How to set up Zoho CRM OAuth for Natero

Benefit

OAuth is a protocol that allows Natero to access resources of your Zoho CRM website without having to expose your user credentials. Instead of supplying an API key, OAuth allows you to authorize the Natero application to access your Zoho data via the Zoho API.

Pre-requisite

1. Make sure that the user that completes the natero auth should have admin access rights.

2. Your Zoho CRM account must have the API access. 

3. You need to have a Natero account to complete the OAuth setup (contact us if you do not have one yet).

4. Your Natero account needs to have the "Configure data connectors" permission to perform this action. 

Step-by-step Guide

1. Go to "IT Administration" under "Settings". 

2. Go to "Manage oAuth".

3. Select "Zoho CRM" from the dropdown and click "Authorize provider". This should redirect you to the regular Zoho CRM login page.

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4. Log in using your Zoho CRM user credentials and click "Allow" when prompted.

5. Once all the steps are done please let us know and we will complete your Zoho CRM configuration ASAP. 

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