Tableau Connector for Zoho Books

Build 24.0.9060

RecurringInvoices

Retrieves list of all recurring invoices.

Table Specific Information

Select

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

  • RecurrenceName supports the '=' comparison.
  • CustomerId supports the '=' comparison.
  • CustomerName supports the '=' comparison.
  • Status supports the '=' comparison.
  • RecurringInvoiceFilter supports the '=' comparison.
  • LineItemId supports the '=' comparison.
  • TaxId supports the '=' comparison.
  • Notes supports the '=' comparison.
  • ItemId supports the '=' comparison.
  • ItemName supports the '=' comparison.
  • ItemDescription supports the '=' comparison.

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

For example:

    SELECT * FROM RecurringInvoices WHERE RecurrenceName = 'Office Rent' AND EndDate = '2018-06-21'

    SELECT * FROM RecurringInvoices WHERE ItemName = 'Standard Plan'

Columns

Name Type References SupportedOperators Description
RecurringInvoiceId [KEY] String Id of a recurring invoice.
RecurrenceName String Name of a recurrence.
ChildEntityType String Entity type of a child.
CreatedTime Datetime Time at which the recurring invoice was created.
CustomerId String

Contacts.ContactId

Id of the customer or vendor.
CustomerName String Name of the customer or vendor.
EndDate Date End date for the statement.
LastFourDigits String It store the last four digits of customer's card details.
LastModifiedTime Datetime The time of last modification of the recurring invoice.
LastSentDate Date Date recurring invoice was last sent.
NextInvoiceDate Date Date when recurring invoice will be send next.
RecurrenceFrequency String Frequency of the recurrence.
ReferenceNumber String Reference number of recurring invoice.
StartDate Date Starting date of recurring invoice.
Status String Status of the recurring invoice.

The allowed values are active, stopped, expired.

Total Decimal Total of recurring invoices.

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
RecurringInvoiceFilter String Filter recurring invoice by status.

The allowed values are Status.All, Status.Active, Status.Stopped, Status.Expired.

LineItemId String Id of a line item.
TaxId String Id of tax.
Notes String Notes for this recurring invoice.
ItemId String Id of an item.
ItemName String Name of an item.
ItemDescription String Description of an item.

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Build 24.0.9060