Reference

Endpoint Read [Dynamic Endpoint]


Name

get_[dynamic_endpoint_name]

Description

This endpoint reads records using bulk approach. Default API Version is V2 (set connection level) and its almost 2 times faster than higher API version (e.g. V3+) but V2 may return less number of columns compared to new API versions (e.g. v3...v7+). API V2 makes less number of requests and returns more records per call (200 rows), on the other side V3+ has limits of max 50 fields in each Get Records API calls. To avoid this limitation in V3+ API we used /{module}?ids={150 ids} workaround but this is still slower compred to older API (v2) approach. Choose new API if you have a valid reason (e.g. you need additional new columns exposed in v3+) else stick with older version V2 (its default setting) [API reference]

Related Tables

[Dynamic Table]

Parameters

Parameter Required Options
Name: Module

Label: Module

Name: If-Modified-Since

Label: Fetch records modified after (local time format: yyyy-MM-ddTHH:mm:ss)

Supply this DateTime (Local Time in ISO 8601 format) - To get the list of recently modified records after this datetime.
Name: cvid

Label: Custom View ID

To get the list of records based on custom views.
Name: fields

Label: Fields (Only for V2 API)

To retrieve specific field values. Kepp blank to get all fields.
Name: sort_by

Label: sort_by

Specify the field name based on which the records must be sorted.
Name: sort_order

Label: sort_order

To sort the list of records in either ascending or descending order.
Option Value
asc asc
desc desc
Name: territory_id

Label: territory_id

To get the list of records in a territory. Use get_territories endpoint to list Id and names.
Name: include_child

Label: include_child

To include records from the child territories. Default is false.
Option Value
true true
false false
Name: converted

Label: converted

converted
Option Value
true true
false false
both both
Name: approved

Label: Return Approved Records

To get the list of approved records. Default value is true.
Option Value
true true
false false
both both
Name: PageSize

Label: PageSize

Option Value
200 200
100 100
50 50
10 10

Output Columns

Label Data Type (SSIS) Data Type (SQL) Length Description
Id DT_WSTR nvarchar(25) 25
-Dynamic- DT_WSTR nvarchar(4000) 4000
[$parent.api_name$] DT_WSTR nvarchar(4000) 4000
[$parent.api_name$]_Id DT_WSTR nvarchar(4000) 4000
Created_By_Id DT_WSTR nvarchar(25) 25
Created_By_Email DT_WSTR nvarchar(255) 255
Created_By_Name DT_WSTR nvarchar(255) 255
Modified_By_Id DT_WSTR nvarchar(25) 25
Modified_By_Email DT_WSTR nvarchar(255) 255
Modified_By_Name DT_WSTR nvarchar(255) 255
Owner_Id DT_WSTR nvarchar(25) 25
Owner_Email DT_WSTR nvarchar(255) 255
Owner_Name DT_WSTR nvarchar(255) 255
$approval_state DT_WSTR nvarchar(20) 20
$approved DT_BOOL bit
$state DT_WSTR nvarchar(50) 50
If the column you are looking for is missing, consider customizing Zoho CRM Connector.

Input Columns

Label Data Type (SSIS) Data Type (SQL) Length Description
There are no Static columns defined for this endpoint. This endpoint detects columns dynamically at runtime.

Examples

SSIS

Use Zoho CRM Connector in API Source or in API Destination SSIS Data Flow components to read or write data.

API Source

This Endpoint belongs to the [Dynamic Table] table, therefore it is better to use it, instead of accessing the endpoint directly:

API Source - Zoho CRM
Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.
Zoho CRM
[Dynamic Table]
Optional Parameters
Module [$parent.api_name$]
Fetch records modified after (local time format: yyyy-MM-ddTHH:mm:ss) 1900-12-31T00:00:00
Custom View ID
DisableChildEndPoint True
FieldsValue id
Fields (Only for V2 API)
sort_by
sort_order
territory_id
include_child
converted
PagingMode ByUrlParameter
NextUrlAttributeOrExpr $.info.next_page_token
NextUrlSuffix page_token=<%nextlink%>
SSIS API Source - Read from table or endpoint

API Destination

This Endpoint belongs to the [Dynamic Table] table, therefore it is better to use it, instead of accessing the endpoint directly. Use this table and table-operation pair to read [dynamic endpoint]:

API Destination - Zoho CRM
Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.
Zoho CRM
[Dynamic Table]
Select
Optional Parameters
Module [$parent.api_name$]
Fetch records modified after (local time format: yyyy-MM-ddTHH:mm:ss) 1900-12-31T00:00:00
Custom View ID
DisableChildEndPoint True
FieldsValue id
Fields (Only for V2 API)
sort_by
sort_order
territory_id
include_child
converted
PagingMode ByUrlParameter
NextUrlAttributeOrExpr $.info.next_page_token
NextUrlSuffix page_token=<%nextlink%>
SSIS API Destination - Access table operation

ODBC application

Use these SQL queries in your ODBC application data source:

Read accounts

<p>Reads all records from the <code>Accounts</code> table. This example demonstrates a basic SELECT query to retrieve a complete list of accounts from Zoho CRM.</p>

SELECT * from Accounts

Read accounts modified after date

<p>Reads Account records modified after a specified date and time. This example demonstrates using the <code>ModifiedSince</code> parameter in the <code>WITH</code> clause to perform an incremental fetch.</p>

SELECT * from Accounts WITH(ModifiedSince = '2020-01-07T00:00:00')

Search accounts by criteria

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

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

get_[dynamic_endpoint_name] endpoint belongs to [Dynamic Table] table(s), and can therefore be used via those table(s).

SQL Server

Use these SQL queries in SQL Server after you create a data source in Data Gateway:

Read accounts

<p>Reads all records from the <code>Accounts</code> table. This example demonstrates a basic SELECT query to retrieve a complete list of accounts from Zoho CRM.</p>

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * from Accounts';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Read accounts modified after date

<p>Reads Account records modified after a specified date and time. This example demonstrates using the <code>ModifiedSince</code> parameter in the <code>WITH</code> clause to perform an incremental fetch.</p>

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * from Accounts WITH(ModifiedSince = ''2020-01-07T00:00:00'')';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Search accounts by criteria

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

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * FROM search_Accounts WITH(criteria=''Account_Name:starts_with:test'')';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

get_[dynamic_endpoint_name] endpoint belongs to [Dynamic Table] table(s), and can therefore be used via those table(s).