更新记录

目的

更新模块中现有的实体。

请求URL

https://www.zohoapis.com.cn/crm/v2/{module_api_name}

module_api_name - 模块的API名称

在获取记录列表中支持的模块在这里也支持。

请求方法

PUT

范围

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

可能的模块名称	可能的操作类型
线索，客户，联系人，商机，市场活动，任务，服务支持，事件，通话，解决方案，产品，供货商，价格表，报价单，销售订单，采购订单，发货单，自定义模块和备注	ALL - 完全访问记录 WRITE - 编辑模块中的记录 UPDATE - 更新模块中的记录

可能的错误

HTTP状态	错误码	消息	原因
400	INVALID_MODULE	The module name given seems to be invalid	无效的模块名称或没有模块权限，或者模块可能已从已组织的模块中删除
400	INVALID_MODULE	The given module is not supported in API	当前API不支持文档和项目等模块。(一旦支持了这些模块，就不会显示此错误。)

备注：

如果字段值长度大于为该字段定义的最大长度，将抛出错误。
如果在函数中使用API，并且字段值长度超过限制，则该函数将从API接收错误响应。例如：如果“文本字段”的最大长度定义为10，那么API中给出的值不能是“12345678901”，因为它有11个字符。
对于每个基于惟一字段的插入记录API调用，都会检查重复项。
每次API调用最多可以插入100条记录。
在输入中提供字段API名称以及要填充的相应值。
trigger输入可以是workflow，approval或blueprint。如果没有提到触发器，将执行与API相关的工作流、审批和蓝图。输入触发器的值为[] 将不执行工作流。
包含子表单明细的记录可以使用记录API插入CRM。请参考子表单API 了解有关在记录中添加子表单明细的更多信息
$approved key用于设置要在审批模式下创建的记录。它主要用于从webforms获取线索和联系人。
如果对一条记录的更新API调用来自DRE(函数)，由于在同一条记录的创建/更新上触发了工作流，那么无论触发器参数配置如何，工作流都不会单独执行。
参考响应结构了解有关JSON键、值及其描述的详细信息。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。

示例属性

属性	示例
单行	"Single_Line_1": "这是一个单行",
多行	"Multi_Line_1": "这是第一行 \n 这是第二行",
邮箱	"Email_1": "p.boyle@zylker.com",
电话	"Phone_1": "9900000000",
选择列表	"Picklist_1" : "In Progress",
多选列表	"Multi-Select_Picklist" : [ "{Option_1}", "{Option_2}", "{Option_3}" ],
日期	"Date_1": "2017-08-16",
日期/时间	"Date_Time": "2017-08-16T14:32:23+05:30",
数字	"Number_1": 575,
货币	"Currency_1": 250000,
小数	"Decimal_1": 250000.50,
百分比	""Percent_1": 25,
长整型	"Long_Integer_1": "250000000000000",
复选框	"Checkbox_1": false,
URL	URL_1": "https://www.zoho.com.cn/crm",
查找	"Lookup" : { "name" : "James" "id" : "425248000000104001" },
记录所有者	"Owner": { "name" : "Patricia" "id": "425248000000104003" },
布局	"Layout": { "name" : "Custom Layout 1" "id": "425248000000404433" },

Curl Java PHP Python Deluge Csharp

示例请求

在这个请求中，"@updatelead.json" 包含了示例输入。


                curl "https://www.zohoapis.com.cn/crm/v2/Leads"
-X PUT
-d "@updatelead.json"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例输入


                {
    "data": [
       {
            "id": "4108880000478060",
            "Company": "Zylker",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 1500,
                    "Name": "3",
                    "Name_of_the_product": "Bandages",
                    "Vendor_Email": "d.collins@ebspharma.com",
                    "Price": 15,
                    "id": "2883756000000458386"
                }
            ],
            "Last_Name": "Peterson"
        }
    ],
    "trigger": [
        "approval"
    ]
}

示例响应


                {
    "data": [
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "4108880000478060",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "code": "SUCCESS"
        }
    ]
}

示例请求


                List<Long> entityIDs = new ArrayList<>();// 记录ID列表
entityIDs.add(426000621092l);
entityIDs.add(426859000010l);
ZCRMModule module = ZCRMModule.getInstance("Products");//模块API名称
BulkAPIResponse response = module.updateRecords(entityIDs,"Product_Name","massUpdate");//字段API名称及其要更新的值
List<ZCRMRecord> updatedRecords = (List<ZCRMRecord>) response.getData();
List<BulkAPIResponse.EntityResponse> entityResponses = response.getEntityResponses();// 检查请求的状态
String rec1Status = entityResponses.get(0).getStatus();//检查记录1的状态
String rec2Status = entityResponses.get(1).getStatus();//检查记录2的状态

示例输入


                {
    "data": [
       {
            "id": "4108880000478060",
            "Company": "Zylker",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 1500,
                    "Name": "3",
                    "Name_of_the_product": "Bandages",
                    "Vendor_Email": "d.collins@ebspharma.com",
                    "Price": 15,
                    "id": "2883756000000458386"
                }
            ],
            "Last_Name": "Peterson"
        }
    ],
    "trigger": [
        "approval"
    ]
}

示例响应


                {
    "data": [
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "4108880000478060",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "code": "SUCCESS"
        }
    ]
}

示例请求


                $idList=array(410405000001076001,410405000001021027,410405000000497012);
$zcrmModuleIns = ZCRMModule::getInstance("Contacts");
$bulkAPIResponse=$zcrmModuleIns->updateRecords($idList,"Account_Name","NewAccount");
$entityResponses = $bulkAPIResponse->getEntityResponses();
foreach($entityResponses as $entityResponse)
{
if("success"==$entityResponse->getStatus())
{
echo "Status:".$entityResponse->getStatus();
echo "Message:".$entityResponse->getMessage();
echo "Code:".$entityResponse->getCode();
$recordIns=$entityResponse->getData();
echo "EntityID:".$recordIns->getEntityId();
echo "moduleAPIName:".$recordIns->getModuleAPIName();
….
}
}

示例输入


                {
    "data": [
       {
            "id": "4108880000478060",
            "Company": "Zylker",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 1500,
                    "Name": "3",
                    "Name_of_the_product": "Bandages",
                    "Vendor_Email": "d.collins@ebspharma.com",
                    "Price": 15,
                    "id": "2883756000000458386"
                }
            ],
            "Last_Name": "Peterson"
        }
    ],
    "trigger": [
        "approval"
    ]
}

示例响应


                {
    "data": [
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "4108880000478060",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "code": "SUCCESS"
        }
    ]
}

示例请求


                def update_records(self):
    try:
        module_ins=ZCRMModule.get_instance('Invoices') #module API Name
        entityid_list=[440872000000280035,440872000000278029,440872000000278028]
        bulk_resp=module_ins.update_records(entityid_list, 'Status', 'Created')
        print bulk_resp.status_code
        entity_responses=bulk_resp.bulk_entity_response
        for entity_response in entity_responses:
            print entity_response.details
            print entity_response.status
            print entity_response.message
            print entity_response.code
            print entity_response.data.entity_id
            print entity_response.data.created_by.id
            print entity_response.data.created_time
            print entity_response.data.modified_by.id
            print "\n\n"
    except ZCRMException as ex:
        print ex.status_code
        print ex.error_message
        print ex.error_code
        print ex.error_details
        print ex.error_content

示例输入


                {
    "data": [
       {
            "id": "4108880000478060",
            "Company": "Zylker",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 1500,
                    "Name": "3",
                    "Name_of_the_product": "Bandages",
                    "Vendor_Email": "d.collins@ebspharma.com",
                    "Price": 15,
                    "id": "2883756000000458386"
                }
            ],
            "Last_Name": "Peterson"
        }
    ],
    "trigger": [
        "approval"
    ]
}

示例响应


                {
    "data": [
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "4108880000478060",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "code": "SUCCESS"
        }
    ]
}

示例请求：更新价格表记录


                语法：
zoho.crm.bulkUpdate(<module String>,<dataList List>,<optionalDataMap Map>,<connectionName String>,<userAccess Boolean>);
mandatory : module,dataList

示例请求：
resp = zoho.crm.bulkUpdate("Price_Books", [{"Owner": {"id": "7000000031553"},"id":"7000000037030","Active": true,"Pricing_Details": [{"to_range": 5,"discount": 0,"from_range": 1},{"to_range": 11,"discount": 1,"from_range": 6},{"to_range": 17,"discount": 2,"from_range": 12},{"to_range": 23,"discount": 3,"from_range": 18},{"to_range": 29,"discount": 4,"from_range": 24}],"Pricing_Model": "Differential","Description": "Design your own layouts that align your business processes precisely. Assign them to profiles appropriately.","Price_Book_Name": "Price_Book_Name oops1 updated"},{"Owner": {"id": "7000000031553"},"Active": true,"Pricing_Details": [{"to_range": 5,"discount": 0,"from_range": 1},{"to_range": 11,"discount": 1,"from_range": 6},{"to_range": 17,"discount": 2,"from_range": 12},{"to_range": 23,"discount": 3,"from_range": 18},{"to_range": 29,"discount": 4,"from_range": 24}],"Pricing_Model": "Differential", "id":"7000000037031","Description": "Design your own layouts that align your business processes precisely. Assign them to profiles appropriately.","Price_Book_Name": "Price_Book_Name oops2 updated"}]);

示例输入


                {
    "data": [
       {
            "id": "4108880000478060",
            "Company": "Zylker",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 1500,
                    "Name": "3",
                    "Name_of_the_product": "Bandages",
                    "Vendor_Email": "d.collins@ebspharma.com",
                    "Price": 15,
                    "id": "2883756000000458386"
                }
            ],
            "Last_Name": "Peterson"
        }
    ],
    "trigger": [
        "approval"
    ]
}

示例响应


                {
    "data": [
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "4108880000478060",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "code": "SUCCESS"
        }
    ]
}

示例请求


                List<ZCRMRecord> records = new List<ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("Leads"); //模块API名称
record1.SetFieldValue("Company", "Zylker");
record1.SetFieldValue("First_name", "Daly");
record1.SetFieldValue("Last_Name", "Paul");
record1.SetFieldValue("Email", "p.daly@zylker.com");
record1.SetFieldValue("State", "Texas");
ZCRMRecord record2 = new ZCRMRecord("Leads"); //模块API名称
record2.SetFieldValue("Company", "ekhrj");
record2.SetFieldValue("First_name", "John");
record2.SetFieldValue("Last_Name", "smith");
record2.SetFieldValue("Email", "john.a@ekhrj.com");
record2.SetFieldValue("State", "Texas");
records.Add(record1);
records.Add(record2);
ZCRMModule moduleIns = ZCRMModule.GetInstance("Leads"); //模块API名称
BulkAPIResponse<ZCRMRecord> response = moduleIns.UpsertRecords(records); //records - 包含upsert所需数据的ZCRMRecord实例列表。
List<ZCRMRecord> upsertedRecords = response.BulkData; //upsertedRecords - ZCRMRecord实例的列表
List<EntityResponse> entityResponses = response.BulkEntitiesResponse; //entityResponses - EntityResponses实例的列表

示例输入


                {
    "data": [
       {
            "Company": "Zylker",
            "Last_Name": "Daly",
            "First_Name": "Paul",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "Patricia Boyle",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 1500,
                    "Name": "3",
                    "Name_of_the_product": "Bandages",
                    "Vendor_Email": "d.collins@ebspharma.com",
                    "Price": 15,
                    "id": "2883756000000458386"
                }
            ],
            "Email": "p.daly@zylker.com",
            "State": "Texas"
        },
       {
            "Company": "Villa Margarita",
            "Last_Name": "Dolan",
            "First_Name": "Brian",
            "Email": "brian@villa.com",
            "State": "Texas"
        }
    ],
    "trigger": [
        "approval"
    ]
}

示例响应


                {
    "data": [
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "410888000000478065",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "duplicate_field": "Email",
            "action": "update",
            "code": "SUCCESS"
        },
       {
            "message": "record updated",
            "details": {
                "created_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "id": "4108880000478066",
                "modified_by": {
                    "id": "4108880000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-04-28T17:59:21+05:30",
                "created_time": "2016-04-28T17:59:21+05:30"
            },
            "status": "success",
            "duplicate_field": "Email",
            "action": "update",
            "code": "SUCCESS"
        }
    ]
}