Zoho CRM Adapter models Zoho CRM Modules as relational tables.

Using Query Processing

The adapter offloads as much of the SELECT statement processing as possible to the Zoho CRM APIs and then processes the rest of the query in the adapter. The following sections document API limitations and requirements.

Tables

The adapter connects to Zoho CRM and gets the list of Tables and the metadata for the tables by calling the appropriate Web services. Any changes you make to your Zoho CRM account, such as adding a custom module, adding a custom field, or changing the data type of a field, occur immediately when you connect using the adapter. Tables shows an example, based on the Zoho CRM development environment, of what the entities in your account may look like.

Views

Most Views are defined in static configuration files. Custom Views are not. Instead, custom views are dynamically retrieved by connecting to Zoho CRM, calling the appropriate Web service and retrieving the list of custom views from the metadata returned. Any changes you make to your Zoho CRM account, such as adding a new custom view, occur immediately when you connect using the adapter.

To use Custom Views, set the IncludeCustomViews property to true. Its default value is false since custom views introduce an overhead when retrieving the list of tables and views.

Criteria applied in the custom view (either when creating it or when editing it in the UI) are preserved in CData Zoho CRM adapter. Nonetheless, further filtering on records is available at any time.

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

The EntityId field is required to fetch related module data. This field refers to the parent module Id.

Stored Procedures

Stored Procedures provides additional capabilities in the Zoho CRM API, including working with files.