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What’s Supported

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Supported Actions

This connector supports:

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Supported Objects

The Zoho connector allows you to read from and write to these objects:
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Campaigns
  • Tasks
  • Cases
  • Events
  • Calls
  • Solutions
  • Products
  • Vendors
  • Price
  • Books
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Invoices
  • Appointments
  • Appointments Rescheduled History
  • Services
  • Custom
  • users

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Example integration

For an example manifest file of a Zoho integration, visit our samples repo on Github.

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Before You Get Started

To connect Zoho with Ampersand, you will need a Zoho Account. Once your account is created, you’ll need to configure an app in Zoho and obtain the following credentials from your app:
  • Client ID
  • Client Secret
  • Scopes
You will use these credentials to connect your application to Ampersand.

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Create a Zoho Account

Here’s how you can sign up for a Zoho account:

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Creating a Zoho App

Follow the steps below to create a Zoho app and add the Ampersand redirect URL in the app:
  1. Log in the Zoho API Console Account using your Zoho account.
  2. Click Get Started to create your first app. If you have already created an application, click Add Client to create a new app.
  3. Select Server-based Applications.
  4. Enter the following details:
    1. Client Name: Name of the client app.
    2. Homepage URL: The home page URL of your app.
    3. Authorized Redirect URIs: The Ampersand redirect URL: https://api.withampersand.com/callbacks/v1/oauth.
  5. Click Create.
You’ll see the details of your newly created application. Note the Client ID and Client Secret keys as they are necessary for connecting your app to Ampersand. Alt text
  1. Select the checkbox Use the same OAuth credentials for all data centers in the settings tab. Also toggle all regions where you expect to have customers. Toggle regions

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Add Your Zoho App Info to Ampersand

  1. Log in to your Ampersand Dashboard.
  2. Select the project where you want to create a Zoho integration. Alt text
  3. Select Provider apps.
  4. Select Zoho from the Provider list.
  5. Enter the previously obtained Client ID in the Client ID field and the Client Secret in the Client Secret field.
  6. In the Scopes field, enter the list of desired scopes for your integration. We recommend the following two scopes. If you want more granular scopes, please refer to the Zoho documentation for syntax. 
ZohoCRM.modules.ALL
ZohoCRM.settings.ALL
  1. Click Save changes.

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Customer Guide

The Zoho Customer Guide can be shared with your customers to help them successfully use your integration.

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List on Zoho Marketplace

The final step, which is optional, is to list your application on the Zoho Marketplace. Follow the steps below to list your application.
  1. Sign up and create a company profile on the Zoho Marketplace.
  2. Click on the profile icon on the home page and select Partner Console.
  3. Select Company Profile on the left panel.
  4. Provide your company details. Note that these are your own company’s details, not Ampersand’s. Zoho marketplace
  5. After a successful registration, go to Apps on the left sidebar and click Submit App.
  6. Complete the process by adding your app’s details and submitting it.
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