Command · Connector setup
Set up the Zoho Connector
Connect raia Command to Zoho using a self-client OAuth connection. A single connection can import content from Zoho Desk, Zoho Projects, Zoho CRM, and Zoho Books.
Video walkthrough is available in English.
Overview
The Zoho connector allows you to import content from Zoho Desk, Zoho Projects, Zoho CRM, and Zoho Books into raia Command.
You can select only the Zoho products your organization uses. raia Command will automatically generate the OAuth scopes required for the selected products.
Before starting, make sure you know which Zoho data center hosts your account.
Use the correct Zoho data center
Open the Zoho connector
- 01
Log in to raia Command.
- 02
Open Connectors from the left-hand menu.
- 03
Select Zoho.
- 04
Stay on the Setup & Import tab.
- 05
Click Add connection.
The Agent Access (MCP) tab is used for agent tools and is not required for a standard content import.
Create a Zoho Self Client
- 01
In the connection form, select the data center region that matches your Zoho account.
- 02
Click Open Zoho API Console.
- 03
In the Zoho API Console, click Get Started.
- 04
Select Self Client.
- 05
Create the client.
Zoho will provide a Client ID and Client Secret. Keep this page open because both values will be entered in raia Command.
Select the Zoho products
Return to the connection form in raia Command.
Select the products your organization currently uses:
- Zoho Desk
- Zoho Projects
- Zoho CRM
- Zoho Books
As products are selected, raia Command automatically creates the required OAuth scope list.
Select only licensed products
Click Copy beside the generated scope list.
Generate the grant code
- 01
Return to the Zoho API Console.
- 02
Open the Generate Code tab.
- 03
Paste the scope list copied from raia Command.
- 04
Set Time Duration to 10 minutes.
- 05
Enter an optional description, such as raia Command Zoho connection.
- 06
Click Create.
- 07
Copy the generated grant code.
The grant code expires after 10 minutes
Complete the connection
Return to raia Command and enter:
- Data center region
- A descriptive label
- Client ID
- Client Secret
- Generated grant code
The label can be the company name, Zoho account name, or a description such as Production Zoho Desk and CRM.
Click Connect.
raia Command will exchange the temporary grant code for the authorization tokens required to maintain the connection.
Configure an import
After the connection is created, click New import.
The available selections depend on the Zoho product:
- Zoho Desk: select a department.
- Zoho Projects: select a portal and project.
- Zoho Books: select an organization.
- Zoho CRM: no additional organizational selection is required.
Select the destination project and folder in raia Command.
The destination folder must already exist under the appropriate project.
Start the import. raia Command will display the sync status and the number of imported records when the process is complete.
Verify the connection
Confirm that:
- 01
The Zoho connection appears as connected.
- 02
The appropriate departments, portals, projects, or organizations can be selected.
- 03
A test import completes successfully.
- 04
The imported content appears in the selected raia Command folder.