Zoho HouseCall Data Sync

An automated integration system that synchronizes data between Zoho CRM and HouseCall Pro, streamlining customer, estimate, and employee management.

Features

• Webhook handling for both Zoho CRM and HouseCall Pro events
• Customer data synchronization
• Deal/Estimate management
• Automated lead source tracking
• Google Sheets integration for data logging
• OAuth2 authentication for Zoho CRM
• Comprehensive logging system

Prerequisites

• Python 3.10+
• Docker (optional)
• Zoho CRM account with API access
• HouseCall Pro account with API access
• Google Sheets API credentials

Installation

1. Clone the repository
2. Set up your virtual environment:

make setup

3. Install dependencies:

make install

4. Copy .env.example to .env and fill in your credentials:

PROJECT_NAME="Data Sync"
PROJECT_VERSION="0.1.0"
HOUSECALL_API_KEY="your_housecall_api_key"
ZOHO_CLIENT_ID="your_zoho_client_id"
ZOHO_CLIENT_SECRET="your_zoho_client_secret"
ZOHO_AUTH_CODE="your_zoho_auth_code"
ZOHO_REDIRECT_URI="your_redirect_uri"

5. Copy credentials.json.example to credentials.json and fill in your Google Sheets API credentials

Running the Application

Local Development

make run

Using Docker

docker-compose up

Testing

Run the test suite:

make test

Project Structure

• api/ - API route handlers
• utils/ - Utility functions for Zoho, HouseCall Pro, and Google Sheets
• schema/ - Pydantic models for data validation
• config.py - Application configuration
• main.py - FastAPI application entry point

API Endpoints

Zoho CRM

• POST /zoho/authenticate - Authenticate with Zoho CRM
• GET /zoho/refresh - Refresh Zoho access token
• POST /zoho/incoming - Webhook endpoint for Zoho events

HouseCall Pro

• POST /housecall/incoming - Webhook endpoint for HouseCall Pro events

Development

Format code:

make format

Lint code:

make lint

Run all checks:

make all

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

• FastAPI
• Zoho CRM API
• HouseCall Pro API
• Google Sheets API

graph TB
    %% Title
    title[Integration Architecture] 
    style title fill:none,stroke:none
    
    subgraph Zoho CRM
        Z1[Zoho CRM Events]:::zoho
        Z2[Contacts]:::zoho
        Z3[Deals]:::zoho
        Z4[OAuth2 Auth]:::zoho
    end

    subgraph HouseCall Pro
        H1[HouseCall Events]
        H2[Customers]
        H3[Estimates]
        H4[Jobs]
        H5[Lead Sources]
    end

    subgraph Integration Layer
        W1[Webhook Handler]
        S1[Data Sync Engine]
        A1[Auth Manager]
        L1[Logging System]
    end

    subgraph Storage
        G1[Google Sheets]
        T1[Token Storage]
    end

    %% Event Flow
    Z1 -->|Webhook| W1
    H1 -->|Webhook| W1
    
    %% Data Sync
    W1 -->|Process Events| S1
    S1 -->|Update| Z2
    S1 -->|Update| Z3
    S1 -->|Update| H2
    S1 -->|Update| H3
    S1 -->|Update| H4
    S1 -->|Create/Update| H5

    %% Authentication
    Z4 -->|Token| A1
    A1 -->|Store| T1
    
    %% Logging
    S1 -->|Log Events| L1
    L1 -->|Store| G1

    %% Styles
    classDef zoho fill:#ff9999
    classDef hcp fill:#99ff99
    classDef integration fill:#9999ff
    classDef storage fill:#ffff99

    class Z1,Z2,Z3,Z4 zoho
    class H1,H2,H3,H4,H5 hcp
    class W1,S1,A1,L1 integration
    class G1,T1 storage

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