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 Label Required Default value Options Description
ClientId ClientId
ClientSecret ClientSecret
Permissions Permissions ZohoCRM.settings.all ZohoCRM.modules.all ZohoCRM.coql.READ 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)
AccountUrl 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
RedirectUrl RedirectUrl https://zappysys.com/oauth This is the redirect URL you entered when you created app in Zoho Portal. URL must match exactly including trailing slash
Version API Version v2
Name Value
v2 (Fast) v2
v3 v3
v4 v4
v5 v5
v6 v6
v7 v7
Enter Your Custom Version type-version-here
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.
RetryMode RetryMode RetryWhenStatusCodeMatch
Name Value
None None
RetryAny RetryAny
RetryWhenStatusCodeMatch RetryWhenStatusCodeMatch
RetryStatusCodeList RetryStatusCodeList 429
RetryCountMax RetryCountMax 5
RetryMultiplyWaitTime RetryMultiplyWaitTime True