ZPortals Plugin
Input License Key
Once the plugin has been activated, a ZPortals menu will have been created in the WordPress admin. Input the License Key (provided in the ZPortals portal menu, "Licenses") Note: make sure to remove any extra or trailing spaces that may have been ...
Install ZPortals in WordPress
Download ZPortals to your local drive, access the latest version here: https://plugin.zportals.com/downloads/zportals.zip In the WordPress admin, follow these steps to install the ZPortals plugin that you downloaded locally: Go to "Plugins" on the ...
Connecting Zoho Vault
Prerequisites: Zoho Vault must be added to your Zoho One Apps To setup Zoho Vault in the WordPress admin, go to ZPortals>Zoho API Settings>Zoho Vault and click Activate Vault Integration and then click the blue "Authorize Zoho Vault" button. You must ...
Connecting Zoho Workdrive
Prerequisites: Connecting Zoho CRM To setup Zoho Workdrive you need to go to ZPortals>Zoho API Settings>Workdrive and click Activate Workdrive Integration and then click the blue Authorize button. You must be logged into Zoho in the same browser as ...
Connecting Zoho Subscriptions
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Subscriptions you need to grab your Organization ID from your Zoho Subscriptions Account (see screenshot below) and authorize. You must be logged into Zoho in the same ...
Connecting Zoho Books
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Books you need to grab your Organization ID from your Zoho Books Account (see screenshot below) and authorize. Open up https://books.zoho.com to obtain the org ID per ...
Info Page
In the WordPress admin, navigate to ZPortals - Info. Use this menu tab as an admin resource to obtain short codes, view instructions by Zoho app, view the most recent Release Notes, access the Privacy Policy and Terms of Service and review the Error ...
Connecting Zoho CRM
In Zoho API Settings, choose your domain type in the drop down that matches your Zoho account domain, i.e. https://zoho.com for USA, https://zoho.eu for Europe, etc. We support the following Zoho domains: - zoho.com - zoho.com.au - zoho.eu - zoho.in ...
License Page Overview
The Admin Dashboard gives an overview of connected Zoho Apps, license details and active user counts. You can manage users directly from this menu and upgrade your subscription: Active users have registered for portal access by creating a password ...