Zoho Custom Module and 3CX XML Search Edit

[Dalezac]

Hello
I have recently successfully integrated 3CX with Zoho CRM and am asking if anyone has successfully modified the 3CX XML file to search across custom modules.
The default XML file searches across the default ZOHO modules but does not appear to look at any Zoho custom modules.

If anyone has modified the 3CX XML file can you please share how and what is required to edit the XML to search across the custom created module/s.

 

[edossantos]

You should check the following:
https://www.3cx.com/docs/crm-integration/
https://www.3cx.com/docs/server-side-crm-template-xml-description/

 

[awethum]

I have the same problem, when I add another module to the scope I get the "ERROR_invalid_scope" message.

 

[edossantos]

I have the same problem, when I add another module to the scope I get the "ERROR_invalid_scope" message.

You should probably add the requiered scopes to the Authorization procedure. 3CX uses OAuth2, and when you authorize it, you specify which resources you will be accessing. The scopes used by 3CX are defined inside the XML template, and are the following:
ZohoCRM.modules.accounts.all,ZohoCRM.modules.leads.all,ZohoCRM.modules.contacts.all,ZohoCRM.modules.calls.all,ZohoCRM.users.all

 

[awethum]

You should probably add the requiered scopes to the Authorization procedure. 3CX uses OAuth2, and when you authorize it, you specify which resources you will be accessing. The scopes used by 3CX are defined inside the XML template, and are the following:
ZohoCRM.modules.accounts.all,ZohoCRM.modules.leads.all,ZohoCRM.modules.contacts.all,ZohoCRM.modules.calls.all,ZohoCRM.users.all

On the XML template there are 2 places where you can add scope:

<Parameter Name="RefreshToken" Type="OAuth" Parent="General Configuration" Editor="String" Title="Refresh Token:" RequestUrl="[AccountsServer]/oauth/v2/auth" RequestUrlParameters="response_type=code&amp;prompt=consent&amp;access_type=offline&amp;client_id=[ClientId]&amp;scope=ZohoCRM.modules.accounts.all,ZohoCRM.modules.leads.all,ZohoCRM.modules.contacts.all,ZohoCRM.modules.calls.all,ZohoCRM.users.all&amp;redirect_uri=[RedirectUri]&amp;state=[State]" ResponseScenario="OAuthGetAccessToken" />

<Value Key="scope" Passes="0" Type="String">ZohoCRM.modules.accounts.all,ZohoCRM.modules.leads.all,ZohoCRM.modules.contacts.all,ZohoCRM.modules.calls.all</Value>

When I add another module I get the "ERROR_invalid_scope" message when I go to Authorise.

 

[edossantos]

The scope needs to be added in both places.

If you get that invalid scope error, probably the scope ID is something different than what you're specifying... You should check this with Zoho support.