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Zoho CRM SDK for Python developers

Project description

ZOHO CRM PYTHON SDK 2.0

Table Of Contents

Overview

Zoho CRM PYTHON SDK offers a way to create client Python applications that can be integrated with Zoho CRM.

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://api-console.zoho.com

  • Click on ADD CLIENT.

  • Choose the Client Type.

  • Enter Client Name, Client Domain or Homepage URL and Authorized Redirect URIs then click CREATE.

  • Your Client app will be created.

  • Select the created OAuth client.

  • Generate grant token by providing the necessary scopes, time duration (the duration for which the generated token is valid) and Scope Description.

Environmental Setup

Python SDK is installable through pip. pip is a tool for dependency management in Python. SDK expects the following from the client app.

  • Client app must have Python(version 3 and above)

  • Python SDK must be installed into client app through pip.

Including the SDK in your project

  • Install Python from python.org (if not installed).

  • Install Python SDK

    • Navigate to the workspace of your client app.
    • Run the command below:
    pip install zohocrmsdk2_0==5.x.x
    
  • The Python SDK will be installed in your client application.

Token Persistence

Token persistence refers to storing and utilizing the authentication tokens that are provided by Zoho. There are three ways provided by the SDK in which persistence can be utilized. They are DataBase Persistence, File Persistence and Custom Persistence.

Table of Contents

Implementing OAuth Persistence

Once the application is authorized, OAuth access and refresh tokens can be used for subsequent user data requests to Zoho CRM. Hence, they need to be persisted by the client app.

The persistence is achieved by writing an implementation of the inbuilt Abstract Base Class TokenStore, which has the following callback methods.

  • get_token(self, user, token) - invoked before firing a request to fetch the saved tokens. This method should return implementation of inbuilt Token Class object for the library to process it.

  • save_token(self, user, token) - invoked after fetching access and refresh tokens from Zoho.

  • delete_token(self, token) - invoked before saving the latest tokens.

  • get_tokens(self) - The method to get the all the stored tokens.

  • delete_tokens(self) - The method to delete all the stored tokens.

  • get_token_by_id(self, id, token) - The method to retrieve the user's token details based on unique ID.

Note:

  • user is an instance of UserSignature Class.

  • token is an instance of Token Class.

DataBase Persistence

In case the user prefers to use default DataBase persistence, MySQL can be used.

  • The database name should be zohooauth.

  • There must be a table name oauthtoken with the following columns.

    • id int(11)

    • user_mail varchar(255)

    • client_id varchar(255)

    • client_secret varchar(255)

    • refresh_token varchar(255)

    • access_token varchar(255)

    • grant_token varchar(255)

    • expiry_time varchar(20)

    • redirect_url varchar(255)

Note:

  • Custom database name and table name can be set in DBStore instance.

MySQL Query

CREATE TABLE  oauthtoken (
  id varchar(255) NOT NULL,
  user_mail varchar(255) NOT NULL,
  client_id varchar(255),
  client_secret varchar(255),
  refresh_token varchar(255),
  access_token varchar(255),
  grant_token varchar(255),
  expiry_time varchar(20),
  redirect_url varchar(255),
  primary key (id)
) 
alter table oauthtoken auto_increment = 1;

Create DBStore object

from zcrmsdk.src.com.zoho.api.authenticator.store import DBStore
"""
DBStore takes the following parameters
1 -> DataBase host name. Default value "localhost"
2 -> DataBase name. Default value "zohooauth"
3 -> DataBase user name. Default value "root"
4 -> DataBase password. Default value ""
5 -> DataBase port number. Default value "3306"
6->  DataBase table name . Default value "oauthtoken"
"""
store = DBStore()

store = DBStore(host='host_name', database_name='database_name', user_name='user_name', password='password', port_number='port_number', table_name = "table_name")

File Persistence

In case of File Persistence, the user can persist tokens in the local drive, by providing the absolute file path to the FileStore object.

  • The File contains
    • id

    • user_mail

    • client_id

    • client_secret

    • refresh_token

    • access_token

    • grant_token

    • expiry_time

    • redirect_url

Create FileStore object

from zcrmsdk.src.com.zoho.api.authenticator.store import FileStore
"""
FileStore takes the following parameter
1 -> Absolute file path of the file to persist tokens
"""
store = FileStore(file_path='/Users/username/Documents/python_sdk_token.txt')

Custom Persistence

To use Custom Persistence, you must implement TokenStore and override the methods.

from zcrmsdk.src.com.zoho.api.authenticator.store import TokenStore


class CustomStore(TokenStore):

    def __init__(self):
        pass

    def get_token(self, user, token):

        """
        Parameters:
            user (UserSignature) : A UserSignature class instance.
            token (Token) : A Token (zcrmsdk.src.com.zoho.api.authenticator.OAuthToken) class instance
        """

        # Add code to get the token
        return None

    def save_token(self, user, token):

        """
        Parameters:
            user (UserSignature) : A UserSignature class instance.
            token (Token) : A Token (zcrmsdk.src.com.zoho.api.authenticator.OAuthToken) class instance
        """

        # Add code to save the token

    def delete_token(self, token):

        """
        Parameters:
            token (Token) : A Token (zcrmsdk.src.com.zoho.api.authenticator.OAuthToken) class instance
        """

        # Add code to delete the token

    def get_tokens(self):

        """
        Returns:
            list: List of stored tokens
        """

        # Add code to get all the stored tokens

    def delete_tokens(self):

        # Add code to delete all the stored tokens

    def get_token_by_id(id, token):

        """
        The method to get id token details.

        Parameters:
            id (String) : A String id.
            token (Token) : A Token class instance.

        Returns:
            Token : A Token class instance representing the id token details.
        """

Configuration

Before you get started with creating your Python application, you need to register your client and authenticate the app with Zoho.

Mandatory Keys Optional Keys
user logger
environment store
token sdk_config
proxy
resource_path

  • Create an instance of UserSignature Class that identifies the current user.

    from zcrmsdk.src.com.zoho.crm.api.user_signature import UserSignature
    
    # Create an UserSignature instance that takes user Email as parameter
    user = UserSignature(email='abc@zoho.com')
    
  • Configure the API environment which decides the domain and the URL to make API calls.

    from zcrmsdk.src.com.zoho.crm.api.dc import USDataCenter
    
    """
    Configure the environment
    which is of the pattern Domain.Environment
    Available Domains: USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter
    Available Environments: PRODUCTION(), DEVELOPER(), SANDBOX()
    """
    environment = USDataCenter.PRODUCTION()
    
  • Create an instance of OAuthToken with the information that you get after registering your Zoho client.

    from zcrmsdk.src.com.zoho.api.authenticator.oauth_token import OAuthToken
    
    """
    Create a Token instance that takes the following parameters
    1 -> OAuth client id.
    2 -> OAuth client secret.
    3 -> Grant token.
    4 -> Refresh token.
    5 -> OAuth redirect URL. Default value is None
    6 -> id
    7 -> Access token
    """
    token = OAuthToken(client_id='clientId', client_secret='clientSecret', grant_token='grant_token', refresh_token="refresh_token", redirect_url='redirectURL', id="id", access_token="access_token")
    
  • Create an instance of Logger Class to log exception and API information. By default, the SDK constructs a Logger instance with level - INFO and file_path - (sdk_logs.log, created in the current working directory)

      from zcrmsdk.src.com.zoho.api.logger import Logger
    
      """
      Create an instance of Logger Class that takes two parameters
      1 -> Level of the log messages to be logged. Can be configured by typing Logger.Levels "." and choose any level from the list displayed.
      2 -> Absolute file path, where messages need to be logged.
      """
      logger = Logger.get_instance(level=Logger.Levels.INFO, file_path="/Users/user_name/Documents/python_sdk_log.log")
    
  • Create an instance of TokenStore to persist tokens, used for authenticating all the requests. By default, the SDK creates the sdk_tokens.txt created in the current working directory) to persist the tokens.

    from zcrmsdk.src.com.zoho.api.authenticator.store import DBStore, FileStore
    
    """
    DBStore takes the following parameters
    1 -> DataBase host name. Default value "localhost"
    2 -> DataBase name. Default value "zohooauth"
    3 -> DataBase user name. Default value "root"
    4 -> DataBase password. Default value ""
    5 -> DataBase port number. Default value "3306"
    6 -> DataBase table name. Default value "oauthtoken"
    """
    store = DBStore()
    
    #store = DBStore(host='host_name', database_name='database_name', user_name='user_name', password='password', port_number='port_number', table_name = "table_name")
    
    """
    FileStore takes the following parameter
    1 -> Absolute file path of the file to persist tokens
    """
    #store = FileStore(file_path='/Users/username/Documents/python_sdk_tokens.txt')
    
  • Create an instance of SDKConfig containing SDK configurations.

    from zcrmsdk.src.com.zoho.crm.api.sdk_config import SDKConfig
    
    """
    By default, the SDK creates the SDKConfig instance
    auto_refresh_fields (Default value is False)
      if True - all the modules' fields will be auto-refreshed in the background, every hour.
      if False - the fields will not be auto-refreshed in the background. The user can manually delete the file(s) or refresh the fields using methods from ModuleFieldsHandler(zcrmsdk/src/com/zoho/crm/api/util/module_fields_handler.py)
    
    pick_list_validation (Default value is True)
      A boolean field that validates user input for a pick list field and allows or disallows the addition of a new value to the list.
      if True - the SDK validates the input. If the value does not exist in the pick list, the SDK throws an error.
      if False - the SDK does not validate the input and makes the API request with the user’s input to the pick list
    
    connect_timeout (Default value is None) 
      A  Float field to set connect timeout
    
    read_timeout (Default value is None) 
      A  Float field to set read timeout
    """
    config = SDKConfig(auto_refresh_fields=True, pick_list_validation=False, connect_timeout=None, read_timeout=None)
    
  • The path containing the absolute directory path to store user specific files containing module fields information. By default, the SDK stores the user-specific files within a folder in the current working directory.

    resource_path = '/Users/user_name/Documents/python-app'
    
  • Create an instance of RequestProxy containing the proxy properties of the user.

    from zcrmsdk.src.com.zoho.crm.api.request_proxy import RequestProxy
    
    """
    RequestProxy takes the following parameters
    1 -> Host
    2 -> Port Number
    3 -> User Name. Default value is None
    4 -> Password. Default value is an empty string
    """
    request_proxy = RequestProxy(host='proxyHost', port=80)
    request_proxy = RequestProxy(host='proxyHost', port=80, user='userName', password='password')
    

Initializing the Application

Initialize the SDK using the following code.

from zcrmsdk.src.com.zoho.crm.api.user_signature import UserSignature
from zcrmsdk.src.com.zoho.crm.api.dc import USDataCenter
from zcrmsdk.src.com.zoho.api.authenticator.store import DBStore, FileStore
from zcrmsdk.src.com.zoho.api.logger import Logger
from zcrmsdk.src.com.zoho.crm.api.initializer import Initializer
from zcrmsdk.src.com.zoho.api.authenticator.oauth_token import OAuthToken
from zcrmsdk.src.com.zoho.crm.api.sdk_config import SDKConfig


class SDKInitializer(object):

    @staticmethod
    def initialize():

        """
        Create an instance of Logger Class that takes two parameters
        1 -> Level of the log messages to be logged. Can be configured by typing Logger.Levels "." and choose any level from the list displayed.
        2 -> Absolute file path, where messages need to be logged.
        """
        logger = Logger.get_instance(level=Logger.Levels.INFO, file_path='/Users/user_name/Documents/python_sdk_log.log')

        # Create an UserSignature instance that takes user Email as parameter
        user = UserSignature(email='abc@zoho.com')

        """
        Configure the environment
        which is of the pattern Domain.Environment
        Available Domains: USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter
        Available Environments: PRODUCTION(), DEVELOPER(), SANDBOX()
        """
        environment = USDataCenter.PRODUCTION()

        """
        Create a Token instance that takes the following parameters
        1 -> OAuth client id.
        2 -> OAuth client secret.
        3 -> Grant token.
        4 -> Refresh token.
        5 -> OAuth redirect URL.
        6 -> id
        """
        token = OAuthToken(client_id='clientId', client_secret='clientSecret', grant_token='grant_token', refresh_token="refresh_token", redirect_url='redirectURL', id="id")

        """
        Create an instance of TokenStore
        1 -> Absolute file path of the file to persist tokens
        """
        store = FileStore(file_path='/Users/username/Documents/python_sdk_tokens.txt')

        """
        Create an instance of TokenStore
        1 -> DataBase host name. Default value "localhost"
        2 -> DataBase name. Default value "zohooauth"
        3 -> DataBase user name. Default value "root"
        4 -> DataBase password. Default value ""
        5 -> DataBase port number. Default value "3306"
        6->  DataBase table name . Default value "oauthtoken"
        """
        store = DBStore()
        store = DBStore(host='host_name', database_name='database_name', user_name='user_name', password='password',port_number='port_number', table_name = "table_name")

        """
        auto_refresh_fields (Default value is False)
            if True - all the modules' fields will be auto-refreshed in the background, every hour.
            if False - the fields will not be auto-refreshed in the background. The user can manually delete the file(s) or refresh the fields using methods from ModuleFieldsHandler(zcrmsdk/src/com/zoho/crm/api/util/module_fields_handler.py)

        pick_list_validation (Default value is True)
        A boolean field that validates user input for a pick list field and allows or disallows the addition of a new value to the list.
            if True - the SDK validates the input. If the value does not exist in the pick list, the SDK throws an error.
            if False - the SDK does not validate the input and makes the API request with the user’s input to the pick list

        connect_timeout (Default value is None) 
            A  Float field to set connect timeout

        read_timeout (Default value is None) 
            A  Float field to set read timeout
        """
        config = SDKConfig(auto_refresh_fields=True, pick_list_validation=False, connect_timeout=None, read_timeout=None)

        """
        The path containing the absolute directory path (in the key resource_path) to store user-specific files containing information about fields in modules. 
        """
        resource_path = '/Users/user_name/Documents/python-app'

        """
        Create an instance of RequestProxy class that takes the following parameters
        1 -> Host
        2 -> Port Number
        3 -> User Name. Default value is None
        4 -> Password. Default value is None
        """
        request_proxy = RequestProxy(host='host', port=8080)

        request_proxy = RequestProxy(host='host', port=8080, user='user', password='password')

        """
        Call the static initialize method of Initializer class that takes the following arguments
        1 -> UserSignature instance
        2 -> Environment instance
        3 -> Token instance
        4 -> TokenStore instance
        5 -> SDKConfig instance
        6 -> resource_path
        7 -> Logger instance. Default value is None
        8 -> RequestProxy instance. Default value is None
        """
        Initializer.initialize(user=user, environment=environment, token=token, store=store, sdk_config=config, resource_path=resource_path, logger=logger, proxy=request_proxy)


SDKInitializer.initialize()
  • You can now access the functionalities of the SDK. Refer to the sample codes to make various API calls through the SDK.

Class Hierarchy

classdiagram

Responses and Exceptions

All SDK methods return an instance of the APIResponse class.

After a successful API request, the get_object() method returns an instance of the ResponseWrapper (for GET) or the ActionWrapper (for POST, PUT, DELETE)

Whenever the API returns an error response, the get_object() returns an instance of APIException class.

ResponseWrapper (for GET requests) and ActionWrapper (for POST, PUT, DELETE requests) are the expected objects for Zoho CRM APIs’ responses

However, some specific operations have different expected objects, such as the following:

  • Operations involving records in Tags

    • RecordActionWrapper
  • Getting Record Count for a specific Tag operation

    • CountWrapper
  • Operations involving BaseCurrency

    • BaseCurrencyActionWrapper
  • Lead convert operation

    • ConvertActionWrapper
  • Retrieving Deleted records operation

    • DeletedRecordsWrapper
  • Record image download operation

    • FileBodyWrapper
  • MassUpdate record operations

    • MassUpdateActionWrapper
    • MassUpdateResponseWrapper

GET Requests

  • The get_object() returns an instance of one of the following classes, based on the return type.

    • For application/json responses

      • ResponseWrapper
      • CountWrapper
      • DeletedRecordsWrapper
      • MassUpdateResponseWrapper
      • APIException
    • For file download responses

      • FileBodyWrapper
      • APIException

POST, PUT, DELETE Requests

  • The getObject() returns an instance of one of the following classes

    • ActionWrapper
    • RecordActionWrapper
    • BaseCurrencyActionWrapper
    • MassUpdateActionWrapper
    • ConvertActionWrapper
    • APIException
  • These wrapper classes may contain one or a list of instances of the following classes, depending on the response.

    • SuccessResponse Class, if the request was successful.
    • APIException Class, if the request was erroneous.

For example, when you insert two records, and one of them was inserted successfully while the other one failed, the ActionWrapper will contain one instance each of the SuccessResponse and APIException classes.

All other exceptions such as SDK anomalies and other unexpected behaviours are thrown under the SDKException class.

Threading in the Python SDK

Threads in a Python program help you achieve parallelism. By using multiple threads, you can make a Python program run faster and do multiple things simultaneously.

Multithreading in a Multi-user App

Multi-threading for multi-users is achieved using Initializer's static switch_user() method. switch_user() takes the value initialized previously for user, enviroment, token and sdk_config incase None is passed (or default value is passed). In case of request_proxy, if intended, the value has to be passed again else None(default value) will be taken.

# without proxy
Initializer.switch_user(user=user, environment=environment, token=token, sdk_config=sdk_config_instance)

# with proxy
Initializer.switch_user(user=user, environment=environment, token=token, sdk_config=sdk_config_instance, proxy=request_proxy)

Here is a sample code to depict multi-threading for a multi-user app.

import threading
from zcrmsdk.src.com.zoho.crm.api.user_signature import UserSignature
from zcrmsdk.src.com.zoho.crm.api.dc import USDataCenter, EUDataCenter
from zcrmsdk.src.com.zoho.api.authenticator.store import DBStore
from zcrmsdk.src.com.zoho.api.logger import Logger
from zcrmsdk.src.com.zoho.crm.api.initializer import Initializer
from zcrmsdk.src.com.zoho.api.authenticator.oauth_token import OAuthToken
from zcrmsdk.src.com.zoho.crm.api.record import *
from zcrmsdk.src.com.zoho.crm.api.request_proxy import RequestProxy
from zcrmsdk.src.com.zoho.crm.api.sdk_config import SDKConfig


class MultiThread(threading.Thread):

    def __init__(self, environment, token, user, module_api_name, sdk_config, proxy=None):
        super().__init__()
        self.environment = environment
        self.token = token
        self.user = user
        self.module_api_name = module_api_name
        self.sdk_config = sdk_config
        self.proxy = proxy

    def run(self):
        try:
            Initializer.switch_user(user=self.user, environment=self.environment, token=self.token, sdk_config=self.sdk_config, proxy=self.proxy)

            print('Getting records for User: ' + Initializer.get_initializer().user.get_email())

            response = RecordOperations().get_records(self.module_api_name)

            if response is not None:

                # Get the status code from response
                print('Status Code: ' + str(response.get_status_code()))

                if response.get_status_code() in [204, 304]:
                    print('No Content' if response.get_status_code() == 204 else 'Not Modified')
                    return

                # Get object from response
                response_object = response.get_object()

                if response_object is not None:

                    # Check if expected ResponseWrapper instance is received.
                    if isinstance(response_object, ResponseWrapper):
                        # Get the list of obtained Record instances
                        record_list = response_object.get_data()

                        for record in record_list:
                            for key, value in record.get_key_values().items():
                                print(key + " : " + str(value))

                    # Check if the request returned an exception
                    elif isinstance(response_object, APIException):
                        # Get the Status
                        print("Status: " + response_object.get_status().get_value())

                        # Get the Code
                        print("Code: " + response_object.get_code().get_value())

                        print("Details")

                        # Get the details dict
                        details = response_object.get_details()

                        for key, value in details.items():
                            print(key + ' : ' + str(value))

                        # Get the Message
                        print("Message: " + response_object.get_message().get_value())

        except Exception as e:
            print(e)

    @staticmethod
    def call():
        logger = Logger.get_instance(level=Logger.Levels.INFO, file_path="/Users/user_name/Documents/python_sdk_log.log")

        user1 = UserSignature(email="abc@zoho.com")

        token1 = OAuthToken(client_id="clientId1", client_secret="clientSecret1", grant_token="Grant Token", refresh_token="refresh_token", id="id")

        environment1 = USDataCenter.PRODUCTION()

        store = DBStore()

        sdk_config_1 = SDKConfig(auto_refresh_fields=True, pick_list_validation=False)

        resource_path = '/Users/user_name/Documents/python-app'

        user1_module_api_name = 'Leads'

        user2_module_api_name = 'Contacts'

        environment2 = EUDataCenter.SANDBOX()

        user2 = UserSignature(email="abc@zoho.eu")

        sdk_config_2 = SDKConfig(auto_refresh_fields=False, pick_list_validation=True)

        token2 = OAuthToken(client_id="clientId2", client_secret="clientSecret2",grant_token="GRANT Token", refresh_token="refresh_token", redirect_url="redirectURL", id="id")

        request_proxy_user_2 = RequestProxy("host", 8080)

        Initializer.initialize(user=user1, environment=environment1, token=token1, store=store, sdk_config=sdk_config_1, resource_path=resource_path, logger=logger)

        t1 = MultiThread(environment1, token1, user1, user1_module_api_name, sdk_config_1)
        t2 = MultiThread(environment2, token2, user2, user2_module_api_name, sdk_config_2, request_proxy_user_2)

        t1.start()
        t2.start()

        t1.join()
        t2.join()


MultiThread.call()
  • The program execution starts from call().

  • The details of user1 are given in the variables user1, token1, environment1.

  • Similarly, the details of another user user2 are given in the variables user2, token2, environment2.

  • For each user, an instance of MultiThread class is created.

  • When the start() is called which in-turn invokes the run(), the details of user1 are passed to the switch_user method through the MultiThread object. Therefore, this creates a thread for user1.

  • Similarly, When the start() is invoked again, the details of user2 are passed to the switch_user function through the MultiThread object. Therefore, this creates a thread for user2.

Multi-threading in a Single User App

Here is a sample code to depict multi-threading for a single-user app.

import threading
from zcrmsdk.src.com.zoho.crm.api.user_signature import UserSignature
from zcrmsdk.src.com.zoho.crm.api.dc import USDataCenter
from zcrmsdk.src.com.zoho.api.authenticator.store import DBStore
from zcrmsdk.src.com.zoho.api.logger import Logger
from zcrmsdk.src.com.zoho.crm.api.initializer import Initializer
from zcrmsdk.src.com.zoho.api.authenticator.oauth_token import OAuthToken
from zcrmsdk.src.com.zoho.crm.api.sdk_config import SDKConfig
from zcrmsdk.src.com.zoho.crm.api.record import *


class MultiThread(threading.Thread):

    def __init__(self, module_api_name):
        super().__init__()
        self.module_api_name = module_api_name

    def run(self):
        try:
            print("Calling Get Records for module: " + self.module_api_name)

            response = RecordOperations().get_records(self.module_api_name)

            if response is not None:

                # Get the status code from response
                print('Status Code: ' + str(response.get_status_code()))

                if response.get_status_code() in [204, 304]:
                    print('No Content' if response.get_status_code() == 204 else 'Not Modified')
                    return

                # Get object from response
                response_object = response.get_object()

                if response_object is not None:

                    # Check if expected ResponseWrapper instance is received.
                    if isinstance(response_object, ResponseWrapper):
                        # Get the list of obtained Record instances
                        record_list = response_object.get_data()

                        for record in record_list:
                            for key, value in record.get_key_values().items():
                                print(key + " : " + str(value))

                    # Check if the request returned an exception
                    elif isinstance(response_object, APIException):
                        # Get the Status
                        print("Status: " + response_object.get_status().get_value())

                        # Get the Code
                        print("Code: " + response_object.get_code().get_value())

                        print("Details")

                        # Get the details dict
                        details = response_object.get_details()

                        for key, value in details.items():
                            print(key + ' : ' + str(value))

                        # Get the Message
                        print("Message: " + response_object.get_message().get_value())

        except Exception as e:
            print(e)

    @staticmethod
    def call():
        logger = Logger.get_instance(level=Logger.Levels.INFO, file_path="/Users/user_name/Documents/python_sdk_log.log")

        user = UserSignature(email="abc@zoho.com")

        token = OAuthToken(client_id="clientId", client_secret="clientSecret", grant_token="grant_token", refresh_token="refresh_token", redirect_url="redirectURL", id="id")

        environment = USDataCenter.PRODUCTION()

        store = DBStore()

        sdk_config = SDKConfig()

        resource_path = '/Users/user_name/Documents/python-app'

        Initializer.initialize(user=user, environment=environment, token=token, store=store, sdk_config=sdk_config, resource_path=resource_path, logger=logger)

        t1 = MultiThread('Leads')
        t2 = MultiThread('Quotes')

        t1.start()
        t2.start()

        t1.join()
        t2.join()


MultiThread.call()
  • The program execution starts from call() where the SDK is initialized with the details of the user.

  • When the start() is called which in-turn invokes the run(), the module_api_name is switched through the MultiThread object. Therefore, this creates a thread for the particular MultiThread instance.

SDK Sample code

from datetime import datetime
from zcrmsdk.src.com.zoho.crm.api.user_signature import UserSignature
from zcrmsdk.src.com.zoho.crm.api.dc import USDataCenter
from zcrmsdk.src.com.zoho.api.authenticator.store import DBStore
from zcrmsdk.src.com.zoho.api.logger import Logger
from zcrmsdk.src.com.zoho.crm.api.initializer import Initializer
from zcrmsdk.src.com.zoho.api.authenticator.oauth_token import OAuthToken
from zcrmsdk.src.com.zoho.crm.api.record import *
from zcrmsdk.src.com.zoho.crm.api import HeaderMap, ParameterMap
from zcrmsdk.src.com.zoho.crm.api.sdk_config import SDKConfig


class Record(object):

    def __init__(self):
        pass

    @staticmethod
    def get_records():

        """
        Create an instance of Logger Class that takes two parameters
        1 -> Level of the log messages to be logged. Can be configured by typing Logger.Levels "." and choose any level from the list displayed.
        2 -> Absolute file path, where messages need to be logged.
        """
        logger = Logger.get_instance(level=Logger.Levels.INFO,
                                     file_path="/Users/user_name/Documents/python_sdk_log.log")

        # Create an UserSignature instance that takes user Email as parameter
        user = UserSignature(email="abc@zoho.com")

        """
        Configure the environment
        which is of the pattern Domain.Environment
        Available Domains: USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter
        Available Environments: PRODUCTION(), DEVELOPER(), SANDBOX()
        """
        environment = USDataCenter.PRODUCTION()

        """
        Create a Token instance that takes the following parameters
        1 -> OAuth client id.
        2 -> OAuth client secret.
        3 -> Grant token.
        4 -> Refresh token.
        5 -> OAuth redirect URL.
        6 -> id
        """
        token = OAuthToken(client_id="clientId", client_secret="clientSecret", grant_token="grant_token", refresh_token="refresh_token", redirect_url="redirectURL", id="id")

        """
        Create an instance of TokenStore
        1 -> DataBase host name. Default value "localhost"
        2 -> DataBase name. Default value "zohooauth"
        3 -> DataBase user name. Default value "root"
        4 -> DataBase password. Default value ""
        5 -> DataBase port number. Default value "3306"
        6->  DataBase table name . Default value "oauthtoken"
        """
        store = DBStore()

        """
        auto_refresh_fields (Default value is False)
            if True - all the modules' fields will be auto-refreshed in the background, every hour.
            if False - the fields will not be auto-refreshed in the background. The user can manually delete the file(s) or refresh the fields using methods from ModuleFieldsHandler(zcrmsdk/src/com/zoho/crm/api/util/module_fields_handler.py)

        pick_list_validation (Default value is True)
            A boolean field that validates user input for a pick list field and allows or disallows the addition of a new value to the list.
            if True - the SDK validates the input. If the value does not exist in the pick list, the SDK throws an error.
            if False - the SDK does not validate the input and makes the API request with the user’s input to the pick list
         connect_timeout (Default value is None) 
            A  Float field to set connect timeout

         read_timeout (Default value is None) 
            A  Float field to set read timeout
         """
        config = SDKConfig(auto_refresh_fields=True, pick_list_validation=False, connect_timeout=None, read_timeout=None)

        """
        The path containing the absolute directory path (in the key resource_path) to store user-specific files containing information about fields in modules. 
        """
        resource_path = '/Users/user_name/Documents/python-app'

        """
        Call the static initialize method of Initializer class that takes the following arguments
        1 -> UserSignature instance
        2 -> Environment instance
        3 -> Token instance
        4 -> TokenStore instance
        5 -> SDKConfig instance
        6 -> resource_path
        7 -> Logger instance
        """
        Initializer.initialize(user=user, environment=environment, token=token, store=store, sdk_config=config, resource_path=resource_path, logger=logger)

        try:
            module_api_name = 'Leads'

            param_instance = ParameterMap()

            param_instance.add(GetRecordsParam.converted, 'both')

            param_instance.add(GetRecordsParam.cvid, '12712717217218')

            header_instance = HeaderMap()

            header_instance.add(GetRecordsHeader.if_modified_since, datetime.now())

            response = RecordOperations().get_records(module_api_name, param_instance, header_instance)

            if response is not None:

                # Get the status code from response
                print('Status Code: ' + str(response.get_status_code()))

                if response.get_status_code() in [204, 304]:
                    print('No Content' if response.get_status_code() == 204 else 'Not Modified')
                    return

                # Get object from response
                response_object = response.get_object()

                if response_object is not None:

                    # Check if expected ResponseWrapper instance is received.
                    if isinstance(response_object, ResponseWrapper):
                        # Get the list of obtained Record instances
                        record_list = response_object.get_data()

                        for record in record_list:

                            # Get the ID of each Record
                            print("Record ID: " + record.get_id())

                            # Get the createdBy User instance of each Record
                            created_by = record.get_created_by()

                            # Check if created_by is not None
                            if created_by is not None:
                                # Get the Name of the created_by User
                                print("Record Created By - Name: " + created_by.get_name())

                                # Get the ID of the created_by User
                                print("Record Created By - ID: " + created_by.get_id())

                                # Get the Email of the created_by User
                                print("Record Created By - Email: " + created_by.get_email())

                            # Get the CreatedTime of each Record
                            print("Record CreatedTime: " + str(record.get_created_time()))

                            if record.get_modified_time() is not None:
                                # Get the ModifiedTime of each Record
                                print("Record ModifiedTime: " + str(record.get_modified_time()))

                            # Get the modified_by User instance of each Record
                            modified_by = record.get_modified_by()

                            # Check if modified_by is not None
                            if modified_by is not None:
                                # Get the Name of the modified_by User
                                print("Record Modified By - Name: " + modified_by.get_name())

                                # Get the ID of the modified_by User
                                print("Record Modified By - ID: " + modified_by.get_id())

                                # Get the Email of the modified_by User
                                print("Record Modified By - Email: " + modified_by.get_email())

                            # Get the list of obtained Tag instance of each Record
                            tags = record.get_tag()

                            if tags is not None:
                                for tag in tags:
                                    # Get the Name of each Tag
                                    print("Record Tag Name: " + tag.get_name())

                                    # Get the Id of each Tag
                                    print("Record Tag ID: " + tag.get_id())

                            # To get particular field value
                            print("Record Field Value: " + str(record.get_key_value('Last_Name')))

                            print('Record KeyValues: ')

                            for key, value in record.get_key_values().items():
                                print(key + " : " + str(value))

                    # Check if the request returned an exception
                    elif isinstance(response_object, APIException):
                        # Get the Status
                        print("Status: " + response_object.get_status().get_value())

                        # Get the Code
                        print("Code: " + response_object.get_code().get_value())

                        print("Details")

                        # Get the details dict
                        details = response_object.get_details()

                        for key, value in details.items():
                            print(key + ' : ' + str(value))

                        # Get the Message
                        print("Message: " + response_object.get_message().get_value())

        except Exception as e:
            print(e)


Record.get_records()

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