SSIS Components for Zoho Inventory

Build 26.0.9770

Contacts

List, Insert, Update, delete contacts

Table Specific Information

Select

The component 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 component.

  • 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 True

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.

Addresses String True

List of addresses associated with the contact.

ApproverId Long True

ID of the approver.

BankAccounts String True

Bank accounts of the contact.

BillingAddressLatitude Double True

Latitude of the billing address.

BillingAddressLongitude Double True

Longitude of the billing address.

BillingAddressPhone String True

Phone number for the billing address.

BillingAddressCounty String True

County of the billing address.

BillingAddressCountryCode String True

Country code of the billing address.

ShippingAddressLatitude Double True

Latitude of the shipping address.

ShippingAddressLongitude Double True

Longitude of the shipping address.

ShippingAddressPhone String True

Phone number for the shipping address.

ShippingAddressCounty String True

County of the shipping address.

ShippingAddressCountryCode String True

Country code of the shipping address.

Documents String True

Documents associated with the contact.

LockDetail String True

Lock details for the contact.

OwnerId Long True

ID of the owner of the contact.

PaymentTermsId Long True

ID of the payment terms.

PhotoUrl String True

URL of the contact photo.

SalesChannel String True

Sales channel of the contact.

ZcrmAccountId String True

Zoho CRM account ID.

ApproversList String True

List of approvers.

AssociatedWithSquare Boolean True

Whether associated with Square.

BillingAddressAddressId Long True

ID of the billing address.

BillingAddressFax String True

Fax number for the billing address.

BillingAddressStateCode String True

State code of the billing address.

CanShowCustomerOb Boolean True

Whether customer opening balance can be shown.

CanShowVendorOb Boolean True

Whether vendor opening balance can be shown.

Cards String True

Cards associated with the contact.

Checks String True

Checks associated with the contact.

ConsentDate Date True

Date of consent.

ContactCategory String True

Category of the contact.

ContactRelationType String True

Relation type of the contact.

ContactSalutation String True

Salutation of the contact.

ContactTaxInformation String True

Tax information of the contact.

CreatedById Long True

ID of the user who created the contact.

CreatedByName String True

Name of the user who created the contact.

CreatedDate Date True

Date the contact was created.

CreditLimitExceededAmount Double True

Amount by which credit limit is exceeded.

CrmOwnerId Long True

CRM owner ID.

CustomerCurrencySummaries String True

Customer currency summaries.

DefaultTemplatesBillTemplateId Long True

ID of the bill template.

DefaultTemplatesBillTemplateName String True

Name of the bill template.

DefaultTemplatesPaymentRemittanceEmailTemplateId Long True

ID of the payment remittance email template.

DefaultTemplatesPaymentRemittanceEmailTemplateName String True

Name of the payment remittance email template.

DefaultTemplatesPaymentthankyouEmailTemplateId Long True

ID of the payment thank you email template.

DefaultTemplatesPaymentthankyouEmailTemplateName String True

Name of the payment thank you email template.

DefaultTemplatesPaymentthankyouTemplateId Long True

ID of the payment thank you template.

DefaultTemplatesPaymentthankyouTemplateName String True

Name of the payment thank you template.

DefaultTemplatesPurchaseorderEmailTemplateId Long True

ID of the purchase order email template.

DefaultTemplatesPurchaseorderEmailTemplateName String True

Name of the purchase order email template.

DefaultTemplatesPurchaseorderTemplateId Long True

ID of the purchase order template.

DefaultTemplatesPurchaseorderTemplateName String True

Name of the purchase order template.

DefaultTemplatesSalesorderEmailTemplateId Long True

ID of the sales order email template.

DefaultTemplatesSalesorderEmailTemplateName String True

Name of the sales order email template.

DefaultTemplatesSalesorderTemplateId Long True

ID of the sales order template.

DefaultTemplatesSalesorderTemplateName String True

Name of the sales order template.

DefaultTemplatesStatementTemplateId Long True

ID of the statement template.

DefaultTemplatesStatementTemplateName String True

Name of the statement template.

Department String True

Department of the contact.

Designation String True

Designation of the contact.

EntityAddressId Long True

Entity address ID.

ExchangeRate Double True

Exchange rate for the contact.

IntegrationReferences String True

Integration references.

InvitedBy String True

User who invited the contact.

IsBcyOnlyContact Boolean True

Whether the contact is a base currency only contact.

IsClientReviewAsked Boolean True

Whether client review has been asked.

IsClientReviewSettingsEnabled Boolean True

Whether client review settings are enabled.

IsConsentAgreed Boolean True

Whether consent has been agreed.

IsCreditLimitMigrationCompleted Boolean True

Whether credit limit migration is completed.

IsCrmCustomer Boolean True

Whether the contact is a CRM customer.

IsSmsEnabled Boolean True

Whether SMS is enabled for the contact.

LastModifiedById Long True

ID of the user who last modified the contact.

LockDetails String True

Lock details for the contact.

LockedActions String True

Locked actions for the contact.

OpeningBalanceAmount Double True

Opening balance amount.

OpeningBalanceAmountBcy Double True

Opening balance amount in base currency.

OpeningBalances String False

Opening balances.

OutstandingObPayableAmount Double True

Outstanding opening balance payable amount.

OutstandingObReceivableAmount Double True

Outstanding opening balance receivable amount.

OwnerName String True

Name of the owner of the contact.

PortalReceiptCount Integer True

Portal receipt count.

PricePrecision Integer True

Price precision.

PricebookId Long True

ID of the price book.

PricebookName String True

Name of the price book.

ShippingAddressAddressId Long True

ID of the shipping address.

ShippingAddressFax String True

Fax number for the shipping address.

ShippingAddressStateCode String True

State code of the shipping address.

SubmittedBy String True

User who submitted.

SubmittedByEmail String True

Email of the submitter.

SubmittedByName String True

Name of the submitter.

SubmittedByPhotoUrl String True

Photo URL of the submitter.

SubmittedDate Date True

Date of submission.

SubmitterId Long True

ID of the submitter.

TaxRegLabel String True

Tax registration label.

UpiMandates String True

UPI mandates.

UnusedRetainerPayments Double True

Unused retainer payments.

VpaList String True

VPA list.

ZcrmContactId Long True

Zoho CRM contact ID.

ZohopeopleClientId Long True

Zoho People client ID.

Pseudocolumns

Pseudocolumn fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
ContactsFilter String

Filter contacts by status.

The allowed values are Status.All, Status.Active, Status.Inactive, Status.Duplicate, Status.Crm.

SearchText String

Search contacts by contact name or notes.

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Build 26.0.9770