Initializing the Application

To access the CRM services through the SDK, you must first authenticate your client app.

Generating the grant token

For a Single User

The developer console has an option to generate grant token for a user directly. This option may be handy when your app is going to use only one CRM user's credentials for all its operations or for your development testing.

1. Login to your Zoho account.
2. Visit https://api-console.zoho.com
3. Click Self Client option of the client for which you wish to authorize.
4. Enter one or more (comma-separated) valid Zoho CRM scopes that you wish to authorize in the "Scope" field and choose the time of expiry.
5. Copy the grant token that is displayed on the screen.

For Multiple Users

For multiple users, it is the responsibility of your client app to generate the grant token from the users trying to login.

• Your Application's UI must have a "Login with Zoho" option to open the grant token URL of Zoho, which would prompt for the user's Zoho login credentials.
  
• Upon successful login of the user, the grant token will be sent as a param to your registered redirect URL.

Initialization

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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();