Tableau Connector for Zoho CRM

Build 24.0.9060

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_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, 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

QuoteOwner_Id String False

QuoteOwner_Name String False

QuoteNumber String True

Subject String False

DealName_Id String False

DealName_Name String False

QuoteStage String False

ValidUntil Date False

Team String False

ContactName_Id String False

ContactName_Name String False

Carrier String False

AccountName_Id String False

AccountName_Name String 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

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

QuotedItems String False

SubTotal String True

Discount Decimal False

Tax Decimal False

Adjustment Decimal False

GrandTotal String True

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