Tableau Connector for Zoho Inventory

Build 24.0.9062

Contacts

Retrives list of all contacts

Table Specific Information

Select

The connector will use the Zoho Inventory API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the connector.

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

For example, the following queries are processed server side:

SELECT * FROM Contacts WHERE Id = '3350895000000089001'

SELECT * FROM Contacts WHERE ContactName = 'Mr. FIrst Last'

SELECT * FROM Contacts WHERE CompanyName = 'name'

SELECT * FROM Contacts WHERE FirstName = 'firstname'

SELECT * FROM Contacts WHERE LastName = 'lastname' 

SELECT * FROM Contacts Address = 'Street and City'

SELECT * FROM Contacts WHERE Email = '[email protected]'

SELECT * FROM Contacts WHERE Phone = '873545636272'


Insert

Insert can be executed by specifying the ContactName column. The columns that are not read-only can be inserted optionally. Following is an example of how to insert into this table.

INSERT INTO Contacts (ContactName) VALUES ('test4') 

Update

Update can be executed by specifying the Id in the WHERE Clause. The columns that are not read-only can be Updated. For example:

UPDATE Contacts SET ContactName = 'Name Change' WHERE Id = '3350895000000089005'

Delete

Delete can be executed by specifying the Id in the WHERE Clause For example:

DELETE FROM Contacts WHERE Id = '3350895000000089001'

Columns

Name Type ReadOnly References Description
Id [KEY] Long True

Contact ID of the contact.

ContactName String False

Name of the contact. This can be the name of an organisation or the name of an individual. Maximum length [200].

BillingAddressAddress String False

Billing address of the contact..

Status String False

The status of the contact..

BillingAddressAttention String False

Intended recipient at given address.

BillingAddressCity String False

City of the customers billing address..

BillingAddressCountry String False

Country of the customers billing address..

BillingAddressState String False

State of the customers billing address..

BillingAddressStreet2 String False

Additional Street address of the contact..

BillingAddressZip Integer False

Zip code of the customers billing address.

CompanyName String False

Name of the conact company. Maximum length [200].

ContactPersons String True

ContactPersons.

ContactType String False

ContactType.

CreatedTime Datetime True

CreatedTime.

CurrencyCode String True

Currency code of the currency in which the customer wants to pay..

CurrencyId Long False

Currency ID of the customer currency..

CurrencySymbol String True

Symbol of the currency of the contact_type.

CustomFields String False

Custom fields or Additional of the contact which we can create to add more information.

DefaultTemplatesCreditnoteEmailTemplateId Long False

ID of the credit note email template.

DefaultTemplatesCreditnoteEmailTemplateName String False

Name of the credit note email template.

DefaultTemplatesCreditnoteTemplateId Long False

ID of teh credit note template used.

DefaultTemplatesCreditNoteTemplateName String False

Name of the credit note template used.

DefaultTemplatesEstimateEmailTemplateId Long False

ID of the estimate email template used.

DefaultTemplatesEstimateEmailTemplateName String False

Name of the estimate email template used.

DefaultTemplatesEstimateTemplateId Long False

ID of the estimate template used.

DefaultTemplatesEstimateTemplateName String False

Name of the estimate template used.

DefaultTemplatesInvoiceEmailTemplateId Long False

ID of the invoice email tempalte used.

DefaultTemplatesInvoiceEmailTemplateName String False

Name of the Invoice email template used.

DefaultTemplatesInvoiceTemplateId Long False

ID of the Invoice template used.

DefaultTemplatesInvoiceTemplateName String False

Name of the invoice template used.

Facebook String False

Facebook profile account of the contact. Maximum length [100].

GstNo String False

15 digit GST identification number of the customer/vendor..

LanguageCode String False

language of a contact

GstTreatment String False

Choose whether the contact is GST registered/unregistered/consumer/overseas.

HasTransaction Boolean True

Boolean to check if the customer has a history of transaction.

IsLinkedWithZohocrm Boolean True

To check if the customer account is linked to the crm.

IsTaxable Boolean False

Boolean to track the taxability of the customer..

LastModifiedTime Datetime True

Time at which the contact was last modified.

Notes String False

Commennts about the payment made by the contact..

OutstandingReceivableAmount Integer True

outstanding_receivable_amount.

OutstandingReceivableAmountbcy Integer True

outstanding receivable in base currency.

PaymentReminderEnabled Boolean True

To check if a payment reminder service is enabled for the contact.

PaymentTerms Integer False

Net payment term for the customer.

PaymentTermsLabel String True

Label for the paymet due details.

PlaceOfContact String False

Location of the contact..

PrimaryContactId Long True

Primary contact ID for a contact. This can be a contact person ID as well..

ShippingAddressAddress String False

Customers shipping address to which the goods must be delivered..

ShippingAddressAttention String False

Intended recipient at given address.

ShippingAddressCity String False

City of the customers shipping address.

ShippingAddressCountry String False

Country of the customers shipping address.

ShippingAddressState String False

State of the customers shipping address.

ShippingAddressStreet2 String False

Additional Street address of the contact.

ShippingAddressZip Integer False

Zip code of the customers shipping address.

TaxAuthorityId Long False

ID of the tax authority..

TaxAuthorityName String False

Name of the Tax Authority.

TaxExemptionCode String False

Enter tax exemption code.

TaxExemptionId Long False

ID of the tax exemption..

TaxId Long False

ID of the tax or tax group that can be collected from the contact.

TaxName String True

Name of the tax.

TaxPercentage Integer True

Percentage of the tax.

Twitter String False

Twitter account of the contact..

UnusedCreditsReceivableAmount Double True

Our Unused credits with the vendor which is receivable.

UnusedCreditsReceivableAmountBcy Double True

receivable unused credits in base currency.

VatTreatment String True

VAT treatment of the contact.

Website String False

Website of the contact..

FirstName String True

First name of the contact.

LastName String True

Last name of the contact.

Address String True

Street address of the contact.

Email String True

Search contacts by email id of the contact person.

Phone String True

Search contacts by phone number of the contact person.

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Build 24.0.9062