public void SetRecordProperties(JObject recordJSON, ZCRMRecord record) { foreach (KeyValuePair <string, JToken> token in recordJSON) { string fieldAPIName = token.Key; if (fieldAPIName.Equals("id")) { record.EntityId = Convert.ToInt64(token.Value); } else if (fieldAPIName.Equals("Product_Details")) { SetInventoryLineItems(token.Value); } else if (fieldAPIName.Equals("Participants")) { SetParticipants(token.Value); } else if (fieldAPIName.Equals("Pricing_Details")) { SetPriceDetails((JArray)token.Value); } else if (fieldAPIName.Equals("Created_By") && token.Value.Type != JTokenType.Null) { JObject createdObject = (JObject)token.Value; ZCRMUser createdUser = ZCRMUser.GetInstance(Convert.ToInt64(createdObject["id"]), (string)createdObject["name"]); record.CreatedBy = createdUser; } else if (fieldAPIName.Equals("Modified_By") && token.Value.Type != JTokenType.Null) { JObject modifiedObject = (JObject)token.Value; ZCRMUser modifiedBy = ZCRMUser.GetInstance(Convert.ToInt64(modifiedObject["id"]), (string)modifiedObject["name"]); record.ModifiedBy = modifiedBy; } else if (fieldAPIName.Equals("Created_Time")) { record.CreatedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(token.Value)); } else if (fieldAPIName.Equals("Modified_Time")) { record.ModifiedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(token.Value)); } else if (fieldAPIName.Equals("Owner") && token.Value.Type != JTokenType.Null) { JObject ownerObject = (JObject)token.Value; ZCRMUser ownerUser = ZCRMUser.GetInstance(Convert.ToInt64(ownerObject["id"]), (string)ownerObject["name"]); record.Owner = ownerUser; } else if (fieldAPIName.Equals("Layout") && token.Value.Type != JTokenType.Null) { JObject layoutObject = (JObject)token.Value; ZCRMLayout layout = ZCRMLayout.GetInstance(Convert.ToInt64(layoutObject["id"])); layout.Name = (string)layoutObject["name"]; } else if (fieldAPIName.Equals("Handler") && token.Value.Type != JTokenType.Null) { JObject handlerObject = (JObject)token.Value; ZCRMUser handler = ZCRMUser.GetInstance(Convert.ToInt64(handlerObject["id"]), (string)handlerObject["name"]); record.SetFieldValue(fieldAPIName, handler); } else if (fieldAPIName.Equals("Remind_At") && token.Value.Type != JTokenType.Null) { if (token.Value is JObject) { JObject remindObject = (JObject)token.Value; record.SetFieldValue(fieldAPIName, remindObject["ALARM"]); } else { record.SetFieldValue(fieldAPIName, token.Value); } } else if (fieldAPIName.Equals("Recurring_Activity") && token.Value.Type != JTokenType.Null) { JObject recurringActivityObject = (JObject)token.Value; record.SetFieldValue(fieldAPIName, recurringActivityObject["RRULE"]); } else if (fieldAPIName.Equals("$line_tax") && token.Value.Type != JTokenType.Null) { JArray taxDetails = (JArray)token.Value; foreach (JObject taxDetail in taxDetails) { ZCRMTax tax = ZCRMTax.GetInstance((string)taxDetail["name"]); tax.Percentage = Convert.ToDouble(taxDetail["percentage"]); tax.Value = Convert.ToDouble(taxDetail["value"]); record.AddTax(tax); } } else if (fieldAPIName.Equals("Tax") && token.Value.Type != JTokenType.Null) { var taxNames = token.Value; foreach (string data in taxNames) { ZCRMTax tax = ZCRMTax.GetInstance(data); record.AddTax(tax); } } else if (fieldAPIName.Equals("tags") && token.Value.Type != JTokenType.Null) { JArray jsonArray = (JArray)token.Value; List <string> tags = new List <string>(); foreach (string tag in jsonArray) { tags.Add(tag); } record.TagNames = tags; } else if (fieldAPIName.Equals("Tag") && token.Value.Type != JTokenType.Null) { JArray jsonArray = (JArray)token.Value; foreach (JObject tag in jsonArray) { ZCRMTag tagIns = ZCRMTag.GetInstance(Convert.ToInt64(tag.GetValue("id"))); tagIns.Name = tag.GetValue("name").ToString(); record.Tags.Add(tagIns); } } else if (fieldAPIName.StartsWith("$", StringComparison.CurrentCulture)) { fieldAPIName = fieldAPIName.TrimStart('\\', '$'); if (APIConstants.PROPERTIES_AS_FILEDS.Contains(fieldAPIName)) { record.SetFieldValue(fieldAPIName, token.Value); } else { record.SetProperty(fieldAPIName, token.Value); } } else if (token.Value is JObject) { JObject lookupDetails = (JObject)token.Value; ZCRMRecord lookupRecord = ZCRMRecord.GetInstance(fieldAPIName, Convert.ToInt64(lookupDetails["id"])); lookupRecord.LookupLabel = (string)lookupDetails["name"]; record.SetFieldValue(fieldAPIName, lookupRecord); } else if (token.Value is JArray) { JArray jsonArray = (JArray)token.Value; List <object> values = new List <object>(); foreach (Object obj in jsonArray) { if (obj is JObject) { values.Add((JObject)obj); } else { values.Add(obj); } } record.SetFieldValue(fieldAPIName, values); } else { if (token.Value.Type.ToString().Equals("Date")) { record.SetFieldValue(fieldAPIName, CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(token.Value))); } else { record.SetFieldValue(fieldAPIName, token.Value); } } } }
/** Get list of records */ public void GetALLRecords() { Console.Clear(); try { ZCRMRestClient.Initialize(Dictionary.config); ZCRMModule moduleIns = ZCRMModule.GetInstance("Leads"); //To get module instance List <string> fields = new List <string>() { "Last_Name", "Company" }; BulkAPIResponse <ZCRMRecord> response = moduleIns.GetRecords(); //To get module records //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(538518000000091501); //Custom view Id of the module. //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(fields); //List of field API names //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(538518000000091501, fields); //Custom view Id with List of field API names. //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(538518000000091501,1,10, fields); //Custom view Id, page, perPage and List of field API names. //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(538518000000091501, "Last_Name", CommonUtil.SortOrder.asc,fields); //Custom view Id, sortByField, sortOrder and List of field API names. //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(538518000000091501, "Last_Name", CommonUtil.SortOrder.asc,1,10, fields); //Custom view Id, sortByField, sortOrder, page, perPage and List of field API names. //BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(538518000000091501, "Last_Name", CommonUtil.SortOrder.asc,1,10, "2019-12-25T04:00:00+02:00", fields); //Custom view Id, sortByField, sortOrder, page, perPage, modifiedSince(Header) and List of field API names. List <ZCRMRecord> records = response.BulkData; //To get response List of ZCRMRecord. foreach (ZCRMRecord record in records) { Console.WriteLine(record.EntityId); //To get record id Console.WriteLine(record.ModuleAPIName); //To get module api name Console.WriteLine(record.LookupLabel); //To get lookup object name ZCRMUser createdBy = record.CreatedBy; Console.WriteLine(createdBy.Id); //To get UserId who created the record Console.WriteLine(createdBy.FullName); //To get User name who created the record ZCRMUser modifiedBy = record.ModifiedBy; Console.WriteLine(modifiedBy.Id); //To get UserId who modified the record Console.WriteLine(modifiedBy.FullName); //To get User name who modified the record ZCRMUser owner = record.Owner; Console.WriteLine(owner.Id); //To get record OwnerId Console.WriteLine(owner.FullName); //To get record Owner name Console.WriteLine(record.CreatedTime); //To get record created time Console.WriteLine(record.ModifiedTime); //To get record modified time //Console.WriteLine(record.GetFieldValue("Last_Name")); //To get particular field value if (record.Tags.Count > 0) { foreach (ZCRMTag tagnames in record.Tags) { Console.WriteLine(tagnames.Id); Console.WriteLine(tagnames.Name); } Console.WriteLine("\n\n"); } Dictionary <string, object> recordData = record.Data; //Returns record as Dictionary //Console.WriteLine(record.PriceDetails); //foreach (KeyValuePair<string, object> data in record.Data) //{ // if (data.Value is ZCRMRecord recordValue) //If data.Value is ZCRMRecord instance // { // Console.WriteLine(recordValue.EntityId); //To get record id // Console.WriteLine(recordValue.ModuleAPIName); //To get module api name // Console.WriteLine(recordValue.LookupLabel); //To get lookup object name // } // else if (data.Value is List<string>) // { // Console.WriteLine(data.Key); // foreach (string tag in (List<string>)data.Value) // { // Console.WriteLine(tag); // } // Console.WriteLine("\n\n"); // } // else //data.Value is not ZCRMRecord instance // { // Console.WriteLine(data.Key + "\t" + data.Value); // } //} Console.WriteLine("\n\n"); /** Fields which start with "$" are considered to be property fields */ //Console.WriteLine(record.GetProperty("$fieldName")); //To get a particular property value Dictionary <string, object> properties = record.Properties; //To get record properties as Dictionary foreach (KeyValuePair <string, object> property in properties) { if (property.Value is List <string> ) //If value is an array { Console.WriteLine("\n\n" + property.Key); foreach (string data in (List <string>)property.Value) { Console.WriteLine(data + "\t"); } } else if (property.Value is Dictionary <string, object> ) { Console.WriteLine("\n\n" + property.Key); foreach (KeyValuePair <string, object> data in (Dictionary <string, object>)property.Value) { if (property.Value is Dictionary <string, object> ) { foreach (KeyValuePair <string, object> data1 in (Dictionary <string, object>)data.Value) { Console.WriteLine(data1.Key + "\t" + data1.Value); } } else { Console.WriteLine(data.Key + "\t" + data.Value); } } } else { Console.WriteLine(property.Key + "\t" + property.Value); } } //To get Related records of a record BulkAPIResponse <ZCRMRecord> relatedlist = record.GetRelatedListRecords("Products"); /** Related records is of type ZCRMRecord **/ List <ZCRMRecord> lists = relatedlist.BulkData; //To get related list data foreach (ZCRMRecord rec in lists) { Console.WriteLine(rec.EntityId); //To get record id Console.WriteLine(rec.ModuleAPIName); //To get module api name } //To get record notes BulkAPIResponse <ZCRMNote> noteResponse = record.GetNotes(); //BulkAPIResponse<ZCRMNote> noteResponse = record.GetNotes(1,10); //page, perPage. //BulkAPIResponse<ZCRMNote> noteResponse = record.GetNotes("title", CommonUtil.SortOrder.asc); //sortByField, sortOrder //BulkAPIResponse<ZCRMNote> noteResponse = record.GetNotes("title", CommonUtil.SortOrder.asc,1,10, "2019-12-25T04:00:00+02:00"); //sortByField, sortOrder, page, perPage and modifiedSince(Header) List <ZCRMNote> notes = noteResponse.BulkData; foreach (ZCRMNote note in notes) { Console.WriteLine(note.Id); //To get note id Console.WriteLine(note.Title); //To get note title Console.WriteLine(note.Content); //To get note content ZCRMRecord parentRecord = note.ParentRecord; //To get note's parent record Console.WriteLine(parentRecord.EntityId); //To get note's parent record id Console.WriteLine(parentRecord.ModuleAPIName); // To get note's parent record Module API name ZCRMUser noteCreatedBy = note.CreatedBy; Console.WriteLine(noteCreatedBy.Id); //To get UserId who created the notes Console.WriteLine(noteCreatedBy.FullName); //To get User name who created the notes ZCRMUser noteModifiedBy = note.ModifiedBy; Console.WriteLine(noteModifiedBy.Id); //To get UserId who modified the notes Console.WriteLine(noteModifiedBy.FullName); //To get User name who modified the notes ZCRMUser noteOwner = note.NotesOwner; Console.WriteLine(noteOwner.Id); //To get notes OwnerId Console.WriteLine(noteOwner.FullName); //To get notes Owner name Console.WriteLine(note.CreatedTime); //To get created time of the note Console.WriteLine(note.ModifiedTime); //To get modified time of the note List <ZCRMAttachment> noteAttachment = note.Attachments; //To get attachments of the note record if (noteAttachment != null) //check If attachments is empty/not { foreach (ZCRMAttachment attachment in noteAttachment) { Console.WriteLine(attachment.Id); //To get the note's attachment id Console.WriteLine(attachment.FileName); //To get the note's attachment file name Console.WriteLine(attachment.FileType); //To get the note's attachment file type Console.WriteLine(attachment.Size); //To get the note's attachment file size ZCRMRecord attachmentRecord = attachment.ParentRecord; Console.WriteLine(attachmentRecord.EntityId); //To get the note's parent record id Console.WriteLine(attachmentRecord.ModuleAPIName); //To get the record name ZCRMUser noteAttachmentCreatedBy = note.CreatedBy; Console.WriteLine(noteAttachmentCreatedBy.Id); // To get user_id who created the note's attachment Console.WriteLine(noteAttachmentCreatedBy.FullName); //To get user name who created the note's attachment ZCRMUser noteAttachmentModifiedBy = note.ModifiedBy; Console.WriteLine(noteAttachmentModifiedBy.Id); //To get user_id who modified the note's attachment Console.WriteLine(noteAttachmentModifiedBy.FullName); //To get user name who modified the note's attachment ZCRMUser noteAttachmentOwner = note.NotesOwner; Console.WriteLine(noteAttachmentOwner.Id); //To get the note's attachment owner id Console.WriteLine(noteAttachmentOwner.FullName); //To get the note's attachment owner name Console.WriteLine(attachment.CreatedTime); //To get attachment created time Console.WriteLine(attachment.ModifiedTime); //To get attachment modified time } } } //To get record's attachments BulkAPIResponse <ZCRMAttachment> attachmentResponse = record.GetAttachments(); //BulkAPIResponse<ZCRMAttachment> attachmentResponse = record.GetAttachments(0,10, "019-12-25T04:00:00+02:00"); //page, perPage and modifiedSince(Header) // To get list of attachments List <ZCRMAttachment> attachments = attachmentResponse.BulkData; foreach (ZCRMAttachment attachment in attachments) { Console.WriteLine(attachment.Id); //To get the attachment id Console.WriteLine(attachment.FileName); //To get attachment file name Console.WriteLine(attachment.FileType); // To get attachment file type Console.WriteLine(attachment.Size); //To get attachment file size ZCRMRecord attachmentRecord = attachment.ParentRecord; Console.WriteLine(attachmentRecord.EntityId); //To get the parent record id Console.WriteLine(attachmentRecord.ModuleAPIName); //To get the parent record name ZCRMUser attachmentCreatedBy = attachment.CreatedBy; Console.WriteLine(attachmentCreatedBy.Id); // To get user_id who created the attachment Console.WriteLine(attachmentCreatedBy.FullName); //To get user name who created the attachment ZCRMUser attachmentModifiedBy = attachment.ModifiedBy; Console.WriteLine(attachmentModifiedBy.Id); //To get user_id who modified the attachment Console.WriteLine(attachmentModifiedBy.FullName); //To get user name who modified the attachment ZCRMUser noteAttachmentOwner = attachment.Owner; Console.WriteLine(noteAttachmentOwner.Id); //To get the attachment owner id Console.WriteLine(noteAttachmentOwner.FullName); //To get the attachment owner name Console.WriteLine(attachment.CreatedTime); //To get attachment created time Console.WriteLine(attachment.ModifiedTime); //To get attachment modified time //FileAPIResponse fResponse = attachment.DownloadFile(); //To download the attachment file //Console.WriteLine("File Name:" + fResponse.GetFileName()); // To get attachment file name //Console.WriteLine("HTTP Status Code:" + fResponse.HttpStatusCode); //To get HTTP status code //Stream file = fResponse.GetFileAsStream(); //To get attachment file content //CommonUtil.SaveStreamAsFile("/Users/Desktop/photo", file, fResponse.GetFileName()); //To write a new file using the same attachment name } ZCRMLayout layout = record.Layout; //To get record layout if (layout != null) { Console.WriteLine(layout.Id); //To get layout_id Console.WriteLine(layout.Name); //To get layout name } /** Following methods are being used only by Inventory modules */ List <ZCRMTax> taxlists = record.TaxList; //To get the tax list foreach (ZCRMTax tax in taxlists) { Console.WriteLine(tax.TaxName); //To get tax name Console.WriteLine(tax.Percentage); //To get tax percentage Console.WriteLine(tax.Value); //To get tax value } List <ZCRMInventoryLineItem> lineItems = record.LineItems; //To get list of line_items foreach (ZCRMInventoryLineItem lineItem in lineItems) { Console.WriteLine(lineItem.Id); //To get lineItem id Console.WriteLine(lineItem.ListPrice); //To get lineItem list price Console.WriteLine(lineItem.Quantity); //To get lineItem quantity Console.WriteLine(lineItem.Description); //To get lineItem description Console.WriteLine(lineItem.Total); //To get lineItem total amount Console.WriteLine(lineItem.Discount); //To get lineItem discount Console.WriteLine(lineItem.DiscountPercentage); //To get lineItem discount percentage Console.WriteLine(lineItem.TotalAfterDiscount); //To get lineItem amount after discount Console.WriteLine(lineItem.TaxAmount); //To get lineItem tax amount Console.WriteLine(lineItem.NetTotal); //To get lineItem net total amount Console.WriteLine(lineItem.UnitPrice); //To get lineItem unit price Console.WriteLine(lineItem.Product.EntityId); //To get line_item product's entity id Console.WriteLine(lineItem.Product.LookupLabel); //To get line_item product's lookup label List <ZCRMTax> linetaxs = lineItem.LineTax; //To get list of line_tax in lineItem foreach (ZCRMTax tax in linetaxs) { Console.WriteLine(tax.TaxName); //To get line tax name Console.WriteLine(tax.Percentage); //To get line tax percentage Console.WriteLine(tax.Value); //To get line tax value } } List <ZCRMPriceBookPricing> pricedetails = record.PriceDetails; //To get the price details array foreach (ZCRMPriceBookPricing pricedetail in pricedetails) { Console.WriteLine(pricedetail.Id); //To get the record's priceId Console.WriteLine(pricedetail.ToRange); //To get the price detail record's to_range Console.WriteLine(pricedetail.FromRange); //To get the price detail record's from_range Console.WriteLine(pricedetail.Discount); //To get the price detail record's discount } /** End Inventory **/ /** Following method is used only by 'Events' module */ List <ZCRMEventParticipant> participants = record.Participants; //To get Event record's participants foreach (ZCRMEventParticipant participant in participants) { Console.WriteLine(participant.Id); //To get the record's participant id Console.WriteLine(participant.Name); //To get the record's participant name Console.WriteLine(participant.Email); //To get the record's participant email Console.WriteLine(participant.Type); //To get the record's participant type Console.WriteLine(participant.IsInvited); //To check if the record's participant(s) are invited or not Console.WriteLine(participant.Status); //To get the record's participants' status } /* End Event */ } //Console.WriteLine("Headers"+response.GetResponseHeaders()); BulkAPIResponse <ZCRMRecord> .ResponseInfo info = response.Info; Console.WriteLine(info.AllowedCount); Console.WriteLine(info.MoreRecords); Console.WriteLine(info.PageNo); Console.WriteLine(info.PerPage); Console.WriteLine(info.RecordCount); Console.WriteLine("RemainingAPICountForThisDay " + response.GetResponseHeaders().AllowedAPICallsPerMinute); Console.WriteLine("RemainingAPICountForThisWindow " + response.GetResponseHeaders().RemainingAPICountForThisWindow); Console.WriteLine("RemainingTimeForThisWindowReset " + response.GetResponseHeaders().RemainingTimeForThisWindowReset); } catch (ZCRMException ex) { Console.WriteLine(ex.Message); //To get ZCRMException error message Console.WriteLine(ex.Source); //To get ZCRMException error source Console.WriteLine(ex.StackTrace); //To get ZCRMException stack trace } }
private ZCRMLayout GetZCRMLayout(JObject layoutDetails) { ZCRMLayout layout = ZCRMLayout.GetInstance(Convert.ToInt64(layoutDetails["id"])); layout.Name = Convert.ToString(layoutDetails["name"]); layout.Visible = Convert.ToBoolean(layoutDetails["visible"]); layout.Status = Convert.ToInt32(layoutDetails["status"]); if (layoutDetails["created_by"].HasValues) { JObject createdByObject = (JObject)layoutDetails["created_by"]; ZCRMUser createdUser = ZCRMUser.GetInstance(Convert.ToInt64(createdByObject["id"]), Convert.ToString(createdByObject["name"])); layout.CreatedBy = createdUser; layout.CreatedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(layoutDetails["created_time"])); } if (layoutDetails["modified_by"].HasValues) { JObject modifiedByObject = (JObject)layoutDetails["modified_by"]; ZCRMUser modifiedUser = ZCRMUser.GetInstance(Convert.ToInt64(modifiedByObject["id"]), Convert.ToString(modifiedByObject["name"])); layout.ModifiedBy = modifiedUser; layout.ModifiedTime = CommonUtil.removeEscaping((string)JsonConvert.SerializeObject(layoutDetails["modified_time"])); } JArray accessibleProfilesArray = (JArray)layoutDetails["profiles"]; foreach (JObject profileObject in accessibleProfilesArray) { ZCRMProfile profile = ZCRMProfile.GetInstance(Convert.ToInt64(profileObject["id"]), Convert.ToString(profileObject["name"])); if (profileObject.ContainsKey("default") && profileObject["default"].Type != JTokenType.Null) { profile.IsDefault = Convert.ToBoolean(profileObject["default"]); } layout.AddAccessibleProfiles(profile); } layout.Sections = GetAllSectionsofLayout(layoutDetails); if (layoutDetails.ContainsKey("convert_mapping") && layoutDetails["convert_mapping"].Type != JTokenType.Null) { List <string> convertModules = new List <string>() { "Contacts", "Deals", "Accounts" }; Dictionary <string, ZCRMLeadConvertMapping> convertMapDic = new Dictionary <string, ZCRMLeadConvertMapping>(); foreach (string convertModule in convertModules) { if (((JObject)layoutDetails["convert_mapping"]).ContainsKey(convertModule) && ((JObject)layoutDetails["convert_mapping"])[convertModule].Type != JTokenType.Null) { JObject contactsMap = (JObject)layoutDetails["convert_mapping"][convertModule]; ZCRMLeadConvertMapping convertMapIns = ZCRMLeadConvertMapping.GetInstance(contactsMap["name"].ToString(), Convert.ToInt64(contactsMap["id"])); if (contactsMap.ContainsKey("fields") && contactsMap["fields"].Type != JTokenType.Null) { List <ZCRMLeadConvertMappingField> ConvertMappingFields = new List <ZCRMLeadConvertMappingField>(); JArray fields = (JArray)contactsMap["fields"]; foreach (JObject field in fields) { ZCRMLeadConvertMappingField convertMappingFieldIns = ZCRMLeadConvertMappingField.GetInstance(field["api_name"].ToString(), Convert.ToInt64(field["id"])); convertMappingFieldIns.FieldLabel = field["field_label"].ToString(); convertMappingFieldIns.Required = Convert.ToBoolean(field["required"]); ConvertMappingFields.Add(convertMappingFieldIns); } convertMapIns.Fields = ConvertMappingFields; } convertMapDic.Add(convertModule, convertMapIns); } } layout.ConvertMapping = convertMapDic; } return(layout); }