Tableau Connector for Zoho CRM

Build 25.0.9434

Contacts

Stores contact records representing individuals, with full support for data operations including phone, email, and job role details.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Note: When UseCOQL is set to true, a SELECT * query may fail due to the large number of columns in this table. To avoid this error:

  • Specify fewer than 50 columns in the SELECT clause
  • Or set the UseCOQL connection property to false to disable COQL and use the REST or BULK API

Insert

You must specify the LastName column when inserting a new contact. The following example demonstrates an insert operation: 

-- Insert a contact with a first name, last name, and email address
INSERT INTO Contacts (FirstName, LastName, Email) VALUES ('John', 'Smith', '[email protected]')

Required fields: LastName is required.

Any field which is not read-only (ReadOnly = false in the table schema) can be inserted.

Delete

You must specify the Id column in the WHERE clause to delete a record. The following example demonstrates a delete operation: 

-- Delete a contact by its unique ID
DELETE FROM Contacts WHERE Id = '3152079000000153079'

Update

You must specify the Id column in the WHERE clause to update a record. The following example demonstrates an update operation: 

-- Update the description field for a specific contact
UPDATE Contacts SET Description = 'John helped us in the past with setting up the servers.' WHERE Id = '3152079000000484021'

Required fields: Id is required. The update must target a specific record.

Any field which is not read-only (ReadOnly = false in the table schema) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique identifier for the contact record.

ContactOwner_Id String False

Identifier of the user assigned as the owner of the contact.

ContactOwner_FirstName String True

First name of the user who owns the contact.

ContactOwner_LastName String True

Last name of the user who owns the contact.

ContactOwner_Email String True

Email address of the user who owns the contact.

ContactOwner_Name String True

Full name of the user who owns the contact.

LeadSource String False

Source from which the contact was acquired, such as trade show or web form.

FirstName String False

First name of the contact.

LastName String False

Last name of the contact.

FullName String False

Full name of the contact, combining first and last names.

AccountName_Id String False

Identifier of the account associated with the contact.

AccountName_Name String True

Name of the account linked to the contact.

VendorName_Id String False

Identifier of the vendor associated with the contact.

VendorName_Name String True

Name of the vendor linked to the contact.

Email String False

Primary email address of the contact.

Title String False

Job title or designation of the contact.

Department String False

Department the contact belongs to within the organization.

Phone String False

Primary phone number of the contact.

HomePhone String False

Home phone number of the contact.

OtherPhone String False

Additional phone number for the contact.

Fax String False

Fax number of the contact.

Mobile String False

Mobile phone number of the contact.

DateofBirth Date False

Date of birth of the contact.

Assistant String False

Name of the assistant to the contact, if any.

AsstPhone String False

Phone number of the contact's assistant.

EmailOptOut Bool False

Indicates whether the contact has opted out of email communications.

SkypeID String False

Skype Id associated with the contact.

CreatedBy_Id String False

Identifier of the user who created the contact record.

CreatedBy_FirstName String True

First name of the user who created the contact record.

CreatedBy_LastName String True

Last name of the user who created the contact record.

CreatedBy_Email String True

Email address of the user who created the contact record.

CreatedBy_Name String True

Full name of the user who created the contact record.

ModifiedBy_Id String False

Identifier of the user who last modified the contact record.

ModifiedBy_FirstName String True

First name of the user who last modified the contact record.

ModifiedBy_LastName String True

Last name of the user who last modified the contact record.

ModifiedBy_Email String True

Email address of the user who last modified the contact record.

ModifiedBy_Name String True

Full name of the user who last modified the contact record.

CreatedTime Datetime False

Timestamp indicating when the contact record was created.

ModifiedTime Datetime False

Timestamp indicating when the contact record was last modified.

Salutation String False

Salutation or courtesy title, such as Mr., Ms., or Dr.

SecondaryEmail String False

Secondary email address for the contact.

LastActivityTime Datetime True

Timestamp of the most recent activity involving the contact.

Twitter String False

Twitter handle associated with the contact.

Tag String False

Comma-separated list of tags assigned to the contact.

MailingStreet String False

Street address for the contact's mailing address.

OtherStreet String False

Alternate street address for the contact.

MailingCity String False

City for the contact's mailing address.

OtherCity String False

Alternate city for the contact.

MailingState String False

State or region for the contact's mailing address.

OtherState String False

Alternate state or region for the contact.

MailingZip String False

Postal or ZIP code for the mailing address.

OtherZip String False

Postal or ZIP code for the alternate address.

MailingCountry String False

Country associated with the mailing address.

OtherCountry String False

Country associated with the alternate address.

Description String False

Detailed description or notes about the contact.

ContactImage String False

Link or reference to the contact's profile image.

ReportingTo_Id String False

Identifier of the manager or contact this person reports to.

ReportingTo_Name String True

Name of the manager or contact this person reports to.

UnsubscribedMode String True

Method by which the contact unsubscribed from communication, such as manual or link.

UnsubscribedTime Datetime True

Timestamp indicating when the contact unsubscribed.

ChangeLogTime Datetime True

Timestamp indicating when the contact's change log was last updated.

Locked Bool True

Indicates whether the contact record is locked from changes.

LastEnrichedTime Datetime True

Timestamp of the most recent data enrichment for the contact.

EnrichStatus String True

Current status of data enrichment, such as in progress or completed.

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

One or more fields used to detect duplicate records during an upsert. The REST API supports multiple fields, but the BULK API supports only one.

Trigger String

Specifies whether to trigger workflow rules or automation during record insertion.

CustomViewId Long

Identifier of the custom view used to filter the contact record. Applies only when the useCOQL parameter is set to false.

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Build 25.0.9434