How to add a Zoho Connector.
Connectors are the instruments used to gather the specific data points you'd like to showcase in a Widget. Provided you have an account with the tool you want to connect to, you can sync this data into Hurree.
1. Understanding Connectors
Connectors are used to gather specific data points for display in Widgets.
Provided you have an account with the tool you want to connect to, you can sync this data into Hurree.
2. Accessing Connectors
Log in to your Hurree account.
Navigate to the Connectors tab located on the bottom left-hand side panel.
3. Selecting the Zoho Connector
Click on the Zoho Connector.
A Connector pop-up will appear for the Zoho Connector.
4. Connecting Zoho to Hurree
Click Connect at the bottom of the pop-up.
Follow the steps required to sync your account.
You will be redirected to Zoho for identity verification.
5. Verifying Your Identity
Verify your identity via email, phone number, or other available methods.
Accept the data access permissions required by Hurree.
Note: If you click Reject, Zoho will not be able to connect to Hurree.
6. Completing the Connection
Once you have clicked Accept, you will be redirected back to Hurree.
The Zoho Connector card status will change from Connect to Disconnect.
7. Disconnecting a Connector
To disconnect a Connector, go to the Connectors tab within your account settings.
Locate the connected Zoho account and select Disconnect if needed.