zoho-crm-connector 0.2.0

Zoho CRM connector

Zoho CRM Connector

Zoho provides a Python SDK, but I found it a bit hard to use and it seems a bit complicated. For instance, there is a dependency on mysql. This module is a little more pragmatic (it uses retries) and it returns pages of results with yield.

This is basically what I consider a pragmatic library for my own purposes, so it has specific functions for doing things like creating quotes. This code is based on code I have in production, where it is used to synchronise accounts, contacts and quotes with an ERP.

Install

pip install zoho_crm_connector

Authenticating with Zoho CRM

You need three things:

1. refresh token

2. client ID

3. client secret

These instructions are from the documentation from Zoho for the Python SDK

Step 1: Registering a Zoho Client

Since Zoho CRM APIs are authenticated with OAuth2 standards, you should register your client app with Zoho. To register your app:

Visit this page https://accounts.zoho.com/developerconsole. Click on “Add Client ID”. Enter Client Name, Client Domain and Redirect URI. Select the Client Type as “Web based”. Click “Create” Your Client app would have been created and displayed by now. The newly registered app’s Client ID and Client Secret can be found by clicking Options → Edit. (Options is the three dot icon at the right corner).

Note for Sandbox:

You can pass the sandbox url as the base url:

zoho_crm = Zoho_crm(refresh_token=zoho_keys['refresh_token'],
    client_id=zoho_keys['client_id'],
    client_secret=zoho_keys['client_secret'],
    base_url='https://crmsandbox.zoho.com/crm/v2/',
    token_file_dir=tmp_path_factory.mktemp('zohocrm'))

Please note: Make a separate client ID for your sandbox testing. Even though the process of getting a grant token and then a refresh token is exactly the same, it seems to need a distinct client ID via the developer console.

Step 2: Generating self-authorized grant and refresh token

For self client apps, the self authorized grant token should be generated from the Zoho Developer Console (https://accounts.zoho.com/developerconsole)

Visit https://accounts.zoho.com/developerconsole Click Options → Self Client of the client for which you wish to authorize. Enter one or more (comma separated) valid Zoho CRM scopes that you wish to authorize in the “Scope” field and choose the time of expiry. Provide “aaaserver.profile.READ” scope along with Zoho CRM scopes. scope can be:

ZohoCRM.modules.all,ZohoCRM.users.all,ZohoCRM.org.all,ZohoCRM.settings.all,aaaserver.profile.READ

Copy the grant token for backup. It expires soon, so use it to make a refresh_token

Generate refresh_token from grant token by making a POST request with the URL below You can’t do POST requests by entering in the browser:

https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code

this works with curl:

curl -d "code=1000.2f...68&redirect_uri=https://www.growthpath.com.au/callback&client_id=1000.ZZZZ...99&client_secret=bzz...123&grant_type=authorization_code" -X POST https://accounts.zoho.com/oauth/v2/token

Copy the refresh token … this doesn’t expire, and it’s how access is granted

Usage

See test_zoho_crm_connector.py in tests for some examples.

Testing

pytest needs to be installed.

Warning: testing writes an access token to a temporary directory provided by pytest, on linux this is a subdirectory of /tmp. testing needs a connection to zoho. Set three environment variables:

refresh_token': os.getenv('ZOHOCRM_REFRESH_TOKEN'),
client_id': os.getenv('ZOHOCRM_CLIENT_ID'),
client_secret': os.getenv('ZOHOCRM_CLIENT_SECRET')