Cmdlets for Zoho CRM

Build 25.0.9434

Accounts

Manages company or customer account records, supporting operations to create, update, delete, and retrieve account data.

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 cmdlet.

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 True

Unique Zoho CRM identifier (Id) for the account record.

AccountOwner_Id String False

Unique user Id of the record owner.

AccountOwner_FirstName String True

Owner's given name.

AccountOwner_LastName String True

Owner's family name.

AccountOwner_Email String True

Email address of the account owner.

AccountOwner_Name String True

Full display name of the account owner.

Rating String False

Internal rating that reflects the account's value or priority, such as Hot, Warm, or Cold.

AccountName String False

Registered or trading name of the company or organization.

Phone String False

Primary business phone number for the account.

Fax String False

Fax number associated with the account.

ParentAccount_Id String False

Unique Id of the parent account when this record is a subsidiary.

ParentAccount_Name String True

Name of the linked parent account.

Website String False

Company's public website URL.

TickerSymbol String False

Stock-market ticker symbol if the company is publicly traded.

AccountType String False

Relationship category, for instance Customer, Partner, or Competitor.

Ownership String False

Ownership structure of the business, for example Public, Private, or Subsidiary.

Industry String False

Industry sector in which the company operates.

Employees Int False

Number of full-time employees at the company.

AnnualRevenue Decimal False

Most recent annual revenue figure in the organization's base currency.

SICCode Int False

Standard Industrial Classification code identifying the company's industry.

CreatedBy_Id String False

User Id of the person who created the record.

CreatedBy_FirstName String True

Creator's given name.

CreatedBy_LastName String True

Creator's family name.

CreatedBy_Email String True

Creator's email address.

CreatedBy_Name String True

Full display name of the record creator.

ModifiedBy_Id String False

User Id of the person who last modified the record.

ModifiedBy_FirstName String True

Modifier's given name.

ModifiedBy_LastName String True

Modifier's family name.

ModifiedBy_Email String True

Modifier's email address.

ModifiedBy_Name String True

Full display name of the last modifier.

CreatedTime Datetime False

Timestamp when the record was first created in Zoho CRM.

ModifiedTime Datetime False

Timestamp of the most recent update.

LastActivityTime Datetime True

Timestamp of the latest related activity, such as a note, email, or task.

AccountNumber Long False

Internal reference or account number.

AccountSite String False

Specific office or site name if the company has multiple locations.

Tag String False

Tags applied to the record, stored as a comma-separated list with one space after each comma.

BillingStreet String False

Street address used for billing.

ShippingStreet String False

Street address used for shipping.

BillingCity String False

City for the billing address.

ShippingCity String False

City for the shipping address.

BillingState String False

State or province for the billing address.

ShippingState String False

State or province for the shipping address.

BillingCode String False

Postal or ZIP code for billing.

ShippingCode String False

Postal or ZIP code for shipping.

BillingCountry String False

Country for the billing address.

ShippingCountry String False

Country for the shipping address.

Description String False

Free-form notes or additional details about the account.

AccountImage String False

URL or file Id of the company logo or related image.

ChangeLogTime Datetime True

Timestamp of the last synchronization or enrichment update.

Locked Bool True

Indicates whether the record is locked from edits (true or false).

LastEnrichedTime Datetime True

Timestamp of the most recent data-enrichment run.

EnrichStatus String True

Status returned by the enrichment service, such as Completed or Failed.

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

Comma-separated field list used to detect duplicates during an upsert. The REST API supports multiple fields while the BULK API supports only one.

Trigger String

Comma-separated list of workflow names to trigger when inserting this record.

CustomViewId Long

Id of the custom view applied to filter this record when the useCOQL parameter is set to false.

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Build 25.0.9434