How to setup Zoho Integration

The new API is setup differently and is using a new method for authenticating users.

Zoho Setup

The Zoho Admin needs to create an API entry on their Zoho account by going to this link: https://accounts.zoho.com/developerconsole

Important Note: Ensure to setup the API Credentials under accounts.zoho.com/developerconsole rather than the “webapps” section of the Zoho Administrative portal.

  1. Browse to the developer console
  2. Click “Add Client ID”

  1. Enter the Client name, Domain and Redirection URL substituting the server url with your server (examples below)

The format for the redirection URL is https://mt01.ipvoice.uk/TENANT_Number/crmiservice/api/generate_tokens

Note: If the system is a Contact Centre, the tenant number will be 1

Once finished, click create and note down your Client ID as it’ll be used when you setup the CRM integration on IPVoice.

IPVoice platform setup:

Browse to CRM > Integration

Enable integration, select Zoho from the list and populate the information below:

API Version: V2

Page URL: https://crm.zoho.com/crm

Note – if your Zoho CRM is hosted on zoho.eu, substitute the links in the setup for the EU URL (e.g https://crm.zoho.eu/crm)

Redirect URL: The redirect URL entered into the Zoho App setup

Client ID: Client ID obtained from Zoho App setup

Client Secret: Client Secret obtained from Zoho App Setup.

Once setup, save and then generate a token to authenticate.

Once the setup is complete, you can run a test to ensure everything is working.

Press the test button, and then populate your Zoho Username into the username field, whilst leaving the password blank.

IPVoice App setup:

In the preferences of the IPVoice app navigate to “Modules” and enable CRM integration.

Username: Zoho Username

Password: Leave blank

Once entered press OK and the contacts should start popping, indicating that integration is working

Note: The CRM module license must be assigned to the user to be able to use CRM integration.

API Limitations:

The Zoho API is rate limited with 250 API calls per day for the trial edition.

Popup:

These are fields we search for call pop-up on the API, so the fields must be enabled in Zoho:

Accounts: Phone and Fax
Contacts: Phone, Home Phone and Fax
Leads: Phone, Mobile and Fax

Have more questions? Submit a request