Your use case. Our milestone. The 200th post in our "Kaizen Series: Continuous Improvement for Developer Experience" is coming up. Share Now

X
Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Easy domain registration, transfer, and secured DNS management.

Try now
New

Payroll software with automated tax payments and filing.

Try now
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Unified payment solution built for all businesses.

Try now
New

Comprehensive email security and archiving for every business.

Try now
Suites

Cloud-based qualitative data analysis tool.

Try now
New

Online community platform for individuals and businesses to grow their network and brand.

Try now
New

Modern retail POS to sell better, manage your entire business, and join the digital revolution.

Try now
SuitesNew

Unified project management platform for intelligent, data-driven work.

Try now
Suites

Unified platform for customer service and support teams.

Try now

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Skip to main content

Get Records

A record is an entity which stores all the combined information of a particular contact or company, which is acquired from various sources. The information may be acquired from a web-form, social media services, advertisements etc. The records API allows the user to get, create, update, delete, or search records.

Purpose

To get the list of available records from a module.

Request Details

Request URL

{api-domain}/crm/{version}/{module_api_name}

To get specific record:
https://www.zohoapis.com/crm/{version}/{module_api_name}/{record_id}

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Custom, Appointments, Appointments Rescheduled History, and Services.

Custom Modules

For custom modules, use their respective API names in the request URL. You can obtain the API name from Setup -> Developer Hub -> APIs & SDKs -> API Names. You can also use the respective custom module's api_name key in the Modules API's response to get the API name of the custom module.

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

If-Modified-Since: 2019-07-25T15:26:49+05:30

Scope

scope=ZohoCRM.modules.ALL
(or)
scope=ZohoCRM.modules.{module_name}.{operation_type}

Possible module names

leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom, appointments, appointments_rescheduled_history, and services.

Possible operation types

ALL - Full access to the record
READ - Get records from the module

Parameters
  • fieldsstring, mandatory when fetching all records

    To list all the module records with respect to fields. Note that you can include a maximum of 50 field API names in this parameter.
    Possible values: Multiple field API names, comma separated. For example: Last_Name, Email.

    Note: The "full_name" field contains the concatenated values of the First Name and Last Name fields. 
    This is a read-only field available only in the Leads, Contacts, and Users modules.

  • cvidlong

    To get the list of records based on custom views. Note that you cannot use this param with the "sort_by" param.You can get custom view id from Custom View Meta API
    Possible values: {custom_view_id}.

  • idsstring, optional

    To retrieve specific records based on their unique ID.
    Possible values: Valid unique IDs of records. Example: 4150868000001944196

  • pageinteger

    To get the list of records from the respective pages. The default value is 1. Note that you cannot use this param with the "page_token" param.
    Possible values: Positive integer values only.

  • per_pageinteger

    To get the list of records available per page. The default and the maximum possible value is 200.
    Possible values: Positive integer values only.

  • page_tokenstring, mandatory to fetch more than 2000 records by pagination

    You can use the "page" param to fetch up to 2000 records without "page_token". To fetch more than 2000 records, you must include the "page_token" param in the request. This param takes the value from the key "next_page_token" in the response of the first Get Records call. Note that this token value is user-specific. If you use another user's token, the system throws an error.
    Note that you cannot use this param with the "page" param.

  • sort_orderstring

    To sort the available list of records in either ascending or descending order.
    Possible values: asc - ascending order, desc - descending order. The default value is 'desc'.

  • approval_statestring, optional

    To retrieve the list of records based on various approval stages.

    • approved : To list the approved records.
    • approval_process_pending : To list all the records whose approval process is pending.
    • approval_process_rejected : To list all the records whose approval was rejected.
    • review_process_pending : To list all the records whose review process is pending.
    • review_process_rejected : To list all the records whose review process is rejected.
    • webform_unapproved : To list all the unapproved records created via webforms.
    • webform_invalid : To list all the invalid records created through the webform.  
    • webform_invalid_approval : To list all the invalid records created through the webform that are waiting for approval.
    • webform_double_optin : To list all records created via webforms with Double Opt-in enabled. Check here for more details.
    • merge_pending : To list all the records whose merge process is pending.
    • zia_vision_pending : To list all the records whose Zia Vision process is pending.
    • zia_vision_validation : To list all the records whose Zia Vision process is in a validation state.
    • zia_vision_rejected : To list all the records whose Zia Vision process is rejected.
  • sort_bystring

    To sort the records based on the fields id, Created_Time, and Modified_Time. The default value is 'id'. Note that you cannot use this param with the "cvid" param.

  • convertedstring

    To get the list of converted records. Default value is false.
    Possible values: true - get only converted records, false - get only non-converted records, both - get all records.

  • territory_idlong

    To get the list of records based on the territory.
    Possible values: {territory_id}.

  • include_childboolean

    To include records from the child territories.Default value is false.
    Possible values: true - includes child territory records, false - does not include child territory records.

Note

  • sort_order applies to given sort_by field.
  • If sort_by field is not provided, then it applies to the system-defined field.
  • If your requirement is to fetch under 2000 records, use the "page" and "per_page" parameters (page=1 to 10, per_page=200).
  • If you want to paginate for more than 2000 records, use the "page_token" parameter you receive in the first response. You will have to pass the page token received from the response with param page=10 to get records from 2001 to 2200. If there are more records, the API responses, will have "next_page_token" and "previous_page_token" for easy pagination.
    Using the page tokens from the consecutive requests, you can navigate and fetch up to 100,000 records.
  • The key "page_token_expiry" contains the time when next_page_token and previous_page_token expires.
  • Note that in both the above scenarios, the maximum records per request will be only 200.
  • The keys Converted__s and Converted_Date_Time represent whether the record is converted, and the date and time at which it was converted, respectively.
  • The fields Enrich_Status__s and Last_Enriched_Time__s are added for the Data Enrichment module.
  • You can get the values of subform records, multi-select lookup fields and multi-user lookup fields in the response only when a specific record is fetched.
  • The $has_more JSON object in the response renders the API names of the subforms, multi-select lookup fields and multi-user lookup fields in the module with boolean values to indicate whether or not there are more records in these fields in the module. This key is rendered in the response only when you fetch a specific record.
  • Only while fetching a specific record from one of the inventory modules, the response will contain one of the following subforms:
    • Quoted_Items (for a Quote)
    • Invoiced_Items (for an Invoice)
    • Ordered_Items (for a Sales Order)
    • Purchased_Items (for a Purchase Order)
  • Use the $event_cancelled key in the fields param to retrieve the cancellation status of the Meeting. The $event_cancelled key in the response represents the cancellation status of the Meeting.
  • To get the list of territories enabled for your organization, refer to the Territories API.
  • Territory is supported only for the modules Deals, Contacts, and Accounts.
  • Only admin users can fetch the records from the Notes module. The system throws an error when non-admin users try to fetch the records from the Notes module.
  • The value of the fields with sensitive health data will be retrieved only when Restrict Data access through API option in the compliance settings is disabled. If the option is enabled, the value will be null. Refer to HIPAA compliance for more details.

Sample Request: First API Call

Copied

Response to the First API Call

Copied

Possible Errors

  • INVALID_MODULEHTTP 400

    The module name given is invalid.
    Resolution: Specify a valid module API name. Refer to possible modules section above.

  • INVALID_MODULEHTTP 400

    The given module is not supported in API.
    Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are supported). Specify a valid module API name. Refer to possible modules section above.

  • INVALID_MODULEHTTP 400

    Territory is not supported for the given module.
    Resolution: The given module is not territory-supported. Territory is supported only for the modules Deals, Contacts, and Accounts.

  • TOKEN_BOUND_DATA_MISMATCHHTTP 400

    The page_token given seems to be invalid or input param is added, altered, or deleted.
    Resolution: The page_token is bound to the parameters used in the request. Do not change the parameters and use the old page token.

  • INVALID_DATAHTTP 400

    You have used unsupported fields in the "cvid" param.
    Resolution: The "details" key in the response gives the supported fields you can use in the cvid param. Filter only by those fields.

  • REQUIRED_PARAM_MISSINGHTTP 400

    One of the expected parameters is missing.
    Resolution: The "details" key in the response gives the missing param in the request. Ensure that you include the params marked "mandatory" in the "Parameters" section.

  • LIMIT_EXCEEDEDHTTP 400

    Fields limit exceeded.
    Resolution: You can only include a maximum of 50 field API names in the "fields" param.

  • INVALID_DATAHTTP 400

    The token given seems to be invalid. You have used an invalid page_token or the one generated by another user.
    Resolution: page_token is user-specific. Use only the ones that are generated for you.

  • EXPIRED_VALUEHTTP 400

    The token given has expired.
    Resolution: page_token is valid only for 24 hours from the time it was generated.

  • DISCRETE_PAGINATION_LIMIT_EXCEEDEDHTTP 400

    You can only get the first 2000 records without using page_token param.
    Resolution: If you want to fetch more than 2000 records, you must use the "page_token" param.

  • AMBIGUITY_DURING_PROCESSINGHTTP 400

    You cannot use both cvid and sort_by, and page and page_token
    Resolution: You cannot sort the records in a custom view. Use either "cvid" or "sort_by" param in the request. Similarly, use either "page" or "page_token" in the request.

  • PAGINATION_LIMIT_EXCEEDEDHTTP 400

    You can only get up to first 100000 records using page_token param.
    Resolution: You can fetch a maximum of 100,000 records using the page_token param in the get records API.

  • NO_PERMISSIONHTTP 403

    Permission denied to read records
    Resolution: The user does not have permission to read records. Contact your system administrator.

  • NOT_SUPPORTEDHTTP 403

    This API is supported only for admin users.
    Resolution: Only admin users can fetch records from the Notes module.

Sample Request: Second API Call using "page_token"

Copied

Response to the Second API Call

Copied

Sample Response for Fetching a Specific Record

Copied