Integrating Zoho Projects with SDP MSP change management

Integrating Zoho Projects with SDP MSP change management

Overview:

     Automatically creating projects in Zoho Projects based on the changes in SDP MSP keeps everything in sync without manual updates. This means all tasks and updates on a Change are automatically reflected in Zoho Projects, making it easier to manage and track everything in one place. With real-time updates, you’ll always have the most current project information, improving visibility and oversight. Let's dive into the process right away. 

Table of contents:
  1. Objective
  2. Prerequisites
  3. Steps Involved
    1. Setting up Python on the server
    2. Generating the Access Token
    3. Updating the zohoProject.json file
    4. Generating the Portal ID
    5. Updating scripts
    6. Configuring a Custom Trigger
  4. Example
Objective:

The goal is to automatically create a project in Zoho Projects whenever a change is created or edited in SDP MSP.

Prerequisites:
  1. Python installed on the server.
  2. Attached files: ZohoProjectIntegration.txt, zohoProject.json, OP_ZohoProjectIntegration.py.
  3. Postman app for extracting the portal ID.

Steps Involved:

1) Setting up Python on the server:

      To setup Python on the server, follow the instructions provided in the below guide:

2) Generating the Access Token:

      To make use of the 'Project API,' you will need the Project's authentication token from Zoho Accounts. To generate an access token, please refer to the following guide:
      
      The Redirect URI should be any account-based URI, as follows: https://server:port/(account's URI)

3) Updating the zohoProject.json file:

      Download the attachments and update the zohoProject.json file with the obtained access token, refresh token, code, client secret, client ID, and redirect URL. Place this JSON file in the <MSP Home>/integration/custom_scripts folder. This file is used to regenerate the access token if it expires. The script provided will use the change title and description to create the project, which you can customize as needed.

4) Generating the Portal ID:

     Refer to the section "Use APIs with the access token" in this documentation to generate the Zoho Projects Portal ID.



5) Updating the attached scripts:

      Update the OP_ZohoProjectIntegration.py script with the generated Portal ID. Move this Python script to <MSP_Home>/integration/custom_scripts and place ZohoProjectIntegration.txt in <MSP_Home>/integration/custom_scripts/executor_files.

6) Configuring a Custom Trigger:

    Set up a custom trigger in SDP MSP to automatically invoke based on your requirements. For instance, configure the trigger to activate when a change is created or updated in a specific site 



Example:

      Using the above-mentioned steps, please refer to the Change requests created under SDP MSP:



and Corresponding projects under Zoho Projects:



      Overall, integrating SDP MSP change management with Zoho Projects to automatically create projects improves efficiency, making project management smoother and more productive.

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