Integrating Zoho Projects with SDP MSP change management
PURPOSE:
When a change is created or edited as required, a project is created in Zoho Projects respectively.
Here is an example of creating a project in Zoho Projects when a change is created under a specific site in SDP MSP.
TESTED IN MSP BUILDS: 14500, 14503
STEPS:
1) Setting up Python on the server:
>> Please refer to the following link for instructions:
2) Generating the Access Token:
>> To use the 'Project API,' you will need the Project's authentication token from Zoho Accounts. To generate an access token, please refer to the following link:
>> 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 generated access_token, refresh_token, code, client_secret, client_id, and the redirect_url. Move this JSON file to <MSP Home>/integration/custom_scripts folder.
>> These details will be used to regenerate the access token if it expires. The attached script utilizes the change title and change description content for creating the project. You can also modify these as per your requirements.
4) Generating the Portal ID:
>> Refer to the "Use APIs with the access token" section in this link to generate the portal ID of the Zoho Projects Portal as follows:
5) Updating the attached scripts:
>> Update the OP_ZohoProjectIntegration.py script with the generated Portal ID and move this python script to <MSP_Home>/integration/custom_scripts and the ZohoProjectIntegration.txt to <MSP_Home>/integration/custom_scripts/executor_files.
6) Configuring a Custom Trigger:
Configure a change custom trigger to automatically invoke based on your requirements. Here, I have configured a condition such that the trigger activates when a change is created under or updated to the site 'refer 1'
Changes created under SDP MSP:
Corresponding projects under Zoho Projects:
New to ADSelfService Plus?
Related Articles
ZOHO CRM Integration with SDP MSP
Account's Sync : If MSP SDP has exact Account Name as that of CRM's Account Name , then CRM data will be overwritten in MSP SDP. (Note : Address details will be overwritten in MSP SDP). New Account from CRM (which is not in MSP SDP) will be added to ...ZOHO assist integration FAQ's
1) ZOHO Assist not working or unable to send emails or exception throws while initiating the session - Users who purchased ZOHO Assist needs to sign up to the https://assist.zoho.com/ with the registered user Email to make the integration work. - ...Integrating MS teams with SDP MSP using Webhooks
PURPOSE: When a request is created under SDP MSP, a message is posted in the Microsoft Teams channel associated with the Account of the request. TESTED IN BUILDS: 14500, 14503 and 14504 PROCEDURE: STEP 1: Creating a Connector: >> To start, create a ...ZOHO Reports - Authentication issue Handling - GRID movement
Recently we are facing issues if user saves the Zoho reports configuration page after entering email ID and AT key it throws authentication failure even though the email and AT key is correct. It happens as the registered login is in different grid ...SCP, SDP and MSP Differences
Though ManageEngine has multiple HelpDesk applications, they are developed and targeted for Different markets. Here are few cases to understand the difference between them. HelpDesk Applications in ManageEngine (ME) are as follows : 1. SupportCenter ...