Version 24.2.9064

• Establish a Connection
• More Information

You can use the Zoho Projects connector from the CData Sync application to capture data from Zoho Projects and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Zoho Projects, you first must establish a connection to Zoho Projects. Follow these steps to connect Zoho Projects to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Zoho Projects row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Portal Id - Enter the numeric dentifier of the workspace to which you want to connect.

   • Project Id - Enter the project identifier for your Zoho Projects account.

   • OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

   • OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

6. Click Connect to Zoho Projects to connect to your Zoho Projects account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Zoho Projects, see Zoho Projects Connector for CData Sync.