In this post, we are going to walk you through the following, to give you a better idea of different field types in Zoho CRM and their role while inserting, updating, and upserting records.
Fields are used to store data in a structured way in Zoho CRM.
Based on how the data is stored, they are of two types:
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Field-type | Limitations | Example |
Single Line JSON type - string data type - text | Accepts up to 255 characters. Accepts alphanumeric and special characters. | "Last_name": "Mike O'Leary" |
Multi-Line JSON type - string data type - textarea | Small - accepts up to 2000 characters. Large - accepts up to 32000 characters. You will not be able to use this field to create custom views, reports or other filters. Accepts alphanumeric and special characters. | "Description": "This is a sample description" |
Email JSON type - string data type - email | Accepts valid email IDs. | "Email": "merced@zylker.com" |
Phone JSON type - string data type - phone | Accepts up to 30 characters. This limit may vary based on the value configured in 'Number of characters allowed' in the properties pop-up of the field, in UI. Accepts only numeric characters and '+' (to add extensions). | "Phone": "9800000099" |
Picklist JSON type - string data type - picklist | You can either pass an existing pick list value or add a new one. The pick list value accepts all alphanumeric and special characters. | "Industry": "automobile" |
Multiselect pick list JSON type - jsonarray data type - multiselectpicklist | You can either pass existing pick list values or add a new one. The pick list value accepts all alphanumeric and special characters. | "Courses opted": [ "Analytics", "Big data" ] |
Date JSON type - string data type - date | Accepts date in yyyy-MM-dd format. | "Date": "2019-08-28" |
Date/time JSON type - string data type - datetime | Accepts date and time in yyyy-MM-ddTHH:mm:ss±HH:mm ISO 8601 format. | "Date_Time": "2019-08-28T20:32:36+05:30" |
Number JSON type - integer data type - integer | Accepts numbers up to 9 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI. Accepts only numeric values. | "No. of employees": "350" |
Currency JSON type - double data type - currency | Before decimal point - accepts numbers up to 16 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI. After decimal point - accepts precision up to 9 digits. This limit may vary based on the value configured in 'Number of decimal paces' in the properties pop-up of the field, in UI. Accepts only numeric values. | "Annual Revenue": 250000.90 |
Decimal JSON type - double data type - double | Before decimal point - accepts numbers up to 16 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI. After decimal point - accepts precision up to 9 digits. This limit may vary based on the value configured in 'Number of decimal places' in the properties pop-up of the field, in UI. Accepts only numeric values. | "Decimal_1": 250000.50 |
Percent JSON type - double data type - double | Accepts numbers up to 5 digits. Accepts only numeric values. | "Percentage": 25 |
Long integer JSON type - string data type - bigint | Accepts numbers up to 18 digits. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in UI. Accepts only numeric values. | "EAN_Code":"0012345600012" |
Checkbox JSON type - boolean data type - boolean | Accepts only Boolean values(true,false). | "Email_Opt_Out": true |
URL JSON type - string data type - website | Accepts valid URLs. | "URL": "https://www.zylker.com" |
Lookup JSON type - jsonobject data type - lookup | Accepts unique ID of the record, which you can get through get records API. | "Owner": { "id":"4150868000000623001" } |
User data type - userlookup | This is a default look-up field to users in Zoho CRM. | "User": { "User_Name":"Patricia Boyle", "id":"4150868000000623001" } |
Module | System-defined mandatory field |
Leads | "Last_Name" - Single Line |
Contacts | "Last_Name" - Single Line |
Accounts | "Account_Name" - Single Line |
Deals | "Deal_Name"- Single Line "Stage" - Picklist |
Tasks | "Subject" - Multi Line |
Calls | "Subject" - Multi Line "Call_Type" - Picklist "Call_Start_Time" - Date/Time "Call_Duration" - Single Line |
Events | "Event_Title"- Single Line "Start_DateTime" - Date/Time "End_DateTime" - Date/Time |
Products | "Product_Name" - Single Line |
Quotes | "Subject"- Single Line "Product_Details" - Product Line Item |
Invoices | "Subject"- Single Line "Product_Details" - Product Line Item |
Campaigns | "Campaign_Name" - Single Line |
Vendors | "Vendor_Name"- Single Line |
Price Books | "Price_Book_Name"- Single Line "Pricing_Details"- JSON Array with "from_range", "to_range", "discount" |
Cases | "Case_Origin" - Picklist "Status"- Picklist "Subject" - Single Line |
Solutions | "Solution_Title"- Single Line |
Purchase Orders | "Subject"- Single Line "Vendor_Name"- Lookup "Product_Details" - Product Line Item |
Sales Orders | "Subject"- Single Line "Product_Details" - Product Line Item |
A few special cases while inserting records in Zoho CRM are as follows:
Every Zoho CRM API request body to insert, update, or upsert records should be given in the JSON format. To know the format for each of the above mentioned special cases, refer to our API guide.
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