Zoho SalesIQ Connector

Zoho SalesIQ Connector

The high-performance Zoho SalesIQ Connector provides read/write capabilities within your application, allowing you to perform numerous Zoho SalesIQ operations with minimal coding or even no-coding at all. Integrate Zoho SalesIQ data into applications such as SSIS, SQL Server, any ODBC-compatible application, or even directly within a programming language using this connector.

Download for SSIS Download for SQL Server and ODBC Documentation

Integrate Zoho SalesIQ with these applications

All
Data Integration
Database
BI & Reporting
Productivity
Programming Languages
Automation & Scripting
ODBC applications

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 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
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
Email
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 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
VisitorType
Option Value
lead lead
contact contact
UpdatedTimeStart 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
UpdatedTimeEnd 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
SortBy
Option Value
end_time end_time
updated_time updated_time
 get_operators
   [ Read more... ]
Parameter Description
LastSyncTime 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
 get_departments
   [ Read more... ]
Parameter Description
LastSyncTime 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
 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) using either raw file data (i.e., POST raw file data) or send data using the multi-part encoding method (i.e. Content-Type: multipart/form-data). A multi-part request allows you to mix key/value pairs and upload files in the same request. On the other hand, raw upload allows only a single file to be uploaded (without any key/value data). ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload a single file in raw mode, check this option and specify the full file path starting with the @ 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 in the RequestData field (i.e., Body). Each key/value pair should be entered on a new line, and key/value are separated using an equal sign (=). Leading and trailing spaces are ignored, and blank lines are also ignored. If a field value contains any special character(s), use escape sequences (e.g., for NewLine: \r\n, for Tab: \t, for at (@): @). When the value of any field starts with the at sign (@), it is automatically treated as a file you want to upload. By default, the file content type is determined based on the file extension; however, you can supply a content type manually for any field using this format: [YourFileFieldName.Content-Type=some-content-type]. By default, file upload fields always include Content-Type in the request (non-file fields do not have Content-Type by default unless you supply it manually). If, for some reason, you don't want to use the Content-Type header in your request, then supply a blank Content-Type to exclude this header altogether (e.g., SomeFieldName.Content-Type=). In the example below, we have supplied Content-Type for file2 and SomeField1. All other fields are using the default content type. See the example below 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 start with multipart/ or it 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) using either raw file data (i.e., POST raw file data) or send data using the multi-part encoding method (i.e. Content-Type: multipart/form-data). A multi-part request allows you to mix key/value pairs and upload files in the same request. On the other hand, raw upload allows only a single file to be uploaded (without any key/value data). ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload a single file in raw mode, check this option and specify the full file path starting with the @ 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 in the RequestData field (i.e., Body). Each key/value pair should be entered on a new line, and key/value are separated using an equal sign (=). Leading and trailing spaces are ignored, and blank lines are also ignored. If a field value contains any special character(s), use escape sequences (e.g., for NewLine: \r\n, for Tab: \t, for at (@): @). When the value of any field starts with the at sign (@), it is automatically treated as a file you want to upload. By default, the file content type is determined based on the file extension; however, you can supply a content type manually for any field using this format: [YourFileFieldName.Content-Type=some-content-type]. By default, file upload fields always include Content-Type in the request (non-file fields do not have Content-Type by default unless you supply it manually). If, for some reason, you don't want to use the Content-Type header in your request, then supply a blank Content-Type to exclude this header altogether (e.g., SomeFieldName.Content-Type=). In the example below, we have supplied Content-Type for file2 and SomeField1. All other fields are using the default content type. See the example below 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 start with multipart/ or it 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 within SQL Server or any other 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 SQL Server and ODBC