CRM Modules & Fields

CRM Modules & Fields

The Version 1.0 of Zoho CRM APIs are in the End-of-Life period and will be deprecated on Dec 31, 2018. We recommend you to check out the new and better API 2.0.

You can use API to integrate with the following standard modules:

Standard Module API Format
Leads Leads
Accounts Accounts
Contacts Contacts
Deals Deals
Campaigns Campaigns
Cases Cases
Solutions Soultions
Products Products
Price Books PriceBooks
Quotes Quotes
Invoices Invoices
Sales Orders SalesOrders
Vendors Vendors
Purchase Orders PurchaseOrders
Events Events
Tasks Tasks
Calls Calls

Note:

  • API support is not available for the Forecasts module.
  • You must use the API format given the above table. If you use "leads" for "Leads" module or "purchaseorders" for "Purchase Orders", API will return Unable to process your request error message.

The following tables give the list of supported fields in the Zoho CRM Modules along with their description.

Leads

Field Name API Format Description Data type Maximum Limit
Lead Owner Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup -
Salutation Salutation Select the salutation from the drop-down list. Pick list -
First Name First Name Specify the first name of the lead. Text box Alphanumeric(40)
Title Title Specify the job position of the lead Text box Alphanumeric(100)
Last Name* Last Name* Specify the last name of the lead. This field is a mandatory. Text box Alphanumeric(80)
Company* Company* Specify the name of the company where the lead is working. This field is a mandatory. Text box Alphanumeric(100)
Lead Source Lead Source Select the source of the lead, that is, from where the lead is generated. Pick list -
Industry Industry Select the industry to which the lead belongs. Pick list -
Annual Revenue Annual Revenue Specify the annual revenue of the company where the lead is working. Currency Decimal (16)
Phone Phone Specify the phone number of the lead. Text box Alphanumeric(30)
Mobile Mobile Specify the mobile number of the lead. Text box Alphanumeric(30)
Fax Fax Specify the fax number of the lead. Text box Alphanumeric(30)
Email Email Specify the email address of the lead. Email Alphanumeric and Special characters(100)
Secondary Email Secondary Email Specify another email address of the lead. Email Alphanumeric and Special characters(100)
Skype ID Skype ID Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters. Text box Alphanumeric(50)
Website Website Specify the Web site of the lead. URL Alphanumeric(120)
Lead Status Lead Status Select the status of the lead from the drop-down list. Pick list -
Rating Rating Select the rating of the lead from the drop-down list. Pick list -
No. of Employees No. of Employees Specify the number of employees in lead's company. Numeric Integer (16)
Email Opt-out Email Opt-out Select the check-box to remove leads from your mailing list so that they will not receive any emails from your Zoho CRM account Check box -
Street Street Specify the street address of the lead. Text box Alphanumeric(250)
City City Specify the name of the city where the lead lives. Text box Alphanumeric(30)
State State Specify the name of the state where the lead lives. Text box Alphanumeric(30)
Zip Code Zip Code Specify the postal code of the lead's address. Numeric Alphanumeric(30)
Country Country Specify the name of the lead's country. Text box Alphanumeric(30)
Description Description Specify any other details about the lead. Text area (long text) 32000 characters

Accounts

Field Name API Format Description Data type Maximum Limit
Account Name * Account Name * Specify the company name. This field is mandatory. Text box Alphanumeric(100)
Account Owner Account Owner Select the name of the user to whom the account is assigned. Look up -
Website Website Specify the URL of the company's Web site. URL Alphanumeric(30)
Ticker Symbol Ticker Symbol Specify the ticker symbol of the Company. Text box Alphanumeric(30)
Parent Account Parent Account Select the parent company name from the Change pop-up dialog. Lookup  
Employees Employees Specify the number of employees in account's company. Numeric Integers(10)
Ownership Ownership Specify the type of ownership of the company. Picklist  
Industry Industry Select the type of industry from the drop-down list. Pick list -
Account Type Account Type Select the type of account from the drop-down list. Pick list -
Account Number Account Number Specify the reference number for account. Up to 40 characters are allowed in this field. Numeric Number
Account Site Account Site Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field. Text box Alphanumeric(30)
Phone Phone Specify phone number of the account. Text box Alphanumeric(30)
Fax Fax Specify fax number of the account. Text box Alphanumeric(30)
E-mail E-mail Specify the official E-mail address of the account. E-mail Alphanumeric and Special characters(100)
Rating Rating Specify the rating of the account. Pick list -
SIC Code SIC Code Specify the Standard Industrial Classification code of the account. Text box Integers(10)
Annual Revenue Annual Revenue Specify the annual revenue of the account. Numeric Integers(10)
Billing Address
  • Street
  • City
  • State
  • Code
  • Country
 Billing Address
  • Street
  • City
  • State
  • Code
  • Country
 Specify the billing address of the account to send the quotes, invoices, and other agreements.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Code
  • Country
 Shipping Address
  • Street
  • City
  • State
  • Code
  • Country
 Specify the shipping address of the account to deliver the shipment.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description Description Specify any other details about the account. Text area (long text) 32000 characters

Contacts

Field Name API Format Description Data type Maximum Limit
Contact Owner Contact Owner Select the Zoho CRM user to whom the account is assigned. Lookup -
Salutation Salutation Select the Salutation of the contact, such as Mr., Ms, Mrs., or others. Pick list  
First Name First Name Specify the first name of the contact. Text box Alphanumeric(40)
Last Name* Last Name* Specify the last name of the contact. This field is mandatory. Text box Alphanumeric(40)
Account Name Account Name Select the account related to the contact. Lookup -
Vendor Name Vendor Name Select the vendor relatedd to the contact Lookup -
Campaign Source Campaign Source Select the Campaign related to the contact Lookup -
Lead Source Lead Source Select the source from which the contact is created. Pick list -
Title Title Specify the job position of the contact. Text box Alphanumeric(50)
Department Department Specify the department of the contact. Text box Alphanumeric(30)
Date of Birth Date of Birth Specify the birthday of the contact to send greetings for a better relationship. Date -
Reports To Reports To Select the person to whom the contact reports Text area 255 characters
Email Opt Out Email Opt Out Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your Zoho CRM account Check box -
Skype Id Skype Id Specify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters. Text box Alphanumeric(50)
Phone Phone Specify the office phone number of the contact. Text box Alphanumeric(50)
Mobile Mobile Specify the mobile number of the contact. Text box Alphanumeric(50)
Home Phone Home Phone Specify the home phone number of the contact. Text box Alphanumeric(50)
Other Phone Other Phone Specify the other phone number of the contact (if any). Text box Alphanumeric(50)
Fax Fax Specify the Fax number of the contact. Text box Alphanumeric(50)
Email Email Specify the primary email address of the contact. Email Alphanumeric(100)
Secondary Email Secondary Email Specify another email address of the contact. Email Alphanumeric(100)
Assistant Assistant Specify the name of the contact’s assistant.    
Asst Phone Asst Phone Specify the phone number of the contact's assistant. Text box Alphanumeric(100)
Mailing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Mailing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Other Address
  • Street
  • City
  • State
  • Zip
  • Country
 Other Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the other address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description Description Specify any other details about contact. Text area (long text) 32000 characters

Deals

Field Name API Format Description Data type Maximum Limit
Deal Owner Deal Owner Select the name of the user to whom the Deal is assigned. Lookup  
Deal Name* Deal Name* Specify name of the Deal. This field is mandatory. Text box Alphanumeric(120)
Account Name* Account Name* Select name of the account to which Deal has to be created. This field is mandatory. Lookup -
Type Type Select the type of Deal (New Business or Existing Business) from the drop-down list. Pick list -
Lead Source Lead Source Select the lead source from the drop-down list Pick list -
Campaign Source Campaign Source Select the campaign related to the contact. Lookup -
Contact Name Contact Name Select the contact related to the Deal. Lookup  
Amount Amount Specify the amount that can be expected after closing the Deal. Currency  
Closing Date* Closing Date* Specify or select the expected close date. This field is mandatory. Date format -
Next Step Next Step Specify the next step of the sales process. Text box Alphanumeric(100)
Stage* Stage* Select the sales stage from the drop-down list. This field is mandatory. Pick list -
Probability Probability Specify the probability of closing an Deal. Number  
Expected Revenue Expected Revenue Calculated based on the Amount and Deal Stage that you specify Currency  
Description Description Specify any other details about Deal. Text area (long text) 32000 characters

Campaigns

Field Name Field Name Description Data type Maximum Limit
Campaign Owner Campaign Owner SSelect the name of the user to whom the campaign is assigned. Pick list -
Campaign Name* Campaign Name* Specify the name of the campaign. Text box Alphanumeric(40)
Type Type Select the type of the campaign. Check box -
Status Status Select the status of the campaign. Pick List -
Start Date Start Date Specify the date on which the campaign starts. Date format -
End Date End Date Specify the date on which the campaign ends. Date format -
Expected Revenue Expected Revenue Specify the revenue expected after launching the campaign. Currency -
Actual Cost Actual Cost Specify the actual amount spent on the campaign. Currency -
Budgeted Cost Budgeted Cost Specify the planned amount to be spent on the campaign. Currency -
Expected Response Expected Response Specify the campaign turnout percentage. Number  
Num sent Num sent Specify the number of leads/contacts to whom the campaign details has been sent. Text box Integers
Description Description Specify additional details about the campaign. Text area 32000 characters

Cases

Field Name Field Name Description Data type Maximum Limit
Case Number Case Number Display the case ID after creating a case. Number 16 digit
Product Name Product Name Select the product name related to the case. Lookup -
Case Owner Case Owner Select the name of the user to whom the case is assigned. Lookup -
Subject* Subject* Specify the title of the Case. This field is mandatory. Text box Alphanumeric(255)
Priority Priority Select the priority of the Case from the drop-down list. Pick list -
Status* Status* Select the status of the Case from the drop-down list. Pick list -
Reported By Reported By Displays the name of the contact. - -
Related To Related To Select the name of the contact who submitted the Case. Lookup -
Type Type Select the type of problem. It can be a general question, feature request, or real issue in your product/service. Pick list -
Case Origin* Case Origin* Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer. Pick list -
Email Email Specify the Email ID of the contact. Email Alphanumeric and Special characters
Account Name Account Name Select the account related to the case Lookup  
Deal Name Deal Name Select the Deal related to the case Lookup  
Phone Phone Specify the phone number of the customer Text box Alphanumeric(50)
Case Reason Case Reason Specify the reason for the case Pick list -
Description Description Specify complete details about the case. Text Area 32000 characters
Internal Comments Internal Comments Specify follow-up notes about case. Text Area 3000 characters
Solution Solution Specify the solution provided Text Area 32000 characters
Add Comment Add Comment specify the follow-up notes about the solution Text Area 32000 characters

Solutions

Field Name API Format Description Data type Maximum Limit
Solution Number Solution Number Display the case ID after creating a solution Number 16 digit
Solution Title* Solution Title* Specify the subject of the solution.This field is mandatory Text box Alphanumeric(255)
Solution Owner Solution Owner Select the name of the user to whom the solution is assigned. Pick list -
Product Name Product Name Select the name of the product to which the solution has to be associated. Lookup -
Question* Question* Select the priority of the solution from the drop-down list.This field is mandatory Text box, Alphanumeric Alphanumeric(255)
Answer* Answer* Specify solution details.This field is mandatory Text Area -
Status Status Specify the status of the solution. Pick list -
Description Description Specify any other details about solution. Text box 32000 characters
Comments Comments Specify additional comments about the solution. Text box 32000 characters

Products

Field Name API Format Description Data type Maximum Limit
Product Name* Product Name* Specify the name of the product. This field is mandatory. Text box Alphanumeric(50)
Product Owner Product Owner Select the name of the user to whom the product is assigned. Pick list  
Product Code Product Code Specify the product identification. Text box Alphanumeric(40)
Product Active Product Active Specify the status of the product. Check box -
Vendor Name Vendor Name Specify the name of the vendor. Lookup  
Product Category Product Category Select the category of the product. Pick list  
Sales Start Date Sales Start Date Specify the date on which the product sales starts Date  
Sales End Date Sales End Date Specify the date on which the product sales ends Date  
Commission Rate Commission Rate Specify the commission rate for selling the product. Numeric Decimal
Manufacturer Manufacturer Select the name of the product manufacturer. Pick list -
Unit Price Unit Price Specify the unit price of the product. Currency  
Taxable Taxable Specify whether the product is a taxable product Check-box  
Product Category Product Category Select the category of the product. Pick list -
Support Start Date Support Start Date Select the date on which the product support starts. Date -
Support Expiry Date Support Expiry Date Select the date on which the product support ends. Date -
Usage Unit Usage Unit Displays the unit price of the product. Text box Alphanumeric
Qty Ordered Qty Ordered Specify the number of units. Text box Integers
Qty in Stock Qty in Stock Displays the stock quantity Text box Integers
Reorder Level Reorder Level Specify the Reorder value Text box Integers
Handler Handler Select the Zoho CRM user who is handling the product Lookup  
Qty in Demand Qty in Demand Displays the demand quantity Text box Integers
Description Description Specify any other details about product. Text area (long text) 32000 characters

Price Books

Field Name Field Name Description Data type Maximum Limit
Price Book Owner Price Book Owner Select the name of the user to whom the price book is assigned. Lookup -
Price Book Name* Price Book Name* Specify the name of the Price Book. This field is mandatory. Text box Alphanumeric(50)
Active Active Select the Active check box to set the status of the Price Book as active. Check box -
Pricing Model Pricing Model Select the model of the price book Pick list -
Description Description Specify any other details about Price Book. Text area (long text) 32000characters
Pricing Details
  • From Range
  • To Range
  • Discount
 Pricing Details
  • From Range
  • To Range
  • Discount
 Specify the Pricing details
  • From Range - Text box
  • To Range - Text box
  • Discount - Percent
 Decimal (20)

Quotes

Field Name API Format Description Data type Maximum Limit
Quote Owner Quote Owner Select the name of the user to whom the quote is assigned. Lookup -
Subject* Subject* Specify the name of the quote. This field is mandatory. Text box Alphanumeric(50)
Deal Name Deal Name Specify the Deal name for which the quote has to be created. Text box Alphanumeric(40)
Quote Stage Quote Stage Specify the status of the quote. Check box -
Valid Till Valid Till Specify the date till the quote is valid after sending to the prospective customer. Date -
Contact Name Contact Name Specify the contact to which the quote has to be created. Lookup -
Account Name Account Name Specify the account to which the quote has to be created. Lookup  
Carrier Carrier Select the name of the carrier manufacturer. Pick list -
Shipping Shipping Select the category of the quote. Text box Alphanumeric(50)
Inventory Manager Inventory Manager Specify the person responsible for shipping the shipment to the account or contact. Text box Alphanumeric(50)
Account Name* Account Name* Specify the account name to which the quote has to be created. This field is mandatory Lookup  
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name * Product Name * Select the product name.This field is mandatory Lookup -
Quantity in Stock Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity* Quantity* Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
Unit Price* Unit Price* Displays the unit price of the product. Currency  
List Price* List Price* Select the product list price from Price Book or specify the product price. This field is mandatory Lookup and Numeric Integers
Total Total Displays the amount of the selected products. Text box Alphanumeric
Terms & Conditions Terms & Conditions Specify the terms and conditions that are associated with quote. Text area  
Description Description Specify any other details about quote. Text area 32000 characters

Sales Orders

Field Name API Format Description Data type Maximum Limit
Sales Order Owner Sales Order Owner Select the name of the user to whom the sales order is assigned. Lookup  
SO Number SO Number Display the Sales order ID after creating a case. Number 16 digit
Subject* Subject* Specify the name of the sales order. This field is mandatory. Text box Alphanumeric(50)
Deal Name Deal Name Select the Deal for which the sales order has to be generated. Lookup -
Customer No Customer No Specify the customer identification number (if any) Text box Alphanumeric(50)
Purchase Order Purchase Order Select the reference purchase order. Text box -
Quote Name Quote Name Select the reference quote. Lookup -
Contact Name Contact Name Select the contact for which the sales order has to be generated. Lookup -
Due Date Due Date Select the date Date -
Carrier Carrier Select the carrier’s name that ships the products from your warehouse to customer site. Pick list -
Pending Pending   Text box Alphanumeric(50)
Status Status Specify the status of the sales order. Pick list -
Sales Commission Sales Commission Specify the commission to the sales person upon closing the deal. Numeric float
Excise Duty Excise Duty Specify the excise duty for the shipment Text Box Numeric
Account Name* Account Name* Specify the account name to which the sales order has to be created.This field is mandatory Lookup -
Assigned To Assigned To Select the user's name to whom the sales order handling duty is assigned. Select option -
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name * Product Name * Select the product name.This field is mandatory Lookup -
Quantity in Stock Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity* Quantity* Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
Unit Price* Unit Price* Displays the unit price of the product. Currency  
List Price* List Price* Select the product list price from Price Book or specify the product price. This field is mandatory Lookup and Numeric Integers
Tax Tax Specify the tax component of the products Currency -
Adjustments Adjustments Specify if there are any adjustments, such as discounts, or extra charges etc. Currency -
Total Total Displays the amount of the selected line item. Currency -
Terms & Conditions Terms & Conditions Specify the terms and conditions that are associated with sales order. Text area (long text)  
Description Description Specify any other details about sales order. Text area (long text) 32000 characters

Invoices

Field Name API Format Description Data type Maximum Limit
Invoice Owner Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup  
Invoice Number Invoice Number Display the case ID after creating a solution Numeric 16 digit
Subject* Subject* Specify the name of the invoice. This field is mandatory. Text box Alphanumeric(50)
Sales Order Sales Order Select the reference Sales order (if any). Lookup -
Purchase Order Purchase Order Select the reference Purchase order. Text Box  
Customer No Customer No Specify the customer identification number (if any). Text box Alphanumeric(50)
Excise Duty Excise Duty Specify the excise duty for the shipment Text box Numeric
Invoice Date Invoice Date Specify the date on which the invoice is created. Date -
Due Date Due Date Specify the invoice due date as per your payment terms. Date -
Sales Commission Sales Commission Specify the commission to the sales person upon closing the deal. Currency Float
Account Name * Account Name * Specify the account name to which the invoice has to be created. This field is mandatory Lookup -
Contact Name Contact Name Specify the contacts name to which the invoice has to be created. Lookup  
Status Status Specify the status of the invoice. Check box -
Assigned To Assigned To Select the user's name to whom the invoice handling duty is assigned.This field is mandatory Lookup -
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name * Product Name * Select the product name.This field is mandatory Lookup -
Quantity in Stock Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity* Quantity* Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
Unit Price* Unit Price* Displays the unit price of the product. Currency  
List Price* List Price* Select the product list price from Price Book or specify the product price. This field is mandatory Lookup and Numeric Integers
Total Total Displays the amount of the selected products. Currency -
Terms & Conditions Terms & Conditions Specify the terms and conditions that are associated with invoice. Text area  
Description Description Specify any other details about invoice. Text area 32000 characters

Vendors

Field Name API Format Description Data type Maximum Limit
Vendor Owner Vendor Owner Select the name of the user to whom the Vendor details is assigned. Lookup  
Vendor Name* Vendor Name* Specify the name of the vendor. This field is mandatory Text box Alphanumeric(50)
Phone Phone Specify the phone number of the vendor Text box Alphanumeric(40)
E-mail E-mail Specify the E-mail ID of the vendor Email Alphanumeric and Special characters(100)
Website Website Specify the Web site URL of the vendor URL Alphanumeric and Special characters(50)
GL Account GL Account Select the general ledger account Pick List -
Category Category Specify the category of the vendor Text box Alphanumeric(40)
Vendor Address
  • Street
  • City
  • State
  • Postal Code
  • Country
 Vendor Address
  • Street
  • City
  • State
  • Postal Code
  • Country
 Specify the address of the vendor
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Description Description Specify any other details about vendor Text area (long text) 32000 characters

Purchase Order

Field Name API Format Description Data type Maximum Limit
Purchase Order Owner Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup  
PO Number PO Number Display the Sales order ID after creating a case. Number 16 digit
Subject* Subject* Specify the name of the purchase order. This field is mandatory. Text box Alphanumeric(50)
Vendor Name* Vendor Name* Specify the name of the vendor. Text box Alphanumeric(20)
Requisition No Requisition No Specify the number in which the purchase order is requested Text box Alphanumeric(20)
Tracking Number Tracking Number Specify the number to track the purchase order Text box  
Contact Name Contact Name Specify the contacts name to which the invoice has to be created. Lookup  
Carrier Carrier Select the carrier’s name that ships the products from your warehouse to customer site. Pick list -
Purchase Order Date Purchase Order Date Specify the date on which purchase order is created. Date -
Due Date Due Date Select the due date. Date -
Excise Duty Excise Duty Specify the excise duty for the shipment Text box  
Sales Commission Sales Commission Specify the commission to the sales person upon closing the deal. Currency Float
Status Status Specify the status of the purchase order. Check box -
Assigned To Assigned To Select the Zoho CRM user name to whom the purchase order handling duty is assigned. This field is mandatory Select option -
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
 Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name * Product Name * Select the product name.This field is mandatory Lookup -
Quantity in Stock Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity* Quantity* Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
Unit Price* Unit Price* Displays the unit price of the product. Currency  
List Price* List Price* Select the product list price from Price Book or specify the product price. This field is mandatory Lookup and Numeric Integers
Total Total Displays the amount of the selected products.    
Terms & Conditions Terms & Conditions Specify the terms and conditions that are associated with purchase order. Text area (long text)  
Description Description Specify any other details about purchase order. Text area (long text) 32000 characters

Tasks

Field Name API Format Description Data type Maximum Limit
Task Owner Task Owner Select the name of the user to whom the task is assigned. Lookup  
Subject* Subject* Specify the name of the task. This field is mandatory. Text box Alphanumeric(50)
Due Date Due Date Specify the due date for the task Date  
Contacts/Leads Contacts/Leads Select the related contact or lead Lookup  
Accounts Accounts Select any other record related to the task Lookup -
Status Status Specify the status of the task Pick List -
Priority Priority Select the due date. Date -
Send Notification Email Send Notification Email Select the check box to send notification email to the task owner Check box  
Remind At Remind At Select the check box to set reminder for the task Check box  
Recurring Activity Recurring Activity Select the check box to mark it as a recurring activity Check box -
Description Description Specify the details about the task Text area (long text) 32000 characters

Events

Field Name API Format Description Data type Maximum Limit
Event Owner Event Owner Select the name of the user to whom the event is assigned. Lookup  
Subject* Subject* Specify the name of the event. This field is mandatory. Text box Alphanumeric(50)
Start Date Time* Start DateTime* Specify the date and time when the event will be started. This field is mandatory. Date and Time  
End Date Time * End DateTime * Specify the date and time when the event will be over. This field is mandatory. Date and Time  
Venue Venue Enter the venue for the event Text  
Contacts/Leads Contacts/Leads Select the related contact or lead Lookup  
Accounts Accounts Select any other record related to the event Lookup -
Send Notification Email Send Notification Email Select the check box to send notification email to the event owner Check box  
Remind At Remind At Select the check box to set reminder for the event Check box  
Recurring Activity Recurring Activity Select the check box to mark it as a recurring activity Check box -
Description Description Specify the details about the event Text area (long text) 32000 characters

Calls

Field Name API Format Description Data type Maximum Limit
Subject* Subject* Specify the subject of the call. This field is mandatory. Text box Alphanumeric(50)
Call Type* Call Type* Choose whether the call is inbound or outbound    
Call Purpose Call Purpose Select the purpose of the call Pick List  
Call From/To Call From/To Choose Contact or Lead   -
Related To Related To Select the record to which the call is related to Pick List -
Call Details Call Details Select whether it is a Current call or Completed call   -
Call Start Time Call Start Time Automatically displays the call start data and time Pick List  
Call Duration Call Duration Specify the duration of the call Integer  
Description Description Specify the details about the task Text area (long text) 32000 characters
Billable Billable Select the check box if the call is considered for billing Check box  
Call Result Call Result Enter the call result Text  

Note:

Using API, you cannot create or update these system-generated fields:

  • Created By
  • Modified By
  • Created Time
  • Modified Time
  • Formula type custom fields
  • Auto-number type custom fields

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