Prerequisites:

Roles required in Zoho One to perform this action:

• Organization Owner

• Organization Admin

Roles required in greytHR:

• Admin

Plan dependency in Zoho One:

• Free plan

In Zoho One:  

1. Sign in to Zoho One, then click Admin Panel in the left menu.

2. Go to Directory Stores, then click Add Directory.

3. Click Add next to greytHR.

4. On the API Integration page, enter the domain name, and the user name and password copied from your greytHR account. (To copy the user name and password, follow the steps from greytHR section below in the document)

The domain name should look like this: xyz.greythr.com. It'll throw an error if you add https:// or backslash. The API user name and password needs to be entered accurately for the import to proceed without a hitch.

5. Click Next.

6. Map the fields available in Zoho One to the fields available in greytHR. If you'd like all users synced from greytHR to have the same value for a field, map that field with a hard-coded value. For example, if you want the value for the field 'Work Location' to be 'India', then you can type India as a value for the Hard-coded Value. To map a hard-coded value with a field:

• Click Edit next to a field.

• Enter the value you need in the Hard-coded Value field.

• Click Ok.

7. Click Next.

8. Under SETTINGS, next to Password Notification, choose whether you want your users to receive their One Time Password.

 Password Notification setting is only applicable to users whose email address has a verified domain name. 

9. Once done, click Save and Next.

10. Choose how the change in user status in greytHR should be reflected in Zoho One.

11. Click Save and Next.

12. Choose how you want to sync users from greytHR. You can either sync all the users or few users based on criteria in Zoho One. You can also set multiple criteria based on your needs.

13. To set criteria, select a criteria from the options, choose a relationship, and enter the criteria's value as needed.

14. While adding more than one criteria, you can also choose to enter it manually. Click Edit, enter your condition (whether OR or AND), and click Save.

15. Once done, click Save and Close.

16. Import Users: greytHR now allows bulk import of users into Zoho One. All users (except deleted users) will be fetched and shown depending on the chosen criteria. Once you have selected users, they will be staged, and it might take time to list the users. Once finished, you can either view it or clear it for re-import.

17. You can either individually pick the users you need, or you can select all users.

18. Once imported, you can view the users' list in the Members menu.

In greytHR:  

1. Log in to your greytHR account.

2. Click the My Account icon in the left-side panel.

3. Click on the drop-down My Account and select API Users.

4. Click Create API User on the top-right corner to generate an API username and password.

5. Enter a User Name and Description, if needed. User API, Employee API, and Employee API read access need to be selected by default under Select Roles. You can select other roles if you want.

6. Once done, click Next. Copy the user name and password to paste them on the Zoho One page. (To paste, continue to Zoho One section above in the document)

7. Click Done once you have pasted.