転送元 - Zoho CRM

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概要

Zoho CRMからデータを転送する設定のDocs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 Query Yes 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'