Tables
The add-in models the data in Zoho CRM as a list of tables in a relational database that can be queried using standard SQL statements.
CData Excel Add-In for Zoho CRM Tables
| Name | Description |
| Accounts | Create, update, delete, and query information regarding accounts. |
| Activities | Delete, and query information regarding activities. |
| Attachments | Delete, and query information regarding attachments. |
| Calls | Create, update, delete, and query information regarding calls. |
| Campaigns | Create, update, delete, and query information regarding campaigns. |
| Cases | Create, update, delete, and query information regarding cases. |
| ContactRoles | Get, add, update, or delete the list of contact roles. |
| Contacts | Create, update, delete, and query information regarding contacts. |
| Currencies | Get, add or update currencies to your organization. |
| Deals | Create, update, delete, and query information regarding deals. |
| Events | Create, update, delete, and query information regarding events. |
| Invoices | Create, update, delete, and query information regarding invoices. Not available in free and standard ZohoCRM accounts. |
| Leads | Create, update, delete, and query information regarding Leads. |
| Notes | Create, update, delete, and query information regarding notes. |
| Pipeline | To fetch the details of all or a specific pipeline in the Deals module. It works only with ApiVersion=2.1. |
| PriceBooks | Create, update, delete, and query information regarding price books. Not available in free and standard ZohoCRM accounts. |
| Products | Create, update, delete, and query information regarding products. |
| PurchaseOrders | Create, update, delete, and query information regarding purchase orders. Not available in free and standard ZohoCRM accounts. |
| Quotes | Create, update, delete, and query information regarding quotes. Not available in free and standard ZohoCRM accounts. |
| SalesOrders | Create, update, delete, and query information regarding sales orders. Not available in free and standard ZohoCRM accounts. |
| Solutions | Create, update, delete, and query information regarding solutions. |
| Tasks | Create, update, delete, and query information regarding tasks. |
| Vendors | Create, update, delete, and query information regarding vendors. |