Tableau Connector for Zoho CRM

Build 24.0.9060

Products

Create, update, delete, and query information regarding products. 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 Products(ProductName, ProductActive) VALUES('C-3PO', true)

Required fields: ProductName.

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 Products WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table. 

UPDATE Products SET Description = 'Changed from the API.' WHERE Id = '3152079000000487023'

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

ProductOwner_Id String False

ProductOwner_Name String False

ProductName String False

ProductCode String False

VendorName_Id String False

VendorName_Name String False

ProductActive Bool False

Manufacturer String False

ProductCategory String False

SalesStartDate Date False

SalesEndDate Date False

SupportStartDate Date False

SupportEndDate Date False

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Tag String False

UnitPrice Decimal False

CommissionRate Decimal False

Tax String False

Taxable Bool False

UsageUnit String False

QtyOrdered String False

QuantityinStock String False

ReorderLevel String False

Handler_Id String False

Handler_Name String False

QuantityinDemand String False

Description String False

ProductImage String False

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

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 24.0.9060