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Zoho Creator

Zoho Integration version 2 support is limited support, Reach out to your Sales contact if you are interested in this integration.

Zoho Creator Integration.

Overview of the integration

Sync custom records to Field Nation from the Creator Zoho module. The integration is designed to minimize the time required to setup and use an integration with Zoho. The integration is:

  • Quick to setup
  • Easy to maintain
  • Uses a user friendly interface to setup and maintain the mapping between both systems
  • Built on a scalable microservice architecture to ensure thousands of tickets can be processed

Field Nation Setup

The setup in Field Nation uses Field Nation's micro service user interface to allow buyers to quickly create and update their fields mapping. Field Nation handles sending all of the data back to the Zoho table.

  • Login using your buyer admin account and navigate to ui.fieldnation.com/integrations/
  • Click on the Connect button for the Zoho integration
  • Enter the email, username, password, select the Zoho Module, and provide the Object Name
    • Object Name Format: username/application-name/form-name
    • Object Name Example: trungngo1/work-order/Work-Orders
  • Click on Log in to Zoho to allow Field Nation to authenticate with Zoho

Setup Field Mapping Import

  • Click Import data from Zoho and select Setup Import (setupimport.png)
  • Click the 'Add Or Remove Fields' button
  • Pick the list of fields you want to map from the dialog
  • Start mapping from Zoho to Field Nation, Note all fields required to create an work order is required to be mapped (mapfields.png)
  • Once you have mapped all of the Required Fields (top section) you can then save your settings.

Setup Field Mapping Export

  • Click on Export data to Zoho on the left-hand navigation

  • Map the fields from Field Nation to Zoho as you did in Step #3. Note, the data is passed back to Zoho by various event triggers within Field Nation.

  • Once you have finalized the mapping you can toggle the integration to ON

At any point, you can toggle the integration to OFF and update your field mapping

Zoho Creator Setup

The setup steps necessary for Zoho Creator to create Field Nation work orders.

Create Workflow Function

  • Login to https://creator.zoho.com
  • Navigate to the application you want to add a workflow to and edit the application. The edit button is located in different areas of the screen based on the theme you're using.
  • Click "Workflow" in the left navigation
  • Click "Functions" in the designer window
  • Click "New Function"
  • Click "New Function"
  • Name your function (Ex: sendToFieldNation)
  • Specify the Arguments for the function
  • Click Done to save the function
  • Add a "create map" Deluge Task to the function builder screen
  • Declare or select variable to "data"
  • Click Done to save changes
  • Add a "post url" Deluge task to the function builder screen (addposturl.png) (setposturl.png)
  • Set Select API Call to PostUrl
  • Copy and paste the below URL, including the quotes, to the URL String Field

"https://micro.fieldnation.com/v1/zoho-integration/notification?company=[your_fn_company_id]&event=wo_create_external&object=Work_Orders&id=" + orders.ID"

  • Set Specify (request) variable to "Form-Data" and make sure data is selected in the drop down
  • Set Specify (response) map variable to "result"
  • Set Attach http header(s) to No
  • Set Specify type of response to Simple Response
  • Click Done to save changes
  • At the bottom of the screen click Save Script and then click Execute

  • When you're done your function should look like this screenshot

    Note: You will have to manually build a hash map to post to Field Nation. Note: 'company=' in the query string is your Field Nation company ID.

Add Workflow Form

  • Click on "Forms"
  • Under Form Actions, select On Add > On Success to add a task to execute after a user successfully submits an item on the form. Choose a different form action task based on your business processes
  • Add an "if" condition
    • Add input.Send_to_FN in the input fields tab (ifcondition.png)
      • Click Done to save
  • Add a "fetch records" inside of the if condition
    • Set Declare collection variable to order
    • Select form to Work_Orders
    • Select field (optional) to - None -
    • Set Criteria Fields to ID == input.ID (setfetchrecords.png)
  • Click Done to save changes
  • Add a "call function" within the if condition below fetch records
    • Set Application to work_order
    • Set Namespace to default namespace
    • Set Function to sendToFieldNation
    • Set value for arguments to order
  • Click Done to save changes
  • At the bottom of the screen click Save script.
  • When you're done your form action should look like below:

Error Handling

"[Notification] An error occurred in handleNotify: Unregcognized response from Zoho: "<!-- $Id$ -->\n\n\n\n\n\n\n\n
There is no such view in Zoho Creator
\n"

Solution: Have the admin create a Form Report and make sure to name the report with _Report at the end of the Display and Link Name.

"[Notification] No mapping found for company_id: 123 object: FN_Request_Data"

Solution: Make sure the Call Function is set to the correct object, see below, &object= should be the Form Name.

"https://micro.fieldnation.com/v1/zoho-integration/notification?company=[your_fn_company_id]&event=wo_create_external&object=Work_Orders&id=" + orders.ID"

Unable to find a configuration for FN Company ID: KDB Enterprises

Solution: Change the company= to have the Field Nation Company ID instead of the company name.
"https://micro.fieldnation.com/v1/zoho-integration/notification?company={your_fn_company_id}&event=wo_create_external&object=Work_Orders&id=" + orders.ID"