Data Source - Zoho CRM
- 07 Dec 2022
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Data Source - Zoho CRM
- Updated on 07 Dec 2022
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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
Item | namerequireddefault | valuecontent | |
---|---|---|---|
Zoho CRM connection information | Yes | 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 Query | Yes | 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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