Tableau Connector for Zoho Books

Build 25.0.9434

Users

To list, add, update and delete users in the organization. Also, get the details of a user.

Table Specific Information

Select

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

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

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

For example:

    SELECT * FROM Users WHERE Status = 'All'

    SELECT * FROM Users ORDER BY UserRole DESC

Insert

INSERT can be executed by specifying the Name and Email 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 Users (Name, Email, UserRole) VALUES ('user1', '[email protected]', 'staff') 

Update

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

UPDATE Users SET Name = 'User Name Change', Email = '[email protected]', UserRole = 'staff' WHERE UserId = '3350895000000089005'

Delete

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

DELETE FROM Users WHERE UserId = '3350895000000089001'

Columns

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

Id of a user.

UserRole String False

Role of a user.

UserType String True

Type of a user.

CreatedTime Datetime True

Time at which the user was created.

Email String False

Email Id of a user.

IsAssociatedForApproval Boolean True

Check if the user is associated for the approval.

IsClaimant Boolean True

Check if the user is claimant.

IsCustomerSegmented Boolean True

Check if the user is customer segmented.

IsEmployee Boolean True

Check if the user is an employee.

Name String False

Name of the user.

PhotoUrl String True

Photo URL of the user.

RoleId String False

Role Id of a user.

CostRate Double False

Hourly cost rate.

Status String False

Status of the user.

使用できる値は次のとおりです。All, Active, Inactive, Invited, Deleted

InvitationType String True

Indicates the invitation type used for the user (e.g., email, link).

IsCurrentUser Boolean True

True if this user is the currently authenticated user.

IsSuperAdmin Boolean True

True if the user has super admin privileges.

IsVendorSegmented Boolean True

Indicates if the user is configured as vendor segmented.

Mobile String True

Mobile phone number for the user.

AssociatedClients String True

List of client associations for the user, in JSON format.

BillingRate Double True

Billing rate for the user.

DefaultBranchId String True

ID of the default branch assigned to the user.

EmailIds String True

List of email IDs associated with the user, in JSON format.

IsAccountant Boolean True

True if the user has accountant role/permissions.

IsAssociatedWithOrgEmail Boolean True

True if user's email is associated with the organization email.

Role String True

Detailed role information for the user, often as a JSON object or role display name.

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Build 25.0.9434