Tableau Connector for Zoho CRM

Build 25.0.9434

OrderedItems

Shows product line items included on sales orders or quotes, detailing quantity, unit price, and discount.

View-Specific Information

The OrderedItems 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 ordered item by its unique ID
SELECT * FROM OrderedItems WHERE Id = '3152079000000301143'

Columns

Name Type Description
Id [KEY] String Unique identifier (Id) of the ordered item record.
S.NO Long Serial number of the item in the order.
CreatedTime Datetime Date and time when the ordered item was created.
ModifiedTime Datetime Date and time when the ordered item was last modified.
ParentID_Id String Id of the parent record associated with the ordered item.
ParentID_Name String Name of the parent record associated with the ordered item.
ProductName_Id String Id of the product included in the order.
ProductName_Name String Name of the product included in the order.
PriceBook_Id String Id of the price book associated with the item.
PriceBook_Name String Name of the price book associated with the item.
Description String Description of the ordered item.
Quantity String Number of units of the product ordered.
ListPrice Decimal Listed price per unit of the product.
Amount String Total amount before applying discounts and taxes.
Discount Decimal Discount applied to the ordered item.
TotalAfterDiscount String Total amount after applying the discount but before tax.
Tax Decimal Tax amount applied to the ordered item.
Total String Final total amount after applying both discount and tax.
TaxbyPercentage String Percentage of tax 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 Field or fields used to identify duplicates during an upsert operation.
CustomViewId Long Custom view Id used to filter this record. Works only when the useCOQL parameter is set to false.
Trigger String Used to trigger automation rules when inserting a record into the CRM account.

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Build 25.0.9434