3cx_ZOHO_CRM_Integration

[Goga]

Hi,

Customer is using ZOHO CRM, but they not use Contacts but use name Customer.
3cx Chorme CRX not show option crm contact, as below error is there.

It show below error :

2020/04/02 14:26:22.454|2656|0056|Verb|Creating new HttpClient for Scenario authentication.
2020/04/02 14:26:22.454|2656|0056|Verb| Header 'Authorization' = 'Zoho-oauthtoken 1000.176b1fb5cde4a8318cec6f3371dc7765.7f2923e623763b616cfcc36b64770091'
2020/04/02 14:26:22.454|2656|0056|Verb|Performing GET request 'https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Phone:equals:411313) or (Mobile:equals:411313) or (Fax:equals:411313))&fields=id,First_Name,Last_Name,Phone,Mobile,Fax,Email,Company'.
2020/04/02 14:26:22.703|2656|0013|Verb|Enqueue Inserted.CONNECTION.5330
2020/04/02 14:26:22.705|2656|0004|Verb|Dequeue Inserted.CONNECTION.5330
2020/04/02 14:26:23.250|2656|0037|Verb|The response is: ''
2020/04/02 14:26:23.250|2656|0037|Verb|No matchings found.
2020/04/02 14:26:23.250|2656|0037|Verb|Processing scenario 'Default'.
2020/04/02 14:26:23.250|2656|0037|Verb|Creating new HttpClient for Scenario authentication.
2020/04/02 14:26:23.251|2656|0037|Verb| Header 'Authorization' = 'Hiding now'
2020/04/02 14:26:23.251|2656|0037|Verb|Performing GET request 'https://www.zohoapis.com/crm/v2/Contacts/search?criteria=((Phone:equals:411313) or (Mobile:equals:411313) or (Home_Phone:equals:411313) or (Other_Phone:equals:411313) or (Fax:equals:411313))&fields=Account_Name,id,First_Name,Last_Name,Phone,Mobile,Home_Phone,Asst_Phone,Other_Phone,Email,Fax'.
2020/04/02 14:26:23.678|2656|0037|Verb|The response is: ''
2020/04/02 14:26:23.678|2656|0037|Verb|No matchings found.
2020/04/02 14:26:23.678|2656|0037|Verb|Processing scenario 'Default'.
2020/04/02 14:26:23.678|2656|0037|Verb|Creating new HttpClient for Scenario authentication.
2020/04/02 14:26:23.678|2656|0037|Verb| Header 'Authorization' = 'Zoho-oauthtoken 1000.176b1fb5cde4a8318cec6f3371dc7765.7f3923e623763b616cfcc26b647373091'
2020/04/02 14:26:23.679|2656|0037|Verb|Performing GET request 'https://www.zohoapis.com/crm/v2/Accounts/search?criteria=((Phone:equals:411313) or (Fax:equals:411313))&fields=id,Phone,Fax,Account_Name'.
2020/04/02 14:26:23.911|2656|0037|Erro|Exception during number processing: System.Exception: Server returned a non successful status code - HTTPStatusCode=BadRequest - Reason= - Content={"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"}

at CrmIntegration.ScenarioProcessorBase.ProcessRequest(ScenarioRequest request, IValueManager customManager, HttpClient client, CancellationToken token)
at CrmIntegration.ScenarioProcessorBase.ProcessScenario(ProtocolScenario scenario, IValueManager customManager, CancellationToken token)
at CrmIntegration.ScenarioProcessorBase.Execute(ProtocolScenario scenario, CancellationToken token)
at CrmIntegration.CrmProcessor.GetContactInfoFromCrm(String contactNumber, String destinationEmail, Boolean createIfNotFound, CancellationToken token)
2020/04/02 14:26:23.911|2656|0037|Verb|Removed from processing. Number=0922411313
2020/04/02 14:26:23.911|2656|0037|Info|CRM: processing of 0922411313 has been finished

 

[edossantos]

This is because this Zoho account doesn't have the "Accounts" module. Probably this installation is customized. So, you can:
1) Enable the "Accounts" module in Zoho, or
2) Edit the Zoho XML template we provide, to remove the scenario that doesn the lookup in the Accounts module. In this case you will need to rename the template, and upload it to 3CX as a customized template. This way you will miss any update we provide.

 

[Goga]

Edit the Zoho XML template we provide,

Can you provide XML Template which doesn't look up to Accounts.

 

[edossantos]

Can you provide XML Template which doesn't look up to Accounts.

No, you need to do this change by yourself. Open the XML using a text editor, and remove the scenario that does this lookup.