Hi Forum,
I tried to create lead from API and built the following piece of code looking at some samples from ERPNEXT. I get webclient import error message. Where exactly this webclient is available and where should I put this file to create the lead from API.
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from webclient import *
server = "http://IP/server.py"
user = "admin"
password = "admin"
login()
#customer = get_doc("Customer", customer_name)
# make customer if required
#if not customer:
# response = insert([{
# "doctype":"Customer",
# "customer_name": customer_name,
# "customer_type": "Company",
# "customer_group": "Standard Group",
# "territory": "Default",
# "customer_details": "some unique info",
# "company": "Alpha"
# }])
# make invoice
response = insert([
{
"creation": "2013-04-10 11:45:37",
"docstatus": 0,
"modified": "2013-04-10 11:49:11",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"autoname": "naming_series:",
"doctype": "DocType",
"document_type": "Master",
"module": "Selling",
"name": "__common__",
"search_fields": "lead_name,lead_owner,status"
},
{
"doctype": "DocField",
"name": "__common__",
"parent": "Lead",
"parentfield": "fields",
"parenttype": "DocType",
"permlevel": 0
},
{
"amend": 0,
"create": 1,
"doctype": "DocPerm",
"name": "__common__",
"parent": "Lead",
"parentfield": "permissions",
"parenttype": "DocType",
"permlevel": 0,
"read": 1,
"report": 1,
"submit": 0,
"write": 1
},
{
"doctype": "DocType",
"name": "Lead"
},
{
"description": "To manage multiple series please go to Setup > Manage Series",
"doctype": "DocField",
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Naming Series",
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
"options": "LEAD\nLEAD/10-11/\nLEAD/MUMBAI/",
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "lead_name",
"fieldtype": "Data",
"in_filter": 1,
"in_list_view": 1,
"label": "Contact Name",
"oldfieldname": "lead_name",
"oldfieldtype": "Data",
"reqd": 1,
"search_index": 1
},
{
"description": "Name of organization from where lead has come",
"doctype": "DocField",
"fieldname": "company_name",
"fieldtype": "Data",
"in_filter": 1,
"in_list_view": 1,
"label": "Company Name",
"oldfieldname": "company_name",
"oldfieldtype": "Data",
"reqd": 0,
"search_index": 0
},
{
"doctype": "DocField",
"fieldname": "email_id",
"fieldtype": "Data",
"label": "Email Id",
"oldfieldname": "email_id",
"oldfieldtype": "Data",
"reqd": 0,
"search_index": 1
},
{
"doctype": "DocField",
"fieldname": "cb6",
"fieldtype": "Column Break"
},
{
"default": "Open",
"doctype": "DocField",
"fieldname": "status",
"fieldtype": "Select",
"in_filter": 1,
"in_list_view": 1,
"label": "Status",
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nOpen\nReplied\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted",
"reqd": 1,
"search_index": 1
},
{
"description": "Source of the lead. If via a campaign, select \"Campaign\"",
"doctype": "DocField",
"fieldname": "source",
"fieldtype": "Select",
"in_filter": 1,
"in_list_view": 1,
"label": "Source",
"no_copy": 1,
"oldfieldname": "source",
"oldfieldtype": "Select",
"options": "\nAdvertisement\nBlog Post\nCampaign\nCall\nCustomer\nExhibition\nSupplier\nWebsite\nEmail",
"reqd": 0,
"search_index": 0
},
{
"depends_on": "eval:doc.source == 'Customer'",
"description": "Source of th",
"doctype": "DocField",
"fieldname": "customer",
"fieldtype": "Link",
"hidden": 0,
"label": "From Customer",
"oldfieldname": "customer",
"oldfieldtype": "Link",
"options": "Customer"
},
{
"depends_on": "eval:doc.source == 'Campaign'",
"description": "Enter campaign name if the source of lead is campaign.",
"doctype": "DocField",
"fieldname": "campaign_name",
"fieldtype": "Link",
"hidden": 0,
"label": "Campaign Name",
"oldfieldname": "campaign_name",
"oldfieldtype": "Link",
"options": "Campaign"
},
{
"doctype": "DocField",
"fieldname": "communication_history",
"fieldtype": "Section Break"
},
{
"allow_on_submit": 0,
"doctype": "DocField",
"fieldname": "communication_html",
"fieldtype": "HTML",
"label": "Communication HTML",
"oldfieldname": "follow_up",
"oldfieldtype": "Table"
},
{
"doctype": "DocField",
"fieldname": "contact_info",
"fieldtype": "Section Break",
"label": "Contact Info",
"oldfieldtype": "Column Break"
},
{
"doctype": "DocField",
"fieldname": "remark",
"fieldtype": "Small Text",
"label": "Remark",
"oldfieldname": "remark",
"oldfieldtype": "Text"
},
{
"doctype": "DocField",
"fieldname": "phone",
"fieldtype": "Data",
"label": "Phone",
"oldfieldname": "contact_no",
"oldfieldtype": "Data",
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "mobile_no",
"fieldtype": "Data",
"label": "Mobile No.",
"oldfieldname": "mobile_no",
"oldfieldtype": "Data"
},
{
"doctype": "DocField",
"fieldname": "fax",
"fieldtype": "Data",
"label": "Fax",
"oldfieldname": "fax",
"oldfieldtype": "Data"
},
{
"doctype": "DocField",
"fieldname": "website",
"fieldtype": "Data",
"label": "Website",
"oldfieldname": "website",
"oldfieldtype": "Data"
},
{
"description": "<a href=\"#!Sales Browser/Territory\">To manage Territory, click here</a>",
"doctype": "DocField",
"fieldname": "territory",
"fieldtype": "Link",
"label": "Territory",
"oldfieldname": "territory",
"oldfieldtype": "Link",
"options": "Territory",
"print_hide": 1
},
{
"doctype": "DocField",
"fieldname": "column_break2",
"fieldtype": "Column Break"
},
{
"doctype": "DocField",
"fieldname": "address_line1",
"fieldtype": "Data",
"label": "Address Line 1",
"oldfieldname": "address_line1",
"oldfieldtype": "Data",
"print_hide": 1,
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "address_line2",
"fieldtype": "Data",
"label": "Address Line 2",
"oldfieldname": "address_line2",
"oldfieldtype": "Data",
"print_hide": 1
},
{
"doctype": "DocField",
"fieldname": "city",
"fieldtype": "Data",
"label": "City",
"oldfieldname": "city",
"oldfieldtype": "Select",
"print_hide": 1,
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "country",
"fieldtype": "Select",
"label": "Country",
"oldfieldname": "country",
"oldfieldtype": "Select",
"options": "link:Country",
"print_hide": 1,
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "state",
"fieldtype": "Data",
"label": "State",
"oldfieldname": "state",
"oldfieldtype": "Select",
"options": "Suggest",
"print_hide": 1
},
{
"doctype": "DocField",
"fieldname": "pincode",
"fieldtype": "Data",
"label": "Pin Code",
"oldfieldname": "pincode",
"oldfieldtype": "Data",
"print_hide": 1
},
{
"doctype": "DocField",
"fieldname": "more_info",
"fieldtype": "Section Break",
"label": "More Info",
"oldfieldtype": "Section Break"
},
{
"doctype": "DocField",
"fieldname": "type",
"fieldtype": "Select",
"in_filter": 1,
"label": "Lead Type",
"oldfieldname": "type",
"oldfieldtype": "Select",
"options": "\nClient\nChannel Partner\nConsultant"
},
{
"default": "__user",
"doctype": "DocField",
"fieldname": "lead_owner",
"fieldtype": "Link",
"in_filter": 1,
"label": "Lead Owner",
"oldfieldname": "lead_owner",
"oldfieldtype": "Link",
"options": "Profile",
"search_index": 1
},
{
"doctype": "DocField",
"fieldname": "market_segment",
"fieldtype": "Select",
"hidden": 0,
"in_filter": 1,
"label": "Market Segment",
"oldfieldname": "market_segment",
"oldfieldtype": "Select",
"options": "\nLower Income\nMiddle Income\nUpper Income",
"reqd": 0,
"search_index": 0
},
{
"doctype": "DocField",
"fieldname": "industry",
"fieldtype": "Link",
"label": "Industry",
"oldfieldname": "industry",
"oldfieldtype": "Link",
"options": "Industry Type"
},
{
"doctype": "DocField",
"fieldname": "request_type",
"fieldtype": "Select",
"label": "Request Type",
"oldfieldname": "request_type",
"oldfieldtype": "Select",
"options": "\nProduct Enquiry\nRequest for Information\nSuggestions\nOther"
},
{
"doctype": "DocField",
"fieldname": "fiscal_year",
"fieldtype": "Select",
"hidden": 1,
"in_filter": 1,
"label": "Fiscal Year",
"oldfieldname": "fiscal_year",
"oldfieldtype": "Select",
"options": "link:Fiscal Year"
},
{
"doctype": "DocField",
"fieldname": "column_break3",
"fieldtype": "Column Break",
"oldfieldtype": "Column Break",
"width": "50%"
},
{
"allow_on_submit": 0,
"depends_on": "eval:doc.status == 'Lead Lost'",
"doctype": "DocField",
"fieldname": "order_lost_reason",
"fieldtype": "Link",
"hidden": 0,
"label": "Lost Reason",
"oldfieldname": "order_lost_reason",
"oldfieldtype": "Link",
"options": "Quotation Lost Reason"
},
{
"allow_on_submit": 0,
"description": "Your sales person who will contact the lead in future",
"doctype": "DocField",
"fieldname": "contact_by",
"fieldtype": "Link",
"hidden": 0,
"in_filter": 1,
"label": "Next Contact By",
"oldfieldname": "contact_by",
"oldfieldtype": "Link",
"options": "Profile",
"print_hide": 0,
"reqd": 0,
"width": "100px"
},
{
"allow_on_submit": 0,
"description": "Your sales person will get a reminder on this date to contact the lead",
"doctype": "DocField",
"fieldname": "contact_date",
"fieldtype": "Date",
"in_filter": 1,
"label": "Next Contact Date",
"no_copy": 1,
"oldfieldname": "contact_date",
"oldfieldtype": "Date",
"reqd": 0,
"width": "100px"
},
{
"depends_on": "eval:!doc.__islocal",
"description": "Date on which the lead was last contacted",
"doctype": "DocField",
"fieldname": "last_contact_date",
"fieldtype": "Date",
"label": "Last Contact Date",
"no_copy": 1,
"oldfieldname": "last_contact_date",
"oldfieldtype": "Date",
"print_hide": 1,
"read_only": 1
},
{
"doctype": "DocField",
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"oldfieldname": "company",
"oldfieldtype": "Link",
"options": "Company",
"reqd": 0
},
{
"doctype": "DocField",
"fieldname": "trash_reason",
"fieldtype": "Small Text",
"label": "Trash Reason",
"no_copy": 1,
"oldfieldname": "trash_reason",
"oldfieldtype": "Small Text",
"print_hide": 1,
"read_only": 1
},
{
"doctype": "DocField",
"fieldname": "unsubscribed",
"fieldtype": "Check",
"label": "Unsubscribed"
},
{
"doctype": "DocField",
"fieldname": "blog_subscriber",
"fieldtype": "Check",
"label": "Blog Subscriber"
},
{
"cancel": 1,
"doctype": "DocPerm",
"role": "Sales Manager"
},
{
"cancel": 0,
"doctype": "DocPerm",
"role": "Sales User"
}
])
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