Data Source - Zoho CRM
  • 07 Dec 2022
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Data Source - Zoho CRM

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Article Summary

Note

This is a machine-translated version of the original Japanese article.
Please understand that some of the information contained on this page may be inaccurate.

summary

This is the help page for setting up data transfer from Zoho CRM.

Supported Protocols

  • Data Transfer (Embulk)

constraint

  • Due to the specifications of Zoho CRM's API, there may be a limit to the number of records that can be transferred per day.
    Please refer to the official documentation for details.

Setting items

STEP1 Basic settings

Itemnamerequireddefault
valuecontent
Zoho CRM connection informationYes
From the connection information registered in advance, select the one that has the necessary permissions for this transfer setting.
Please click here for how to set the connection information.
COQL QueryYes
In the source Zoho CRM, you write a query-like COQL query that can be used in Zoho CRM to retrieve data.
Learn more about Zoho CRM's COQL here.

Modules that can be obtained in COQL

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

COQL entry example

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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