Tableau Connector for Zoho CRM

Build 25.0.9434

InvoicedItems

Shows each product or service line item that appears on invoices, with quantity, rate, tax, and discount information.

View-Specific Information

The InvoicedItems view is only accessible when connected to a ZohoCRM Enterprise Edition account. If using a different edition, this view may not be available.

Note: This view is not available in the v2 schema.

Select

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

  • Id supports the '=' operator.

The following example demonstrates a basic query processed server-side:

-- Query a specific invoiced item by its unique ID
SELECT * FROM InvoicedItems WHERE Id = '3152079000000301143'

Columns

Name Type Description
Id [KEY] String The unique identifier for the invoiced item.
S.NO Long The serial number of the invoiced item in the invoice.
CreatedTime Datetime The date and time when the invoiced item was created.
ModifiedTime Datetime The date and time when the invoiced item was last modified.
ParentID_Id String The unique identifier of the invoice to which this item belongs.
ParentID_Name String The name of the invoice to which this item belongs.
ProductName_Id String The unique identifier of the product associated with this item.
ProductName_Name String The name of the product associated with this item.
PriceBook_Id String The unique identifier of the price book associated with this item.
PriceBook_Name String The name of the price book associated with this item.
Description String The description of the invoiced item.
Quantity String The quantity of the product invoiced.
ListPrice Decimal The list price of the product.
Amount String The amount before any discount or tax is applied.
Discount Decimal The discount amount applied to the item.
TotalAfterDiscount String The total amount after applying the discount but before tax.
Tax Decimal The tax applied to the invoiced item.
Total String The final total of the item including tax.
TaxbyPercentage String The tax rate as a percentage applied to the item.

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 The field or fields used to identify duplicate records during upsert operations.
CustomViewId Long The custom view identifier used to filter this record. Applies only when the useCOQL parameter is set to false.
Trigger String Triggers workflow rules or automation while inserting the record into the CRM account.

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Build 25.0.9434