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 connector.
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. |