SQL Server guide

Search accounts by criteria


Searches for Account records using specific criteria. This example demonstrates using the search_Accounts endpoint with the criteria parameter to perform a server-side search (e.g., accounts starting with "test").

Standard SQL query example

This is the base query accepted by the connector. To execute it in SQL Server, you have to pass it to the Data Gateway via a Linked Server. See how to accomplish this using the examples below.

SELECT * FROM search_Accounts WITH(criteria='Account_Name:starts_with:test')

Using OPENQUERY in SQL Server

SELECT * FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY], 'SELECT * FROM search_Accounts WITH(criteria=''Account_Name:starts_with:test'')')

Using EXEC in SQL Server (handling larger SQL text)

The major drawback of OPENQUERY is its inability to incorporate variables within SQL statements. This often leads to the use of cumbersome dynamic SQL (with numerous ticks and escape characters).

Fortunately, starting with SQL 2005 and onwards, you can utilize the EXEC (your_sql) AT [LS_TO_ZOHO_CRM_IN_GATEWAY] syntax.

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * FROM search_Accounts WITH(criteria=''Account_Name:starts_with:test'')'
EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY]