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Prerequisites

Before you can add the connection, you need to register a custom OAuth application with Zoho:
1
Go to the Zoho Developer Console and sign in.
2
Add a new client and select Server-based Applications as the client type.
3
Complete the required fields, setting the Authorized Redirect URI to https://oauth.cdata.com/oauth/, then create the client.
4
Make note of the Client Id and Client Secret assigned to your application.

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Setup Guide

Follow these steps to connect Zoho Desk to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Zoho Desk 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
In the Organization field, enter the Id of the Zoho Desk organization you want to connect to. You can find it in the Organizations table.
6
(Optional) In the Domain field, select the domain where authentication calls are sent (.com, .eu, .com.au, or .in). The default is .com.
7
Enter the OAuth Client Id and OAuth Client Secret obtained from Zoho.
8
Click Sign in to connect securely through OAuth. This action opens the Zoho sign-in page in a new tab.
9
Log in to your Zoho account and provide the requested permissions (if applicable).
10
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.