Zoho SalesIQ Connector

ZappySys Zoho SalesIQ Connector provide read / write capability inside your app (see list below), using these drag and drop, high performance connector you can perform many Zoho SalesIQ operations without any coding. You can use this connector to integrate Zoho SalesIQ data inside apps like SSIS, SQL Server or popular ETL Platforms / BI Tools/ Reporting Apps / Programming languages (i.e. Informatica, Power BI, SSRS, Excel, C#, JAVA, Python).

Download for SSIS Download for Other Apps Documentation

Integrate Zoho SalesIQ with these apps

SSIS

SQL Server

Power BI

SSRS

Informatica

MS Access

MS Excel

SSAS

Python

JAVA

Tableau

SAP Crystal Reports

Azure Data Factory (Pipeline)

Azure Data Factory (SSIS)

Talend Studio

UiPath

PowerShell

ODBC

Actions supported by Zoho SalesIQ Connector

Zoho SalesIQ Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.

get_feedbacks

[ Read more... ]

Parameter

Description

Ratings

Option	Value
happy	happy
neutral	neutral
sad	sad

OperatorIds

DepartmentIds

AppIds

StartTime

The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

EndTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

TimezoneOffset

VisitorEmail

get_conversations

[ Read more... ]

Parameter

Description

Status

Option	Value
open	open
closed	closed
waiting	waiting
connected	connected
missed	missed
end	end

OperatorIds

DepartmentId

AppId

StartTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

EndTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

VisitorType

Option	Value
lead	lead
contact	contact

UpdatedTimeStart

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

UpdatedTimeEnd

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

SortBy

Option	Value
end_time	end_time
updated_time	updated_time

get_operators

[ Read more... ]

Parameter

Description

LastSyncTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

get_departments

[ Read more... ]

Parameter

Description

LastSyncTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

Generic Request

This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL. [ Read more... ]

Parameter

Description

Url

API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains

Body

Request Body content goes here

IsMultiPart

Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle

Filter

Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract

Option	Value
No filter
Example1	$.store.books[*]
Example2 (Sections Under Books)	$.store.books[].sections[]
Example3 (Equals)	$.store.books[?(@author=='sam')]
Example4 (Equals - Any Section)	$..[?(@author=='sam')]
Example5 (Not Equals - Any Section)	$..[?(@author!='sam')]
Example6 (Number less than)	$.store.books[?(@.price<10)] Example7 (Regular Expression - Contains Pattern)=$.store.books[?(@author=~ /sam\|bob/ )]
Example8 (Regular Expression - Does Not Contain Pattern)	$.store.books[?(@author=~ /^((?!sam\|bob).)*$/ )]
Example9 (Regular Expression - Exact Pattern Match)	$.store.books[?(@author=~ /^sam\|bob$/ )]
Example10 (Regular Expression - Starts With)	$.store.books[?(@author=~ /^sam/ )]
Example11 (Regular Expression - Ends With)	$.store.books[?(@author=~ /sam$/ )]
Example12 (Between)	$.store.employees[?( @.hiredate>'2015-01-01' && @.hiredate<'2015-01-04' )]

Headers

Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Generic Request (Bulk Write)

This is a generic endpoint for bulk write purpose. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL. [ Read more... ]

Parameter	Description
Url	API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
IsMultiPart	Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter	Enter filter to extract array from response. Example: $.rows[] --OR-- $.customers[].orders[*]. Check your response document and find out hierarchy you like to extract
Headers	Headers for Request. To enter multiple headers use double pipe (\|\|) or new line after each {header-name}:{value} pair

SQL examples for Zoho SalesIQ Connector

Use these example Zoho SalesIQ SQL queries in any ODBC-compatible application:

Get Departments [ Read more... ]

List all departments

SELECT * FROM Departments

Get Operators [ Read more... ]

List all operators

SELECT * FROM Operators

Get Feedbacks (i.e. ratings) [ Read more... ]

List all feedbacks (ratings)

SELECT * FROM Feedbacks

Get Conversations (i.e. chats) [ Read more... ]

List all conversations (chats)

SELECT * FROM Conversations

Get Total Feedbacks by Rating Type and Operator for Last Year [ Read more... ]

Count Feedbacks by Rating Type and Operator for Last Year.

SELECT
 OwnerEmail,
 OwnerId, 
 RatingString,
 COUNT(Id) Total
FROM Conversations
GROUP BY OwnerEmail, OwnerId, RatingString
Order BY OwnerEmail,RatingString
WITH(
	  --OperatorIds='81565000003048017,81565000002408043,81565000013131025' --You can supply Operator Ids to filter result for those Operators only
	  StartTime='yearstart-1y'
	, EndTime='yearstart-1d'
)

Get Feedbacks (more than 99 rows) [ Read more... ]

Get Feedbacks (more than 99 rows). Pagination is not supported so this example shows how to workaround this issue to fetch more rows (assuming each month has less than 99 rows).

SELECT * into #t1 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-01-01', EndTime='2023-02-01');
SELECT * into #t2 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-02-01', EndTime='2023-03-01');
SELECT * into #t3 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-03-01', EndTime='2023-04-01');
SELECT * into #t4 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-04-01', EndTime='2023-05-01');
SELECT * into #t5 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-05-01', EndTime='2023-06-01');
SELECT * into #t6 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-06-01', EndTime='2023-07-01');
SELECT * into #t7 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-07-01', EndTime='2023-08-01');
SELECT * into #t8 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-08-01', EndTime='2023-09-01');
SELECT * into #t9 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-09-01', EndTime='2023-10-01');
SELECT * into #t10 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-10-01', EndTime='2023-11-01');
SELECT * into #t11 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-11-01', EndTime='2023-12-01');
SELECT * into #t12 FROM Feedbacks WITH(OperatorId='81565000003048017', StartTime='2023-12-01', EndTime='2024-01-01');

select * from #t1 UNION 
select * from #t2 UNION 
select * from #t3 UNION 
select * from #t4 UNION 
select * from #t5 UNION 
select * from #t6 UNION 
select * from #t7 UNION 
select * from #t8 UNION 
select * from #t9 UNION 
select * from #t10 UNION 
select * from #t11 UNION 
select * from #t12;

Download for SSIS Download for Other Apps