OAuth 2.0 for Zoho CRM
This section describes the steps to configure Alteryx Analytics Cloud (AAC) to integrate with your Zoho CRM deployment using OAuth 2.0 to authenticate.
Create OAuth 2.0 Client App in Zoho CRM
In Zoho CRM, you must create the client app that AACAAC uses OAuth 2.0 to access and connect to your Zoho CRM data.
Steps:
Log in to Zoho CRM account in which you want the client app to be created.
Navigate to https://api-console.zoho.in and click ADD.
From the Choose a Client Type pane, select Server-based Applications.
From the Create New Client pane, enter the following details:
Client Type: Select Server-based Applications from the drop-down.
Client Name: Display name of the client app.
Homepage URL: The home page URL of the app.
Authorized Redirect URIs: Name of the redirect URI. For example:
https://ayxpreview.alteryxcloud.com/oauth2/callback
To create the client, click CREATE.
Copy the Client ID and Client Secret values to a text file. You can copy the Client ID and Client Secret values from https://api-console.zoho.in/.
Create OAuth 2.0 Client for Zoho CRM
After the Zoho CRM client app is created, you must create an OAuth 2.0 client in AACAAC, which is used to integrate with the client app that you created above.
Anmerkung
You must create an OAuth 2.0 client in AACAAC for each Zoho CRM client app that you wish to use.
Steps:
Login to AACAAC as a workspace administrator.
In the left nav bar, select User menu > Admin console > OAuth2.0 Clients.
In the OAuth2.0 Clients page, click Register OAuth2.0 Client.
Specify the new client. Apply the following values:
Setting
Description
Type
Set to Zoho CRM.
Name
Display name for the OAuth 2.0 client in AACAAC.
Client ID
The client identifier for the Zoho CRM client app. The client ID may vary based on the region.
Client Secret
The client identifier for the Zoho CRM client app. The client secret may vary based on the region.
Authorization URL
Set this value to the following:
https://accounts.zoho.in/oauth/v2/authThe Authorization URL may vary based on the region.
Token URL
Set this value to the following: For example,
https://accounts.zoho.in/oauth/v2/token
The Token URL may vary based on the region.
Scopes
Insert the scopes as a space-separated list. See below for Scopes for Zoho CRM.
Access Token Expires In
Set this value to 3600000 ms.
Refresh Token Expires In
Set the value to
0(does not expire).To save your OAuth 2.0 client, click Save .
For more information, see Create OAuth2 Client.
The following scopes are required in the connected app for AACAAC to access Zoho CRM:
Scope | Values |
|---|---|
ZohoCRM.modules.visits | READ |
ZohoCRM.modules | ALL |
ZohoCRM.settings | ALL |
ZohoCRM.users | ALL |
ZohoCRM.org | ALL |
ZohoCRM.settings.territories | ALL |
ZohoCRM.settings.currencies | READ |
ZohoCRM.settings.pipeline | READ |
ZohoCRM.settings | ALL |
ZohoCRM.modules.Accounts | READ |
ZohoCRM.modules.Leads | READ |
ZohoSearch.securesearch | READ |
Create Zoho CRM Connection
After you have created the OAuth 2.0 client app and client, you can create a connection in AACAAC to access your Zoho CRM data.
Anmerkung
You must create a separate connection for each OAuth 2.0 client that is available in AACAAC.
For more information, see Zoho CRM Connections.