Tableau Connector for Zoho CRM

Build 25.0.9434

Contacts

Stores individual contact information (including names, emails, phone numbers, and titles) supporting comprehensive record management.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Note: When UseCOQL is set to true, a SELECT * query may fail due to the large number of columns in this table. To avoid this error:

  • Specify fewer than 50 columns in the SELECT clause
  • Or set the UseCOQL connection property to false to disable COQL and use the REST or BULK API

Insert

You must specify the LastName column when inserting a new contact. The following example demonstrates an insert operation: 

-- Insert a contact with a first name, last name, and email address
INSERT INTO Contacts (FirstName, LastName, Email) VALUES ('John', 'Smith', '[email protected]')

Required fields: LastName is required.

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

Delete

You must specify the Id column in the WHERE clause to delete a record. The following example demonstrates a delete operation: 

-- Delete a contact by its unique ID
DELETE FROM Contacts WHERE Id = '3152079000000153079'

Update

You must specify the Id column in the WHERE clause to update a record. The following example demonstrates an update operation: 

-- Update the description field for a specific contact
UPDATE Contacts SET Description = 'John helped us in the past with setting up the servers.' WHERE Id = '3152079000000484021'

Required fields: Id is required. The update must target a specific record.

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

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique identifier for the contact.

ContactOwner_Id String False

Identifier of the user who owns the contact.

ContactOwner_FirstName String True

First name of the user who owns the contact.

ContactOwner_LastName String True

Last name of the user who owns the contact.

ContactOwner_Email String True

Email address of the user who owns the contact.

ContactOwner_Name String True

Full name of the user who owns the contact.

LeadSource String False

Source from which the lead for this contact originated.

FirstName String False

First name of the contact.

LastName String False

Last name of the contact.

FullName String False

Full name of the contact.

AccountName_Id String False

Identifier of the associated account.

AccountName_Name String True

Name of the associated account.

VendorName_Id String False

Identifier of the associated vendor.

VendorName_Name String True

Name of the associated vendor.

Email String False

Primary email address of the contact.

Title String False

Job title of the contact.

Department String False

Department the contact belongs to.

Phone String False

Primary phone number of the contact.

HomePhone String False

Home phone number of the contact.

OtherPhone String False

Other phone number for the contact.

Fax String False

Fax number of the contact.

Mobile String False

Mobile number of the contact.

DateofBirth Date False

Date of birth of the contact.

Assistant String False

Name of the contact's assistant.

AsstPhone String False

Phone number of the assistant.

EmailOptOut Bool False

Indicates whether the contact has opted out of email communications.

SkypeID String False

Skype identifier of the contact.

CreatedBy_Id String False

Identifier of the user who created the contact.

CreatedBy_FirstName String True

First name of the user who created the contact.

CreatedBy_LastName String True

Last name of the user who created the contact.

CreatedBy_Email String True

Email address of the user who created the contact.

CreatedBy_Name String True

Full name of the user who created the contact.

ModifiedBy_Id String False

Identifier of the user who last modified the contact.

ModifiedBy_FirstName String True

First name of the user who last modified the contact.

ModifiedBy_LastName String True

Last name of the user who last modified the contact.

ModifiedBy_Email String True

Email address of the user who last modified the contact.

ModifiedBy_Name String True

Full name of the user who last modified the contact.

CreatedTime Datetime False

Date and time when the contact was created.

ModifiedTime Datetime False

Date and time when the contact was last modified.

Salutation String False

Salutation used for the contact, such as Mr. or Ms.

SecondaryEmail String False

Secondary email address of the contact.

LastActivityTime Datetime True

Date and time of the last activity involving this contact.

Twitter String False

Twitter handle of the contact.

Tag String False

Tags associated with the contact for categorization.

MailingStreet String False

Mailing street address of the contact.

OtherStreet String False

Alternative street address of the contact.

MailingCity String False

City of the mailing address.

OtherCity String False

City of the alternative address.

MailingState String False

State of the mailing address.

OtherState String False

State of the alternative address.

MailingZip String False

ZIP or postal code of the mailing address.

OtherZip String False

ZIP or postal code of the alternative address.

MailingCountry String False

Country of the mailing address.

OtherCountry String False

Country of the alternative address.

Description String False

Additional details about the contact.

ContactImage String False

Image associated with the contact.

ReportingTo_Id String False

Identifier of the contact this person reports to.

ReportingTo_Name String True

Name of the contact this person reports to.

UnsubscribedMode String True

Indicates how the contact unsubscribed from communication.

UnsubscribedTime Datetime True

Date and time when the contact unsubscribed.

ChangeLogTime Datetime True

Timestamp of the most recent change to the contact record.

Locked Bool True

Indicates whether the contact record is locked.

LastEnrichedTime Datetime True

Date and time when the contact was last enriched with external data.

EnrichStatus String True

Status of the enrichment process for this contact.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Name Type Description
DuplicateCheckFields String

Fields used to check for duplicate contact records during upsert. The REST API supports multiple fields, while the BULK API supports only one.

Trigger String

Indicates whether automation rules are triggered when inserting the contact.

CustomViewId Long

Custom view identifier used to filter the contact record. Applies only when the useCOQL parameter is set to false.

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Build 25.0.9434