Excel Add-In for Zoho CRM

Build 24.0.9060

Meetings

Create, update, delete, and query information regarding meetings.

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 Meetings (Title, `From`, To) VALUES ('A test event', '2018/05/29 18:00:00', '2018/05/29 20:30:00')

Required fields: Title, From, To.

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 Meetings WHERE Id = '3152079000000153079'

Update

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

UPDATE Meetings SET Description = 'Changed from the API.' WHERE Id = '3152079000000154219'

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

Title String False

Location String False

Allday Bool False

From Datetime False

To Datetime False

Host_Id String False

Host_Name String False

Participants String False

ContactName_Id String False

ContactName_Name String False

RelatedTo_Id String False

RelatedTo_Name String False

CreatedBy_Id String False

CreatedBy_Name String False

Repeat_Id String False

Repeat_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Description String False

Reminder String False

Check-InTime Datetime True

Check-InBy_Id String False

Check-InBy_Name String False

Check-InComment String True

Check-InSub-Locality String True

Check-InCity String True

Check-InState String True

Check-InCountry String True

Latitude String True

Longitude String True

ZipCode String True

Check-InAddress String True

CheckedInStatus String True

Tag 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