What this connection does
Syncs your Zoho organisation's people directory into iCompaas so you can track accounts, admin status and 2FA posture for compliance evidence. Authorisation happens on Zoho's own consent screen with read-only scopes (ZohoMail.organization.accounts.READ, ZohoMail.partner.organization.READ) — no passwords are shared and no write access is granted.
Connect the source
- In the app, open Onboarding → Personnel onboarding and click Add source → Zoho.
- Enter a Source label (3–60 characters) — a friendly name to identify this source in your dashboard.
- Click Save & authorize. An authorization popup opens — allow pop-ups from the iCompaas site if your browser asks.
- Sign in with a Zoho administrator account and approve the access.
- Personnel sync begins automatically — the source moves from Awaiting auth to Syncing and then Synced.
What gets synced
Names, primary and recovery email, phone number, admin status, 2FA enabled/enforced flags, suspension state and employment type. Use View personnel list to see the synced people.
Managing the source
- Sync now — trigger a manual re-sync from the source's row actions.
- Edit — only the label can be changed. To re-authorize, remove the source and add it again.
- Remove — stops future syncs; existing personnel data remains until the next sync cycle.
Troubleshooting
- "Popup was blocked" — allow pop-ups for the iCompaas site and click Save & authorize again.
- "Zoho OAuth configuration missing" — contact support; this is a configuration issue on our side, not yours.