Feature Availability

What is Zoho People?

What are the benefits of this Integration?

• This integration facilitates dynamic Group membership for every department and designation field in Zoho People. Every time a new member is added to a department or listed under a particular designation in Zoho People, they are automatically added to the respective Zoho Connect Group.  
  
• User data that are relevant to user profile fields in Zoho Connect will be synced. This includes name, seating location, work location, mobile number,  date of birth, extension, work phone, nickname, gender,  designation, department,  and reporting-to information.
• Users can perform web Check-in/check-out and apply leave from their respective Zoho Connect profile page.  
• Employee details such as Reporting to, Direct Reports, and Organization Hierarchy can also be viewed in Zoho Connect itself.
  

New members added to the Zoho People and also the existing users of Zoho People who are not a part of Zoho Connect Network, will receive an email invite asking them to join the respective Zoho Connect Network  

How to enable Zoho People integration?

• Click the plug icon from the vertical menu in the top-right part of your Zoho Connect page.
  

• From the list of integrations, click Zoho People.
  
• Click Configure and select the Zoho People account that you'd like to integrate with your Zoho Connect Network.     
  

            

• Use the checkboxes to configure the integration to suit your organization's needs.
  

• Once done, click Save.
  

To enable this integration, you'll need a paid subscription of Zoho People and Zoho Connect. Also, please ensure that your purchased user count is the same in both to avoid any discrepancies in this integration. 

 The Zoho People integration is only available for Zoho Connect's internal networks.

What happens once this integration is enabled?

Once the admin enables Zoho People integration, the members in Zoho Connect will be automatically synced with Zoho People, and all members in the Network will be able to use this integration. 

Where can the users find Check-in/check-out and apply leave options?

• Click the profile icon in the top-right corner of your page.
  
• Click My Profile from the menu.
  
• You'll find Check-in/check-out and apply leave options in the top-right corner of your page.
  

How to disable Zoho People integration?

The network admin can restrict the integration by following the steps below:

• Click the  plug  icon from the vertical menu in the  top-right  part of the page.
  

            

• Navigate to the Zoho People integration and toggle the button found in the top-right corner of the page.  
  

            

Troubleshooting

In a few instances, the configured Zoho People integration might not work as intended due to some errors. The following are the most common errors and the steps to resolve them.

 

1. Users not added in the Connect network

Error: Users added in the Zoho People organization have not been added to the Zoho Connect network.

Cause: The connection between Zoho People and Zoho Connect might have been deleted or broken due to misconfiguration.

Resolution: Disable and then enable the integration.  

Steps:  

1. Click the plug icon from the menu in the right.
   

           

1. From the list of integrations, click Zoho People.
   
2. Toggle the button found in the top-right corner of the page to disable the integration.
   
3. Toggle the same button again to enable the integration.
   

           

2. Error in syncing user profile details  

 

Error: The user profile details are not synced between Zoho People and Zoho Connect.  

Cause: The admin who has configured the integration may no longer be part of the network

 

Resolution: Delete the integration and then configure it again.  

 

Steps:

1. Click the plug icon from the menu in the right.
   

           

1. From the list of integrations, click Zoho People.
   
2. Click the trash icon found in the top-right corner of the page.
   

          

1. Now, configure the integration by following the steps given here. 

When you encounter any one of the above errors, a few user details might remain un-synced. Therefore, you can perform a one-time sync to make sure all the details have been updated.  To do this: 

1. Click the plug icon from the menu in the right.
   

           

1. From the list of integrations, select Zoho People.
   
2. Toggle the button found in the top-right corner of the page to disable the integration.
   

           

1. Click on the same toggle button again to enable the integration.
2. In the confirmation pop-out, check the box found next to Sync the existing user details in Zoho Connect and Zoho People.