Tableau Connector for Zoho Books

Build 24.0.9060

Contacts

Retrieves list of all contacts.

Table Specific Information

Select

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

  • ContactName supports the '=' comparison.
  • CompanyName supports the '=' comparison.
  • Status supports the '=' comparison.
  • FirstName supports the '=' comparison.
  • LastName supports the '=' comparison.
  • Email supports the '=' comparison.
  • Phone supports the '=' comparison.
  • Address supports the '=' comparison.
  • PlaceOfContact supports the '=' comparison.

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

For example:

    SELECT * FROM Contacts WHERE CONTAINS (LastName, 'D')

    SELECT * FROM Contacts WHERE FirstName = 'John' AND Status = 'Active'

    SELECT * FROM Contacts LIMIT 5

Columns

Name Type References SupportedOperators Description
ContactId [KEY] String Id of a Contact.
ContactName String Name of a Contact.
CustomerName String Name of the customer.
VendorName String Name of the Vendor.
CompanyName String Name of a Company.
Website String Website of this contact.
LanguageCode String Language of a contact.
ContactType String Contact type of the contact.
Status String Status of the contact.

The allowed values are All, Active, Inactive, Duplicate.

CustomerSubType String Sub type of a customer.
Source String Source of the contact.
CurrencyId String

Currencies.CurrencyId

Currency Id of the customer's currency.
Facebook String Facebook profile account.
CurrencyCode String Currency code of the customer's currency.
OutstandingReceivableAmount Decimal Outstanding receivable amount of a contact.
OutstandingReceivableAmountBcy Decimal Base Currency of Outstanding receivable amount of a contact.
OutstandingPayableAmount Decimal Outstanding payable amount of a contact.
OutstandingPayableAmountBcy Decimal Base Currency of Outstanding payable amount of a contact.
UnusedCreditsPayableAmount Decimal Unused credits payable amount of a contact.
FirstName String First name of the contact person.
LastName String Last name of the contact person.
Email String Email address of the contact person.
Phone String Phone number of the contact person.
Mobile String Mobile number of the contact person.
PlaceOfContact String Code for the place of contact.
AchSupported Boolean Check if ACH is supported.
CreatedTime Datetime Time at which the contact was created.
GSTTreatment String Choose whether the contact is GST registered/unregistered/consumer/overseas.
HasAttachment Boolean Check if contacts has attachment.
LastModifiedTime Datetime The time of last modification of the contact.

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
Address String Address of a contact.

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Build 24.0.9060