Excel Add-In for Zoho CRM

Build 24.0.9062

Quotes

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, QuotedItems) VALUES ('QuotedItems', '[
            { 
              "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: Subject, QuotedItems.

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

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier for this record.

QuoteOwner_Id String False

The Id of the owner of the quote.

QuoteOwner_FirstName String False

The First Name of the owner of the quote.

QuoteOwner_LastName String False

The Last Name of the owner of the quote.

QuoteNumber String False

The number of the quote.

Subject String False

The subject of the quote.

DealName_Id String False

The Id of the deal related to this quote.

QuoteStage String False

The stage in which this quote is currently at.

ValidUntil Date False

The time until this quote is valid.

Team String False

The team who is related to this quote.

ContactName_Id String False

The Id of the contact of the quote.

Carrier String False

The carrier of this quote.

AccountName_Id String False

The Id of the account related to this quote.

CreatedBy_Id String False

The Id of the User who created the record.

ModifiedBy_Id String False

The Id of the User who modified the record.

ModifiedBy_FirstName String False

The First Name of the User who modified the record.

ModifiedBy_LastName String False

The Last Name of the User who modified the record.

CreatedTime Datetime False

The time when the record was created.

ModifiedTime Datetime False

The time when the record was modified.

Tag String False

A list of tags related to this quote.

BillingStreet String False

The billing street of the record.

ShippingStreet String False

The shipping street of the record.

BillingCity String False

The billing city of the record.

ShippingCity String False

The shipping city of the record.

BillingState String False

The billing state of the record.

ShippingState String False

The shipping state of the record.

BillingCode String False

The billing code of the record.

ShippingCode String False

The shipping code of the record.

BillingCountry String False

The billing country of the record.

ShippingCountry String False

The shipping country of the record.

ProductDetails String False

A json aggregate of the product details related to this quote.

SubTotal Double True

The sub total price of this quote.

Discount Double False

The disocunt applied to this quote.

Tax Double True

The amount of tax applied to this quote.

Adjustment Double False

The amount of adjusted price applied to this quote.

GrandTotal Double True

The gradn total of the quote.

TermsandConditions String False

The terms and conditions of this quote.

Description String False

The description of this quote.

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.

QuotedItems String

Quoted Items SubForm. This column can only be used for Insert and Update.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9062