Tableau Connector for Zoho CRM

Build 25.0.9434

Currencies

Manages currency configurations used for pricing, deals, and transactions across modules within your organization.

Table-Specific Information

Select

The connector uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the connector.

  • Id supports '=' operator.

For example, the following queries are processed server side:

SELECT * FROM Currencies WHERE Id = '1234';

Insert


INSERT INTO Currencies (ISO_Code, Name, ExchangeRate) VALUES ('1234', 'hello','1.000');

Bulk Insert operation:

INSERT INTO Currencies#TEMP (id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code) VALUES ('4150868000000236307', 'cdata1','$','true','1.0000','period','comma','2','true','2');

INSERT INTO Currencies#TEMP (id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code) VALUES ('1234', 'cdata','$','true','2.0000','period','comma','3','true','3');

INSERT INTO Currencies (id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code) SELECT id, Name, Symbol, IsActive, ExchangeRate, FormatDecimalSeparator, FormatThousandSeparator, FormatDecimalPlaces, PrefixSymbol, ISO_Code FROM currencies#TEMP; 

Required fields: Name, ISO_Code, ExchangeRate.

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

Update


UPDATE Currencies SET symbol = 'hello', FormatDecimalSeparator = 'period', FormatThousandSeparator = 'comma',FormatDecimalPlaces = '2',prefixsymbol = 'true',exchangerate = '1.0000' WHERE Id = '1234';

Bulk Update Operation:

UPDATE Currencies SET symbol = '$',FormatDecimalSeparator = 'period',FormatThousandSeparator = 'comma',FormatDecimalPlaces = '2';

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated. NOTE: if Id field is not specified in the query, PostData will be created for each id ( driver will execute bulk update operation for each currency id).

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique identifier for the currency record.

Name String False

Name of the currency, such as US Dollar or Euro.

Symbol String False

Currency symbol, such as $, �, or �.

IsActive Bool False

Indicates whether the currency is currently active.

ExchangeRate Double False

Exchange rate of the currency relative to the base currency.

FormatDecimalSeparator String False

Character used to separate the whole number from the decimal portion in currency formatting.

FormatThousandSeparator String False

Character used to group thousands in currency formatting.

FormatDecimalPlaces String False

Number of decimal places allowed for the currency.

ModifiedByName String True

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

ModifiedByid String True

Identifier of the user who last modified the currency record.

PrefixSymbol Bool False

Indicates whether the currency symbol appears before the amount.

IsBase Bool True

Indicates whether this currency is the base currency for the organization.

CreatedAt Datetime True

Timestamp indicating when the currency record was created.

ModifiedAt Datetime True

Timestamp indicating when the currency record was last modified.

ISO_Code String False

Standard ISO code for the currency, such as USD, EUR, or JPY.

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Build 25.0.9434