README.md

Zoho Integration for Headstart

Scope of this integration

This integration is responsible for forwarding orders upon order submit to Zoho OMS for fulfillment

Steps to create access token for Zoho

1. Log into your Zoho account
2. Create API Client in Api Console: https://accounts.zoho.com/developerconsole a. Create "Server-based Applications" type 1. Client Name = whatever you wish to identify it as (ex: OrderCloud) 2. Homepage URL = whatever you wish to use (ex: https://ordercloud.io) 3. Authorized Redirect URL = https://ordercloud.io b. After creation copy the Client ID and Client Secret provided
3. Create qualified URL and open in browser window a. https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id={client_id}&scope=ZohoBooks.fullaccess.all&redirect_uri=https://ordercloud.io&prompt=consent&access_type=offline b. Accept authorization 1. Creates a redirect to the provided redirect URL 2. Take the "code" query param from the URL in the browser window. This is your short lived access_token
4. Request oauth for long lived refresh token a. POST: https://accounts.zoho.com/oauth/v2/token?client_id={client_id}&grant_type=authorization_code&client_secret={client_secret}&redirect_uri=https://ordercloud.io&code={code from step 3.b.2}&access_type=offline&response_type=code b. Copy response "refresh_token". This is your long lived token that will be used to retrieve future access tokens in the Zoho SDK

Enabling Integration

1. Set EnvironmentSettings:OMSProvider to Zoho
2. Ensure the following settings are defined in app settings:
   • ZohoSettings:AccessToken
   • ZohoSettings:ClientId
   • ZohoSettings:ClientSecret
   • ZohoSettings:OrganizationID