Tableau Connector for Zoho CRM

Build 24.0.9062

Invoices

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, InvoicedItems) VALUES ('Created', '2018/06/06', 'An invoice for the purchase of products XYZ.', '[
            { 
              "Product_Name": { 
                "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: Subject, InvoicedItems.

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

Name Type ReadOnly Description
Id [KEY] String False

InvoiceOwner_Id String False

InvoiceOwner_Name String False

InvoiceNumber String True

Subject String False

SalesOrder_Id String False

SalesOrder_Name String False

InvoiceDate Date False

PurchaseOrder String False

DueDate Date False

ExciseDuty Decimal False

SalesCommission Decimal False

Status String False

AccountName_Id String False

AccountName_Name String False

CreatedBy_Id String False

CreatedBy_Name String False

ContactName_Id String False

ContactName_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

DealName_Id String False

DealName_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Tag String False

RecordId Long True

Locked Bool True

BillingStreet String False

ShippingStreet String False

BillingCity String False

ShippingCity String False

BillingState String False

ShippingState String False

BillingCode String False

ShippingCode String False

BillingCountry String False

ShippingCountry String False

TermsandConditions String False

Description String False

InvoicedItems String False

SubTotal String True

Discount Decimal False

Tax Decimal False

Adjustment Decimal False

GrandTotal String True

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