Credentials
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      Zoho Credentials

       

      Screenshot (1053)To make a Zoho connection, the following credentials are needed:

      Field Name

      Required/ Optional

      Description

      Type

      Required

      Zoho

      Name

      Required

      Provide a unique name for this credential.

      Data Center

      Required

      Select the data center location from the drop-down menu.

      Access Token

      Auto-fill

      This field auto-fills with valid Zoho connection.

      Refresh Token

      Auto-fill

      This field auto-fills with valid Zoho connection.

      Scopes

      Required

      Select CRM or Finance based on connection needs.

      Organization ID

       
      		 Required Applies to Zoho Finance only. Enter the Organization ID from the Zoho user profile. 

      How to Find the Organization ID?

      Users can find this information within the Zoho user profile. Need more help? Please visit the Zoho site https://www.zoho.com/us/books/help/settings/organization-profile.html.