Configuring Authentication

You can authenticate your connection to Zoho by specifying an access token, or by providing your Zoho credentials so that the connector retrieves and uses the corresponding access token.

Configuring Authentication With an Access Token

If you already have a valid access token, specify it in your DSN so that the connector can use it to authenticate the connection.

When using the Simba Zoho ODBC Connector DSN Setup dialog box, do not specify any values in the Refresh Token field. Currently, the connector does not support the use of refresh tokens unless the token is specified in a connection string. For more information, see Using a Connection String.

To configure authentication using an access token:

  1. To access authentication options, open the ODBC Data Source Administrator where you created the DSN, select the DSN, and then click Configure.
  2. In the Method drop-down list, select Access Token.
  3. In the Access Token field, type or paste your access token.
  4. To save your settings and close the DSN Setup dialog box, click OK.

Configuring Authentication With Your Zoho Credentials

You can configure the connector to retrieve and use an access token based on your Zoho credentials.

To configure authentication using your Zoho credentials:

  1. To access authentication options, open the ODBC Data Source Administrator where you created the DSN, select the DSN, and then click Configure.
  2. In the Method drop-down list, select OAuth_2.0.
  3. In the Client ID field, type the client ID associated with your Zoho application.
  4. In the Client Secret field, type the client secret associated with your Zoho application.
  5. In the Scope field, type a comma-separated list of OAuth scopes for the access token.

    6. For example:

    ZohoCRM.settings.ALL

    For a complete list of the supported scopes, see "Scopes" in the Zoho CRM Online Help: https://www.zoho.com/crm/developer/docs/api/oauth-overview.html#scopes.

  6. In the Redirect Uri field, type the redirect URI associated with your Zoho application.
  7. In the Accounts_URL field, type the domain-specific Zoho Accounts URL associated with your Zoho application.

    8. Note:

    For complete list of domain-specific Zoho Accounts URLs, see "Access and Refresh Tokens" in the Zoho CRM Online Help: https://www.zoho.com/crm/developer/docs/api/access-refresh.html.

  8. Click Get Access Token.
  9. A web browser opens. In the web browser, log in to your Zoho account with your Zoho user name and password, and click Allow to allow the connector to access your Zoho data store.
  10. In the DSN Setup dialog box, confirm that the Access Token and Refresh Token fields are populated. Then, close the browser window.
  11. To save your settings and close the DSN Setup dialog box, click OK.

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