Tableau Connector for Zoho Books

Build 24.0.9062

Tasks

List, add, update and delete tasks added to a project. Also, get the details of a task.

Table Specific Information

Select

The connector uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:

  • ProjectId supports the '=' comparison.
  • TaskId supports the '=' comparison.

The rest of the filter is executed client-side in the connector.

For example:

    SELECT * FROM Tasks WHERE ProjectId = '1894553000000078367' AND TaskId = '1894553000000085708'

Insert

INSERT can be executed by specifying TaskName and ProjectId. The columns that are not read-only can be inserted optionally. The following is an example of how to insert into this table.

INSERT INTO Tasks (ProjectId, TaskName) VALUES ('1484772000000068020','Test1')

Update

UPDATE can be executed by specifying the TaskId and ProjectId in the WHERE Clause. The columns that are not read-only can be updated. For example:

UPDATE Tasks SET Description = 'test' WHERE TaskId = '1484772000000147005' AND ProjectId = '1484772000000068020'

Delete

DELETE can be executed by specifying the TaskId and ProjectId in the WHERE Clause For example:

DELETE FROM Tasks WHERE TaskId = '1484772000000147005' AND ProjectId = '1484772000000068020'

Columns

Name Type ReadOnly References SupportedOperators Description
TaskId [KEY] String True

Id of a task.

ProjectId String True

Projects.ProjectId

Id of the project.

CurrencyId String True

Currencies.CurrencyId

Currency Id of the customer's currency.

TaskName String False

Name of the task.

Description String False

Description of the task.

ProjectName String True

Name of the project.

CustomerId String True

Contacts.ContactId

Id of the customer or vendor.

CustomerName String True

Name of the customer or vendor.

BilledHours String True

Total number of billed hours for a task.

BudgetHours Integer False

A project comprises of a single or multiple tasks that need to be completed.

LogTime String True

Time logs for the task.

UnBilledHours String True

Total number of hours which was un-billed.

Rate Decimal False

Rate for task.

Status String True

Status of the task.

IsBillable Boolean True

Check if tasks is billable or not.

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Build 24.0.9062