicleModel);
record.SetFieldValue("Year_Make_Model1", lead.VehicleMake + " " + lead.VehicleModel);
}
if (!String.IsNullOrEmpty(lead.EbayItemId))
{
record.SetFieldValue("Item_Number", lead.EbayItemId);
}
if (!String.IsNullOrEmpty(lead.City))
{
record.SetFieldValue("Bidders_City", lead.City);
}
if (!String.IsNullOrEmpty(lead.State))
{
record.SetFieldValue("Bidders_State", lead.State);
}
record.SetFieldValue("Last_Name", lead.LastName);
record.SetFieldValue("First_Name", lead.FirstName);
record.SetFieldValue("Name1", lead.FullName);
record.SetFieldValue("Name2", lead.FullName);
record.SetFieldValue("Email", lead.Email);
record.SetFieldValue("Email_provided", lead.Email);
record.SetFieldValue("Ebay_User_ID", lead.UserId);
JObject layout = new JObject()
{
{ "id", 4212012000003357573 }
};
record.SetFieldValue("Layout", layout);
return(record);
}
catch (Exception ex)
{
Trace.TraceError(ex.Message);
throw ex;
}
}
public BulkAPIResponse <ZCRMRecord> CreateRecords(List <ZCRMRecord> records, List <string> trigger, string lar_id)
{
try
{
if (records.Count > 100)
{
throw new ZCRMException(APIConstants.API_MAX_RECORDS_MSG);
}
requestMethod = APIConstants.RequestMethod.POST;
urlPath = module.ApiName;
JObject requestBodyObject = new JObject();
JArray dataArray = new JArray();
foreach (ZCRMRecord record in records)
{
if (record.EntityId == null)
{
dataArray.Add(EntityAPIHandler.GetInstance(record).GetZCRMRecordAsJSON());
}
else
{
throw new ZCRMException("Entity ID Must be null/empty for CreateRecords operation.");
}
}
requestBodyObject.Add(APIConstants.DATA, dataArray);
if (trigger != null && trigger.Count > 0)
{
requestBodyObject.Add("trigger", JArray.FromObject(trigger));
}
if (lar_id != null)
{
requestBodyObject.Add("lar_id", lar_id);
}
requestBody = requestBodyObject;
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> createdRecords = new List <ZCRMRecord>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
int responseSize = responses.Count;
for (int i = 0; i < responseSize; i++)
{
EntityResponse entityResponse = responses[i];
if (entityResponse.Status.Equals(APIConstants.CODE_SUCCESS))
{
JObject responseData = entityResponse.ResponseJSON;
JObject recordDetails = (JObject)responseData[APIConstants.DETAILS];
ZCRMRecord newRecord = records[i];
EntityAPIHandler.GetInstance(newRecord).SetRecordProperties(recordDetails);
createdRecords.Add(newRecord);
entityResponse.Data = newRecord;
}
else
{
entityResponse.Data = null;
}
}
response.BulkData = createdRecords;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
public BulkAPIResponse <ZCRMRecord> GetRecords(long?cvId, string sortByField, CommonUtil.SortOrder?sortOrder, int page, int perPage, string modifiedSince, string isConverted, string isApproved, List <string> fields)
{
try
{
requestMethod = APIConstants.RequestMethod.GET;
urlPath = module.ApiName;
if (cvId != null)
{
requestQueryParams.Add("cvid", cvId.ToString());
}
if (sortByField != null)
{
requestQueryParams.Add("sort_by", sortByField);
}
if (sortOrder != null)
{
requestQueryParams.Add("sort_order", sortOrder.ToString());
}
requestQueryParams.Add(APIConstants.PAGE, page.ToString());
requestQueryParams.Add(APIConstants.PER_PAGE, perPage.ToString());
if (isApproved != null && isApproved != "")
{
requestQueryParams.Add("approved", isApproved);
}
if (isConverted != null && isConverted != "")
{
requestQueryParams.Add("converted", isConverted);
}
if (fields != null)
{
requestQueryParams.Add("fields", CommonUtil.CollectionToCommaDelimitedString(fields));
}
if (modifiedSince != null && modifiedSince != "")
{
requestHeaders.Add("If-Modified-Since", modifiedSince);
}
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> records = new List <ZCRMRecord>();
JObject responseJSON = response.ResponseJSON;
if (responseJSON.ContainsKey(APIConstants.DATA))
{
JArray recordsArray = (JArray)responseJSON[APIConstants.DATA];
foreach (JObject recordDetails in recordsArray)
{
ZCRMRecord record = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(record).SetRecordProperties(recordDetails);
records.Add(record);
}
}
response.BulkData = records;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
public BulkAPIResponse <ZCRMRecord> MassUpdateRecords(List <long> entityIds, string fieldAPIName, Object value)
{
try
{
if (entityIds.Count > 100)
{
throw new ZCRMException(APIConstants.API_MAX_RECORDS_MSG);
}
//NOTE: null value is not converted to JObject of type null;
requestMethod = APIConstants.RequestMethod.PUT;
urlPath = module.ApiName;
JObject requestBodyObject = new JObject();
JArray dataArray = new JArray();
foreach (long id in entityIds)
{
JObject updateJSON = new JObject
{
{ fieldAPIName, JToken.FromObject(EntityAPIHandler.GetInstance(new ZCRMRecord(module.ApiName)).ObjectToJSONData(value)) },
{ "id", Convert.ToString(id) }
};
dataArray.Add(updateJSON);
}
requestBodyObject.Add(APIConstants.DATA, dataArray);
requestBody = requestBodyObject;
BulkAPIResponse <ZCRMRecord> response = APIRequest.GetInstance(this).GetBulkAPIResponse <ZCRMRecord>();
List <ZCRMRecord> updatedRecords = new List <ZCRMRecord>();
List <EntityResponse> responses = response.BulkEntitiesResponse;
foreach (EntityResponse entityResponse in responses)
{
if (entityResponse.Status.Equals(APIConstants.CODE_SUCCESS))
{
JObject responseData = entityResponse.ResponseJSON;
JObject recordDetails = (JObject)responseData[APIConstants.DETAILS];
ZCRMRecord updatedRecord = ZCRMRecord.GetInstance(module.ApiName, Convert.ToInt64(recordDetails["id"]));
EntityAPIHandler.GetInstance(updatedRecord).SetRecordProperties(recordDetails);
updatedRecords.Add(updatedRecord);
entityResponse.Data = updatedRecord;
}
else
{
entityResponse.Data = null;
}
}
response.BulkData = updatedRecords;
return(response);
}
catch (Exception e) when(!(e is ZCRMException))
{
ZCRMLogger.LogError(e);
throw new ZCRMException(APIConstants.SDK_ERROR, e);
}
}
