Excel Add-In for Zoho CRM

Build 24.0.9175

Accounts

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

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side. The rest of the filter is executed client-side within the add-in.

Insert


INSERT INTO Accounts(AccountName) VALUES('my name')

Required fields: AccountName.

Any field which is not read-only (ReadOnly = false in the table below below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table. 

DELETE FROM Accounts WHERE Id = '3152079000000153079'

Update

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

UPDATE Accounts SET Description = 'Updated from API' WHERE Id = '3152079000000153079'

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.

AccountOwner_Id String False

The Id of the account owner for the account.

AccountOwner_FirstName String False

The First Name of the account owner for the account.

AccountOwner_LastName String False

The Last Name of the account owner for the account.

Rating String False

The rating for the account.

AccountName String False

The name of the account.

Phone String False

The phone of the account.

AccountSite String False

The site for the account.

Fax String False

The fax of the account.

ParentAccount_Id String False

The Id of the parent account of the account.

Website String False

The website of the account.

AccountNumber Long False

The account number of the account.

TickerSymbol String False

The ticker symbol of the account

AccountType String False

The type of the account.

Ownership String False

The ownership of the account.

Industry String False

The industry of the account.

Employees Int False

The number of employess the account has.

AnnualRevenue Double False

The annual revenue of the account.

SICCode Int False

The SIC code of the account

Tag String False

The tag of the account.

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 Id of the User who modified the record.

ModifiedBy_LastName String False

The Id 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.

LastActivityTime Datetime False

The time of the last activity for the account.

BillingStreet String False

The billing street of the account.

ShippingStreet String False

The shipping street of the account.

BillingCity String False

The billing city of the account.

ShippingCity String False

The shipping city of the account.

BillingState String False

The billing state of the account.

ShippingState String False

The shipping state of the account.

BillingCode String False

The billing code of the account.

ShippingCode String False

The shipping code of the account.

BillingCountry String False

The billing country of the account.

ShippingCountry String False

The shipping country of the account.

Description String False

The description of the account.

History String False

The history of the account.

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.

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Build 24.0.9175