Tableau Connector for Zoho CRM

Build 25.0.9434

Products

Contains product catalog entries (SKU, category, list price, and inventory details) with full record management.

Table-Specific Information

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

Select

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

Insert

The following example demonstrates a basic insert operation:

-- Insert a new product and mark it as active
INSERT INTO Products (ProductName, ProductActive) VALUES ('C-3PO', true)

Required fields: ProductName is required. This is the name of the product and must be provided to create a new record.

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 product by its unique ID
DELETE FROM Products 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 for a specific product using its ID
UPDATE Products SET Description = 'Changed from the API.' WHERE Id = '3152079000000487023'

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 of the product.

ProductOwner_Id String False

Unique identifier of the user who owns the product.

ProductOwner_FirstName String True

First name of the user who owns the product.

ProductOwner_LastName String True

Last name of the user who owns the product.

ProductOwner_Email String True

Email address of the user who owns the product.

ProductOwner_Name String True

Full name of the user who owns the product.

ProductName String False

Name of the product.

ProductCode String False

Code assigned to the product.

VendorName_Id String False

Unique identifier of the associated vendor.

VendorName_Name String True

Name of the associated vendor.

ProductActive Bool False

Indicates whether the product is active.

Manufacturer String False

Name of the manufacturer of the product.

ProductCategory String False

Category to which the product belongs.

SalesStartDate Date False

Date on which sales of the product began.

SalesEndDate Date False

Date on which sales of the product ended.

SupportStartDate Date False

Date when support for the product began.

SupportEndDate Date False

Date when support for the product ended.

CreatedBy_Id String False

Unique identifier of the user who created the product record.

CreatedBy_FirstName String True

First name of the user who created the product record.

CreatedBy_LastName String True

Last name of the user who created the product record.

CreatedBy_Email String True

Email address of the user who created the product record.

CreatedBy_Name String True

Full name of the user who created the product record.

ModifiedBy_Id String False

Unique identifier of the user who last modified the product record.

ModifiedBy_FirstName String True

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

ModifiedBy_LastName String True

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

ModifiedBy_Email String True

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

ModifiedBy_Name String True

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

CreatedTime Datetime False

Date and time when the product record was created.

ModifiedTime Datetime False

Date and time when the product record was last modified.

Tag String False

Tag used to categorize or filter the product.

UnitPrice Decimal False

Unit price of the product.

CommissionRate Decimal False

Commission rate applicable to the product.

Tax String False

Tax information for the product.

Taxable Bool False

Indicates whether the product is subject to tax.

UsageUnit String False

Unit in which the product is measured or sold.

QtyOrdered Double False

Total quantity of the product that has been ordered.

QuantityinStock Double False

Current quantity of the product available in stock.

ReorderLevel Double False

Stock level at which the product is reordered.

Handler_Id String False

Unique identifier of the user handling the product.

Handler_Name String True

Name of the user handling the product.

QuantityinDemand Double False

Quantity of the product that is currently in demand.

Description String False

Description of the product.

ProductImage String False

Path or URL to the image of the product.

RecordId Long True

Internal record identifier for the product.

Locked Bool True

Indicates whether the product record is locked from modifications.

LastActivityTime Datetime False

Timestamp of the most recent activity on the product record.

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

Fields used to check for duplicate records during an upsert. The REST API allows multiple fields; the BULK API allows only one.

Trigger String

Used to trigger automation rules when inserting a record into the CRM account.

CustomViewId Long

Custom view identifier used to filter this product record. Applies only when the useCOQL parameter is false.

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Build 25.0.9434