Zoho - OAuth 2

Zoho Setup

1. Go to https://accounts.zoho.com/developerconsole and click GET STARTED

2. Create a Server-based Application and use a descriptive client name like External Data Example

3. Enter any kind of Homepage URL like https://external-data-for-jira.codefortynine.com

4. Depending on your data residency add the appropriate Authorised Redirect URIs. In this example:

https://external-data-for-confluence.codefortynine.com/signin-dynamic-oauth

5. Copy the Client ID& Client Secret

External Data Configuration

1. Create a new data source and name it like Zoho Example

2. In this example the data source will load all available modules. To achieve this enter the following into the URLfield:
   

   https://www.zohoapis.eu/crm/v3/settings/modules

   CODE

3. Switch Authentication to OAuth 2 and Grant Type to Authorization Code

4. Enter the Client ID& Client Secret you have noted from the Zoho setup step

5. Use the following based on your Zoho domain: In this example eu
   Auth URL:

   https://accounts.zoho.eu/oauth/v2/auth

   CODE

   Token URL:

   https://accounts.zoho.eu/oauth/v2/token

   CODE

6. Switch the Callback URL to HTTPS

7. Enter the following Scope - this might be different depending on the resource you want to access
   

   ZohoCRM.modules.ALL ZohoCRM.settings.ALL

   CODE

8. Enter the following Customer Paramters
   

   access_type         offline
   prompt              consent

   CODE

9. Save the data source.

10. Reopen the data source in edit mode and press Authenticate and follow the steps.

11. Below the button you should see Access Token & Refresh Token in green

12. Save the data source.

13. Test the data source

Field Configuration Example