転送元 - Zoho CRM
  • 18 Jun 2024
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転送元 - Zoho CRM

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記事の要約

概要

Zoho CRMからデータを転送する設定のヘルプページです。

制約

  • Zoho CRMのAPIの仕様により、1日あたりの転送可能レコード数に制限がある可能性があります。
    詳細は公式ドキュメントをご参照ください。

設定項目

STEP1 基本設定

項目名必須デフォルト値内容
Zoho CRM 接続情報Yesあらかじめ登録してある接続情報から、今回の転送設定に必要な権限を持つものを選択します。
接続情報の設定方法はこちらをご参照下さい。
COQL QueryYes転送元Zoho CRMではZoho CRMで使用できるクエリライクなCOQL Queryを記述してデータを取得します。
Zoho CRMのCOQLについてはこちらをご参照ください。

COQLで取得できるモジュール

leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom

COQL 記入例

Leads

select 
 Owner,
 Company,
 First_Name,
 Last_Name,
 Full_Name,
 Designation,
 Email,
 Phone,
 Fax,
 Mobile,
 Website,
 Lead_Source,
 Lead_Status,
 Industry,
 No_of_Employees,
 Annual_Revenue,
 Rating,
 Created_By,
 Email_Opt_Out,
 Skype_ID,
 Modified_By,
 Created_Time,
 Modified_Time,
 Salutation,
 Secondary_Email,
 Twitter,
 Last_Activity_Time,
 Unsubscribed_Mode,
 Unsubscribed_Time,
 Street,
 City,
 State,
 Zip_Code,
 Country,
 Description,
 Record_Image,
from Leads
where Created_Time >= '2000-01-01T00:00:00+00:00'

Accounts

select
 Owner,
 Rating,
 Account_Name,
 Phone,
 Account_Site,
 Fax,
 Parent_Account,
 Website,
 Account_Number,
 Ticker_Symbol,
 Account_Type,
 Ownership,
 Industry,
 Employees,
 Annual_Revenue,
 SIC_Code,
 Created_By,
 Modified_By,
 Created_Time,
 Modified_Time,
 Last_Activity_Time,
 Billing_Street,
 Shipping_Street,
 Billing_City,
 Shipping_City,
 Billing_State,
 Shipping_State,
 Billing_Code,
 Shipping_Code,
 Billing_Country,
 Shipping_Country,
 Description,
 Record_Image
from Accounts
where Created_Time >='2000-01-01T00:00:00+00:00' 

Contacts

select 
 Owner,
 Lead_Source,
 First_Name,
 Last_Name,
 Full_Name,
 Account_Name,
 Email,
 Title,
 Department,
 Phone,
 Home_Phone,
 Other_Phone,
 Fax,
 Mobile,
 Date_of_Birth,
 Assistant,
 Asst_Phone,
 Reporting_To,
 Email_Opt_Out,
 Created_By,
 Skype_ID,
 Modified_By,
 Created_Time,
 Modified_Time,
 Salutation,
 Secondary_Email,
 Last_Activity_Time,
 Twitter,
 Unsubscribed_Mode,
 Unsubscribed_Time,
 Mailing_Street,
 Other_Street,
 Mailing_City,
 Other_City,
 Mailing_State,
 Other_State,
 Mailing_Zip,
 Other_Zip,
 Mailing_Country,
 Other_Country,
 Description,
 Record_Image
from Contacts
where Created_Time >= '2000-01-01T00:00:00+00:00'

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