Schema Information of Zoho CRM Connector

This topic provides a structured reference to assist you in working with Daton's Zoho CRM connector and the associated fields and tables.

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Tables/APIs

The following is the list of tables or APIs associated with the Zoho CRM connector:
  • Quotes
  • Solutions
  • Vendors
  • Cases
  • Campaigns
  • Products
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Tasks
  • Events
  • Calls
  • Price_Books
  • Sales_Orders
  • Purchase_Orders
  • Invoices
  • Notes

ZohoCRM Data

Quotes
 
Purpose: Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Discount
NUMERIC
Description
STRING
currency_symbol
STRING
Shipping_State
STRING
Tax
NUMERIC
Modified_By
RECORD
converted
BOOLEAN
process_flow
BOOLEAN
Deal_Name
STRING
Valid_Till
STRING
Billing_Country
STRING
Team
STRING
Account_Name
RECORD
id
STRING
Carrier
STRING
approved
BOOLEAN
Quote_Stage
STRING
Grand_Total
NUMERIC
approval
RECORD
Modified_Time
STRING
Billing_Street
STRING
Adjustment
NUMERIC
Created_Time
STRING
Terms_and_Conditions
STRING
Sub_Total
NUMERIC
editable
BOOLEAN
Billing_Code
STRING
Product_Details
RECORD
Subject
STRING
Contact_Name
RECORD
Shipping_City
STRING
Shipping_Country
STRING
Shipping_Code
STRING
Billing_City
STRING
Quote_Number
STRING
Billing_State
STRING
line_tax
RECORD
Created_By
RECORD
Tag
STRING
Shipping_Street
STRING
Solutions
 
Purpose: Set of solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Zoho CRM data.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Status
STRING
approval
RECORD
Owner
RECORD
Modified_Time
STRING
currency_symbol
STRING
Created_Time
STRING
Comments
STRING
No_of_comments
NUMERIC
Product_Name
STRING
editable
BOOLEAN
Add_Comment
STRING
Solution_Number
STRING
Answer
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Solution_Title
STRING
Question
STRING
id
STRING
Created_By
RECORD
Tag
STRING
approved
BOOLEAN
Vendors
 
Purpose: Vendors include companies, people, and contractors from which your company gets products and services. They can be either direct manufacturers or resellers.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Email
STRING
Category
STRING
Description
STRING
currency_symbol
STRING
Vendor_Name
STRING
Website
STRING
Record_Image
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Phone
STRING
Street
STRING
Zip_Code
STRING
id
STRING
approved
BOOLEAN
approval
RECORD
Modified_Time
STRING
Created_Time
STRING
editable
BOOLEAN
City
STRING
State
STRING
GL_Account
STRING
Country
STRING
Created_By
RECORD
Tag
STRING
Cases
Purpose: In general, case trouble tickets are used to capture customer feedback on various types of issues that arise after purchasing a product or service from your company.
 
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Email
STRING
Description
STRING
currency_symbol
STRING
Internal_Comments
STRING
No_of_comments
NUMERIC
Reported_By
STRING
Case_Number
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Deal_Name
RECORD
Phone
STRING
Account_Name
RECORD
id
STRING
approved
BOOLEAN
Solution
STRING
Status
STRING
approval
RECORD
Modified_Time
STRING
Priority
STRING
Created_Time
STRING
Comments
STRING
Product_Name
RECORD
editable
BOOLEAN
Add_Comment
STRING
Case_Origin
STRING
Case_Reason
STRING
Subject
STRING
Type
STRING
Tag
STRING
Created_By
RECORD
Related_To
RECORD
Campaigns
 
Purpose: campaign management helps you to plan, execute and monitor campaigns in an organized way. You can do the following
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Status
STRING
approval
RECORD
Owner
RECORD
Modified_Time
STRING
Description
STRING
currency_symbol
STRING
Campaign_Name
STRING
Created_Time
STRING
editable
BOOLEAN
End_Date
STRING
Type
STRING
Modified_By
RECORD
Num_sent
STRING
process_flow
BOOLEAN
Expected_Revenue
NUMERIC
Actual_Cost
NUMERIC
id
STRING
Expected_Response
STRING
Created_By
RECORD
Tag
STRING
Parent_Campaign
STRING
Start_Date
STRING
approved
BOOLEAN
Budgeted_Cost
NUMERIC
Products
 
Purpose: Products can be either goods or services, which are sold or procured by your organization
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Product_Category
STRING
Qty_in_Demand
NUMERIC
Owner
RECORD
Description
STRING
currency_symbol
STRING
Vendor_Name
RECORD
Sales_Start_Date
STRING
Tax
STRING
Product_Active
BOOLEAN
Record_Image
STRING
Modified_By
RECORD
Product_Code
STRING
process_flow
BOOLEAN
Manufacturer
STRING
id
STRING
Support_Expiry_Date
STRING
approved
BOOLEAN
approval
RECORD
Modified_Time
STRING
Created_Time
STRING
Commission_Rate
NUMERIC
Product_Name
STRING
Handler
STRING
editable
BOOLEAN
Support_Start_Date
STRING
Usage_Unit
STRING
Qty_Ordered
NUMERIC
Qty_in_Stock
NUMERIC
Created_By
RECORD
Tag
STRING
Sales_End_Date
STRING
Unit_Price
NUMERIC
Taxable
BOOLEAN
Reorder_Level
NUMERIC
Leads
 
Purpose: Leads are the details gathered about an individual or representatives of an organization
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Company
STRING
Email
STRING
Description
STRING
currency_symbol
STRING
Rating
STRING
Website
STRING
Twitter
STRING
Salutation
STRING
Last_Activity_Time
STRING
First_Name
STRING
Full_Name
STRING
Lead_Status
STRING
Industry
STRING
Record_Image
STRING
Modified_By
RECORD
Skype_ID
STRING
converted
BOOLEAN
process_flow
BOOLEAN
Phone
STRING
Street
STRING
Zip_Code
STRING
id
STRING
Email_Opt_Out
BOOLEAN
approved
BOOLEAN
Designation
STRING
approval
RECORD
Modified_Time
STRING
Created_Time
STRING
editable
BOOLEAN
City
STRING
No_of_Employees
NUMERIC
Mobile
STRING
Last_Name
STRING
State
STRING
Lead_Source
STRING
Country
STRING
Tag
STRING
Created_By
RECORD
Fax
STRING
Annual_Revenue
NUMERIC
Secondary_Email
STRING
Accounts
 
Purpose: Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business within the future
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Ownership
STRING
Description
STRING
currency_symbol
STRING
Account_Type
STRING
Rating
STRING
SIC_Code
NUMERIC
Shipping_State
STRING
Website
STRING
Employees
NUMERIC
Last_Activity_Time
STRING
Industry
STRING
Record_Image
STRING
Modified_By
RECORD
Account_Site
STRING
process_flow
BOOLEAN
Phone
STRING
Billing_Country
STRING
Account_Name
STRING
id
STRING
Account_Number
STRING
approved
BOOLEAN
Ticker_Symbol
STRING
approval
RECORD
Modified_Time
STRING
Billing_Street
STRING
Created_Time
STRING
editable
BOOLEAN
Billing_Code
STRING
Parent_Account
STRING
Shipping_City
STRING
Shipping_Country
STRING
Shipping_Code
STRING
Billing_City
STRING
Billing_State
STRING
Tag
STRING
Created_By
RECORD
Fax
STRING
Annual_Revenue
NUMERIC
Shipping_Street
STRING
Contacts
 
Purpose: Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Email
STRING
Description
STRING
currency_symbol
STRING
Vendor_Name
STRING
Mailing_Zip
STRING
Other_Phone
STRING
Mailing_State
STRING
Twitter
STRING
Other_Zip
STRING
Mailing_Street
STRING
Other_State
STRING
Salutation
STRING
Other_Country
STRING
Last_Activity_Time
STRING
First_Name
STRING
Full_Name
STRING
Asst_Phone
STRING
Record_Image
STRING
Department
STRING
Modified_By
RECORD
Skype_ID
STRING
process_flow
BOOLEAN
Assistant
STRING
Phone
STRING
Mailing_Country
STRING
Account_Name
STRING
id
STRING
Email_Opt_Out
BOOLEAN
approved
BOOLEAN
Reporting_To
STRING
approval
RECORD
Modified_Time
STRING
Date_of_Birth
STRING
Mailing_City
STRING
Other_City
STRING
Created_Time
STRING
Title
STRING
editable
BOOLEAN
Other_Street
STRING
Mobile
STRING
Home_Phone
STRING
Last_Name
STRING
Lead_Source
STRING
Tag
STRING
Created_By
RECORD
Fax
STRING
Secondary_Email
STRING
Tasks
 
Purpose: A task is a specific piece of work that is usually time bound. In Zoho CRM, tasks are listed in the record's Home page, Activities home page, and in other related records.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Status
STRING
approval
RECORD
Owner
RECORD
Modified_Time
STRING
Description
STRING
currency_symbol
STRING
Due_Date
STRING
Priority
STRING
Created_Time
STRING
Closed_Time
STRING
editable
BOOLEAN
Subject
STRING
Send_Notification_Email
BOOLEAN
se_module
STRING
Modified_By
RECORD
Recurring_Activity
STRING
process_flow
BOOLEAN
What_Id
RECORD
id
STRING
Created_By
RECORD
Tag
STRING
approved
BOOLEAN
Remind_At
STRING
Who_Id
RECORD
Events
 
Purpose: An event is an activity that happens at a given place and time. They are listed in the Zoho CRM's Home page of the user, Activities home page, Calendar and in other related records.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
All_day
BOOLEAN
Owner
RECORD
Check_In_State
STRING
Check_In_Address
STRING
Description
STRING
currency_symbol
STRING
Start_DateTime
STRING
Latitude
STRING
Participants
STRING
Event_Title
STRING
calendar_booking_event
BOOLEAN
End_DateTime
STRING
Check_In_By
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Check_In_City
STRING
id
STRING
Check_In_Comment
STRING
approved
BOOLEAN
Remind_At
STRING
Who_Id
STRING
Check_In_Status
STRING
Check_In_Country
STRING
approval
RECORD
Modified_Time
STRING
Venue
STRING
ZIP_Code
STRING
Created_Time
STRING
editable
BOOLEAN
recurrence_id
STRING
Longitude
STRING
Check_In_Time
STRING
se_module
STRING
Recurring_Activity
STRING
What_Id
RECORD
Check_In_Sub_Locality
STRING
u_id
STRING
Created_By
RECORD
Tag
STRING
send_notification
BOOLEAN
Calls
 
Purpose:automatically log all call activities, texts, call recordings and voicemails under your contacts
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Call_Duration
STRING
Owner
RECORD
Description
STRING
currency_symbol
STRING
calendar_booking_call
BOOLEAN
Modified_By
RECORD
process_flow
BOOLEAN
Call_Purpose
STRING
id
STRING
Call_Status
STRING
approved
BOOLEAN
Who_Id
STRING
approval
RECORD
Modified_Time
STRING
Reminder
STRING
Created_Time
STRING
Call_Start_Time
STRING
Billable
BOOLEAN
editable
BOOLEAN
Subject
STRING
se_module
STRING
Call_Type
STRING
Call_Result
STRING
What_Id
RECORD
Call_Duration_in_seconds
STRING
Created_By
RECORD
Tag
STRING
Price_Books
 
Purpose: Price Books are used for selling products at different prices, based on the agreement terms with a particular type of customer.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
approval
RECORD
Owner
RECORD
Modified_Time
STRING
Pricing_Details
STRING
Description
STRING
currency_symbol
STRING
Created_Time
STRING
editable
BOOLEAN
Active
BOOLEAN
Modified_By
RECORD
Pricing_Model
STRING
process_flow
BOOLEAN
Price_Book_Name
STRING
id
STRING
Created_By
RECORD
Tag
STRING
approved
BOOLEAN
Purchase_Orders
 
Purpose: A Purchase Order is an order placed for procuring products or services from your vendors.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Discount
NUMERIC
Description
STRING
currency_symbol
STRING
Vendor_Name
RECORD
Shipping_State
STRING
Tax
NUMERIC
PO_Date
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Billing_Country
STRING
id
STRING
Carrier
STRING
approved
BOOLEAN
Status
STRING
Sales_Commission
NUMERIC
Grand_Total
NUMERIC
approval
RECORD
Modified_Time
STRING
PO_Number
STRING
Due_Date
STRING
Billing_Street
STRING
Adjustment
NUMERIC
Created_Time
STRING
Terms_and_Conditions
STRING
Sub_Total
NUMERIC
editable
BOOLEAN
Billing_Code
STRING
Product_Details
RECORD
Subject
STRING
Tracking_Number
STRING
Contact_Name
RECORD
Excise_Duty
NUMERIC
Shipping_City
STRING
Shipping_Country
STRING
Shipping_Code
STRING
Billing_City
STRING
Requisition_No
STRING
Billing_State
STRING
line_tax
RECORD
Created_By
RECORD
Tag
STRING
Shipping_Street
STRING
Notes
 
Purpose: In Zoho CRM, you can associate notes to the records by specifying the required detail
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
Owner
RECORD
Owner
RECORD
Modified_Time
STRING
attachments
STRING
Created_Time
STRING
Parent_Id
RECORD
editable
BOOLEAN
se_module
STRING
Modified_By
RECORD
size
STRING
voice_note
BOOLEAN
id
STRING
Created_By
RECORD
Note_Title
STRING
Note_Content
STRING
Activities
 
Purpose: An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.
 
Replication: Key-Based Replication
 
Replication Key: Modified_Time
 
Fields
Name
Target Datatype
All_day
STRING
Check_In_State
STRING
Owner
RECORD
currency_symbol
STRING
Latitude
STRING
Participants
STRING
process_flow
BOOLEAN
Check_In_City
STRING
Call_Purpose
STRING
id
STRING
Check_In_Comment
STRING
approved
BOOLEAN
Check_In_Status
STRING
Who_Id
STRING
Status
STRING
approval
RECORD
Venue
STRING
ZIP_Code
STRING
Activity_Type
STRING
Priority
STRING
Created_Time
STRING
Call_Start_Time
STRING
editable
BOOLEAN
Longitude
STRING
Check_In_Time
STRING
Call_Result
STRING
Recurring_Activity
STRING
What_Id
RECORD
Created_By
RECORD
Call_Duration
STRING
Check_In_Address
STRING
Description
STRING
Closed_Time
STRING
Start_DateTime
STRING
End_DateTime
STRING
Check_In_By
STRING
Modified_By
RECORD
Call_Status
STRING
Check_In_Country
STRING
Modified_Time
STRING
Reminder
STRING
Due_Date
STRING
Billable
BOOLEAN
Subject
STRING
se_module
STRING
Call_Type
STRING
Check_In_Sub_Locality
STRING
Call_Duration_in_seconds
STRING
Tag
STRING

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