模块API

Zoho CRM拥有标准的模块,如:线索、客户、联系人、商机、预测、活动等。使用Zoho CRM REST API,您可以检索可用模块列表,如下面的示例所示:

获取模块列表

目的

获取模块相关数据。这将检索CRM帐户中可用的模块列表。

请求URL

https://www.zohoapis.com.cn/crm/v2/settings/modules

请求方法

GET

范围

scope=ZohoCRM.settings.all
(或)
scope=ZohoCRM.settings.modules.{operation_type}

可能的操作类型
ALL - 完全数据访问
READ - 获取模块数据

属性

  • "convertable":描述用户是否可以将记录转换为另一种类型的记录。例如:将线索转换为商机。

  • "creatable":检查用户是否可以在当前模块中创建记录。

  • "generated_type":描述用户将生成的模块类型。有4种类型:默认、web、自定义和链接。

  • "api_supported":当前API无法访问的模块值为“false”。如果将来支持这些模块,该值将自动更改为“true”。

  • "modified_time":用户进行更改的日期和时间。

备注:
  • 访问资源时,引用JSON数据中的键api_name。每个模块、字段和相关列表都有一个API名称,可以在第三方集成中使用。例如,如果您想访问Leads模块,那么在每次访问资源时使用“Leads”作为api_name。Zoho CRM在创建自定义模块、自定义字段或相关列表标签时,在内部生成API名称。请注意,您不能更改默认模块、字段和相关列表的API名称。您只能为自定义模块、字段和相关列表更改API名称。

  • 生成的API名称只能包含字母、数字和下划线。API名称应该以字母开头,不应该有两个连续的下划线或以下划线结尾。

  • 参考响应结构了解有关JSON键、值及其对可用模块的描述的详细信息。您还可以使用每个模块的示例响应作为输入,在相应模块中插入、更新或维护记录。

示例请求


				curl "https://www.zohoapis.com.cn/crm/v2/settings/modules"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.03xxxxxxxxxxxxxxxxxa5317.dxxxxxxxxxxxxxxxxxfa"			

示例响应


				{
    "modules": [
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Feeds",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Feeds",
            "api_name": "Feeds",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000059001",
            "module_name": "Feeds"
        },
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Home",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Home",
            "api_name": "Home",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000000123",
            "module_name": "Home"
        },
       {
            "convertable": true,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Lead",
            "modified_time": "2016-07-29T13:19:14+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Leads",
            "api_name": "Leads",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000125",
            "module_name": "Leads"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Account",
            "modified_time": "2016-06-27T15:15:13+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Accounts",
            "api_name": "Accounts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000127",
            "module_name": "Accounts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Contact",
            "modified_time": "2016-04-29T12:45:09+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Contacts",
            "api_name": "Contacts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000129",
            "module_name": "Contacts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Potential",
            "modified_time": "2016-04-22T16:22:32+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Potentials",
            "api_name": "Potentials",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000131",
            "module_name": "Potentials"
        }
    ]
}			

示例请求


				ZCRMRestClient client = ZCRMRestClient.getInstance();
BulkAPIResponse response = client.getAllModules();
List<ZCRMModule> modules = (List<ZCRMModule>) response.getData();			

示例响应


				{
    "modules": [
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Feeds",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Feeds",
            "api_name": "Feeds",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000059001",
            "module_name": "Feeds"
        },
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Home",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Home",
            "api_name": "Home",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000000123",
            "module_name": "Home"
        },
       {
            "convertable": true,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Lead",
            "modified_time": "2016-07-29T13:19:14+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Leads",
            "api_name": "Leads",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000125",
            "module_name": "Leads"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Account",
            "modified_time": "2016-06-27T15:15:13+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Accounts",
            "api_name": "Accounts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000127",
            "module_name": "Accounts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Contact",
            "modified_time": "2016-04-29T12:45:09+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Contacts",
            "api_name": "Contacts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000129",
            "module_name": "Contacts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Potential",
            "modified_time": "2016-04-22T16:22:32+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Potentials",
            "api_name": "Potentials",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000131",
            "module_name": "Potentials"
        }
    ]
}			

示例请求


				def get_modules(self):
    try:
            resp=ZCRMRestClient.get_instance().get_all_modules()
            modules=resp.data
            print resp.status_code
            for module in modules:
              print "\n\n::MODULE::"
              print module.api_name
              print module.is_convertable
              print module.is_creatable
              print module.is_editable
              print module.is_deletable
              print module.web_link
              print module.singular_label
              print module.plural_label
              print module.modified_by
              print module.modified_time
              print module.is_viewable
              print module.is_api_supported
              print module.is_custom_module
              print module.is_scoring_supported
              print module.id
              print module.module_name
              print module.business_card_field_limit
              print module.business_card_fields
              profiles= module.profiles
              if profiles is not None:
                for profile inprofiles:
                  print profile.name
                  print profile.id
              print module.display_field_name
              print module.display_field_id
              if module.related_lists is not None:
                for relatedlist in module.related_lists:
                  print relatedlist.display_label
                  print relatedlist.is_visible
                  print relatedlist.api_name
                  print relatedlist.module
                  print relatedlist.name
                  print relatedlist.id
                  print relatedlist.href
                  print relatedlist.type
              if module.layouts is not None:
                for layout in module.layouts:
                  self.print_layout(layout)
              if module.fields is not None:
                for field_ins in module.fields:
                  self.print_filed(field_ins)
              if module.related_list_properties is not None:
                print module.related_list_properties.sort_by
                print module.related_list_properties.sort_order
                print module.related_list_properties.fields
              print module.properties
              print module.per_page
              print module.search_layout_fields
              print module.default_territory_name
              print module.default_territory_id
              print module.default_custom_view_id
              print module.default_custom_view
              print module.is_global_search_supported
              print module.sequence_number
        except ZCRMException as ex:
            print ex.status_code
            print ex.error_message
            print ex.error_code
            print ex.error_details
            print ex.error_content			

示例响应


				{
    "modules": [
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Feeds",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Feeds",
            "api_name": "Feeds",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000059001",
            "module_name": "Feeds"
        },
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Home",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Home",
            "api_name": "Home",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000000123",
            "module_name": "Home"
        },
       {
            "convertable": true,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Lead",
            "modified_time": "2016-07-29T13:19:14+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Leads",
            "api_name": "Leads",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000125",
            "module_name": "Leads"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Account",
            "modified_time": "2016-06-27T15:15:13+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Accounts",
            "api_name": "Accounts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000127",
            "module_name": "Accounts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Contact",
            "modified_time": "2016-04-29T12:45:09+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Contacts",
            "api_name": "Contacts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000129",
            "module_name": "Contacts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Potential",
            "modified_time": "2016-04-22T16:22:32+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Potentials",
            "api_name": "Potentials",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000131",
            "module_name": "Potentials"
        }
    ]
}			

示例请求


				try{
  $ins=ZCRMRestClient::getInstance();
  $moduleArr=$ins->getAllModules()->getData();
  foreach ($moduleArr as $module)
  {
  echo "ModuleName:".$module->getModuleName();
  echo "SingLabel:".$module->getSingularLabel();
  echo "PluLabel:".$module->getPluralLabel();
  echo "BusinesscardLimit:".$module->getBusinessCardFieldLimit();
  echo "ApiName:".$module->getAPIName();
  $fields=$module->getFields();
  if($fields==null)
  {
  continue;
  }
  foreach ($fields as $field)
  {
  echo $field->getApiName().", ";
  echo $field->getLength().", ";
  echo $field->IsVisible().", ";
  echo $field->getFieldLabel().", ";
  echo $field->getCreatedSource().", ";
  echo $field->isMandatory().", ";
  echo $field->getSequenceNumber().", ";
  echo $field->isReadOnly().", ";
  echo $field->getDataType().", ";
  echo $field->getId().", ";
  echo $field->isCustomField().", ";
  echo $field->isBusinessCardSupported().", ";
  echo $field->getDefaultValue().", ";
  }
  }
  }
  catch (ZCRMException $e)
  {
  echo $e->getCode();
  echo $e->getMessage();
  echo $e->getExceptionCode();
  }			

示例响应


				{
    "modules": [
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Feeds",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Feeds",
            "api_name": "Feeds",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000059001",
            "module_name": "Feeds"
        },
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Home",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Home",
            "api_name": "Home",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000000123",
            "module_name": "Home"
        },
       {
            "convertable": true,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Lead",
            "modified_time": "2016-07-29T13:19:14+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Leads",
            "api_name": "Leads",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000125",
            "module_name": "Leads"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Account",
            "modified_time": "2016-06-27T15:15:13+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Accounts",
            "api_name": "Accounts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000127",
            "module_name": "Accounts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Contact",
            "modified_time": "2016-04-29T12:45:09+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Contacts",
            "api_name": "Contacts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000129",
            "module_name": "Contacts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Potential",
            "modified_time": "2016-04-22T16:22:32+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Potentials",
            "api_name": "Potentials",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000131",
            "module_name": "Potentials"
        }
    ]
}			

示例请求


				ZCRMRestClient restClient = ZCRMRestClient.GetInstance();
BulkAPIResponse<ZCRMModule> response = restClient.GetAllModules();
List<ZCRMModule> modules = response.BulkData; // modules - ZCRMModule实例列表		

示例响应


				{
    "modules": [
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Feeds",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Feeds",
            "api_name": "Feeds",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000059001",
            "module_name": "Feeds"
        },
       {
            "convertable": false,
            "editable": false,
            "deletable": false,
            "web_link": null,
            "singular_label": "Home",
            "modified_time": null,
            "viewable": true,
            "api_supported": false,
            "createable": false,
            "plural_label": "Home",
            "api_name": "Home",
            "modified_by": null,
            "generated_type": "default",
            "id": "410888000000000123",
            "module_name": "Home"
        },
       {
            "convertable": true,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Lead",
            "modified_time": "2016-07-29T13:19:14+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Leads",
            "api_name": "Leads",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000125",
            "module_name": "Leads"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Account",
            "modified_time": "2016-06-27T15:15:13+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Accounts",
            "api_name": "Accounts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000127",
            "module_name": "Accounts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Contact",
            "modified_time": "2016-04-29T12:45:09+05:30",
            "viewable": true,
            "api_supported": true,
            "createable": true,
            "plural_label": "Contacts",
            "api_name": "Contacts",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "410888000000086001"
            },
            "generated_type": "default",
            "id": "410888000000000129",
            "module_name": "Contacts"
        },
       {
            "convertable": false,
            "editable": true,
            "deletable": true,
            "web_link": null,
            "singular_label": "Potential",
            "modified_time": "2016-04-22T16:22:32+05:30",
            "viewable": true,
            "api_supported": true,
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}