Tableau Connector for Zoho Books

Build 24.0.9060

Projects

List, add, update and delete projects.

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.
  • CustomerId supports the '=' comparison.
  • Status supports the '=' comparison.

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

For example:

    SELECT * FROM Projects WHERE CustomerId = '1894553000000078233' AND ProjectId = '1894553000000078363'

    SELECT * FROM Projects WHERE Status = 'Active'

Columns

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

Id of the project.

ProjectName String False

Name of the project.

ProjectCode String False

Code of the project.

Rate Decimal False

Hourly rate for a task.

Status String True

Status of the project.

The allowed values are All, Active, Inactive.

BillableHours String True

Total number of billable hours.

BillingType String False

Type of billing.

CanBeInvoiced Boolean True

Check if the projecy can be invoiced.

CreatedTime Datetime True

Time at which the project was created.

LastModifiedTime Datetime True

Time at which the project was last modified.

CustomerId String False

Contacts.ContactId

Id of the customer or vendor. Search projects by customer id.

CustomerName String True

Name of the customer or vendor.

CustomerEmail String True

Email of the customer.

CostBudgetAmount Decimal False

Budgeted Cost to complete this project.

BudgetAmount String False

Give value, if you are estimating total project revenue budget.

Description String False

Description of the projects.

HasAttachment Boolean True

Check if the projects has attachment.

OtherServiceAppSource String True

Source of other service app.

TotalHours String True

Total hours spent in the project.

ShowInDashboard Boolean True

Check if the project can be shown in dashboard. This field will be populated with a value only when the Id is specified.

ProjectHeadId String True

Id of the project head. This field will be populated with a value only when the Id is specified.

ProjectHeadName String True

Name of the project head. This field will be populated with a value only when the Id is specified.

BillingRateFrequency String True

Frequency at which bill is generated for this project. This field will be populated with a value only when the Id is specified.

BillableAmount Decimal True

Amount which is billable for this project. This field will be populated with a value only when the Id is specified.

BilledAmount Decimal True

Total amount which was billed for the project. This field will be populated with a value only when the Id is specified.

BilledHours String True

Total number of billed hours. This field will be populated with a value only when the Id is specified.

BudgetThreshold Decimal True

The amount of money to allocate to the reserve fund each fiscal year. This field will be populated with a value only when the Id is specified.

BudgetType String False

Type of budget. This field will be populated with a value only when the Id is specified.

BudgetHours String False

Task budget hours.

CurrencyId String True

Currencies.CurrencyId

Id of the currency.

CurrencyCode String True

Code of currency used in the project. This field will be populated with a value only when the Id is specified.

IsBudgetThresholdNotificationEnabled Boolean True

Check if the budget threshold notification is enabled or not. This field will be populated with a value only when the Id is specified.

IsClientApprovalNeeded Boolean True

Check if the client approval is needed. This field will be populated with a value only when the Id is specified.

IsExpenseInclusive Integer True

Check if the expense is inclusive in the project. This field will be populated with a value only when the Id is specified.

IsUserApprovalNeeded Boolean True

Check if the user approval is needed. This field will be populated with a value only when the Id is specified.

IsValidProjectHead Boolean True

Check if the project has valid project head. This field will be populated with a value only when the Id is specified.

NonBillableAmount Decimal True

Amount which are non billable for the project.. This field will be populated with a value only when the Id is specified.

NonBillableHours String True

Hours which are non billable for the project. This field will be populated with a value only when the Id is specified.

TotalAmount Decimal True

Total amount for the project. This field will be populated with a value only when the Id is specified.

TotalAmountExpenseInclusive Decimal True

Total amount for the project including the project. This field will be populated with a value only when the Id is specified.

UnBilledAmount Decimal True

Total amount unbilled for the project. This field will be populated with a value only when the Id is specified.

UnBilledHours String True

Total number of unbilled hours. This field will be populated with a value only when the Id is specified.

UserId String False

Users.UserId

Id of the user to be added to the project.

UsersWorking Integer True

Total count of the users working on the project.

Tasks String False

Tasks.

Users String False

Users.

UnusedRetainerPayments Decimal True

Payment of the project which is unused. This field will be populated with a value only when the Id is specified.

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