Endpoint Upsert [Dynamic Endpoint] (Update or Insert)

Name

upsert_[dynamic_endpoint_name]

Description

No description available

Related Tables

[Dynamic Table]

Parameters

Output Columns

Input Columns

Examples

SSIS

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

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 upsert [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]

Upsert

Optional Parameters
Triggers	"approval","workflow","blueprint"
Duplicate_Check_Fields	Email

ODBC application

Use these SQL queries in your ODBC application data source:

Upsert an account

<p>Updates or inserts an Account record. This example demonstrates using the <code>UPSERT INTO</code> statement, which checks for existing records based on unique fields before deciding to update or insert.</p>

UPSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888') WITH(Output=1)

Upsert a lead

<p>Updates or inserts a Lead record. This example demonstrates using the <code>UPSERT INTO</code> statement for Leads, updating based on unique fields like Email.</p>

UPSERT INTO Leads(Last_Name, Email) VALUES('Patel','zpatel@abc.com') WITH(Output=1)

Bulk upsert accounts using SQL Server data

<p>Upserts multiple Account records in bulk using data from a SQL Server database. This example demonstrates using the <code>SOURCE</code> clause with <code>UPSERT INTO</code> to synchronize data from an external source to Zoho CRM.</p>

UPSERT INTO Accounts
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select ''Test Account-A'' as Account_Name,''111-111-1111'' as Phone
    UNION
    select ''Test Account-B'' as Account_Name,''222-222-2222'' as Phone
   '
)

SQL Server

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

Upsert an account

<p>Updates or inserts an Account record. This example demonstrates using the <code>UPSERT INTO</code> statement, which checks for existing records based on unique fields before deciding to update or insert.</p>

DECLARE @MyQuery NVARCHAR(MAX) = 'UPSERT INTO Accounts(Account_Name, Phone) VALUES(''Company ABC'',''111-567-8888'') WITH(Output=1)';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Upsert a lead

<p>Updates or inserts a Lead record. This example demonstrates using the <code>UPSERT INTO</code> statement for Leads, updating based on unique fields like Email.</p>

DECLARE @MyQuery NVARCHAR(MAX) = 'UPSERT INTO Leads(Last_Name, Email) VALUES(''Patel'',''zpatel@abc.com'') WITH(Output=1)';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Bulk upsert accounts using SQL Server data

<p>Upserts multiple Account records in bulk using data from a SQL Server database. This example demonstrates using the <code>SOURCE</code> clause with <code>UPSERT INTO</code> to synchronize data from an external source to Zoho CRM.</p>

DECLARE @MyQuery NVARCHAR(MAX) = 'UPSERT INTO Accounts
SOURCE(
  ''MSSQL'' --ODBC or OLEDB
  ,''Data Source=localhost;Initial Catalog=Test;Integrated Security=true''
  ,''select ''''Test Account-A'''' as Account_Name,''''111-111-1111'''' as Phone
    UNION
    select ''''Test Account-B'''' as Account_Name,''''222-222-2222'''' as Phone
   ''
)';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];