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      Data Source - Zoho CRM
        Contents

        Data Source - Zoho CRM

          Article summary

          summary

          Help Page for ETL Configuration of Data Settings from Zoho CRM.

          constraints

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

          Setting items

          STEP1 Basic settings

          item nameindispensabledefault valueContents
          Zoho CRM Connection ConfigurationYesSelect the previously registered Connection Configuration that has the necessary permissions for this ETL Configuration.
          Click here to see how to set up Connection Configuration .
          COQL QueryYesData Source Zoho CRM retrieves data by writing a query-like COQL Query that can be used in Zoho CRM.
          For more information on COQL in Zoho CRM, please click here.

          Modules that can be retrieved with COQL

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

          COQL Example of Entry

          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'
          SQL

          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'
          SQL

          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'
          SQL
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