/
Zoho CRM - Source Configuration

Zoho CRM - Source Configuration

Generate Zoho CRM API Credentials

To connect the importer to Zoho CRM, create an API client using the Self Client type in Zoho.

Follow the Zoho documentation below:

👉 https://www.zoho.com/accounts/protocol/oauth/self-client/overview.html

When creating the client, select:

Client Type:
Self Client

After creating the client, generate an authorization code.

While generating the code, enter the following permissions in the Scope field:

ZohoCRM.users.READ,ZohoCRM.settings.READ,ZohoCRM.modules.READ

These permissions allow the importer to read the required CRM data.

Once completed, copy the generated credentials and authorization code for use in the MultiSource Importer.

Create the Source

  1. Navigate to MultiSource Importer.

  2. Open the Source page.

  3. Click the Zoho CRM tile.

  4. Fill out Name, Region and Generate Credentials.

image-20260312-105038.png

  1. Select Add Source button. Source will be added to the list.

  2. The next step is configuring the Destination: https://piosoftware.atlassian.net/wiki/spaces/WS/pages/824246528.