License
Copyright (c) 2021, ZOHO CORPORATION PRIVATE LIMITED
All rights reserved.
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
ZOHO CRM NODEJS SDK - 2.0
Table Of Contents
- Overview
- Registering a Zoho Client
- Environmental Setup
- Including the SDK in your project
- Persistence
- Configuration
- Initialization
- Class Hierarchy
- Responses And Exceptions
- Multi User Support
- Sample Code
Overview
Zoho CRM NodeJS SDK offers a way to create client NodeJS 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
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
NodeJS SDK is installable through npm. npm is a tool for dependency management in NodeJS. SDK expects the following from the client app:
-
Client app must have Node(version 12 and above)
-
NodeJS SDK must be installed in the client app through npm.
Including the SDK in your project
-
Install Node from nodejs.org (if not installed).
-
Install NodeJS SDK
- Navigate to the workspace of your client app.
- Run the command below:
npm install @zohocrm/nodejs-sdk-2.0
-
The NodeJS SDK will be installed and a package named @zohocrm/nodejs-sdk-2.0 will be created in the local machine.
-
Another method to install the SDK:
- Add dependencies to the package.json of the node server with the latest version (recommended)
- Run npm install in the directory which installs all the dependencies mentioned in package.json.
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 TokenStore Class, which has the following callback methods.
-
getToken(user, token) - invoked before firing a request to fetch the saved tokens. This method should return implementation Token Class object for the library to process it.
-
saveToken(user, token) - invoked after fetching access and refresh tokens from Zoho.
-
deleteToken(token) - invoked before saving the latest tokens.
-
getTokens() - The method to retrieve all the stored tokens.
-
deleteTokens() - The method to delete all the stored tokens.
-
getTokenById(id, token) - The method to retrieve the user's token details based on unique ID.
Note:
-
id is a string.
-
user is an instance of UserSignature.
-
token is an instance of Token interface.
DataBase Persistence
In case the user prefers to use the default DataBase persistence, MySQL can be used.
-
The database name should be zohooauth.
-
There must be a table name oauthtoken with columns.
-
id varchar(255)
-
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)
);Create DBStore object
const DBBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/db_builder").DBBuilder;
/*
* hostName -> DataBase host name. Default value "localhost"
* databaseName -> DataBase name. Default value "zohooauth"
* userName -> DataBase user name. Default value "root"
* password -> DataBase password. Default value ""
* portNumber -> DataBase port number. Default value "3306"
* tableName -> Table Name. Default value "oauthtoken"
*/
let tokenstore = new DBBuilder()
.host("hostName")
.databaseName("databaseName")
.userName("userName")
.portNumber("portNumber")
.tableName("tableName")
.password("password")
.build();File Persistence
In case of default File Persistence, the user can persist tokens in the local drive, by providing the 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
const FileStore = require( "@zohocrm/nodejs-sdk-2.0/models/authenticator/store/file_store").FileStore;
/*
* FileStore takes the following parameter
* 1 -> Absolute file path of the file to persist tokens
*/
let tokenstore = new FileStore("/Users/username/Documents/nodejs_sdk_tokens.txt");Custom Persistence
To use Custom Persistence, you must extend TokenStore Class (@zohocrm/nodejs-sdk-2.0/models/authenticator/store/token_store) and override the methods.
const TokenStore = require('@zohocrm/nodejs-sdk-2.0/models/authenticator/store/token_store').TokenStore;
class CustomStore extends TokenStore {
constructor() {
super();
}
/**
* @param {UserSignature} user A UserSignature class instance.
* @param {Token} token A Token (@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_token) class instance.
* @returns A Token class instance representing the user token details.
* @throws {SDKException} if any error occurs.
*/
getToken(user, token) {
// Add code to get the token
return null;
}
/**
*
* @param {UserSignature} user A UserSignature class instance.
* @param {Token} token A Token (@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_token) class instance.
* @throws {SDKException} if any error occurs.
*/
saveToken(user, token) {
// Add code to save the token
}
/**
*
* @param {Token} token A Token (@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_token) class instance.
* @throws {SDKException} if any error occurs.
*/
deleteToken(token) {
// Add code to delete the token
}
/**
* @returns {Array} - An array of Token class instances
* @throws {SDKException}
*/
getTokens() {
//Add code to retrieve all the stored tokens.
}
/**
* @throws {SDKException}
*/
deleteTokens() {
//Add code to delete all the stored tokens.
}
/**
* @param {String} id A string.
* @param {Token} token A Token (com\zoho\api\authenticator\OAuthToken) class instance.
* @return A Token class instance representing the user token details.
* @throws SDKException if any problem occurs.
*/
getTokenById(id, token) {
// Add code to get the token using unique id
}
}
module.exports = { CustomStore }Configuration
Before you get started with creating your NodeJS application, you need to register your client and authenticate the app with Zoho.
| Mandatory Keys | Optional Keys |
|---|---|
| user | logger |
| environment | tokenstore |
| token | sdkConfig |
| requestProxy | |
| resourcePath |
-
Create an instance of UserSignature that identifies the current user.
const UserSignature = require( "@zohocrm/nodejs-sdk-2.0/routes/user_signature").UserSignature; //Create an UserSignature instance that takes user Email as parameter let user = new UserSignature("abc@zoho.com");
-
Configure the API environment which decides the domain and the URL to make API calls.
const USDataCenter = require( "@zohocrm/nodejs-sdk-2.0/routes/dc/us_data_center").USDataCenter; /* * Configure the environment * which is of the pattern Domain.Environment * Available Domains: USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter * Available Environments: PRODUCTION(), DEVELOPER(), SANDBOX() */ let environment = USDataCenter.PRODUCTION();
-
Create an instance of OAuthToken with the information that you get after registering your Zoho client.
const OAuthBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_builder").OAuthBuilder; /* * Create a Token instance that requires the following * clientId -> OAuth client id. * clientSecret -> OAuth client secret. * refreshToken -> REFRESH token. * accessToken -> Access token. * grantToken -> GRANT token. * id -> User unique id. * redirectURL -> OAuth redirect URL. */ //Create a Token instance // if refresh token is available // The SDK throws an exception, if the given id is invalid. let token = new OAuthBuilder() .id("id") .build(); // if grant token is available let token = new OAuthBuilder() .clientId("clientId") .clientSecret("clientSecret") .grantToken("grantToken") .redirectURL("redirectURL") .build(); // if ID (obtained from persistence) is available let token = new OAuthBuilder() .clientId("clientId") .clientSecret("clientSecret") .refreshToken("refreshToken") .redirectURL("redirectURL") .build(); // if access token is available let token = new OAuthBuilder() .accessToken("accessToken") .build();
-
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 parallel to node_modules)
const LogBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/logger/log_builder").LogBuilder; const Levels = require("@zohocrm/nodejs-sdk-2.0/routes/logger/logger").Levels; /* * Create an instance of Logger Class that takes two parameters * level -> Level of the log messages to be logged. Can be configured by typing Levels "." and choose any level from the list displayed. * filePath -> Absolute file path, where messages need to be logged. */ let logger = new LogBuilder() .level(Levels.INFO) .filePath("/Users/user_name/Documents/node_sdk_logs.log") .build();
-
Create an instance of TokenStore to persist tokens, used for authenticating all the requests. By default, the SDK creates the sdk_tokens.txt file (parallel to node_modules folder) to persist the tokens.
const DBBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/db_builder").DBBuilder; const FileStore = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/file_store").FileStore; /* * hostName -> DataBase host name. Default value "localhost" * databaseName -> DataBase name. Default value "zohooauth" * userName -> DataBase user name. Default value "root" * password -> DataBase password. Default value "" * portNumber -> DataBase port number. Default value "3306" * tableName -> Table Name. Default value "oauthtoken" */ let tokenstore = new DBBuilder() .host("hostName") .databaseName("databaseName") .userName("userName") .portNumber("portNumber") .tableName("tableName") .password("password") .build(); let tokenstore = new FileStore("absolute_file_path");
-
Create an instance of SDKConfig containing SDK configurations.
const SDKConfigBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/sdk_config_builder").MasterModel; /* By default, the SDK creates the SDKConfig instance * autoRefreshFields (default - 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(utils/util/module_fields_handler.js) * * pickListValidation (default - 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 */ let sdkConfig = new SDKConfigBuilder().pickListValidation(false).autoRefreshFields(true).build();
-
Create an instance of RequestProxy containing the proxy properties of the user.
const ProxyBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/proxy_builder").ProxyBuilder; /* * RequestProxy class takes the following parameters * host -> Host * port -> Port Number * user -> User Name. Default null. * password -> Password. Default null */ let requestProxy = new ProxyBuilder() .host("proxyHost") .port("proxyPort") .user("proxyUser") .password("password") .build();
-
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 in a folder parallel to node_modules
let resourcePath = "/Users/user_name/Documents/nodejs-app";
Initializing the Application
Initialize the SDK using the following code.
const InitializeBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/initialize_builder").InitializeBuilder;
const OAuthBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_builder").OAuthBuilder;
const UserSignature = require("@zohocrm/nodejs-sdk-2.0/routes/user_signature").UserSignature;
const Levels = require("@zohocrm/nodejs-sdk-2.0/routes/logger/logger").Levels;
const LogBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/logger/log_builder").LogBuilder;
const USDataCenter = require("@zohocrm/nodejs-sdk-2.0/routes/dc/us_data_center").USDataCenter;
const DBBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/db_builder").DBBuilder;
const FileStore = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/file_store").FileStore;
const SDKConfigBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/sdk_config_builder").SDKConfigBuilder;
const ProxyBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/proxy_builder").ProxyBuilder;
class Initializer {
static async initialize() {
/*
* Create an instance of Logger Class that takes two parameters
* level -> Level of the log messages to be logged. Can be configured by typing Levels "." and choose any level from the list displayed.
* filePath -> Absolute file path, where messages need to be logged.
*/
let logger = new LogBuilder()
.level(Levels.INFO)
.filePath("/Users/user_name/Documents/node_sdk_log.log")
.build();
/*
* Create an UserSignature instance that takes user Email as parameter
*/
let user = new UserSignature("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()
*/
let environment = USDataCenter.PRODUCTION();
/*
* Create a Token instance that requires the following
* clientId -> OAuth client id.
* clientSecret -> OAuth client secret.
* refreshToken -> REFRESH token.
* grantToken -> GRANT token.
* id -> User unique id.
* redirectURL -> OAuth redirect URL.
*/
// if ID (obtained from persistence) is available
let token = new OAuthBuilder()
.clientId("clientId")
.clientSecret("clientSecret")
.refreshToken("refreshToken")
.redirectURL("redirectURL")
.build();
/*
* hostName -> DataBase host name. Default value "localhost"
* databaseName -> DataBase name. Default value "zohooauth"
* userName -> DataBase user name. Default value "root"
* password -> DataBase password. Default value ""
* portNumber -> DataBase port number. Default value "3306"
* tableName -> Table Name. Default value "oauthtoken"
*/
let tokenstore = new DBBuilder()
.host("hostName")
.databaseName("databaseName")
.userName("userName")
.portNumber("portNumber")
.tableName("tableName")
.password("password")
.build();
/*
* Create an instance of FileStore that takes absolute file path as parameter
*/
// let store = new FileStore("/Users/userName/Desktop/nodejs_sdk_tokens.txt");
/*
* autoRefreshFields
* 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(utils/util/module_fields_handler.js)
*
* pickListValidation
* 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
*/
let sdkConfig = new SDKConfigBuilder().pickListValidation(false).autoRefreshFields(true).build();
/*
* The path containing the absolute directory path to store user specific JSON files containing module fields information.
*/
let resourcePath = "/Users/user_name/Documents/nodejs-app";
/*
* RequestProxy class takes the following parameters
* host -> Host
* port -> Port Number
* user -> User Name. Default null.
* password -> Password. Default null
*/
let requestProxy = new ProxyBuilder()
.host("proxyHost")
.port("proxyPort")
.user("proxyUser")
.password("password")
.build();
/*
* Call the static initialize method of Initializer class that takes the following arguments
* user -> UserSignature instance
* environment -> Environment instance
* token -> Token instance
* store -> TokenStore instance
* SDKConfig -> SDKConfig instance
* resourcePath -> resourcePath
* logger -> Logger instance
*/
try {
(await new InitializeBuilder())
.user(user)
.environment(environment)
.token(token)
.store(tokenstore)
.SDKConfig(sdkConfig)
.resourcePath(resourcePath)
.logger(logger)
.initialize();
} catch (error) {
console.log(error);
}
// console.log(await tokenstore.getTokens());
}
}
Initializer.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
Responses and Exceptions
All SDK method calls return an instance of APIResponse.
After a successful API request, the getObject() method returns an instance of the ResponseWrapper (for GET) or the ActionWrapper (for POST, PUT, DELETE).
Whenever the API returns an error response, the getObject() 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 getObject() returns 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 instance of one of the following classes
- ActionWrapper
- RecordActionWrapper
- BaseCurrencyActionWrapper
- MassUpdateActionWrapper
- ConvertActionWrapper
- APIException
-
These wrapper classes may contain one or an array 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.
Multi-User support in the NodeJS SDK
The NodeJS SDK supports both single-user and multi-user app.
Multi-user App
The multi-users functionality is achieved using Initializer's static switchUser() method.
(await new InitializeBuilder())
.user(user)
.environment(environment)
.token(token)
.SDKConfig(sdkConfig)
.switchUser();To Remove a user's configuration in SDK. Use the below code
await Initializer.removeUserConfiguration(user, environment)Sample Multi-user code
const UserSignature = require( "@zohocrm/nodejs-sdk-2.0/routes/user_signature").UserSignature;
const USDataCenter = require( "@zohocrm/nodejs-sdk-2.0/routes/dc/us_data_center").USDataCenter;
const EUDataCenter = require( "@zohocrm/nodejs-sdk-2.0/routes/dc/eu_data_center").EUDataCenter;
const {RecordOperations, GetRecordsHeader, GetRecordsParam} = require("@zohocrm/nodejs-sdk-2.0/core/com/zoho/crm/api/record/record_operations");
const ParameterMap = require("@zohocrm/nodejs-sdk-2.0/routes/parameter_map").ParameterMap;
const HeaderMap = require("@zohocrm/nodejs-sdk-2.0/routes/header_map").HeaderMap;
const ResponseWrapper = require("@zohocrm/nodejs-sdk-2.0/core/com/zoho/crm/api/record/response_wrapper").ResponseWrapper;
const InitializeBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/initialize_builder").InitializeBuilder;
const Initializer = require("@zohocrm/nodejs-sdk-2.0/routes/initializer").Initializer;
const OAuthBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_builder").OAuthBuilder;
const Levels = require("@zohocrm/nodejs-sdk-2.0/routes/logger/logger").Levels;
const LogBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/logger/log_builder").LogBuilder;
const DBBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/db_builder").DBBuilder;
const FileStore = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/file_store").FileStore;
const SDKConfigBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/sdk_config_builder").SDKConfigBuilder;
const ProxyBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/proxy_builder").ProxyBuilder;
class Record {
static async call() {
/*
* Create an instance of Logger Class that takes two parameters
* level -> Level of the log messages to be logged. Can be configured by typing Levels "." and choose any level from the list displayed.
* filePath -> Absolute file path, where messages need to be logged.
*/
let logger = new LogBuilder()
.level(Levels.INFO)
.filePath("/Users/user_name/Documents/node_sdk_log.log")
.build();
/*
* Create an UserSignature instance that takes user Email as parameter
*/
let user = new UserSignature("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()
*/
let environment1 = USDataCenter.PRODUCTION();
/*
* Create a Token instance
* clientId -> OAuth client id.
* clientSecret -> OAuth client secret.
* grantToken -> OAuth Grant Token.
* refreshToken -> OAuth Refresh Token token.
* redirectURL -> OAuth Redirect URL.
*/
let token1 = new OAuthBuilder()
.clientId("clientId")
.clientSecret("clientSecret")
.refreshToken("refreshToken")
.redirectURL("redirectURL")
.build();
/*
* Create an instance of TokenStore.
* host -> DataBase host name. Default "localhost"
* databaseName -> DataBase name. Default "zohooauth"
* userName -> DataBase user name. Default "root"
* password -> DataBase password. Default ""
* portNumber -> DataBase port number. Default "3306"
* tableName -> DataBase table name. Default "oauthtoken"
*/
let tokenstore = new DBBuilder()
.host("hostName")
.databaseName("databaseName")
.userName("userName")
.portNumber("portNumber")
.tableName("tableName")
.password("password")
.build();
/*
* Create an instance of FileStore that takes absolute file path as parameter
*/
// let store = new FileStore("/Users/userName/Desktop/nodejs_sdk_tokens.txt");
/*
* A Boolean value to allow or prevent auto-refreshing of the modules' fields in the background.
* if true - all the modules' fields will be auto-refreshed in the background whenever there is any change.
* if false - the fields will not be auto-refreshed in the background. The user can manually delete the file(s) or the specific module's fields using methods from ModuleFieldsHandler
*/
let sdkConfig1 = new SDKConfigBuilder().autoRefreshFields(false).pickListValidation(true).build();
/*
* The path containing the absolute directory path to store user specific JSON files containing module fields information.
*/
let resourcePath = "/Users/user_name/Documents/nodejs-app";
// let requestProxy = new ProxyBuilder()
// .host("proxyHost")
// .port("proxyPort")
// .user("proxyUser")
// .password("password")
// .build();
/*
* Call the static initialize method of Initializer class that takes the following arguments
* user -> UserSignature instance
* environment -> Environment instance
* token -> Token instance
* store -> TokenStore instance
* SDKConfig -> SDKConfig instance
* resourcePath -> resourcePath
* logger -> Logger instance
*/
try {
(await new InitializeBuilder())
.user(user1)
.environment(environment1)
.token(token1)
.store(tokenstore)
.SDKConfig(sdkConfig1)
.resourcePath(resourcePath)
.logger(logger)
.initialize();
} catch (error) {
console.log(error);
}
await Record.getRecords("Leads");
await Initializer.removeUserConfiguration(user1, environment1);
let user2 = new UserSignature("abc2@zoho.eu");
let environment2 = EUDataCenter.SANDBOX();
let token2 = = new OAuthBuilder()
.clientId("clientId")
.clientSecret("clientSecret")
.refreshToken("refreshToken")
.redirectURL("redirectURL")
.build();
let sdkConfig2 = new SDKConfigBuilder().autoRefreshFields(false).pickListValidation(true).build();
(await new InitializeBuilder())
.user(user2)
.environment(environment2)
.token(token2)
.SDKConfig(sdkConfig2)
.switchUser();
await Record.getRecords("Leads");
}
static async getRecords(moduleAPIName) {
try {
//Get instance of RecordOperations Class
let recordOperations = new RecordOperations();
let paramInstance = new ParameterMap();
await paramInstance.add(GetRecordsParam.APPROVED, "both");
let headerInstance = new HeaderMap();
await headerInstance.add(GetRecordsHeader.IF_MODIFIED_SINCE, new Date("2020-01-01T00:00:00+05:30"));
//Call getRecords method that takes paramInstance, headerInstance and moduleAPIName as parameters
let response = await recordOperations.getRecords(moduleAPIName, paramInstance, headerInstance);
if(response != null){
//Get the status code from response
console.log("Status Code: " + response.statusCode);
if([204, 304].includes(response.statusCode)){
console.log(response.statusCode == 204? "No Content" : "Not Modified");
return;
}
//Get the object from response
let responseObject = response.object;
if(responseObject != null){
//Check if expected ResponseWrapper instance is received
if(responseObject instanceof ResponseWrapper){
//Get the array of obtained Record instances
let records = responseObject.getData();
for (let index = 0; index < records.length; index++) {
let record = records[index];
//Get the ID of each Record
console.log("Record ID: " + record.getId());
//Get the createdBy User instance of each Record
let createdBy = record.getCreatedBy();
//Check if createdBy is not null
if(createdBy != null){
//Get the ID of the createdBy User
console.log("Record Created By User-ID: " + createdBy.getId());
//Get the name of the createdBy User
console.log("Record Created By User-Name: " + createdBy.getName());
//Get the Email of the createdBy User
console.log("Record Created By User-Email: " + createdBy.getEmail());
}
//Get the CreatedTime of each Record
console.log("Record CreatedTime: " + record.getCreatedTime());
//Get the modifiedBy User instance of each Record
let modifiedBy = record.getModifiedBy();
//Check if modifiedBy is not null
if(modifiedBy != null){
//Get the ID of the modifiedBy User
console.log("Record Modified By User-ID: " + modifiedBy.getId());
//Get the name of the modifiedBy User
console.log("Record Modified By User-Name: " + modifiedBy.getName());
//Get the Email of the modifiedBy User
console.log("Record Modified By User-Email: " + modifiedBy.getEmail());
}
//Get the ModifiedTime of each Record
console.log("Record ModifiedTime: " + record.getModifiedTime());
//Get the list of Tag instance each Record
let tags = record.getTag();
//Check if tags is not null
if(tags != null){
tags.forEach(tag => {
//Get the Name of each Tag
console.log("Record Tag Name: " + tag.getName());
//Get the Id of each Tag
console.log("Record Tag ID: " + tag.getId());
});
}
//Get all the values
let keyValues = record.getKeyValues();
let keyArray = Array.from(keyValues.keys());
for (let keyIndex = 0; keyIndex < keyArray.length; keyIndex++) {
const keyName = keyArray[keyIndex];
let value = keyValues.get(keyName);
console.log(keyName + " : " + value);
}
}
}
}
}
} catch (error) {
console.log(error);
}
}
}
Record.call();-
The program execution starts from call().
-
The details of "user1" are given in the variables user1, token1, and environment1.
-
Similarly, the details of another user "user2" are given in the variables user2, token2, and environment2.
-
The switchUser() function is used to switch between "user1" and "user2" as required.
-
Based on the latest switched user, Record.getRecords(moduleAPIName) will fetch records.
SDK Sample code
const UserSignature = require( "@zohocrm/nodejs-sdk-2.0/routes/user_signature").UserSignature;
const USDataCenter = require( "@zohocrm/nodejs-sdk-2.0/routes/dc/us_data_center").USDataCenter;
const EUDataCenter = require( "@zohocrm/nodejs-sdk-2.0/routes/dc/eu_data_center").EUDataCenter;
const {RecordOperations, GetRecordsHeader, GetRecordsParam} = require("@zohocrm/nodejs-sdk-2.0/core/com/zoho/crm/api/record/record_operations");
const ParameterMap = require("@zohocrm/nodejs-sdk-2.0/routes/parameter_map").ParameterMap;
const HeaderMap = require("@zohocrm/nodejs-sdk-2.0/routes/header_map").HeaderMap;
const ResponseWrapper = require("@zohocrm/nodejs-sdk-2.0/core/com/zoho/crm/api/record/response_wrapper").ResponseWrapper;
const InitializeBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/initialize_builder").InitializeBuilder;
const Initializer = require("@zohocrm/nodejs-sdk-2.0/routes/initializer").Initializer;
const OAuthBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/oauth_builder").OAuthBuilder;
const Levels = require("@zohocrm/nodejs-sdk-2.0/routes/logger/logger").Levels;
const LogBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/logger/log_builder").LogBuilder;
const DBBuilder = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/db_builder").DBBuilder;
const FileStore = require("@zohocrm/nodejs-sdk-2.0/models/authenticator/store/file_store").FileStore;
const SDKConfigBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/sdk_config_builder").SDKConfigBuilder;
const ProxyBuilder = require("@zohocrm/nodejs-sdk-2.0/routes/proxy_builder").ProxyBuilder;
class Record{
static async getRecords(){
/*
* Create an instance of Logger Class that takes two parameters
* level -> Level of the log messages to be logged. Can be configured by typing Levels "." and choose any level from the list displayed.
* filePath -> Absolute file path, where messages need to be logged.
*/
let logger = new LogBuilder()
.level(Levels.INFO)
.filePath("/Users/user_name/Documents/node_sdk_log.log")
.build();
/*
* Create an UserSignature instance that takes user Email as parameter
*/
let user = new UserSignature("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()
*/
let environment = USDataCenter.PRODUCTION();
/*
* Create a Token instance
* clientId -> OAuth client id.
* clientSecret -> OAuth client secret.
* grantToken -> OAuth Grant Token.
* refreshToken -> OAuth Refresh Token token.
* redirectURL -> OAuth Redirect URL.
*/
let token = new OAuthBuilder()
.clientId("clientId")
.clientSecret("clientSecret")
.refreshToken("refreshToken")
.redirectURL("redirectURL")
.build();
/*
* Create an instance of TokenStore.
* 1 -> DataBase host name. Default "localhost"
* 2 -> DataBase name. Default "zohooauth"
* 3 -> DataBase user name. Default "root"
* 4 -> DataBase password. Default ""
* 5 -> DataBase port number. Default "3306"
*/
let tokenstore = new DBBuilder()
.host("hostName")
.databaseName("databaseName")
.userName("userName")
.portNumber("portNumber")
.tableName("tableName")
.password("password")
.build();
/*
* Create an instance of FileStore that takes absolute file path as parameter
*/
// let store = new FileStore("/Users/userName/Desktop/nodejs_sdk_tokens.txt");
/*
* A Boolean value to allow or prevent auto-refreshing of the modules' fields in the background.
* if true - all the modules' fields will be auto-refreshed in the background whenever there is any change.
* if false - the fields will not be auto-refreshed in the background. The user can manually delete the file(s) or the specific module's fields using methods from ModuleFieldsHandler
*/
let sdkConfig1 = new SDKConfigBuilder().autoRefreshFields(false).pickListValidation(true).build();
/*
* The path containing the absolute directory path to store user specific JSON files containing module fields information.
*/
let resourcePath = "/Users/user_name/Documents/nodejs-app";
// let requestProxy = new ProxyBuilder()
// .host("proxyHost")
// .port("proxyPort")
// .user("proxyUser")
// .password("password")
// .build();
/*
* Call the static initialize method of Initializer class that takes the following arguments
* user -> UserSignature instance
* environment -> Environment instance
* token -> Token instance
* store -> TokenStore instance
* SDKConfig -> SDKConfig instance
* resourcePath -> resourcePath
* logger -> Logger instance
*/
try {
(await new InitializeBuilder())
.user(user)
.environment(environment)
.token(token)
.store(tokenstore)
.SDKConfig(sdkConfig)
.resourcePath(resourcePath)
.logger(logger)
.initialize();
} catch (error) {
console.log(error);
}
try {
let moduleAPIName = "Leads";
//Get instance of RecordOperations Class
let recordOperations = new RecordOperations();
let paramInstance = new ParameterMap();
await paramInstance.add(GetRecordsParam.APPROVED, "both");
let headerInstance = new HeaderMap();
await headerInstance.add(GetRecordsHeader.IF_MODIFIED_SINCE, new Date("2020-01-01T00:00:00+05:30"));
//Call getRecords method that takes paramInstance, headerInstance and moduleAPIName as parameters
let response = await recordOperations.getRecords(moduleAPIName, paramInstance, headerInstance);
if(response != null){
//Get the status code from response
console.log("Status Code: " + response.statusCode);
if([204, 304].includes(response.statusCode)){
console.log(response.statusCode == 204? "No Content" : "Not Modified");
return;
}
//Get the object from response
let responseObject = response.object;
if(responseObject != null){
//Check if expected ResponseWrapper instance is received
if(responseObject instanceof ResponseWrapper){
//Get the array of obtained Record instances
let records = responseObject.getData();
for (let index = 0; index < records.length; index++) {
let record = records[index];
//Get the ID of each Record
console.log("Record ID: " + record.getId());
//Get the createdBy User instance of each Record
let createdBy = record.getCreatedBy();
//Check if createdBy is not null
if(createdBy != null){
//Get the ID of the createdBy User
console.log("Record Created By User-ID: " + createdBy.getId());
//Get the name of the createdBy User
console.log("Record Created By User-Name: " + createdBy.getName());
//Get the Email of the createdBy User
console.log("Record Created By User-Email: " + createdBy.getEmail());
}
//Get the CreatedTime of each Record
console.log("Record CreatedTime: " + record.getCreatedTime());
//Get the modifiedBy User instance of each Record
let modifiedBy = record.getModifiedBy();
//Check if modifiedBy is not null
if(modifiedBy != null){
//Get the ID of the modifiedBy User
console.log("Record Modified By User-ID: " + modifiedBy.getId());
//Get the name of the modifiedBy User
console.log("Record Modified By User-Name: " + modifiedBy.getName());
//Get the Email of the modifiedBy User
console.log("Record Modified By User-Email: " + modifiedBy.getEmail());
}
//Get the ModifiedTime of each Record
console.log("Record ModifiedTime: " + record.getModifiedTime());
//Get the list of Tag instance each Record
let tags = record.getTag();
//Check if tags is not null
if(tags != null){
tags.forEach(tag => {
//Get the Name of each Tag
console.log("Record Tag Name: " + tag.getName());
//Get the Id of each Tag
console.log("Record Tag ID: " + tag.getId());
});
}
//Get all the values
let keyValues = record.getKeyValues();
let keyArray = Array.from(keyValues.keys());
for (let keyIndex = 0; keyIndex < keyArray.length; keyIndex++) {
const keyName = keyArray[keyIndex];
let value = keyValues.get(keyName);
console.log(keyName + " : " + value);
}
}
}
}
}
} catch (error) {
console.log(error);
}
}
}
Record.getRecords();