Zoho CRM Connector
Documentation
Version: 8
Documentation
Authentication

OAuth

Description

OAuth Connection for Zoho CRM API [API reference]

Instructions

To register custom App, perform the following steps (Detailed steps found in the help link at the end)
  1. Go to Zoho API Console
  2. Click Add Client link
  3. Select Server-based Applications option
  4. Enter desired client name (Display purpose only)
  5. Enter some URL for Company homepage
  6. For Authorized Redirect URI enter https://zappysys.com/oauth (Or enter your own but we recommend using ZappySys one if possible). This URL must match on Zoho Connector UI.
  7. Click CREATE.
  8. Copy Client ID and Secret and paste on Zoho Connector UI.

Parameters

Parameter Required Default value Options
Name: ClientId

Label: ClientId
Name: ClientSecret

Label: ClientSecret
Name: Permissions

Label: Permissions

To access Visists table you need add extra permissions and re-generate token (e.g. Append ZohoCRM.modules.visits.ALL OR try ZohoCRM.modules.visits.READ, ZohoCRM.modules.visits.DELETE to the value for this property) 		ZohoCRM.settings.all ZohoCRM.modules.all ZohoCRM.coql.READ
Name: AccountUrl

Label: AccountUrl

 https://accounts.zoho.com
Name Value
United States (US) Datacenter https://accounts.zoho.com
United Kingdom (UK) Datacenter https://accounts.zoho.uk
Europe (EU) Datacenter https://accounts.zoho.eu
Canada (CA) Datacenter https://accounts.zohocloud.ca
Australia (AU) Datacenter https://accounts.zoho.au
India (IN) Datacenter https://accounts.zoho.in
Japan (JP) Datacenter https://accounts.zoho.jp
Saudi Arabia (SA) Datacenter https://accounts.zoho.sa
China (CN) Datacenter https://accounts.zoho.com.cn
Name: RedirectUrl

Label: RedirectUrl

This is the redirect URL you entered when you created app in Zoho Portal. URL must match exactly including trailing slash 		https://zappysys.com/oauth
Name: Version

Label: API Version

Zoho CRM API version. After v2 there are some changes the way fields returned so choose API version carefully. V2 is faster compred to newer version. 		v2
Name Value
v2 (Fast) v2
v3 v3
v4 v4
v5 v5
v6 v6
v7 v7
Enter Your Custom Version type-version-here
Name: RetryMode

Label: RetryMode

 RetryWhenStatusCodeMatch
Name Value
None None
RetryAny RetryAny
RetryWhenStatusCodeMatch RetryWhenStatusCodeMatch
Name: RetryStatusCodeList

Label: RetryStatusCodeList

 429
Name: RetryCountMax

Label: RetryCountMax

 5
Name: RetryMultiplyWaitTime

Label: RetryMultiplyWaitTime

 True