🔗 Creating a Server-Based Application in Zoho API Console
To successfully connect Zoho to Optiply, you first need to generate specific authentication credentials (a Client ID and a Client Secret) from within your Zoho account. You do this by creating a "Server-Based Application" in their developer portal.
Here is your step-by-step guide to generating those credentials:
🛠️ Step 1: Visit the Zoho Developer Console
First, navigate to the Zoho Developer Console.
🛠️ Step 2: Create an Application
Click the Add Client button, which will open the Client Registration page.
Under “Server-based Applications”, click on “CREATE NOW”.
🛠️ Step 3: Fill out the Details
On the Client Registration page, fill out the following details:
Client Name: Optiply.
Homepage URL: https://optiply.nl.
Authorised redirect URIs: https://hotglue.xyz/callback.
Client Type: Select
Server Based.
Note: The Client Name, Homepage URL, and Authorised redirect URIs are strictly required for the integration to route correctly
🛠️ Step 4: Register the Application
Once you have double-checked that all the necessary details match the list above, click Create.
🛠️ Step 5: Get the Client ID and Client Secret
After creating your application, you will be directed to a page containing the Client ID and Client Secret. Save these details carefully as you will not be able to retrieve the client secret later.
⚠️ VERY IMPORTANT: Save your Client Secret securely! You must save these details carefully right now, as you will not be able to retrieve the Client Secret later. Furthermore, your Client ID and Client Secret are highly sensitive data. Treat them like a master password—do not expose them in publicly accessible areas such as GitHub, client-side code, or public forums.
Remember, the Client ID and Client Secret are sensitive data. Do not expose them in publicly accessible areas such as GitHub, client-side code, and so forth.
📚 References
If you need additional con
❓ Frequently Asked Questions (FAQs)
Why do I need to use https://hotglue.xyz/callback as the redirect URI?
Optiply uses Hotglue as our secure data integration middleware. This specific URL ensures that Zoho sends the authentication token back to the right place so Optiply can successfully connect to your data!
What do I do if I forget to save my Client Secret?
For security reasons, Zoho will only show you the Client Secret once. If you lose it or close the window before copying it, you will need to go back into the Zoho Developer Console, regenerate a new secret (or create a new application entirely), and use the new one instead.
Where do I put these credentials once I have them?
Once you have copied your Client ID and Client Secret, keep them handy! You will need to paste them into your Optiply dashboard under Settings > Integrations when you add Zoho as a new data source.