転送元 - Zoho CRM
    • PDF

    転送元 - Zoho CRM

    • PDF

    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'
    

    この記事は役に立ちましたか?