Why You Need to Move Quickly from Zoho API V1.0 to V2.0

March 8, 2019
Aaina Bajaj

An API is a set of a defined mechanism of communication between 2 or more systems. Hence, the API is supreme to the optimal functioning of integration with the CRM system. Zoho API is based on REST API that allows you to connect the CRM system with third-party applications. And in 2018, Zoho made an announcement that a new version of the API – Zoho V2.0 has been released and replaced the previous version V1.0.

Move-quickly-Zoho-V1.0-V2.0-SignitySolutions

Most of the people know that the support for the Zoho CRM V1.0 API has been depreciated on 31st Dec 2018 itself. Stating that Zoho will not provide any development support related to V1.0 API’s. However, the functionality built in that version of the API will remain active till Dec, 31st 2019 by sunset.

If you rely on Custom Functions, AI development services, or Deluge in any way, the update will promote a far reaching effect on your current functionality. Thus, it is important that you are familiar about what these features are and how you should prepare for the upcoming update.

Though the upgrade might sound a bit of a hassle, but Zoho CRM V2.0 API is offering a lot of flexibility and additional features designed to improve the integration security with the third-party systems, as well as improving the functionality and reliability of the API interface.

If you as a user is still using the V1.0 API’s, it’s time to upgrade the API as soon as possible to V2.0 in order to smoothen as well as fasten up the business processes.

Why switch to Zoho API v2.0

 

With the current authentication method that V1.0 offers, a compromised API key could provide an unauthorized user with administrative privileges.

This security risk will no longer prevail with API V2.0 as there are no permanent access keys to be compromised. OAuth2.0 protocol offer users a secure and easy way to use authentication.

Additionally, Zoho API v2.0 offers several major advantages and enhancements over API v1.0:

 

  • Significant Increase in the daily limits of API calls (up to 1,000,000 calls)
  • Authentication via OAuth 2.0 protocol
  • API V2.0 includes functionality related to Blueprints, approvals, and workflows
  • Adherence to REST standards
  • API 2.0 provides easy JSON parsing only however, API V1.0 was using JSON and XML parsing (XML was a bit old fashioned and slow as well)
  • New API dashboard for better usage analytics
  • Introduction of API names so that the changes in names (labels) of custom fields and custom modules won’t affect the existing integration and that was a long time need upgrade which developers and business owners were looking for.
  • Date/Time field values will be updated to the ISO 8601 format that includes the time zone.
  • Better Support for Mobile SDKs, JavaScript SDKs, and Server side SDKs.
  • Introduction to share some of the permissions on the module as well as records accessibility

This is not the end of the feature list of new Zoho CRM API 2.0. There is a ton the plate which Zoho development services is offering and constantly improving to make the customer experience better.

API Methods of Zoho CRM Oauth 2.0

 

getRecords   To retrieve all user data specified in the API request
getRecordById   To retrieve individual records by record ID
getDeletedRecordIds   To retrieve the list of IDs of deleted records from recycle bin
insertRecords   To insert records into the required Zoho CRM module
updateRecords   To update or modify the records in Zoho CRM
getSearchRecordsByPDC   To search the values based on pre-defined columns
deleteRecords   To delete the selected records
convertLead   To convert leads to potential, account and contact
getRelatedRecords   To retrieve records related to a primary module
getFields   To retrieve the details of fields available in a module
updateRelatedRecords   To update records related to another record
uploadFile   To attach a file to a record
delink   To disassociate the relationship between parent and child records
downloadFile   To download a file attached to a record
 deleteFile 
  To delete a file attached to a record
uploadPhoto    To add a photo to a contact or lead
downloadPhoto    To download the photo of a contact or lead
deletePhoto    To delete a photo of a contact or lead
getModules    To retrieve all modules from the Zoho CRM account
searchRecords 
  To retrieve the records that match your search

Source: Zoho

Summarizing V2 Vs V1

 

 Field Attribute changes:

API Version 1.0 API Version 2.0
{MODULE}ID (Ex. LEADID,CONTACTID,etc) id
SMOWNERID id given within the Owner JSONObject.
{MODULE} OWNER (Ex. Lead Owner, Case Owner)
name given within Owner JSONObject.
SMCREATORID name given within Created_ByJSONObject.
MODIFIEDBY
id given within Modified_By JSONObject
Modified By
name given within Modified_ByJSONObject

 Source: Zoho

Field Format types:

 

Field Type V 1.0 Format V 1.0 Format
Single Line <FL val=”Single_Line 1″> <![CDATA[this is single line]]> </FL> “Single_Line_1”: “This is single line”
Multi Line <FL val=”Multi-Line 1″><![CDATA[this is a multi line second line]]></FL> “Multi_Line_1”: “This is \multi line\second line”,
Email <FL val=”Email”><![CDATA[email@zoho.com]]><FL> “Email_1”: “email1@email.com”,
Phone
<FL val=”Phone 1″><![CDATA[9900000000]]></FL>
“Phone_1”: “9900000000”,
Picklist <FL val=”picklist1″><![CDATA[one]]></FL> “picklist1”: “one”,
Multi-select Picklist

 

<FL val=”Multi-Select 1″><![CDATA[Option1;Option 2]]></FL>
“Multi_Select_1”: [
“Option 1”,
“Option 2”]
Date <FL val=”Date 1″><![CDATA[2018-03-29]]></FL> “Date_1”: “2018-03-29”,
 

Date/Time

 

<FL val=”Date/Time 1″><![CDATA[2018-04-07 10:00:00]]></FL> “Date_Time_1”: “2018-04-07T10:00:00+05:30”,
Number <FL val=”Number 1″><![CDATA[50000]]></FL> “Number_1”: 50000,
Currency
<FL val=”Currency 1″><![CDATA[230000500]]></FL>
“Currency_1”: 230000500,
Decimal <FL val=”Decimal 1″><![CDATA[1234.9]]></FL>
“Decimal_1”: 1234.9,

Source: Zoho

Upgrade from API V1.0 to API V 2.0 in just a few steps:-

 

  • Hire an outsourcing team of developers, who will help you develop a comprehensive action plan with a proper impact assessment of CRM functionality
  • Initially, Zoho Developers will review and analyze the existing scripts, workflows and API’s integration functionality that use Zoho API. This, in turn will make the upgradation process hassle free as well as smooth delivery can be made accordingly.
  • If there is any requirement of adding Blueprint and layout functionality, then we can do it via API 2.0
  • Test the entire system and validate your new code to ensure there are no interruptions when migrating to API V2.0. I am sure your user experience will be much more efficient with new Zoho CRM functionalities.

Moreover, for more information, please refer deprecation of API v1.0 announcement and the migration document from API v1.0 to API v2.0.

However, If you are not familiar with the upgradation process, please contact Signity Solutions for a free Consultation.

We are licensed Zoho CRM consultants and will help you unlock practical use cases related to the new Zoho API version according to your Industry vertical. I am sure, together we can make a great tech and solution team.

No comments

Leave a Reply

Your email address will not be published. Required fields are marked *


*

Send us your requirements. We will get back to you with a free quote..