SSIS Components for Zoho CRM

Build 24.0.9062

Tasks

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

Name Type ReadOnly Description
Id [KEY] String False

TaskOwner_Id String False

TaskOwner_Name String False

Subject String False

DueDate Date False

ContactName_Id String False

ContactName_Name String False

RelatedTo_Id String False

RelatedTo_Name String False

Status String False

Priority String False

CreatedBy_Id String False

CreatedBy_Name String False

Tag String False

SendNotificationEmail Bool False

ModifiedBy_Id String False

ModifiedBy_Name String False

Reminder_Id String False

Reminder_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Repeat_Id String False

Repeat_Name String False

ClosedTime Datetime False

Locked Bool True

Description String False

ModuleName String False

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。

Name Type Description
DuplicateCheckFields String

The field/s to be used for checking in an upsert.

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

Trigger String

To trigger the rule while inserting record into CRM account.

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Build 24.0.9062