v2

The CData Tableau Connector for Zoho CRM models Zoho CRM API v2 data as an easy-to-use SQL database. There are three parts to the data model: tables, views, and stored procedures. Any changes you make to your Zoho CRM account, such as adding a custom module, adding a custom field, or changing the data type of a field, occur immediately when you connect using the connector.

Tables

The Tables section, which details standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you might have access to in your Zoho CRM account.

Common tables include:


Table	Description
Accounts	Manages company or customer account records, supporting operations to create, update, delete, and retrieve account data.
Activities	Stores CRM activities such as tasks, calls, and events, with support for deletion and retrieval.
Attachments	Handles files attached to CRM records, supporting deletion and queries by record or module.
Calls	Stores logged call records, enabling full lifecycle management including creation, updates, and deletions.
Campaigns	Maintains marketing campaign records and supports linking to leads, contacts, or deals for engagement tracking.
Cases	Tracks customer service tickets or support requests, including case creation, updates, and resolution status.
Contacts	Stores contact records representing individuals, with full support for data operations including phone, email, and job role details.
Deals	Stores information about sales opportunities, including stage, expected revenue, and related accounts or contacts.
Events	Manages calendar-based records such as meetings or scheduled events, with full create, update, and delete support.
Invoices	Stores customer invoice records including itemized charges, taxes, and payment tracking. Not available in free or standard accounts.
Leads	Manages unqualified prospect records, allowing conversion into contacts, accounts, or deals after qualification.
Notes	Handles note entries linked to CRM records, allowing users to create, edit, delete, or retrieve notes.
PriceBooks	Manages price book records for assigning specific product pricing tiers. Not supported in free or standard accounts.
Products	Stores product catalog records including item name, SKU, price, and stock information.
Quotes	Stores quote records issued to customers with pricing, taxes, and terms. Not supported in free or standard accounts.
SalesOrders	Manages sales order transactions including items, billing, and shipping details. Not accessible in free or standard accounts.
Solutions	Stores internal solution records such as help articles or knowledge base entries used for case resolution.
Tasks	Stores task records linked to CRM entities, including priority, due date, and reminder settings.
Vendors	Stores vendor records used in purchase-related transactions such as purchase orders or stock replenishment.
Users	Lists user accounts along with details like email, profile, role, and login status.

Stored Procedures

Stored Procedures are actions that are invoked via SQL queries. They perform tasks beyond standard create, read, update, delete (CRUD) operations, including working with files.