Sync App アプリケーションの接続 ページに移動し、接続の追加 パネルで対応するアイコンを選択して、Zoho CRM への接続を作成します。Zoho CRM アイコンが利用できない場合は、Add More アイコンをクリックしてCData サイトからZoho CRM コネクタをダウンロードおよびインストールします。

必須プロパティは［設定］タブにリストされています。［Advanced］タブには、通常は必要ない接続プロパティが表示されます。

Zoho CRM への認証

Sync App はすでにZoho CRM にOAuth アプリケーションとして登録されています。そのため、デフォルトでは、自動的に埋め込みクレデンシャル を使用して接続します。

独自のカスタムOAuth アプリを使用したい場合は、カスタムクレデンシャル を参照してください。

Zoho CRM Sync App はパフォーマンスを向上させるためにデフォルトでUseServerSideFiltering がTrue に設定されていますが、誤った結果が返される場合があります。

このセクションでは、Zoho CRM Sync App の高度な機能を厳選して説明します。

ユーザー定義ビュー

Sync App を使用すると、事前設定されたクエリによって内容が決定されるユーザー定義ビューと呼ばれる仮想テーブルを定義できます。 このビューは、ドライバーに発行されるクエリを直接制御できない場合に有効です。 カスタムビューの作成と設定の概要については、ユーザー定義ビュー を参照してください。

SSL の設定

SSL の設定 を使用して、Sync App が証明書のネゴシエーションをどのように扱うかを調整します。さまざまな証明書形式を選択できます。 詳しくは、接続文字列オプションにあるSSLServerCert プロパティを参照してください。

ファイアウォールとプロキシ

Windows プロキシとHTTP プロキシを含むファイアウォールとプロキシ に合致するようSync App を設定します。トンネル接続を設定することもできます。

クエリ処理

Sync App は、Zoho CRM にできるだけ多くのSELECT ステートメント処理をオフロードし、残りのクエリをクライアント側のインメモリで処理します。

詳しくはクエリ処理 を参照してください。

ログ

CData ログを調整するために使用可能な設定の概要については、ログ を参照してください。基本的なロギングでは、 次の2つの接続プロパティを設定するだけです。LogModules 接続プロパティを使用してログに記録する情報のサブセットを選択できる、 より洗練されたロギングをサポートする多数の機能があります。

SSL 設定のカスタマイズ

デフォルトでは、Sync App はサーバーの証明書をシステムの信頼できる証明書ストアと照合してSSL / TLS のネゴシエーションを試みます。

別の証明書を指定するには、利用可能なフォーマットについてSSLServerCert プロパティを参照してください。

Firewall またはProxy 経由の接続

HTTP プロキシ

Windows のシステムプロキシ経由の接続では、接続プロパティを追加で設定する必要はありません。他のプロキシに接続するには、ProxyAutoDetect をfalse に設定します。

さらにHTTP プロキシへの認証には、ProxyServer とProxyPort に加えてProxyAuthScheme、ProxyUser、およびProxyPassword を設定します。

その他のプロキシ

次のプロパティを設定します。

• プロキシベースのファイヤーウォールを使用するには、FirewallType、FirewallServer、およびFirewallPort を設定します。
• 接続をトンネルするには、FirewallType をTUNNEL に設定します。
• 認証するには、FirewallUser とFirewallPassword を設定します。
• SOCKS プロキシへの認証には、さらにFirewallType をSOCKS5 に設定します。

CData Sync App はZoho CRM モジュールをリレーショナルテーブルとしてモデル化します。

クエリ処理の使用

Sync App は、Zoho CRM API にできるだけ多くのSELECT 構文処理をオフロードし、残りのクエリをSync App 内で処理します。次のセクションでは、API の制限と要件を説明します。 Sync App がクライアントサイドのインメモリ処理でAPI 制限を回避する方法の詳細については、SupportEnhancedSQL を参照してください。

テーブル

Sync App は、Zoho CRM に接続し、適切なWeb サービスを呼び出してテーブル のリストとテーブルのメタデータを取得します。Sync App を使用して接続すると、カスタムモジュールの追加、カスタムフィールドの追加、フィールドのデータ型の変更など、Zoho CRM アカウントに対して行う変更は即座に反映されます。 テーブル は、Zoho CRM 開発環境に基づいて、アカウントのエンティティがどのように見えるかの例を示しています。

ビュー

ほとんどのビュー は、静的なコンフィギュレーションファイルで定義されます。一方、カスタムビューはそうではありません。 これらは、Zoho CRM に接続し、適切なWeb サービスを呼び出して返されたメタデータからカスタムビューのリストを取得することで動的に取得されます。 Sync App を使用して接続すると、新しいカスタムビューの追加など、Zoho CRM アカウントに対して行う変更は即座に反映されます。

［Custom Views］を使用するには、プロパティIncludeCustomViews を'true' に設定する必要があります。カスタムビューは、テーブルとビューのリストを取得するときにオーバーヘッドが発生するため、デフォルト値は'false' です。

カスタムビューに適用されたクライテリア（作成時またはUI での編集時）は、CData Zoho CRM Sync App に保持されます。それにもかかわらず、レコードのさらなるフィルタリングはいつでも利用できます。

To use Relative Views you must set property IncludeRelatedLists to 'true'. Its default value is 'false' since related views introduce an overhead when retrieving the list of tables and views.

EntityId column is a required field to fetch the related module data and this field refers to the parent module Id.

ストアドプロシージャ

ストアドプロシージャ は、ファイルの操作など、Zoho CRM API の追加機能を提供します。

Sync App はZoho CRM のデータを、標準のSQL ステートメントを使用してクエリできるテーブルのリストにモデル化します。

一般的には、Zoho CRM テーブルのクエリは、リレーショナルデータベースのテーブルのクエリと同じです。時には特別なケースもあります。例えば、テーブルの特定のカラムデータを取得するために特定のカラムをWHERE 句に含める必要がある場合などです。これは通常、特定のカラムを取得するために行ごとに個別のリクエストを行う必要がある場合に必要です。これらの特別な状況は、以下にリンクされているテーブルページの上部に明確に文書化されています。

Zoho CRM Connector for CData Sync テーブル

Create, update, delete, and query information regarding accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side. The rest of the filter is executed client-side within the Sync App.

Insert

INSERT INTO Accounts(AccountName) VALUES('my name') 

Required fields: AccountName.

Any field which is not read-only (ReadOnly = false in the table below below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Accounts WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Accounts SET Description = 'Updated from API' WHERE Id = '3152079000000153079'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Delete, and query information regarding activities.

Table-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the Sync App.

• DueDate supports the '=' operator.
• ClosedTime supports the '=' operator.
• Location supports the '=, LIKE' operators.
• From supports the '=' operator.
• To supports the '=' operator.
• Check-InTime supports the '=' operator.
• Check-InComment supports the '=, LIKE'.
• Check-InSub-Locality supports the '=, LIKE' operators.
• Check-InCity supports the '=, LIKE' operators.
• Check-InState supports the '=, LIKE' operators.
• Check-InCountry supports the '=, LIKE' operators.
• ZipCode supports the '=, LIKE' operators.
• Check-InAddress supports the '=, LIKE' operators.
• CheckedInStatus supports the '=, LIKE' operators.
• CallStartTime supports the '=' operator.
• CallDuration supports the '=, LIKE' operators.
• CallResult supports the '=, LIKE' operators.
• Reminder supports the '=, LIKE' operators.
• CallStatus supports the '=, LIKE' operators.
• Subject supports the '=, LIKE' operators.
• CreatedTime supports the '=' operator.
• ModifiedTime supports the '=' operator.
• ActivityType supports the '=, LIKE' operators.
• Description supports the '=, LIKE' operators.

For example, the following queries are processed server side:

SELECT * FROM Activities WHERE Id = '3152079000000154214'

SELECT * FROM Activities WHERE Subject = 'event'

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Activities WHERE Id = '3152079000000156229'

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Delete, and query information regarding attachments.

Table-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the Sync App.

• CreatedTime supports the '=' operator.
• ModifiedTime supports the '=' operator.
• FileName supports the '=, LIKE' operators.
• Size supports the '=, LIKE' operators.

For example, the following queries are processed server side:

SELECT * FROM Attachments WHERE Id = '3152079000000153079'

SELECT * FROM Attachments WHERE FileName = 'Koala.jpg'

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Attachments WHERE Id = '3152079000000431011'

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding calls.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Calls (Subject) VALUES ('A test call')

INSERT INTO Calls (Subject, ModuleName) VALUES ('A test call', 'Contacts')

INSERT INTO Calls (Subject, ModuleName, RelatedTo_Id) VALUES ('A test call', 'Contacts', '2788704000120533263')

Required fields: Subject, ModuleName if RelatedTo_Id is specified.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Calls WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Calls SET Subject = 'Updated from API' WHERE Id = '3152079000000484001'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding campaigns.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Campaigns (CampaignName) VALUES ('a test campaign') 

Required fields: CampaignName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Campaigns WHERE Id = '3152079000000485001'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Campaigns SET CampaignName = 'Updated from API' WHERE Id = '3152079000000485001'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding cases.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Cases (Email, Priority, Description) VALUES ('[email protected]', 'Medium', 'A simple test case')

Required fields: None.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Cases WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Cases SET Priority = 'Low' WHERE Id = '3152079000000473022'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding contacts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Contacts (FirstName, LastName, Email) VALUES ('John', 'Smith', '[email protected]')

Required fields: LastName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Contacts WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Contacts SET Description = 'John helped us in the past with setting up the servers.' WHERE Id = '3152079000000484021'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Get, add or update currencies to your organization.

Table-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the Sync App.

• Id supports '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Currencies WHERE Id = '1234';

Insert

INSERT INTO Currencies (ISO_Code, Name, ExchangeRate) VALUES ('1234', 'hello','1.000');

Bulk Insert operation:

INSERT INTO Currencies#TEMP (id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code) VALUES ('4150868000000236307', 'cdata1','$','true','1.0000','period','comma','2','true','2');

INSERT INTO Currencies#TEMP (id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code) VALUES ('1234', 'cdata','$','true','2.0000','period','comma','3','true','3');

INSERT INTO Currencies (id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code) SELECT id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code FROM currencies#TEMP; 

Required fields: Name, ISO_Code, ExchangeRate.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Update

UPDATE Currencies SET symbol = 'hello', FormatDecimalSeparator = 'period', FormatThousandSeparator = 'comma',FormatDecimalPlaces = '2',prefixsymbol = 'true',exchangerate = '1.0000' WHERE Id = '1234';

Bulk Update Operation:

UPDATE Currencies SET symbol = '$',FormatDecimalSeparator = 'period',FormatThousandSeparator = 'comma',FormatDecimalPlaces = '2';

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated. NOTE: if Id field is not specified in the query, PostData will be created for each id ( driver will execute bulk update operation for each currency id).

Columns

Create, update, delete, and query information regarding deals.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Deals (DealName, Stage) VALUES ('Converting company XYZ into our client.', 'Qualification')

Required fields: DealName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Deals WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Deals SET Description = 'Updated from API' WHERE Id = '3152079000000153079'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding events.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Events (Title, `From`, To) VALUES ('A test event', '2018/05/29 18:00:00', '2018/05/29 20:30:00')

INSERT INTO Events (Title, `From`, To, ModuleName) VALUES ('A test event', '2018/05/29 18:00:00', '2018/05/29 20:30:00', 'Contacts')

INSERT INTO Events (Title, `From`, To, ModuleName, RelatedTo_Id) VALUES ('A test event', '2018/05/29 18:00:00', '2018/05/29 20:30:00', 'Contacts', '2788704000120533263')

Required fields: Title, From, To, ModuleName if RelatedTo_Id is specified..

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Events WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Events SET Description = 'Changed from the API.' WHERE Id = '3152079000000154219'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding invoices. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Invoices (Status, DueDate, Subject) VALUES ('Created', '2018/06/06', 'An invoice for the purchase of products XYZ.')

INSERT INTO Invoices (Status, DueDate, Subject, ProductDetails) VALUES ('Created', '2018/06/06', 'An invoice for the purchase of products XYZ.', '[
            { 
              "product": { 
                "Product_Code": "12342321", 
                "name": "Egg", 
                "id": "3276571000000184076" 
              }, 
              "quantity": 1024, 
              "Discount": 0, 
              "total_after_discount": 1239.04, 
              "net_total": 1239.04, 
              "book": null, 
              "Tax": 0, 
              "list_price": 1.21, 
              "unit_price": 1.21, 
              "quantity_in_stock": -1024, 
              "total": 1239.04, 
              "id": "3276571000000184104", 
              "product_description": null, 
              "line_tax": [] 
            } 
          ]')

Required fields: None.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Invoices WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Invoices SET Description = 'Updated from API' WHERE Id = '3152079000000153079'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding Leads.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Leads(FirstName, LastName, Title) VALUES('Alert', 'Bat', 'Mr')
INSERT INTO LEADS(FirstName, LastName, Email, Trigger) VALUES('Enthusiastic', 'Panda', '[email protected]', 'workflow,approval,blueprint')

Required fields: LastName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Leads WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Leads SET Description = 'Changed from the API.' WHERE Id = '3152079000000488014'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding notes.

Table-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the Sync App.

• NoteTitle supports the '=, LIKE' operators.
• NoteContent supports the '=, LIKE' operators.
• CreatedTime supports the '=' operator.
• ModifiedTime supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Notes WHERE Id = '3152079000000153079'

SELECT * FROM Notes WHERE NoteTitle = 'Deal details'

Insert

INSERT INTO Notes(ParentID_Id, ModuleName, NoteContent) VALUES('3276571000000184007', 'Leads', 'Janet converted this lead.') 

Required fields: ParentID_Id (the Id of the item in which you are inserting the note to), ModuleName (the API name of the module you are inserting the note to), NoteContent.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Notes WHERE Id = '3152079000000488014'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Notes SET NoteTitle = 'Changed from the API.' WHERE Id = '3152079000000304003'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

To fetch the details of all or a specific pipeline in the Deals module. It works only with ApiVersion=2.1.

Table-Specific Information

Select

The Sync App will use the Zoho CRM API to process WHERE clause conditions built with the following column and operator.

For example, the following queries are processed server side:

SELECT * FROM Pipeline WHERE Id = '228122000000223002' AND LayoutId = '228122000000000173'

SELECT * FROM Pipeline WHERE  LayoutId = '228122000000000173'

Insert

Insert Into Pipeline (LayoutId,DisplayValue,default,maps) VALUES ('4917206000000318488','Test_pipee11','true','[\n" +
            "        {\n" +
            "          \"display_value\": \"Qualification\",\n" +
            "          \"sequence_number\": \"2\",\n" +
            "          \"id\": \"4917206000000006801\"\n" +
            "        },\n" +
            "        {\n" +
            "          \"display_value\": \"Needs Analysis\",\n" +
            "          \"sequence_number\": \"1\",\n" +
            "          \"id\": \"4917206000000006803\"\n" +
            "        }\n" +
            "      ]')

Required fields: LayoutId, DisplayValue, Default and maps.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Update

You must specify the Id and LayoutId in the WHERE clause when executing an update against this table.

UPDATE Pipeline Set DisplayValue = 'Pipeline_test12', default = 'false', maps = '[\n" +
            "        {\n" +
            "          \"display_value\": \"Qualification\",\n" +
            "          \"sequence_number\": \"2\",\n" +
            "          \"id\": \"4917206000000006801\"\n" +
            "        },\n" +
            "        {\n" +
            "          \"display_value\": \"Needs Analysis\",\n" +
            "          \"sequence_number\": \"1\",\n" +
            "          \"id\": \"4917206000000006803\"\n" +
            "        }\n" +
            "      ]' WHERE Id = '4917206000000357004' AND LayoutId = '4917206000000318488' ")

Required fields: Id,LayoutId.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Delete

The users can use the TransferAndDeltePipeline stored procedure to delete the pipeline.

Columns

Create, update, delete, and query information regarding price books. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO PriceBooks (PriceBookName, Active) VALUES ('pricebook_2018', true) 

Required fields: PriceBookName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM PriceBooks WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE PriceBooks SET Description = 'Changed from the API.' WHERE Id = '3152079000000488023'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding products.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Products(ProductName, ProductActive) VALUES('C-3PO', true)

Required fields: ProductName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Products WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Products SET Description = 'Changed from the API.' WHERE Id = '3152079000000487023'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding purchase orders. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO PurchaseOrders(TrackingNumber, ExciseDuty, Carrier) VALUES('123123123', 33.33, 'UPS')

Required fields: None.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM PurchaseOrders WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE PurchaseOrders SET Description = 'Changed from the API.' WHERE Id = '3152079000000492001'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding quotes. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Quotes (Subject, Team, Adjustment) VALUES ('A quote for product XYZ for company ABC.', 'A-Team', 12.5)

Required fields: None.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Quotes WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Quotes SET Description = 'Changed from the API.' WHERE Id = '3152079000000490009'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding sales orders. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO SalesOrders (Subject, Status) VALUES ('A brand new sales order', 'Created')

Required fields: None.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM SalesOrders WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE SalesOrders SET Description = 'Changed from the API.' WHERE Id = '3152079000000493027'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding solutions.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client-side within the Sync App.

Insert

INSERT INTO Solutions (SolutionTitle, Status) VALUES ('Converting from XML to JSON', 'Created')

Required fields: SolutionTitle.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Solutions WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Solutions SET Question = 'Changed from the API.' WHERE Id = '3152079000000492018'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding tasks.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Tasks(Subject, Status) VALUES ('Finish sending emails to potential leads.', 'Created')

INSERT INTO Tasks(Subject, Status, ModuleName) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts')

INSERT INTO Tasks(Subject, Status, ModuleName, RelatedTo_Id) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts', '2788704000120533263')

Required fields: Subject, ModuleName if RelatedTo_Id is specified.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Tasks WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Tasks SET Status = 'In progress' WHERE Id = '3152079000000492026'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Create, update, delete, and query information regarding vendors.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

INSERT INTO Vendors(VendorName, Email, Website) VALUES('XYZVendor', '[email protected]', 'vendeverything.xyz') 

Required fields: VendorName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Vendors WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Vendors SET Description = 'Changed from the API' WHERE Id = '3152079000000492032'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

ビューは、カラムと疑似カラムで構成されます。ビューは、データを示すという点でテーブルに似ていますが、ビューでは更新はサポートされません。通常、ビューとして表されるエンティティは、読み取り専用のエンティティです。多くの場合、これらのデータはストアドプロシージャを使用することで更新できます（その機能がデータソースに適用できる場合）。

ビューに対しては、通常のテーブルと同じようにクエリを実行でき、このときに返されるデータも同様です。

ビューとして公開されるクエリなどの動的ビューや、project_team ワークアイテムの特定の組み合わせを検索するためのビューがサポートされています。

Zoho CRM Connector for CData Sync ビュー

Query information regarding performed actions.

Columns

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Query information regarding different histories for a particular custom field.

Table-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the Sync App.

• ModuleName supports the '=' operator.
• EntityId supports the '=' operator.
• FieldName supports the '=' operator.
• HistoryName supports the '=' operator.

All columns used in the criteria are required. Use FieldName to specify the actual name of the tracked custom field and HistoryName to specify the name of the history tracking section. If you want to retrieve data for a specific entity of a module specify EntityId in the criteria. For example, the following query is processed server side:

SELECT * FROM [CustomFieldHistoryTracking] WHERE ModuleName = 'Leads' AND FieldName = 'pickListField' AND HistoryName = 'Pick List 1'

SELECT * FROM [CustomFieldHistoryTracking] WHERE ModuleName = 'Leads' AND FieldName = 'pickListField' AND HistoryName = 'Pick List 1' AND EntityId = '12345665'

Columns

To get the field metadata for the specified module.

View-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator.

• ModuleName supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Fields WHERE ModuleName = 'Deals'

Columns

Query information regarding different product details. Not available in free and standard ZohoCRM accounts.

View-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the Sync App.

• InvoiceId supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM InvoiceProductDetails WHERE InvoiceId = '3152079000000301143'

Columns

To get the layouts metadata for the specified module.

View-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator.

• ModuleName supports the '=' operator.

For example, the following queries are processed server-side:

SELECT * FROM Layouts WHERE ModuleName = 'Deals'

Columns

To get the field metadata for the specified module.

View-Specific Information

Select

The Sync App uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator.

• ModuleName supports the '=' operator.

For example, the following queries are processed server-side:

SELECT * FROM ListFields WHERE ModuleName = 'Deals'

Columns