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Zoho CRM Custom

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Overview

This node allows you to create or update (upsert) a Vendor record in Zoho CRM. If a vendor with the specified name already exists, it will be updated; otherwise, a new vendor will be created. This is useful for automating vendor management processes, such as synchronizing supplier data from other systems into Zoho CRM, ensuring that vendor records are always up-to-date without creating duplicates.

Practical examples:

  • Automatically add or update vendors when new suppliers are added to your ERP system.
  • Keep vendor contact information synchronized between Zoho CRM and another database.
  • Enrich vendor records with additional details like address, category, or custom fields during onboarding.

Properties

Name Type Meaning
Vendor Name String Name of the vendor. If a record with this vendor name exists, it will be updated; otherwise, a new one will be created.
Additional Fields Collection Optional extra fields to set on the vendor. Includes address, category, currency, custom fields, description, email, phone, and website.
└ Address Collection Structured address fields: Street, City, State, Country, Zip Code.
└ Category String Category of the vendor.
└ Currency Options The currency associated with the vendor (e.g., USD, EUR, INR, etc.).
└ Custom Fields Collection Set values for custom fields defined in your Zoho CRM vendor module. Each entry includes a Field ID and Value.
└ Description String Description of the vendor.
└ Email String Vendor's email address.
└ Phone String Vendor's phone number.
└ Website String Vendor's website URL.

Output

The output is a JSON object containing the details of the created or updated vendor as returned by Zoho CRM. Typical fields include:

{
  "id": "unique_vendor_id",
  "Vendor_Name": "Acme Supplies",
  "Email": "[email protected]",
  "Phone": "+1234567890",
  "Website": "https://acme.com",
  "Category": "Office Supplies",
  "Currency": "USD",
  "Description": "Preferred office supplies vendor",
  "Address": {
    "Street": "123 Main St",
    "City": "Metropolis",
    "State": "NY",
    "Country": "USA",
    "Zip_Code": "10001"
  },
  "Custom_Field_1": "Value",
  ...
}
  • The actual structure may vary depending on which fields you provide and your Zoho CRM configuration.
  • If an error occurs and "Continue On Fail" is enabled, the output will contain an error field with the error message.

Dependencies

  • Zoho CRM account with API access.
  • n8n OAuth2 credentials for Zoho CRM (zohoOAuth2Api) must be configured in n8n.
  • No additional environment variables are required beyond standard n8n credential setup.

Troubleshooting

Common issues:

  • Missing required field: If "Vendor Name" is not provided, the node will throw an error.
  • Duplicate vendor handling: If multiple vendors exist with the same name, Zoho CRM's upsert logic will determine which record is updated.
  • Invalid custom field IDs: If you specify a custom field that does not exist or is misconfigured, Zoho CRM will return an error.
  • Authentication errors: Invalid or expired Zoho OAuth2 credentials will cause authentication failures.

Error messages and resolutions:

  • "Required field missing": Ensure all mandatory fields (like Vendor Name) are filled.
  • "Invalid value for field ...": Check that all field values match the expected format and allowed options in Zoho CRM.
  • "No matching record found for update": If updating, ensure the vendor name matches exactly with an existing record.
  • "Authentication failed": Reconnect or refresh your Zoho CRM credentials in n8n.

Links and References

Discussion