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Zoho Inventory

Zoho Inventory

Setup Guide

Follow these steps to connect Zoho Inventory to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Zoho Inventory into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Set your Region.

  6. (Optional) Enter your Organization Id. If not specified, the connection uses the first organization found.

  7. Click Sign in to connect securely through OAuth. This action opens the Zoho Inventory sign-in page in a new tab.

  8. Log into your Zoho Inventory account and provide the requested permissions (if applicable).

  9. At the top of the CData Connect Add Zoho Inventory Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.