Update Related Records Using External ID

Purpose

To update the related list records using external IDs.

Request Details

Request URL

{api-domain}/crm/{version}/{module_api_name}/{external_field_API_name/value}/{related_list_api_name}

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

X-EXTERNAL: {module_API_name}.{external_field_API_name}

Scope

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

Possible module names

leads, deals, contacts, accounts, products, campaigns, appointments, services and pricebooks

Possible operation types

ALL - Full access to the related records
WRITE - Edit related records
UPDATE - Update related records in the module

Associating a Contact and a Deal using their external IDs

In this example, extcontact3 and extdeal3 are the values of the external fields External_Contact_ID and External_Deal_ID in the Contacts and Deals modules, respectively. We will reference these values to associate the contact with the deal.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v7/Contacts/extcontact3/Deals"
-X PUT
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-H "X-EXTERNAL: Contacts.External_Contact_ID,Deals.External_Deal_ID"
-d "@sample.json"

Sample Input

Copied{
    "data": [
        {
            "External_Deal_ID": "extdeal3",
            "Contact_Role": "111111000000026002"
        }
    ]
}

Sample Response

Copied{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "External_Deal_ID": "extdeal3",
                "id": "111111000000094028"
            },
            "message": "relation added",
            "status": "success"
        }
    ]
}

Associating a Contact and a Deal using the contact's record ID and the deal's external ID

In this example, extdeal2 is the value of the external field External_Deal_ID in the Deals module. We will use this value to associate it with the contact with the said record ID.

Note

You can also associate a contact and deal with the contact's external value in the URL, and the deal's record ID in the input.

Possible Errors

INVALID_DATAHTTP 400
The ID of the external field is invalid.
Resolution: Specify the correct external ID.
INVALID_DATAHTTP 400
You have specified an invalid external ID for the base module.
Resolution: Specify the correct external ID.
MANDATORY_NOT_FOUNDHTTP 400
You have specified the external ID in the header for the related module but not in the request body.
Resolution: It is mandatory to include the external field in the request body when you specify in the header.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v7/Contacts/111111000000085009/Deals"
-X PUT
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-H "X-EXTERNAL: Deals.External_Deal_ID"
-d "@sample.json"

Sample Input

Copied{
    "data": [
        {
            "Contact_Role": "111111000000026002",
            "External_Deal_ID": "extdeal3"
        }
    ]
}

Sample Response

Copied{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "External_Deal_ID": "extdeal3",
                "id": "111111000000094028"
            },
            "message": "relation added",
            "status": "success"
        }
    ]
}