To install the extension

➢    In CRM, go to Settings -> MarketPlace -> All

   

Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively.

➢    Go to All Extensions, and browse for and click OscilloVault.
The details about the extension will be available.

 

 

➢    Click Install.

➢    In the following screen, check the “Allow marketplace vendors to contact me regarding product offers and promotions” and click Install.

➢    Click Continue on the following page.

 

 Click “Install for all users” and click “Confirm” in the following page.

For the payment options, you can either proceed with instant payment or continue with a 10-day free trial.

 

Once the payment information is set up, your Zoho CRM 2 Google Drive extension will have successfully been installed !

And now, for the set up!

To complete the setup go to the configuration page.
Zoho Marketplace> All > Installed > Configure

Copy the authorose-url and open it in a new web-page

 

Click on Accept button

 

Fig 1.1: Setup page

 

Once you click on the Accept  button you will get the form where you have to fill-up all the fields.

 

➢      To get the required information you will need to login to your Zoho vault application, Select a folder (or create a folder)  and create a password. All the generated passwords from Oscillovault will be stored in this folder.

Fig 1.3: Password creating under a folder

➢      You will then ‘right click’ on the page and select the ‘Inspect’ option (alternatively ‘ctrl-shift-i’)

Fig 1.4: Inspect option

➢      Once the developer mode is open, go to Sources (top middle) -> select ‘js.zohostatic.com’ (left hand bar) -> js -> lib -> main.js -> search for ‘ciphertext’ (ctrl+f). This id goes inside the field “unique id” in the Oscillovault form.

Fig 1.5: Inspect view

➢      To get to the other id’s you need to select ‘Network’ -> ‘Secrets’ (middle left hand side) -> Form Data

Fig 1.6: Network Secrets

➢      This data will need to be inputted in the respective fields in the Oscillovault form.

Fig 1.7: OscilloVault form for inputting data

➢      Once the data has been entered, you will then be able to ‘Submit’. Submission will ask you for ‘write’ access to Oscillovault, which is needed to create the secrets.

Fig 1.8: Test Vault Extension

➢      After ‘Accepting’ the installation process has now been completed.