Tableau Connector for Zoho Books

Build 24.0.9060

CustomerContacts

Create, Read, Update, Delete contact persons. Also, get the contact person details.

Table Specific Information

Select

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

  • ContactId supports the '=' comparison.
  • CustomerContactId supports the '=' comparison.

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

For example:

    SELECT * FROM CustomerContacts WHERE ContactId = '1864553000000072009' AND CustomerContactId = '1896253000000071011'

Insert

INSERT can be executed by specifying FirstName and CONTACTID columns. 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 CustomerContacts (FirstName, CONTACTID) VALUES ('customercontactspersons', '3285934000000085043') 

Update

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

UPDATE CUSTOMERCONTACTS SET CONTACTID = '3285934000000085043', LASTNAME = 'TEST' WHERE customercontactid = '3285934000000266024'

Delete

DELETE can be executed by specifying the CustomerContactId in the WHERE Clause For example:

DELETE FROM CUSTOMERCONTACTS WHERE CustomerContactId = '3285934000000266024'

Columns

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

Id of a contact person.

ContactId String False

Contacts.ContactId

Id of a contact.

ContactName String False

Display Name of the contact. Max-length [200].

CreatedTime Datetime True

Time at which the contact person was created.

CurrencyCode String True

Currency code used for this contact person.

Department String False

Department on which a person belongs. .

Designation String False

Designation of a person.

Email String False

Email Id of contact person.

EnablePortal Boolean False

Option to enable the portal access. Allowed values true,false.

Fax String False

Fax Id of contact person.

FirstName String False

First name of the contact person.

IsPrimaryContact Boolean True

Check if it is a primary contact.

LastName String False

Last name of contact person.

Mobile String False

Mobile number of a contact person.

Phone String False

Phone number of a contact person.

Salutation String False

Salutation of a contact person.

Skype String False

Skype Id of contact person.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060