SSIS Components for Zoho CRM

Build 25.0.9434

LinkRelatedRecords

Creates a relationship between two records from different modules, such as linking a contact to a deal.

Procedure-Specific Information

ZohoCRM supports updating the relations for some specific modules and for adding the relation it requires ModuleName, Related ModuleName, RecordId of the module and RecordId of the related module.

ZohoCRM Requires atleast one related object in the request body to perform this operation and it can be added using the RelatedRecordsAggregate parameter.

For Example:

INSERT INTO LinkRelatedrecords#TEMP(RelatedRecordId#1,MemberStatus#1,RelatedRecordId#2,MemberStatus#2) values('4482327000000271429','Active','4482327000000271430','');

INSERT INTO LinkRelatedrecords#TEMP(RelatedRecordId#3) values('4482327000000271431');

EXEC LinkRelatedrecords Module = 'Campaigns', RecordId = '4482327000000467001', RelatedModule = 'Leads', RelatedRecordsAggregate = 'LinkRelatedrecords#TEMP';

You can also supply record identifiers and member statuses directly as a JSON aggregate to the RelatedRecordsAggregate parameter.

EXEC LinkRelatedrecords Module = 'Campaigns', RecordId = '4482327000000467001', RelatedModule = 'Leads', RelatedRecordsAggregate = '[{\"id\": \"984075000000575003\", \"Member_Status\": \"Active\"}, {\"id\": \"984075000000574037\", \"Member_Status\": \"Active\"}]';

Input

Name Type Description
Module String Name of the primary module where the relationship is created.
RelatedModule String Name of the related module to be linked to the primary record.
RecordId String Unique identifier of the record in the primary module.
RelatedRecordsAggregate String Array of related records and their corresponding statuses to be linked in a batch operation.

Result Set Columns

Name Type Description
Status String Indicates whether the operation was successful.
RelatedRecordId String The identifier of the record which was added as a relation.
Message String The message from the Zoho CRM API indicating if the record was added as a relation.

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Build 25.0.9434