OAuth 2.0 for Zoho CRM

Create OAuth 2.0 Client App in Zoho CRM

In  Zoho CRM, you must create the client app that the Dataprep by Trifacta application uses OAuth 2.0 to access and connect to your  Zoho CRM data.

Steps:

1. Log in to  Zoho CRM account in which you want the client app to be created. 
2. Navigate to https://api-console.zoho.in and click ADD.
3. From the Choose a Client Type pane, select Server-based Applications.
4. From the Create New Client pane, enter the following details:
   1. Client Type: Select Server-based Applications from the drop-down.
   2. Client Name: Display name of the client app. 
   3. Homepage URL: The home page URL of the app.
   4. Authorized Redirect URIs: Name of the redirect URI. For example: 
      https://clouddataprep.com/oauth2/callback

5. To create the client, click CREATE.
6. 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 the  Dataprep by Trifacta application , which is used to integrate with the client app that you created above.

Steps:

1. Login to the Dataprep by Trifacta application as a workspace administrator.
2. In the left nav bar, select User menu > Admin console > OAuth2.0 Clients. 
3. In the OAuth2.0 Clients page, click Register OAuth2.0 Client.

4. 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 the Dataprep by Trifacta application.
   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/auth  The 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).

5. To save your OAuth 2.0 client, click  Save .

For more information, see Create OAuth2 Client.

Scopes for Zoho CRM

The following scopes are required in the connected app for the Dataprep by Trifacta application to access Zoho CRM:

Create Zoho CRM Connection

After you have created the OAuth 2.0 client app and client, you can create a connection in the Dataprep by Trifacta application to access your  Zoho CRM data.

For more information, see Zoho CRM Connections.