SSIS Components for Zoho CRM

Build 25.0.9434

Accounts

Represents companies or customers your business deals with; supports full creation, update, deletion, and detailed querying of 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 component.

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 identifier for the account.

AccountOwner_Id String False

Identifier of the user who owns the account.

AccountOwner_FirstName String True

First name of the account owner.

AccountOwner_LastName String True

Last name of the account owner.

AccountOwner_Email String True

Email address of the account owner.

AccountOwner_Name String True

Full name of the account owner.

Rating String False

Internal rating assigned to the account.

AccountName String False

Name of the organization or business account.

Phone String False

Primary phone number of the account.

Fax String False

Fax number associated with the account.

ParentAccount_Id String False

Identifier of the parent account, if this is a sub-account.

ParentAccount_Name String True

Name of the parent account, if applicable.

Website String False

Website URL of the account.

TickerSymbol String False

Stock ticker symbol of the account, if publicly traded.

AccountType String False

Type of the account, such as customer, partner, or vendor.

Ownership String False

Ownership type of the account, such as private or public.

Industry String False

Industry category to which the account belongs.

Employees Int False

Number of employees in the organization.

AnnualRevenue Decimal False

Reported annual revenue of the account.

SICCode Int False

Standard Industrial Classification (SIC) code for the account.

CreatedBy_Id String False

Identifier of the user who created the account record.

CreatedBy_FirstName String True

First name of the user who created the account record.

CreatedBy_LastName String True

Last name of the user who created the account record.

CreatedBy_Email String True

Email address of the user who created the account.

CreatedBy_Name String True

Full name of the user who created the account.

ModifiedBy_Id String False

Identifier of the user who last modified the account.

ModifiedBy_FirstName String True

First name of the user who last modified the account.

ModifiedBy_LastName String True

Last name of the user who last modified the account.

ModifiedBy_Email String True

Email address of the user who last modified the account.

ModifiedBy_Name String True

Full name of the user who last modified the account.

CreatedTime Datetime False

Date and time when the account was created.

ModifiedTime Datetime False

Date and time when the account was last modified.

LastActivityTime Datetime True

Timestamp of the most recent activity related to the account.

AccountNumber Long False

Account number assigned internally or by the organization.

AccountSite String False

Site or location reference for the account.

Tag String False

Custom tags or labels associated with the account.

BillingStreet String False

Street address for billing.

ShippingStreet String False

Street address for shipping.

BillingCity String False

City for billing address.

ShippingCity String False

City for shipping address.

BillingState String False

State or province for billing address.

ShippingState String False

State or province for shipping address.

BillingCode String False

Postal code for billing address.

ShippingCode String False

Postal code for shipping address.

BillingCountry String False

Country for billing address.

ShippingCountry String False

Country for shipping address.

Description String False

Freeform text describing the account.

AccountImage String False

URL or path to an image representing the account.

ChangeLogTime Datetime True

Timestamp of the most recent change log entry for the account.

Locked Bool True

Indicates whether the account record is locked from editing.

LastEnrichedTime Datetime True

Date and time when enrichment data was last applied to the account.

EnrichStatus String True

Current status of third-party enrichment for 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

Fields used to identify duplicate records during an upsert. Only one field is supported for bulk upserts.

Trigger String

Indicates whether to trigger associated automation rules when inserting this record into the CRM.

CustomViewId Long

Identifier of the custom view used for filtering this record. Applies when the useCOQL parameter is set to false.

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Build 25.0.9434