> For the complete documentation index, see [llms.txt](https://docs.appstrategy.com/apprules-r-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.appstrategy.com/apprules-r-documentation/platform/platform-features/system-settings/data-sources/connection-settings/crm/zohocrm.md).

# Zoho CRM

Connects to Zoho CRM via the configurable v2–v8 REST API (default v6) across 8 regional data centers.

### Connection Properties

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Property</td><td valign="top">Key (conn string)</td><td valign="top">Required?</td><td valign="top">Description</td></tr><tr><td valign="top">Data Center</td><td valign="top">DataCenter</td><td valign="top">No</td><td valign="top">US (default), EU, IN, AU, JP, CN, SA, CA.</td></tr><tr><td valign="top">API Version</td><td valign="top">ApiVersion</td><td valign="top">No</td><td valign="top">v6 (default). Accepts "6" or "v6".</td></tr><tr><td valign="top">Auth Scheme</td><td valign="top">AuthScheme</td><td valign="top">No</td><td valign="top">OAuthRefreshToken (default), OAuthGrantToken, or AccessToken.</td></tr><tr><td valign="top">OAuth Client Id</td><td valign="top">OAuthClientId</td><td valign="top">Yes</td><td valign="top">Client ID from Zoho Developer Console OAuth app.</td></tr><tr><td valign="top">OAuth Client Secret</td><td valign="top">OAuthClientSecret</td><td valign="top">Yes*</td><td valign="top">Client Secret. *Required for RefreshToken and GrantToken schemes.</td></tr><tr><td valign="top">OAuth Refresh Token</td><td valign="top">OAuthRefreshToken</td><td valign="top">Yes*</td><td valign="top">Long-lived refresh token. *Required for OAuthRefreshToken scheme.</td></tr><tr><td valign="top">OAuth Grant Token</td><td valign="top">OAuthGrantToken</td><td valign="top">Yes*</td><td valign="top">One-time grant token from Zoho Self-Client. *Required for OAuthGrantToken (first-time bootstrap).</td></tr><tr><td valign="top">OAuth Access Token</td><td valign="top">OAuthAccessToken</td><td valign="top">Yes*</td><td valign="top">Pre-obtained short-lived token. *Required for AccessToken scheme.</td></tr></tbody></table>

### First-Time Setup (Self-Client)

●        Go to <https://api-console.zoho.com> → Self Client.

●        Generate a one-time Grant Token with scopes ZohoCRM.modules.ALL and ZohoCRM.settings.ALL.

●        Use AuthScheme=OAuthGrantToken on first connection; the connector exchanges it for a refresh token automatically.

●        After first connect, switch to AuthScheme=OAuthRefreshToken with the obtained OAuthRefreshToken.

### Minimum Connection String (Refresh Token)

OAuthClientId=xxx;OAuthClientSecret=yyy;OAuthRefreshToken=1000.abc...

### Minimum Connection String (Access Token)

AuthScheme=AccessToken;OAuthClientId=xxx;OAuthAccessToken=1000.abc...

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