Tableau Connector for Zoho Books

Build 24.0.9060

Changelog

General Changes

DateBuild
Number
Change
Type
Description
05/31/20248917Zoho BooksAdded
  • Added support for multiple columns in fourteen tables.
05/09/20248895GeneralChanged
  • The ROUND function previously did not accept negative precision values. That feature has now been restored.
04/08/20248864Zoho BooksAdded
  • Added SKU column for BillLineItems, CreditNoteLineItems, EstimateLineItems, InvoiceLineItems, Items, PurchaseOrderLineItems, RecurringBillLineItems, RecurringInvoiceLineItems, SalesOrderLineItems, VendorCreditLineItems views.
03/15/20248840GeneralAdded
  • Created a new SQL function called STRING_COMPARE that provides java's String.compare() ability to SQL queries. Returns a number representative of the compared value of two strings
11/29/20238733GeneralChanged
  • The ROUND function doesn't accept the negative precision values anymore.

Changed
  • The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
  • The return type of the ABS function will be consistent with the parameter value type.
11/28/20238732GeneralAdded
  • Added the HMACSHA256 formatter to allow for secrets to be decoded if it is in base64 format
11/02/20238706Zoho BooksRemoved
  • Removed support for INSERT and UPDATE from the OpeningBalances table to match the current API behavior.
10/26/20238699Zoho BooksChanged
  • Added columns ProjectCode, LastModifiedTime, UsersWorking, CurrencyId, CustomerEmail, BillingRateFrequency columns for Projects table.
10/10/20238683Zoho BooksChanged
  • Updated the data type of PaymentNumber column from Integer to String for CustomerPayments, VendorPayments views and CustomerPaymentDetails, VendorPaymentDetails tables.
08/07/20238619Zoho BooksChanged
  • Updated the data type of PaymentNumber column from Integer to String.
07/26/20238607Zoho BooksRemoved
  • Removed duplicate columns FromAccountId and TransactionType from BankTransactions table.
  • Removed the duplicate column ContactCompanyName from CommittedStockDetailsReport view.
  • Removed the duplicate column TaxType from Taxes table.
  • Removed the duplicate column TimerStartedAt from TimeEntries table.

Changed
  • Added the column ContactStatus in CommittedStockDetailsReport view.
06/20/20238571GeneralAdded
  • Added the new sys_lastresultinfo system table.
05/12/20238532Zoho BooksAdded
  • Added Connection String Property Region.
05/09/20238529Zoho BooksAdded
  • Added support for CustomModules, CustomModuleFields tables.
  • Added support for CustomModuleFieldDropDownOptions view.
  • Added stored procedure DeleteCustomModuleField.
04/25/20238515GeneralRemoved
  • Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
04/06/20238496Zoho BooksAdded
  • Added AddAttachment, AddExpenseReceipt, ApproveAnEntity, BillsApplyCredit, ContactEnableOrDisablePaymentReminder, ContactEnablePortalAccess, ContactSendEmail, DeleteAttachment, DeleteImportedStatement, EmailAcreditNote, EmailAnEstimate, EmailAnInvoice, EmailAPurchaseOrder, EmailARetainerInvoice, EmailASalesOrder, EmailMultipleEstimates, EmailMultipleInvoices, ExportReport, ImportCreditCardStatement, InvoiceBulkReminder, InvoiceCancelWriteOFFInvoice,InvoiceDeleteExpenseReceipt, InvoiceEnableOrDisablePaymentReminder, InvoiceWriteOFFInvoice, MaqrkCustomerContactAsPrimary, MarkJournalAsPublished, ModifyBankAccountStatus, ModifyBillStatus, ModifyChartOfAccountStatus, ModifyContactStatus, ModifyCreditNoteStatus, ModifyEstimateStatus, ModifyInvoiceStatus, ModifyItemStatus, ModifyProjectStatus, ModifyPurchaseOrderStatus, ModifyRecurringBillStatus, ModifyRecurringExpenseStatus, ModifyRecurringInvoiceStatus, ModifyRetainerInvoiceStatus, ModifySalesorderStatus, ModifyUserStatus, ModifyVendorCreditStatus, ProjectsInviteAUser, SubmitEntityForApproval, TransactionsUncategorizeACategorizedTransaction, TransactionsUnmatchATransaction, UsersInviteAUser StoredProcedures.
03/27/20238486Zoho BooksAdded
  • Added Documents view.
03/24/20238483Zoho BooksAdded
  • Added BillDocuments, ContactDocuments, CreditNoteDocuments, InvoiceDocuments, PurchaseOrderDocuments, RetainerInvoiceDocuments, SalesorderDocuments views.
03/22/20238481Zoho BooksAdded
  • Added AccountDetailsBaseCurrencyAdjustmentAccounts, AccountDetailsBaseCurrencyAdjustment, BankAccountLastImportedStatement, BankAccountLastImportedStatementTransactions, BankTransactionImportedTransaction, BillPurchaseOrders, BillVendorCredits, ContactRefunds, CustomerPaymentInvoices, GetContactStatementEmailContent, ItemWarehouses, VendorPaymentBills views.
03/13/20238472Zoho BooksAdded
  • Added CustomerPaymentsRefund, RecurringBillDetails, TaxGroups, VendorCreditRefund, VendorPaymentsRefund tables.
  • Added RecurringBills, RecurringBillLineItems, Budgets views.
03/10/20238469Zoho BooksAdded
  • Added support for accounttransactionsreport, businessperformanceratiosreport, cashflowreport, committedstockdetailsreport, CustomerBalancesReport, GeneralLedgerReport, VendorBalancesReport, StockSummaryReport, SalesBySalespersonReport, SalesByItemReport, SalesByCustomerReport, PurchaseOrdersByVendorReport, ProjectPerformanceSummaryReport, ProductSalesReport, PaymentReceivedReport, MovementOfEquityReport, JournalReport, InventoryValuationReport, InventorySummaryReport
02/03/20238434Zoho BooksAdded
  • Added support for Insert, Update and Delete.
  • Added AccountNumber, IsPrimaryAccount, IsPaypalAccount, PaypalType, PaypalEmailAddress, RoutingNumber columns in BankAccounts.
  • Added Criterion as aggregate columns, TargetAccountId, AccountId, ProductType, VatTreatment columns in BankRules.
  • Added CustomFields, Documents, FromAccountTags, ToAccountTags as aggregate columns and FromAccountId, UserId, Date, TransactionType as columns in BankTransactions.
  • Added AccountIds column in BaseCurrencyAdjustments.
  • Added Approvers, CustomFields, Documents, LineItems, Taxes as aggregate column and IsUpdateCustomer, PurchaseOrderIds, PricebookId, PlaceOfSupply, PermitNumber as columns in BillDetails.
  • Added CurrencyId, IncludeInVatReturn, ShowOnDashboard as columns in ChartOfAccounts.
  • Added ContactType, ContactPersons, CustomFields, CreditLimit, CurrencyId, Facebook, IsAddedInPortal columns in ContactDetails.
  • Added AvataxUseCode, AvataxTaxCode, AvataxExemptNo, ContactPersons, CustomFields, IsDraft, LineItems, IgnoreAutoNumberGeneration columns in CreditNoteDetails.
  • Added EnablePortal column in CustomerContacts.
  • Added AmountApplied, CustomFields, ContactPersons, InvoiceId, Invoices columns in CustomerPaymentDetails.
  • Added AvataxUseCode, AvataxExemptNo, ContactPersons, CustomFields columns in EstimateDetailsInternal.
  • Added AcquisitionVatId, CanReclaimVatOnMileage, CustomFields, DestinationOfSupply, Distance, EngineCapacityRange, HSNORSAC, FuelType, GstNo, LineItems, ProductType, PlaceOfSupply, ReverseChargeVatId, ReverseChargeTaxId, SourceOfSupply, VehicleType, VatTreatment, TaxTreatment, Receipt columns in ExpenseDetails.
  • Added ContactPersons, CustomFields, ExpenseId, InvoicedEstimateId, LineItems, SalesorderItemId, TaxId, Send columns in InvoiceDetails
  • Added AvataxUseCode, AvataxTaxCode, HSNORSAC, InventoryAccountId, VendorId, ReorderLevel, InitialStock, InitialStockRate, ItemTaxPreferences columns in itemdetails.
  • Added ExchangeRate, IncludeInVatReturn, IsBasAdjustment, ProductType, VatTreatment, LineItems, TaxExemptionCode, TaxExemptionType columns in Journals.
  • Added Accounts in OpeningBalances.
  • Added CostBudgetAmount, BudgetAmount, BudgetHours, UserId, Tasks, Users columns in Projects
  • Added BillingAddressId, ContactPersons, CustomFields, Documents, DueDate, IsUpdateCustomer, PricebookId, SalesorderId, GstTreatment, VatTreatment, TaxTreatment, GstNo, SourceOfSupply, PlaceOfSupply, DestinationOfSupply, LineItems columns in PurchaseOrderDetails.
  • Added GstNo, SourceOfSupply, DestinationOfSupply, PlaceOfSupply, LineItems, VatTreatment, TaxTreatment, ProductType, AcquisitionVatId, ReverseChargeVatId columns in RecurringExpenseDetails
  • Added AvataxUseCode, AvataxTaxCode, AvataxExemptNo, ContactPersons, Email, ItemId, LineItems, PlaceOfSupply, TaxId, PaymentOptionsPaymentGateways, VatTreatment, GstNo, GstTreatment, TaxTreatment columns in recurringinvoicedetails.
  • Added ContactPersons, PaymentOptionPaymentGateways, LineItems as columns in retainerinvoicedetails.
  • Added AvataxUseCode, AvataxExemptNo, BillingAddressId, ShippingAddressId, ContactPersons, CustomFields, GstNo, GstTreatment, IsUpdateCustomer, LineItems, MerchantId, NotesDefault, PriceBookId, PlaceOfSupply, TaxId, TermsDefault, VatTreatment, TaxTreatment, CanSendInMail, TotalFiles, Doc as columns in SalesOrderDetails.
  • Added BudgetHours column in Tasks.
  • Added TaxType, IsValueAdded, PurchaseTaxExpenseAccountId, UpdateRecurringInvoice, UpdateRecurringExpense, UpdateDraftInvoice, UpdateRecurringBills, UpdateDraftSo, UpdateSubscription, UpdateProject column in Taxes.
  • Added CostRate, TimerStartedAt column in TimeEntries.
  • Added CostRate column in Users.
  • Added CustomFields, Documents, DestinationOfSupply, IsUpdateCustomer, PricebookId, PlaceOfSupply, LineItems columns in VendorCreditDetails.
  • Added Bills, CustomFields columns in VendorPaymentDetails.
12/14/20228383GeneralChanged
  • Added the Default column to the sys_procedureparameters table.
11/09/20228348Zoho BooksAdded
  • Added BalanceSheetsReport, ProfitsAndLossesReport, ReportsAccountTransactionsDetails, TaxSummaryReport, TrialBalanceReport.
10/12/20228320TableauAdded
  • Added support for additional localizations in the Windows and Mac packages. Both setups now support all the languages that Tableau supports as of their 2022.2 release.
09/30/20228308GeneralChanged
  • Added the IsPath column to the sys_procedureparameters table.
09/20/20228298Zoho BooksAdded
  • Added the FileStream parameter to support output streamd on the DownloadAttachment, DownloadExpenseReceipt and DownloadRetainerInvoiceAttachment stored procedures.
  • Added the FileData output parameter and Encoding input parameter to print the response on the DownloadAttachment, DownloadExpenseReceipt and DownloadRetainerInvoiceAttachment stored procedures.
09/16/20228294Zoho BooksChanged
  • Changed DataType of Column CreditAmount of table ChartOfAccountTransactions from Integer to Decimal.
08/12/20228259TableauChanged
  • Updated connection dialogs to use advanced configuration information provided by drivers. This makes use of the same information as the new dialogs in other editions (like ODBC) to display only the most relevant connection properties.
  • Legacy connectors have been simplified to look more like Tableau JDBC dialogs. Legacy connectors target older Tableau versions which do not support rich connection dialogs like the modern connectors do. Most connectors cannot fit within these limitations.
02/01/20228067Zoho BooksAdded
  • Added column DebitAmount to table ChartOfAccountTransactions.
09/02/20217915GeneralAdded
  • Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
08/07/20217889GeneralChanged
  • Added the KeySeq column to the sys_foreignkeys table.
08/06/20217888GeneralChanged
  • Added the new sys_primarykeys system table.
07/23/20217874GeneralChanged
  • Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
  • As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
07/12/20217863Zoho BooksAdded
  • Added the connection property RowScanDepth. It is the maximum number of rows to scan for the custom fields columns available in the table. The default value is 200.
04/25/20217785GeneralAdded
  • Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
04/23/20217783GeneralChanged
  • Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
04/16/20217776GeneralAdded
  • Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
04/16/20217776GeneralChanged
  • Reduced the length to 255 for varchar primary key and foreign key columns.

Changed
  • Updated index naming convention to avoid duplicates.
04/16/20217776GeneralChanged
  • Updated implicit and metadata caching to improve performance and support for multiple connections. Old metadata caches are not compatible - you need to generate new metadata caches if you are currently using CacheMetadata.
04/16/20217776TableauChanged
  • Improved the connection dialog configuration experience.

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Build 24.0.9060