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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.