# Zoho CRM

### Connect to Zoho CRM

1\. Go to the **Resources** page and click the <img src="https://3574406564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MB_fx7PCUqvFEdrucJC%2Fuploads%2Fct5RJC2cjHhrvymOWWGx%2Fimage.png?alt=media&#x26;token=b4ff0c44-5510-49d1-97dd-a155af254113" alt="" data-size="line">  button.&#x20;

2\. Select **Zoho CRM**.

3\. Enter your account credentials and click **Connect**. Please visit here to generate Client ID, Client Secret, and Refresh Token.

* **`Client ID`**: OAuth2.0 Client ID
* **`Client Secret`**: OAuth2.0 Client Secret&#x20;
* **`Data Center Location`**: The region of your Data Center location. More info by this [link](https://www.zoho.com/crm/developer/docs/api/v2/multi-dc.html).
* **`CRM Edition`**: Free, Standard, Profession, Enterprise, or Unlimited&#x20;
* **`Environment`**: Production, Developer or Sandbox.&#x20;
* **`Refresh Token`**: OAuth2.0 Refresh Token

4\. Choose tables to import and click **Finish Setup**.&#x20;

5\. You will see a  <img src="https://3574406564-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MB_fx7PCUqvFEdrucJC%2F-MgBh5PshcmRFk38itib%2F-MgBo4LSmdK4OS-NqLZy%2Fsyncing.png?alt=media&#x26;token=452494f9-e4be-48fa-9644-bee7d969c46c" alt="" data-size="line"> icon next to your resource. It may take a few minutes to several hours depending on the data size and the number of your tables. Once your data is ready, you will receive a notification email.&#x20;

### Setup Guide

#### Get Client ID, Client Secret, and Grant Token[​](https://docs.airbyte.com/integrations/sources/zoho-crm#get-client-id-client-secret-and-grant-token) <a href="#get-client-id-client-secret-and-grant-token" id="get-client-id-client-secret-and-grant-token"></a>

1. Log into <https://api-console.zoho.com/>
2. Choose client
3. Enter a scope the future refresh and access tokens will cover. For instance, it can be `ZohoCRM.modules.ALL, ZohoCRM.settings.ALL, ZohoCRM.settings.modules.ALL`. **Make sure the scope covers all needed modules**.
4. Enter grant token's lifetime and description, click "Create".
5. Copy Grant token, close the popup and copy Client ID and Client Secret on the "Client Secret" tab.

#### Create Refresh Token[​](https://docs.airbyte.com/integrations/sources/zoho-crm#create-refresh-token) <a href="#create-refresh-token" id="create-refresh-token"></a>

For generating the refresh token, please refer to [this page](https://www.zoho.com/crm/developer/docs/api/v2/access-refresh.html). Make sure to complete the auth flow quickly, as the initial token granted by Zoho CRM is only live for a few minutes before it can no longer be used to generate a refresh token.<br>