Zoho CRM - Lookup Field User does not work in target Look Up

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Xavier Attala posted this 2 weeks ago

https://app.skyvia.com/#/44742/packages/93204

For this package for the field owner we try to do the following operation but it does not work. 

Owner field - Target Look Up

  • Look Up object  = CustomModule2
  • result = Quality Owner -> issue is here "invalide type" it returns a WSTR value instead of an I8  

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Mariia Zaharova posted this 2 weeks ago

Hello Xavier,

 

It seems that the issue with Lookup mapping is resolved, please confirm.

Please note, the "invalid type" error occurs in cases when you are trying to map fields with the different data types. In some cases, you can resolve such cases with an Expression mapping, however, Lookup mapping cannot be used with Expression mapping.

 

As for the error "The expression 'Quality' is not valid: The column 'Quality' does not exist in the table '[Sales Ops] - ZF01 - Quality Monthly - Warning - RAW_DATA.csv'", please change Expression mapping to Column mapping for the target "Alert - Team" field.

 

Best regards,

Mariia

0
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Xavier Attala posted this 1 weeks ago

Hello, issue for lookup do not seems to be resolved. Could you check again. I'll check on my side too. Thank you ! 

0
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Mariia Zaharova posted this 1 weeks ago

Hello Xavier,

 

https://app.skyvia.com/#/44742/packages/93204

This package has not been modified with the recommended option. It still shows the  "The expression 'Quality' is not valid: The column 'Quality' does not exist in the table '[Sales Ops] - ZF01 - Quality Monthly - Warning - RAW_DATA.csv'" error. Please change Expression mapping to Column mapping for the target "Alert - Team" field.

 

As for Lookup mapping, please give us more details with screenshots.

Please also note, if you want to use fields with the different data types as Lookup keys, the "invalid type" error occurs. Lookup key fields must be with the same data type.

 

 

Best regards,

Mariia

0
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Xavier Attala posted this 3 days ago

Hello here the screenshot for the look up mapping. It says invalid type, indeed it should be an id. I think the error comes because in the API when you get a User field, you need to do a .get("id") on the value returned.  

 

0
votes
Mariia Zaharova posted this yesterday

 Hello Xavier,

 

The issue is expected if the "Quality Owner" field stores string values but not Ids (numbers). In case when fields with the different data types are used as Lookup keys, the "invalid type" error occurs. Lookup key fields must be with the same data type.

Skyvia works via Zoho CRM API and is limited by its API. The names of the objects/fields and fields' data types are completely depend on the definitions of the objects in your Zoho CRM instance.

For example, there are two fields "Owner" and "Owner Name" in each Zoho CRM object. The first one stores ID values of owners (this is a number field) and the second one stores Owner names (this is string field). According to the metadata of your Zoho CRM connection the "Quality Owner" field has a string data type and, thus, stores names of the Quality owners, but not their IDs. That's why this field cannot be used in the Lookup as you have mentioned above due to the different data types.

You can check your fields data types directly in Zoho CRM.

 

 

Best regards,

Mariia

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