Zoho

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What’s Supported

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Supported Actions

This connector supports:

• Read Actions, including full historic backfill and incremental read.
• Write Actions.
• Proxy Actions, using the base URL https://www.zohoapis.com.

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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

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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:

• Go to the Zoho Sign Up page and create an 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.

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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.

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

7. Click Save changes.