Zoho Projects

Zoho Projects

Setup Guide

Follow these steps to connect Zoho Projects 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 Projects 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 the Project Id. If left empty, all available projects are exposed.

  7. (Optional) Enter the Portal Id. If left empty, all available portals are exposed.

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

  9. Log into your Zoho Projects account and provide the requested permissions (if applicable).

  10. At the top of the CData Connect Add Zoho Projects 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.

More Information

For more information about interactions between CData Connect and Zoho Projects, see this information page.