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Some actions may require additional configuration in the provider to be accessible. Choose the actions you need and the guide will be updated.
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Administrator access to your Zoho account is required to create OAuth applications.


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Create OAuth Application
Create a server-based application in the Zoho API Console to obtain your OAuth credentials.
1
Access Zoho API Console
2
Create Server-based Application
Create a new server-based application for the integration.
  • Click GET STARTED or ADD CLIENT
  • Select Server-based Applications
  • Click CREATE NOW
3
Configure Application Details
Enter the required application information.
  • Client Name: Enter a name (e.g., StackOne Integration)
  • Homepage URL: Enter your company website
  • Authorized Redirect URI: https://api.stackone.com/connect/oauth2/zoho-desk/callback
  • Click CREATE
4
Copy Credentials
After creation, navigate to the Client Secret tab to retrieve your credentials.
  • Copy the Client ID and paste it in the field below
  • Copy the Client Secret and paste it in the field below
  • Store these credentials securely


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Configure Permissions in Zoho Desk
Before connecting, ensure the user who will authorize the connection has the correct permissions in Zoho Desk. The connector can only access data that the authorizing user is allowed to see and modify. Access in Zoho Desk is controlled by three layers, and all three must allow access for the connector to work. OAuth Scopes control which API endpoints the connector can call. Profile Permissions control which operations (view, create, edit, delete) the user can perform. Data Sharing Rules control which records the user can see. If any one of these blocks access, the connector will not be able to retrieve or modify that data.
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Set Data Sharing to Allow Access
By default, Zoho Desk may restrict which records a user can see. To allow the connector to access all relevant data, update the Data Sharing settings.
  • Log in to Zoho Desk as an Admin
  • Click the Settings gear icon (top right)
  • Go to User Management > Data Sharing
  • Click Edit (top right)
  • For each module you want the connector to access, set the access level to Public Read/Write/Delete (or Public Read Only if you only need read access)
  • Click Update
  • For more details, see Zoho Desk Data Sharing documentation
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Check the Authorising User's Profile
The connector inherits the permissions of the user who authorizes the connection. Ensure that the authorising user has a profile with sufficient access.
  • Click your avatar in the top-right corner to open the side panel
  • Click My Profile to open your profile page
  • In the left sidebar, your assigned Role and Permission (profile) is displayed under your name
  • Verify that the assigned profile has View, Create, Edit, and Delete permissions enabled for each module you need
  • Users with the Support Administrator profile have full access by default
  • If your profile does not have the required permissions, contact your organisation’s Admin to update your profile assignment
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Tickets Access
Enables actions: Create Ticket, Get Ticket, List All Associated Tickets, List Tickets, List Tickets By Contact, Move Ticket, Move Tickets To Trash, Update Ticket
Required if you want to list, view, create, update, or delete tickets.
  • In Data Sharing, set the Tickets module to access level Public Read/Write/Delete
  • In the user’s Profile, enable View, Create, Edit, and Delete for Tickets under Module Permissions
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Contacts and Accounts Access
Enables actions: Create Account, Create Contact, Delete Accounts, Delete Contacts, Get Account, Get Contact, List Accounts, List Contacts, List Tickets By Contact, Update Account, Update Contact
Required if you want to manage contacts or accounts.
  • In Data Sharing, set the Contacts and Accounts modules to access level Public Read/Write/Delete
  • In the user’s Profile, enable View, Create, Edit, and Delete for Contacts and Accounts under Module Permissions
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Settings and Admin Access
Enables actions: Add Agent, Add Department, Create Skill, Create Skill Type, Delete Skill, Delete Skill Type, Disable Department, Enable Department, Get Agent, Get Department, Get Organization, Get Skill, Get Skill Type, List Agents, List Departments, List Organizations, List Skill Types, List Skills, Update Agent, Update Department, Update Skill, Update Skill Type
Required if you want to manage departments, skills, or other organizational settings.
  • In the user’s Profile, enable the relevant Administrative Permissions such as Departments and Manage Agents
  • This controls access to departments, agent skills, and help desk configuration
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Basic Data Access (Required)
Enables actions: Add Agent, Add Department, Disable Department, Enable Department, Get Agent, Get Department, Get Organization, List Agents, List Departments, List Organizations, Update Agent, Update Department
Always required. Provides access to organizations, agents, and departments.
  • This is included by default in all connections
  • No additional configuration is needed


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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Zoho Desk:

1
Navigate to Connector Profiles
Login to StackOne and navigate to Connector Profiles
2
Create New Connector Profile
  • Click + Connector Profile
  • Search for and select Zoho Desk
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
    • OAuth Scopes (Optional)
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile

Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Zoho Desk.