Bigin by Zoho CRM Setup Guide {Lite} {Private Preview}
Follow our setup guide to connect Bigin by Zoho CRM to Fivetran.
Prerequisites
To connect Bigin by Zoho CRM to Fivetran, you need a Bigin by Zoho CRM account.
Setup instructions
Register an application
Log in to the Zoho API Console.
Depending on whether or not your application is already registered in your Bigin by Zoho CRM account, do one of the following:
If you want to register an application for the first time, click GET STARTED.
If you already have an application registered in the API console, click ADD CLIENT.
Select the Server-based Applications client type.
Enter the Client Name and Homepage URL.
In the Authorized Redirect URIs field, enter
https://fivetran.com/integrations/bigin_by_zoho_crm/oauth2/return
.Click CREATE.
Make a note of the Client ID and Client Secret. You will need them to configure Fivetran.
Select rate limit
Bigin by Zoho CRM allows you to choose the appropriate rate limit based on your plan:
Free Edition: 5,000 API credits per day. This is ideal for users on the free plan.
Express/Zoho One/Premier Editions: 100,000 API credits per day, suitable for users subscribed to the higher-tier plans.
Find region
Find your application region in your Bigin by Zoho CRM URL and make a note of it. Your domain represents the application host region.
- If your URL is
https://accounts.zoho.com
and your domain iscom
, then your app is hosted in the United States. - If your URL is
https://accounts.zoho.in
and your domain isin
, then your app is hosted in India. - If your URL is
https://accounts.zoho.com.au
and your domain iscom.au
, then your app is hosted in Australia. - If your URL is
https://accounts.zoho.com.cn
and your domain iscom.cn
, then your app is hosted in Canada. - If your URL is
https://accounts.zoho.eu
and your domain iseu
, then your app is hosted in Europe. - If your URL is
https://accounts.zoho.jp
and your domain isjp
, then your app is hosted in Japan. - If your URL is
https://accounts.zoho.com.cn
and your domain iscom.cn
, then your app is hosted in China.
Finish Fivetran configuration
- In the connector setup form, enter your chosen Destination schema name.
- Enter the Client ID and Client Secret you registered.
- Select the Rate Limit you found.
- Select the Region you found.
- Click Authorize to allow Fivetran to access your Bigin by Zoho CRM account using OAuth. You will be redirected to your Bigin by Zoho CRM account to authorize Fivetran's access.
- Log in to your Bigin by Zoho CRM account. Once you have finished, you will be redirected back to Fivetran.
- Click Save & Test. Fivetran will take it from here and sync your data from your Bigin by Zoho CRM account.
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