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
In the WordPress admin, follow these steps to install the ZPortals plugin that you downloaded locally: Go to "Plugins" on the left side of the menu and select the "Add New" sub menu Click on the "Upload Plugin" button at the top Upload the plugin by ...
Connecting Zoho Vault
Prerequisites: Zoho Vault must be added to your Zoho One Apps To setup Zoho Vault you need to go to ZPortals>Zoho API Settings>Zoho Vault and click Activate Vault Integration and then click the blue Authorize button. You must be logged into Zoho in ...
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. You must be logged into Zoho in the same browser as an ...
Info Page
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 Log to assist in troubleshooting: Note ...
Connecting Zoho CRM
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 and Select your Default Portal Type. We support the following Zoho domains: - zoho.com - zoho.com.au - ...
License Page Overview
This menu tab gives an overview of connected Zoho Apps, the account details and usage broken down by available and used API calls, by current day, month over month and API usage by Zoho App. Two API calls are generated every time a User logs in (one ...