Tableau Connector for Zoho Inventory

Build 24.0.9062

CustomerPayments

Read, Insert, Update nad Delete Customer Payments.

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.
  • Amount supports the '=' comparison.
  • CustomerName supports the '=' comparison.
  • Notes supports the '=' comparison.
  • PaymentMode supports the '=' comparison.
  • ReferenceNumber supports the '=' comparison.
  • PaymentsFilter supports the '=' comparison.

For example, the following queries are processed server side:

SELECT * FROM CustomerPayments WHERE Id = '3350895000000089001'

SELECT * FROM CustomerPayments WHERE Amount = '100'

SELECT * FROM CustomerPayments WHERE CustomerName = 'name'

SELECT * FROM CustomerPayments WHERE Notes = 'special notes'

SELECT * FROM CustomerPayments WHERE ReferenceNumber = '98900'

Insert

Insert can be executed by specifying the CustomerId, PaymentMode, Amount, Date and Invoices 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 CustomerPayments (CustomerId, PaymentMode, Amount, Date, Invoices) VALUES ('3285934000000104002', 'cash', '5000',\"2022-06-22\", '[{\"invoice_id\":\"3285934000000113001\",\"amount_applied\":5000, \"tax_amount_withheld\":0}]')

Update

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

UPDATE CustomerPayments SET CustomerId = 3285934000000104002, PaymentMode = 'cash', Amount = '5000', Date = '2022-06-21', Invoices = '[{\"invoice_id\":\"3285934000000113001\",\"amount_applied\":5000, \"tax_amount_withheld\":0}]' WHERE Id = '3285934000000136008'

Delete

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

DELETE FROM CustomerPayments WHERE Id = '3350895000000089001'

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique ID of the payment generated by the server.

AccountId String False

ID of the cash/ bank account the payment has to be deposited.

AccountName String True

Name of the cash/ bank account the payment has to be deposited.

Amount Integer False

Amount paid in the respective payment.

BcyAmount Integer True

Balance amount

BankCharges Integer False

Bank Charges

CustomerId String False

Customer ID of the customer involved in the payment.

CustomerName String True

Name of the customer to whom the invoice is raised.

CurrencyId String True

ID of the currency used in the payment

CurrencyCode String True

Currency code in which the payment is made.

CurrencySymbol String True

Customer currency symbol.

Date Date False

Date on which payment is made. Date Format [yyyy-mm-dd]

Email String True

Email address of the customer involved in the payment.

Notes String True

Search payments by customer notes.

ExchangeRate String False

Exchange rate for the currency used in the invoices and customer currency.

Description String False

Description about the payment.

InvoiceNumber String True

Unique ID (starts with INV) of an invoice.

LastFourDigits String True

Mode through which payment is made.

PaymentMode String False

Mode through which payment is made.

使用できる値は次のとおりです。check, cash, creditcard, banktransfer, bankremittance, autotransaction, others

PaymentNumber String True

Payment Number

ReferenceNumber String False

Search payments by reference number

TaxAmountWithheld String True

Amount withheld for tax.

UnusedAmount Integer True

Amount which is not used for invoice payment yet.

Status Integer True

Status of the payment

TaxAccountId Integer False

ID of the tax account.

TaxAccountName Integer True

Name of the tax account.

Invoices String False

Invoice related to a payment

CustomFields String False

Custom Fields related to a payment

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Name Type Description
PaymentsFilter String

Filter invoices by any status or payment expected date.

使用できる値は次のとおりです。PaymentMode.All, PaymentMode.Cash, PaymentMode.Check, PaymentMode.BankTransfer, PaymentMode.PayPal, PaymentMode.CreditCard, PaymentMode.GoogleCheckout, PaymentMode.Credit, PaymentMode.Authorizenet, PaymentMode.BankRemittance, PaymentMode.Payflowpro, PaymentMode.Stripe, PaymentMode.TwoCheckout, PaymentMode.Braintree, PaymentMode.Others

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Build 24.0.9062