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Initializing the SDK

You must initialize the SDK before your app can consume its methods. To initialize, set the required configurations through a ZCRMSDKConfigs object and pass it to the initSDK method in the ZCRMSDKClient object as follows.

try ZCRMSDKClient.shared.initSDK(window: UIwindow, appConfiguration : ZCRMSDKConfigs ) throws
Parameters
  • window : Specify your window object that dispatches events to your views.

  • appConfiguration : Set the required appConfiguration properties and pass the object.

If the user is not logged in, a login screen will be prompted during the SDK initialization. Based on the result of the login, the appropriate callback method will be triggered.
Only after the successful initialization of the SDK, further methods can be invoked as intended.

SDK Configuration object

The ZCRMSDKConfigs class has the following configuration properties and methods.

Properties

PropertyDatatypeDescription
clientIdStringThe Unique identifier of your app
clientSecretStringThe client secret is a secret known only to the application and the authentication server
redirectURLSchemeStringThe URL to which the app should be redirected after the authentication is complete
apiVersionStringVersion of the CRM API
showSignUpStringBased on this value, Sign up page will be shown
accountsURLStringThe URL for redirecting the app to the account's page for logging in
oauthScopesStringThe scopes required to access CRM APIs from your project
apiBaseURLStringThe base URL to be used when calling a CRM API
accessTypeAccessTypeThe environment in which your application will be running. The environments available are production, development and sandbox
countryDomainCountryDomainThe top-level domain of the data Server. The possible values are com.au, com.cn, com, eu and in
portalIdStringThe PortalID of your CRM project
groupIdentifierStringThe identifier of your app to share the database container within the app groups
appTypeappTypeThe category to which your app belongs. The possible values are zcrm, zvcrm and zcrmcp

Methods

  • validateProperties
     
    public func validateProperties() throws
     

    This method checks whether you have given all the mandatory properties according to the appType and throws error in compile-time if any property is null.

Builder Class

This class helps developers to build the configuration properties (ZCRMConfigs object). You can set the required properties through this class and pass the ZCRMConfigs object obtained through build method to initSDK, so the properties change would be reflected throughout the entire app.

Initialization

Builder class has to be initialized before its methods are consumed by the app. Only after the successful initialization of the class, further methods can be invoked as intended.

init method for .zcrm
public init ( clientId : String, clientSecret : String, redirectURL : String, oauthScopes : [ String ] )

This method initializes the builder class and is used if the appType is .zcrm.

Parameters

  • clientId : Id of the client.

  • clientSecret : A secret obtained during client creation.

  • redirectURL : Unique identifier to redirect to the app after successful authentication.

  • oauthScopes : Scopes required to hit the APIs.

init method for .zvcrm, .zcrmcp
public convenience init ( clientId : String, clientSecret : String, redirectURL : String, oauthScopes : [ String ], portalId : String )

This method initializes the builder class and is used if the appType is .zvcrm and .zcrmcp.

Parameters

  • clientId : Id of the client.

  • clientSecret : A secret obtained during client creation.

  • redirectURL : Unique identifier to redirect to the app after successful authentication.

  • oauthScopes : Scopes required to hit the APIs.

  • portalId : The portalID of the client.

Note

Apptype Bigin is not supported.

Methods

The methods to configure properties for the builder class are mentioned below.

ZCRMSDKConfigs.Builder()
   .setAPPType( _ apptype : AppType ) -> Builder
   .setShowSignUp( _ showSignUp : Bool ) -> Builder
   .setAccountsURL( _ accountsURL : String) -> Builder
   .setAPIBaseURL( _ baseURL : String ) -> Builder
   .setAccessType( _ accessType : AccessType ) -> Builder
   .setCountryDomain( _ countryDomain : CountryDomain ) -> Builder
   .setGroupIdentifier( _ identifier : String ) -> Builder
   .build() throws -> ZCRMSDKConfigs

Logging In

The below snippet shows the login page to the user if they have not logged in.

public func showLogin(completion: @escaping ( ZCRMError? ) -> ())
        )

Returns an error if the login was unsuccessful or returns nil if the user has already logged in.

Parameters

  • completion: The completion block is passed with the error value or nil based on the login status.

Logging Out

To log users out from Zoho CRM on your app, use the following code snippet.

public func logout(completion: @escaping (ZCRMError?) -> ())

Returns an error if the logout was unsuccessful.

Parameters

  • completion: The completion block is passed with the error value, if the logout was unsuccessful.

Utility Functions

The ZCRMSDKClient class also provides certain utility functions that you can use appropriately in your client app logic.

  • public func isUserSignedIn() - Returns the boolean 'true' when the user is signed in already. Else, returns 'false'.

  • public func enableDBCaching() - Enables the caching of meta-data API responses in the local SQLite instance of the app. Any entity that comes under the Setup screen of Zoho CRM (like organization, users, modules, layouts and so on) is considered meta-data.

  • public func disableDBCaching() throws - This method clears the existing database cache and disables the caching of API responses.

  • public static func getCurrentUser( completion : @escaping( Result.DataResponse< ZCRMUser, APIResponse > ) -> () ) - Returns the current user from the org who has signed in. This method fetches the response from cache.
    Parameters:
    completion : The completion block is passed with a data response from ZCRMUser API.

  • public static func getCurrentUserFromServer( completion : @escaping( Result.DataResponse< ZCRMUser, APIResponse > ) -> () ) - Returns the current user from the org who has signed in. This method fetches the response from the server.
    Parameters:
    completion : The completion block is passed with a data response from ZCRMUser API.

  • public func changeMinLogLevel( _ minLogLevel : LogLevels ) - To change the logging level of the messages using the predefined level integers.
    The following are the Log levels and their respective integers.

    • byDefault - 0

    • info - 1

    • debug - 2

    • error - 3

    • fault - 4