What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Issues on Mapping Fields with Zoho Integration

    Asked by cheekyface on March 26, 2013 at 10:10 AM

    Hi.

    not sure wht's happened to the zoho integration but there a re few issues I'm having with it that I never did in the past.

    First one is that I have to nominate a field to map with the "full name" in zoho leads.  Why?  I created a first & last name becasue I was advised to this to get around something (I can't remember what it was but I'm not changing it now). Zoho will create a full name from the first last name fields if I map those jotform fields with the same fields in Zoho.  So this is just a pain to have to select something to fill the full name data in zoho.

    2nd.
    I have at least a few fields in Zoho that are not showing up as an option to select in the list when I add a new field to integrate.  
    I have a "state", "First Name" and "Last Name" fields and they're simply not listed there, even though I can see newly created fields that I have added over the past few days.  Have no idea why these is not showing up.  I haven't checked for any others but I'm guessing these are not the only one's.

    3rd.
    It seems that if I select any field in Zoho with the word "address" in it that I cannot select any field in the jotform that is not an address field.  eg.  I have had to alter the name of a text area in zoho to read "Event addy" instead of "event address" so that it will let me choose from the list of jotform fields to map to it.  Until I did that it would simply show me red text saying to create an address field in the jotform.  Due to the inability to map multiple fields from jotform to a single zoho field I have had to use a text area for the address field.

    Jotform seems to have stopped working so I can't check for any further problems.

    ...OK back on now, I'm finding that the options offered to map with jotform are suffering from somethiing.  The list of fields doesn't accurately reflect the fields I have created in my form and in one instance it actually repeats a list of the same field several times even though it only exists there once.  I may have figured out why just now but it still doesn't make things any better.  I think its the time fields that are repeating once for every section (hr/Min/am-pm) as there are 6 fields titled "Events start at" ...which is the time field.

    Very disappointing as I've been working on this form hurrying to get it finished by 2 days ago.  I have a back log of enquiries I've held off with and thinking everything would be completed and ready to go tonight I now find this will not work anywhere as I expected ...as it has with forms I've set up in the past.  

    i've spent hours trialling zapier also and with no result.  I have no choice now but to use the integration with jotform->zoho since zapier can't do what I need.  It's a real mess!! 

    Page URL:
    http://form.jotform.co/form/30788413011851

    problem zoho JotForm address field name multiple fields
  • Profile Image

    Answered by cheekyface on March 26, 2013 at 10:41 AM

    Adding to these...

    Where I used to be able to map an options field from jotform to a text field in Zoho it appears I can no longer do that?  Why?

    It appears in fact that it's not possible to map any options (radio) field to zoho?
    Why didn't I check this before I set all the conditions???????  What a waste of hours of my time. 

    Also cannot map check box fields.  I'm pretty sure that was a recent thing added to the zoho integration possibilities ...am I confusing it with something else?

  • Profile Image
    JotForm Support

    Answered by Welvin on March 26, 2013 at 12:39 PM

    Hi,

    Thanks for contacting us. With regards to your inquiries;

    1. As far as I know, full name field will be map to Zoho as one field only. Only Zoho result is divided into two fields. I'd suggest to use the Full Name field instead. If you have multiple full name fields, add the same fields to Zoho Fields and make sure to select the correct data types.

    2. Please be sure that the field labels are the same with Zoho. So with the field data types in Zoho Layouting. Suggest to refresh your page and do the integration again.

    3. I have just tried it and the address field is showing on my end as one field. http://screencast.com/t/r1adcqfvByTI. Suggest you to add another Section in Zoho for another address field and use our Address Field from Quick Tools.

    One reason that might causing the issue to happen is that you have a long form, although I am not sure of the limits with our current API, if there's any. I advice you to create the same field labels to Zoho. Create a separate Section for each grouping of your form.

    With regards to mapping options fields to text field, I think that isn't possible. Data Types are different from each other. They have to be in same type.

    above are just the excerpt. I'll go for another investigations about this matter. Let me see if I can replicate the same issue with the cloned version of you form.

    Thanks

  • Profile Image

    Answered by cheekyface on March 26, 2013 at 06:53 PM

    Thanks for your reply.

    I've looked more into it since I posted this query and it seems that for some reason I am not able to map some of zoho's default fields to jotform.  I'm not sure it has anything to with jotform.  
    The thing with the full name ...when I look at the list of field names in zoho there is no field for "full name" and only fields for "first Name" and "Last Name" which are default and uneditable fields in Zoho.  What happens when those fields receive data is that zoho uses them to create a full name and it displays at the top of the page for any one lead that is created.  If I click to edit the lead page that full name disappears and I'm left with just the first & last name fields to edit.

    With being unable to map to those fields anyhow I've had to create a first & last name field and map top those.  So now I have 2 fields in zoho that I can't use for names.  I realized also that the way I got around mapping some of the things I mentioned above in the past, was to use itduzzit which is a real hassle as I have to keep nagging their tech guy to do it for me and I have a feeling he's had it with me. (Itduzzit is not as simple to use as zapier and hard for me to understand).   It does work once you get it set up and actually better than zapier for the face that it does what I need with regards to creating new entries regardless of the duplication issues with zoho.

    Sorry to have wasted your time with this but I was quite frantic and frustrated trying to work out what's going on.  My only real issue here now, is to find a way to make the check box fields work with zoho as there are so many and I simply cannot make enough fields in Zoho  to map each one (zoho has a limit to how many custom fields you cna make)...even if it were possible (I don't think it is).  

    I need a way for our customers to check off the service options they want a quote for, without using a drop list as it seems to be the only option so far.
    I may have to just use zapier with it's limitations.  I just need to be able to create multiples of the same entry but Zoho has a de-duplication thing which makes it impossible for zapier to add a new entry from the same contact ...it will only update it or ignore it all together.  I fear that jotform will do the same thing.  I forgot I was using itduzzit to get around these things.

  • Profile Image
    JotForm Support

    Answered by EltonCris on March 26, 2013 at 10:29 PM

    Hi,

    First off, thanks for your reply. We completely understand your frustration, integrations are really tough and very time consuming specially when 3rd party services has its limits on their API which results to a very limited feature.

    You can find some of my findings below:

    1. I was able to map the 'Full Name' field (under Quick Tools) from JotForm to Zoho. I would suggest not to break the full name into two fields (e.g. First Name, Last Name) unless you are using Zapier.

    2. Unfortunately, Zoho CRM doesn't support multi checkboxes so it's not possible to map multiple check boxes fields to Zoho. We'd suggest to stay with the single dropdown option for now.

    With regards to the duplication, JotForm creates single entry for every similar submissions data. It won't update existing submissions.

    Let us know if I have missed something. 

    Our apologies for the inconveniences caused. Thank you!

  • Profile Image

    Answered by cheekyface on March 26, 2013 at 11:09 PM

    Thanks Elton.

    I think I'll have to just stick with zapier and risk the de-duplication doesn't cost us any bookings.  For now it should be manageable if deal with each lead quickly and then can remove them to make room for a new one if any customer should send through more than booking in a short time.

    With the names issue the main reason I need to have two diferent fields is becasue in Zoho I have many templates (email & other documents) which address the person by their first name only. So when I send an email I get "Hi John" instead of "hi John jones" for example.  If I use the name field in jotform then I'm guessing I can't separate the first and last name?  This is just a guess of course.  

    In any case, the fact that I can't map the multiple check box fields has to mean that I go with zapier.  I can't use the drop menu because some customers will want to select more than one service option and I'm not sure if it's possible to select more than one in a drop list but if it were it would likely require the user to know to press the ctrl key to be able to select mutliples.  I know so many many that would have no idea how to do that and I'm pretty sure it's not a commonly known thing to the extent that our customer types would be savvy to it.  Mostly parents with not time for computers.  ...plus I've gone to so much trouble to create pop ups for each service to describe it in more detail.  I don't want to change it.  Hopefully something will change somewhere.  

    ...I think zapier had no problem mapping the check box fields but I'll have to check it out.

    Thanks again.

    Danny.

  • Profile Image
    JotForm Support

    Answered by EltonCris on March 27, 2013 at 03:35 AM

    Hi,

    You can separate full name on your form's email template by appending :first and :last on the full name tag.

    E.g. Let say the full name tag is {fullName3}, so it will be come like this.

    For the first name, {fullName3:first}

    For the last name, {fullName3:last}

    This is only available on the email template and JotForms' thank you message.

    --------------

    Yes Danny, JotForm supports multiple picklist for dropdowns but it can't be mapped on Zoho yet, it's not yet implemented on the said integration. We understand the ease of using check boxes rather than the multiple drop down picklist but unfortunately, multiple check box options is not supported with Zoho. They do not have it on the list.

    Thank you for your patience and understanding!

  • Profile Image

    Answered by cheekyface on March 27, 2013 at 09:20 AM

    Thanks for that.
    I have contacted Zoho and asked them for help with zapier.  I'm hoping they will find a way to solve the duplication issue. 

    I'll let you know how it goes.

    Cheers,

    Danny.

  • Profile Image

    Answered by cheekyface on May 13, 2013 at 12:15 AM

    Just letting you guys know that Zapier have fixed the issue with deduplication issue with regards to integrating with zoho.  There is now an option to allow duplication when using zapier. 
    Jotform on the other hand still only has two options land they do not include the option to allow duplication.

    According to zoho it is up to you to make that happen.
    I've posted a new thread about this here in case it's of any use to you:
    http://www.jotform.com/answers/216408-De-duplication-with-zoho-zoho#0 

  • Profile Image
    JotForm Support

    Answered by EltonCris on May 13, 2013 at 07:48 AM

    @cheekyface

    Thanks for the updates, that's highly appreciated!

    We will check and thread and escalate it to our higher team for a review. Thank you so much!