ADO.NET Provider for Zoho CRM

Build 25.0.9434

v4

The CData ADO.NET Provider for Zoho CRM models Zoho CRM API v4 data as an easy-to-use SQL database. There are three parts to the data model: tables, views, and stored procedures. Any changes you make to your Zoho CRM account, such as adding a custom module, adding a custom field, or changing the data type of a field, occur immediately when you connect using the provider.

Tables

The Tables section, which details standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you might have access to in your Zoho CRM account.

Common tables include:

Table Description
Accounts Manages company or customer account records, supporting operations to create, update, delete, and retrieve account data.
Attachments Handles files attached to CRM records, supporting deletion and queries by record or module.
Calls Stores logged call records, enabling full lifecycle management including creation, updates, and deletions.
Campaigns Maintains marketing campaign records and supports linking to leads, contacts, or deals for engagement tracking.
Cases Tracks customer service tickets or support requests, including case creation, updates, and resolution status.
Contacts Stores contact records representing individuals, with full support for data operations including phone, email, and job role details.
ContactRoles Defines the role a contact plays in a deal or account (such as decision-maker or influencer) with full role-management support.
Deals Stores information about sales opportunities, including stage, expected revenue, and related accounts or contacts.
Invoices Stores customer invoice records including itemized charges, taxes, and payment tracking. Not available in free or standard accounts.
Leads Manages unqualified prospect records, allowing conversion into contacts, accounts, or deals after qualification.
Meetings Stores scheduled meetings with agenda, participants, start/end times, and follow-up status.
Notes Handles note entries linked to CRM records, allowing users to create, edit, delete, or retrieve notes.
Pipeline Stores definitions of deal pipelines and their stages, enabling retrieval of all pipelines or a specific one for the Deals module.
PriceBooks Manages price book records for assigning specific product pricing tiers. Not supported in free or standard accounts.
Products Stores product catalog records including item name, SKU, price, and stock information.
Quotes Stores quote records issued to customers with pricing, taxes, and terms. Not supported in free or standard accounts.
SalesOrders Manages sales order transactions including items, billing, and shipping details. Not available in free or standard accounts.
Tasks Stores task records linked to CRM entities, including priority, due date, and reminder settings.
Vendors Stores vendor records used in purchase-related transactions such as purchase orders or stock replenishment.
Users Lists user accounts along with details like email, profile, role, and login status.

Stored Procedures

Stored Procedures are actions that are invoked via SQL queries. They perform tasks beyond standard create, read, update, delete (CRUD) operations, including working with files.

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Build 25.0.9434