Tables
The component models the data in Zoho CRM as a list of tables in a relational database that can be queried using standard SQL statements.
CData SSIS Components for Zoho CRM Tables
| Name | Description |
| Accounts | Manages account records representing companies or organizations, enabling comprehensive CRUD operations and advanced search. |
| Attachments | Stores and manages files attached to any CRM record, supporting uploads, deletions, and queries. |
| Calls | Captures call interactions, logging duration, outcome, and related contacts for performance tracking. |
| Campaigns | Tracks marketing campaigns, linking them to leads, contacts, and revenue metrics for ROI analysis. |
| Cases | Handles customer service requests with fields for priority, SLA, and resolution notes. |
| ContactRoles | Defines the role a contact plays in a deal or account (such as decision-maker or influencer) with full role-management support. |
| Contacts | Stores individual contact records, such as names, job titles, phone numbers, and email addresses, with full support for creating, updating, deleting, and querying contact data. |
| Currencies | Maintains the list of active currencies for your organization, including symbols, ISO codes, and exchange rates used in transactions. |
| Deals | Represents sales opportunities, tracking amount, probability, stage, and related contacts or accounts with full record-management capabilities. |
| Invoices | Stores invoice records (such as billing address, totals, payment status, and line items) available only in paid Zoho CRM editions. |
| Leads | Captures unqualified prospects with details such as source and rating, and supports conversion into contacts, accounts, or deals. |
| Meetings | Stores planned meetings with agenda, participants, start and end times, reminders, and follow-up status. |
| Notes | Holds free-form text notes linked to CRM records, including author, timestamp, and rich-text content. |
| Pipeline | Stores definitions of deal pipelines and their stages, allowing retrieval of every pipeline or a specific one in the Deals module. |
| PriceBooks | Maintains price book records with custom price tiers for products; not accessible in free or standard editions. |
| Products | Contains product catalog entries (SKU, category, list price, and inventory details) with full record management. |
| PurchaseOrders | Stores purchase orders issued to vendors, tracking delivery status, billing terms, and related inventory; unavailable in free or standard editions. |
| Quotes | Holds quote records sent to customers with validity dates, tax details, and approval status; available only in paid editions. |
| SalesOrders | Tracks confirmed sales orders with shipment status, billing details, and linked invoices; not available in free or standard editions. |
| Solutions | Stores knowledge-base articles and troubleshooting guides used by support teams to resolve cases. |
| Tasks | Manages to-do items linked to CRM records, with due dates, priorities, reminders, and completion status. |
| Vendors | Stores vendor details such as addresses, contact information, and payment terms, for procurement workflows. |