* --init * progress... * add more docs * bunch of changes and added back platform * development guides added * more guides in develop with cal * self hosted WIP * deployments * fix deployment steps * self-hosted guides * .. * Removed the development only sections * Removed 'with Cal.com' * use steps component for steps --------- Co-authored-by: Keith Williams <keithwillcode@gmail.com>
126 lines
4.7 KiB
Plaintext
126 lines
4.7 KiB
Plaintext
---
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title: "Zoho"
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---
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#### Obtaining ZohoCRM Client ID and Secret
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<Steps>
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<Step title="Sign into Zoho API Console">
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Go to [Zoho API Console](https://api-console.zoho.com/) and sign into your account, or create a new one.
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</Step>
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<Step title="Go to Applications">
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From the API console page, navigate to "Applications".
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</Step>
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<Step title="Add a New Client">
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Click the "ADD CLIENT" button at the top right and select "Server-based Applications".
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</Step>
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<Step title="Fill in Client Details">
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Enter any desired information in the "Client Details" tab.
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</Step>
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<Step title="Go to the Client Secret tab">
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Navigate to the "Client Secret" tab.
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</Step>
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<Step title="Save Client ID and Secret to .env">
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Copy the Client ID and Client Secret into your `.env` file under:
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```
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ZOHOCRM_CLIENT_ID
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ZOHOCRM_CLIENT_SECRET
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```
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</Step>
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<Step title="Set the Redirect URL for OAuth">
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Set the Redirect URL for OAuth to:
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```
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<Cal.com URL>/api/integrations/zohocrm/callback
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```
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Replace `<Cal.com URL>` with your application URL.
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</Step>
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<Step title="Enable Multi-DC Option">
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In the "Settings" section, check the "Multi-DC" option if you wish to use the same OAuth credentials for all data centers.
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</Step>
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<Step title="Save your settings">
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Click "Save" or "UPDATE" at the bottom of the page.
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</Step>
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<Step title="Integration is Ready">
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Your ZohoCRM integration can now be easily added in the Cal.com settings.
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</Step>
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</Steps>
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#### Obtaining Zoho Calendar Client ID and Secret
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<Steps>
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<Step title="Sign into Zoho API Console">
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Go to [Zoho API Console](https://api-console.zoho.com/) and sign into your account, or create a new one.
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</Step>
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<Step title="Create a New Server-based Application">
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Choose "Server-based Applications" and set the Redirect URL for OAuth to:
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```
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<Cal.com URL>/api/integrations/zohocalendar/callback
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```
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Replace `<Cal.com URL>` with your application URL.
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</Step>
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<Step title="Fill in Client Details">
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Enter any information you want in the "Client Details" tab.
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</Step>
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<Step title="Go to the Client Secret tab">
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Navigate to the "Client Secret" tab.
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</Step>
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<Step title="Save Credentials in Cal.com Admin Panel">
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Copy the Client ID and Client Secret to your app keys in the Cal.com admin panel at:
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```
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<Cal.com>/settings/admin/apps
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```
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</Step>
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<Step title="Enable Multi-DC Option">
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In the "Settings" section of Zoho API Console, check the "Multi-DC" option if you wish to use the same OAuth credentials across data centers.
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</Step>
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<Step title="Save Settings">
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Click "Save" or "UPDATE" at the bottom of the page.
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</Step>
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<Step title="Complete Zoho Calendar Integration">
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Your Zoho Calendar integration is now ready and can be managed at:
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```
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/settings/my-account/calendars
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```
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</Step>
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<Step title="Access Zoho Calendar">
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You can access your Zoho calendar at [https://calendar.zoho.com/](https://calendar.zoho.com/).
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</Step>
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</Steps>
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<Note>
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If you use multiple calendars with Cal, make sure to enable the toggle to prevent double-bookings across calendars. This setting can be found at `/settings/my-account/calendars`.
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</Note>
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#### Obtaining Zoho Bigin Client ID and Secret
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<Steps>
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<Step title="Sign into Zoho API Console">
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Go to [Zoho API Console](https://api-console.zoho.com/) and sign into your account, or create a new one.
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</Step>
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<Step title="Add a New Client for Zoho Bigin">
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Click the "ADD CLIENT" button at the top right, and select "Server-based Applications".
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</Step>
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<Step title="Set the Redirect URL for OAuth">
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Set the Redirect URL for OAuth to:
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```
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<Cal.com URL>/api/integrations/zoho-bigin/callback
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```
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Replace `<Cal.com URL>` with your application URL.
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</Step>
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<Step title="Go to the Client Secret tab">
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Navigate to the "Client Secret" tab.
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</Step>
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<Step title="Save Client ID and Secret to .env.appStore">
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Copy the Client ID and Client Secret into the `.env.appStore` file under:
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```
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ZOHO_BIGIN_CLIENT_ID
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ZOHO_BIGIN_CLIENT_SECRET
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```
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</Step>
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<Step title="Enable Multi-DC Option">
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In the "Settings" section, check the "Multi-DC" option if you wish to use the same OAuth credentials across data centers.
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</Step>
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<Step title="Complete Zoho Bigin Integration">
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Your Zoho Bigin integration is now ready and can be added from the Cal.com app store.
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</Step>
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</Steps>
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