Files
calendar/docs/self-hosting/apps/install-apps/zoho.mdx
T
da55306a5a chore: add dev docs on mintlify (#16935)
* --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>
2024-10-08 02:32:16 -03:00

126 lines
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---
title: "Zoho"
---
#### Obtaining ZohoCRM Client ID and Secret
<Steps>
<Step title="Sign into Zoho API Console">
Go to [Zoho API Console](https://api-console.zoho.com/) and sign into your account, or create a new one.
</Step>
<Step title="Go to Applications">
From the API console page, navigate to "Applications".
</Step>
<Step title="Add a New Client">
Click the "ADD CLIENT" button at the top right and select "Server-based Applications".
</Step>
<Step title="Fill in Client Details">
Enter any desired information in the "Client Details" tab.
</Step>
<Step title="Go to the Client Secret tab">
Navigate to the "Client Secret" tab.
</Step>
<Step title="Save Client ID and Secret to .env">
Copy the Client ID and Client Secret into your `.env` file under:
```
ZOHOCRM_CLIENT_ID
ZOHOCRM_CLIENT_SECRET
```
</Step>
<Step title="Set the Redirect URL for OAuth">
Set the Redirect URL for OAuth to:
```
<Cal.com URL>/api/integrations/zohocrm/callback
```
Replace `<Cal.com URL>` with your application URL.
</Step>
<Step title="Enable Multi-DC Option">
In the "Settings" section, check the "Multi-DC" option if you wish to use the same OAuth credentials for all data centers.
</Step>
<Step title="Save your settings">
Click "Save" or "UPDATE" at the bottom of the page.
</Step>
<Step title="Integration is Ready">
Your ZohoCRM integration can now be easily added in the Cal.com settings.
</Step>
</Steps>
#### Obtaining Zoho Calendar Client ID and Secret
<Steps>
<Step title="Sign into Zoho API Console">
Go to [Zoho API Console](https://api-console.zoho.com/) and sign into your account, or create a new one.
</Step>
<Step title="Create a New Server-based Application">
Choose "Server-based Applications" and set the Redirect URL for OAuth to:
```
<Cal.com URL>/api/integrations/zohocalendar/callback
```
Replace `<Cal.com URL>` with your application URL.
</Step>
<Step title="Fill in Client Details">
Enter any information you want in the "Client Details" tab.
</Step>
<Step title="Go to the Client Secret tab">
Navigate to the "Client Secret" tab.
</Step>
<Step title="Save Credentials in Cal.com Admin Panel">
Copy the Client ID and Client Secret to your app keys in the Cal.com admin panel at:
```
<Cal.com>/settings/admin/apps
```
</Step>
<Step title="Enable Multi-DC Option">
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.
</Step>
<Step title="Save Settings">
Click "Save" or "UPDATE" at the bottom of the page.
</Step>
<Step title="Complete Zoho Calendar Integration">
Your Zoho Calendar integration is now ready and can be managed at:
```
/settings/my-account/calendars
```
</Step>
<Step title="Access Zoho Calendar">
You can access your Zoho calendar at [https://calendar.zoho.com/](https://calendar.zoho.com/).
</Step>
</Steps>
<Note>
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`.
</Note>
#### Obtaining Zoho Bigin Client ID and Secret
<Steps>
<Step title="Sign into Zoho API Console">
Go to [Zoho API Console](https://api-console.zoho.com/) and sign into your account, or create a new one.
</Step>
<Step title="Add a New Client for Zoho Bigin">
Click the "ADD CLIENT" button at the top right, and select "Server-based Applications".
</Step>
<Step title="Set the Redirect URL for OAuth">
Set the Redirect URL for OAuth to:
```
<Cal.com URL>/api/integrations/zoho-bigin/callback
```
Replace `<Cal.com URL>` with your application URL.
</Step>
<Step title="Go to the Client Secret tab">
Navigate to the "Client Secret" tab.
</Step>
<Step title="Save Client ID and Secret to .env.appStore">
Copy the Client ID and Client Secret into the `.env.appStore` file under:
```
ZOHO_BIGIN_CLIENT_ID
ZOHO_BIGIN_CLIENT_SECRET
```
</Step>
<Step title="Enable Multi-DC Option">
In the "Settings" section, check the "Multi-DC" option if you wish to use the same OAuth credentials across data centers.
</Step>
<Step title="Complete Zoho Bigin Integration">
Your Zoho Bigin integration is now ready and can be added from the Cal.com app store.
</Step>
</Steps>