Configure provisioning for Zoom with Zoho Directory

Configure provisioning for Zoom with Zoho Directory

User provisioning with Zoom enables you to provision and deprovision users in Zoom from the Zoho Directory Admin Panel, enabling you to use Zoho Directory as a single source of truth. To get the most out of this integration, you can also set up single sign-on (SSO). SSO allows your organization's users to easily access Zoom without having to sign in to it separately.

Prerequisites

  1. ZD roles that can perform this action:
    1. Organization Owner
    2. Organization Admin
  2. ZD permissions required to perform this action:
    1. View apps
    2. Assign apps
    3. Import users
  3. Other prerequisites
    1. Owner or admin role in Zoom
    2. A Business, Enterprise, or Education account in Zoom
    3. SSO set up for Zoom
    4. A verified domain in Zoho Directory

In Zoho Directory: Set up provisioning

  1. Sign in to Zoho Directory .
  2. Ensure that you've set up SSO for Zoom.
  3. Go to Applications, then click on Zoom.
  4. Go to Provisioning, then click Configure.
  5. Click Authorize. You will be taken to Zoom, and asked for your consent to authorize Zoho Directory to manage account information.
  6. Click Allow.
  7. Select the fields that have to be synced with Zoom, and map a relevant Zoho Directory field with them. If you'd like to have a constant value to be set in Zoom for any field, click Edit next to the field, enter the value in the Hardcoded value field, then click OK.
    8. Note: By default, all Zoom fields will be mapped to a relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.
  8. Click Save and Next.
  9. Choose which of the changes made in Zoho Directory have to be synced with Zoom:
    • Create users: Assigning a user to Zoom in Zoho Directory automatically creates a new user account in Zoom.
    • Update User profile: If a user account already exists in Zoom for a user, any changes made to the mapped fields in the user's profile in ZD will be synced with Zoom.
    • Delete Users: Deleting a user in Zoho Directory will delete the user's account in Zoom.
    • Activate and deactivate Users: If a user account already exists in Zoom for a user, assigning them to Zoom in ZD or unassigning them will activate or deactivate the user in Zoom. Additionally, activating or deactivating a user in ZD will also activate or deactivate them in Zoom.
  10. Click Save.
  11. If you'd like to have the users currently in Zoom to be imported to ZD, click Import. It is advisable to import users to ZD during initial setup or when activating the app after a while. A list of users that can be imported will be displayed.
  12. The following filters can be used to select users to import:
    • All Users: All the users that can be imported from Zoom to ZD.
    • New Users: Users that are present in Zoom, but not in ZD. These users will be created in ZD, and Zoom will be assigned to them.
    • Update User: Users already present in ZD. Any changes in the user profile for these users will not be synced, and the field values from Zoom will be used to overwrite the values in ZD.
    • Users to Activate: Users in ZD, but not assigned to Zoom in ZD. These users will be assigned to Zoom.
    • Users to Deactivate: Users that are either not present or present as inactive users in Zoom. These users will be unassigned from Zoom in ZD.
  13. Click Confirm Assignment.
  14. Click Done.