Tableau Connector for Zoho Projects

Build 24.0.9062

Contacts

Fetches all client contacts from a portal.

Select

  • ClientId is required to retrieve Contacts.
For example, the following query is processed server side:
SELECT * FROM Contacts WHERE ClientId = '123456000000045005'

Insert

To create a new Contact you can specify the following fields:

  • ClientId
  • FirstName
  • LastName
  • Email
  • InvoiceRate
  • WorkProjects


INSERT INTO Contacts (WorkProjects, ClientId, FirstName, LastName, Email, Invoicerate)
VALUES ('123456000000031899', '123456000000039025', 'TestFirstname222', 'TestLastname222', '[email protected]', '15')

Update

To update a Contact specify the Id field.

UPDATE Contacts
	SET FirstName = 'updatedname', LastName = 'updatedlastname', email = '[email protected]'
	WHERE Id = '166135000000038075'

Delete

Contacts can be deleted by providing the Id and issuing a DELETE statement.

DELETE FROM Contacts WHERE Id = '123456000000040053' 

Columns

Name Type ReadOnly Description
ClientId String False

Contact Client Id.

Id [KEY] String False

Contact Id.

CrmContactId String False

Contact Crm Contact Id.

DisplayName String False

Contact Display Name.

FirstName String False

Contact First Name.

LastName String False

Contact Last Name.

Email String False

Contact Email.

InvoiceRate String False

Contact Invoice Rate.

WorkProjects String False

Array of Project Ids. Multiple Ids can be separated with comma.

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Build 24.0.9062