Excel Add-In for Zoho CRM

Build 24.0.9062

Contacts

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

Name Type ReadOnly Description
Id [KEY] String False

ContactOwner_Id String False

ContactOwner_Name String False

LeadSource String False

FirstName String False

LastName String False

FullName String False

AccountName_Id String False

AccountName_Name String False

VendorName_Id String False

VendorName_Name String False

Email String False

Title String False

Department String False

Phone String False

HomePhone String False

OtherPhone String False

Fax String False

Mobile String False

DateofBirth Date False

Tag String False

Assistant String False

AsstPhone String False

EmailOptOut Bool False

CreatedBy_Id String False

CreatedBy_Name String False

SkypeID String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Salutation String False

SecondaryEmail String False

LastActivityTime Datetime False

Twitter String False

ReportingTo_Id String False

ReportingTo_Name String False

UnsubscribedMode String True

UnsubscribedTime Datetime True

LastEnrichedTime Datetime True

EnrichStatus String True

Locked Bool True

MailingStreet String False

OtherStreet String False

MailingCity String False

OtherCity String False

MailingState String False

OtherState String False

MailingZip String False

OtherZip String False

MailingCountry String False

OtherCountry String False

Description String False

ContactImage 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