getMyRecords Method

getMyRecords Method

Purpose

You can use the getMyRecords method to fetch data by the owner of the Authentication tokenspecified in the API request.

Request URL

XML Format:
https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi

JSON Format:
https://crm.zoho.com/crm/private/json/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi

Request Parameters

Parameter Data Type Description
authtoken* String Encrypted alphanumeric string to authenticate your Zoho credentials.
scope* String Specify the value as crmapi
selectColumns String To select the required fields from CRM module.
Format: Module(optional columns)
Example: leads(Last Name,Website,Email) OR All
fromIndex Integer Default value - 1
toIndex Integer Default value - 20
Maximum range value - 200
[Maximum range value = toIndex - fromIndex]
sortColumnString String You can select one of the fields in CRM in to sort the data.
Ex: sortColumnString=Company
Here, sorting of the data will happen based on the Company field
sortOrderString String Sorting order: asc or desc
If you use the sortColumnString parameter, by default data is sorted in ascending order.
lastModifiedTime yyyy-MM-dd HH:mm:ss Default value: null
If you specify the time, created/modified data will be fetched after the configured time.
newFormat Integer (1 or 2) newFormat=1: To exclude fields with "null" values while fetching data from your CRM account.
newFormat=2: To include fields with "null" values while fetching data from your CRM account.
version Integer

version = 1:(Default value) This will fetch responses based on the earlier API implementation i.e prior to the enhancements made.
version = 2: This will fetch responses based on the latest API implementation.

Current version is 4.

* - Mandatory parameter

Note:

  • Refer the Release Notes page to learn more about enhancements made in the API implementation.

Error Codes

Please refer Error Codes.

Additional Notes

  • While retrieving data from your Zoho CRM account, role-based security (Roles, Profiles, Field-level security and Data sharing rules) is applied. For role-based security settings, see Security Administration.
  • fromIndex and toIndex are optional parameters. By default the fromIndex is 1 and toIndex is 20.
  • sortColumnString and sortOrderString are also optional parameters
  • The value for lastModifiedTime parameter should be in yyyy-MM-dd HH:mm:ss format

Examples

To fetch leads data from Zoho CRM

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?newFormat=1&authtoken=Auth Token&scope=crmapi

To fetch data from other modules, replace Leads with Accounts, Contacts, Potentials, etc.

To fetch more than 200 records

By default you can fetch 20 records per batch. However, by using the toIndex parameter you can fetch up to 200 Records per batch. If you want to fetch more than 200 records, follow the steps given below:

Iteration 1: fromIndex=1&toIndex=200
Iteration 2: fromIndex=201&toIndex=400

To fetch leads with “Company” name in the ascending order

sortColumnString=Company&sortOrderString=asc

To fetch leads with "Company" name in the descending order

sortColumnString=Company&sortOrderString=desc

To fetch leads without specifying the newFormat parameter

Note:

  • When there is no specification about the response format, the default value "1" will be assigned to the newFormat parameter, i.e newFormat = 1

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&selectColumns=Leads(Lead Owner,First Name,Last Name,Email,Company,No of Employees,Annual Revenue,Created By,Created Time)

This will return a response like below:

<Leads>
<row no="1">
<FL val="LEADID">2000000022020</FL>
<FL val="SMOWNERID">2000000018005</FL>
<FL val="Lead Owner">John</FL>
<FL val="Company">Zillium</FL>
<FL val="First Name">Scott</FL>
<FL val="Last Name">James</FL>
<FL val="No of Employees">10</FL>
<FL val="Annual Revenue">1000.0</FL>
<FL val="SMCREATORID">2000000016908</FL>
<FL val="Created By">John</FL>
<FL val="Created Time">2010-03-16 10:04:52</FL>
<FL val="Modified Time">2010-03-16 10:04:52</FL>
</row>
</Leads>

To fetch leads with "newFormat=2"

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&newFormat=2&selectColumns=Leads(Lead Owner,First Name,Last Name,Company,Designation,Email,Phone,Fax,Mobile,Website,Lead Source,Lead Status,No of Employees,Annual Revenue)

This will return a response like below:

<Leads>
<row no="1">
<FL val="LEADID">2000000022020</FL>
<FL val="SMOWNERID">2000000018005</FL>
<FL val="Lead Owner">John</FL>
<FL val="Company">Zillium</FL>
<FL val="First Name">Scott</FL>
<FL val="Last Name">James</FL>
<FL val="Designation">null</FL>
<FL val="Email">null</FL>
<FL val="Phone">null</FL>
<FL val="Fax">null</FL>
<FL val="Mobile">null</FL>
<FL val="Website">null</FL>
<FL val="Lead Source">null</FL>
<FL val="Lead Status">null</FL>
<FL val="No of Employees">0</FL>
<FL val="Annual Revenue">0.0</FL>
</row>
</Leads>

To fetch first 25 leads from Zoho CRM

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=Leads(Lead Owner,First Name,Last Name,Email,Company)&fromIndex=1&toIndex=25

To fetch leads with "lastModifiedTime" parameter

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=Leads(Lead Owner,First Name,Last Name,Email,Company)&lastModifiedTime=2010-04-21 11:09:23

Note:

  • If you specify the time, modified data will be fetched after the configured time.

To select all fields from leads with newFormat=1 parameter

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=All

Note:

  • This will return all fields which have values.

To select all fields from leads with newFormat=2

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&newFormat=2&selectColumns=All

Note:

  • This will return all fields, including null value fields.

To fetch leads with lastModifiedTime, fromIndex and toIndex parameters

https://crm.zoho.com/crm/private/xml/Leads/getMyRecords?authtoken=Auth Token&scope=crmapi&newFormat=1&selectColumns=Leads(Lead Owner,First Name,Last Name,Email,Company)&lastModifiedTime=2010-04-21 11:09:23 &fromIndex=1&toIndex=25

Test Program

You can use the attached program to run and test the working of the getMyRecords method in your Java Environment.

The Java Program contains the following:

  • the authentication token generation format
  • the parameters and their values
  • actual usage of the method

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