Zoho People

The Zoho People modules allow you to create, update, send, retrieve, and list the files, records, and attendance entries in your Zoho People account.

Getting Started with Zoho People

Prerequisites

A Zoho People account – create an account at zoho.com/people/signup.html.

Connecting Zoho People to Boost.space Integrator

Log in to your Boost.space Integrator, open the Zoho People module, and click Add button next to the Connection field.
In the Connection name field, enter a name for the connection.
Optional: Click Show Advanced Settings and enter the client credentials. See Create your own app and client credentials.
Click Save.
Confirm the access by clicking Accept.

The connection has been established.

Create your custom app and client credentials

To create your own app:

Log in to your Zoho Developer account.
Click ADD CLIENT and choose a client type.
Enter the app detail as described below and click CREATE.

Client Name

Enter the application name you want to register with Zoho.

Homepage URL

Enter the homepage URL, for example, https://www.make.com/en.

Redirect URI

Add, https://integrator.boost.space/oauth/cb/zohocrm2
Copy the Client ID and Client Secret to a safe place.

You have successfully retrieved the client credentials.

Files

Using the following modules, you can search, retrieve, upload, update, and delete files.

Search Files

Searches for files or lists them all.

Connection

Establish a connection to your Zoho People account.

File Type

Select or map the file type you want to search. For example, Company file.

Filter By

Select or map the option to filter the files.

By Employee

Select or map the Employee ID to search the specified employee files.

Role ID

Enter (map) the Role ID of the employee to search the specified employee files.

Location ID

Enter (map) the Location ID of the employee to whom the file is shared.

Category ID

Select or map the Category ID of the file you are searching for.

Limit

Set the maximum number of files Boost.space Integrator should return during one execution cycle.

Get a File

Retrieves a single file specified by ID.

Connection

Establish a connection to your Zoho People account.

File Type

Select or map the file type you want to retrieve. For example, Company file.

File ID

Select or map the File ID whose details you want to retrieve.

Upload a File

Updates a file specified by ID.

Connection

Establish a connection to your Zoho People account.

Source File

File Enter (map) the data of the file. File Name Enter (map) the file name.

File Type

Select or map the file type you want to search. For example, Company file.

Category ID

Select or map the Category ID of the file you want to upload.

Employee ID

Select or map the Employee ID to which you want to upload the file.

Confidential

Select or map the confidentiality level of the file:

Non-downloadable
Downloadable

File Description

Enter (map) the file details.

Role ID

Enter (map) the Role ID of the employee to search the specified employee files.

Is Reporting To

Select whether the members reporting to you can see the subordinate’s file.

Notify to All

Select whether you want to send a notification to all the users when you upload the file.

Location ID

Enter (map) the Location ID of the employee to whom the file is shared.

New Category Name

Enter (map) a new category name for the file.

Update a File

Updates a file specified by ID.

Connection

Establish a connection to your Zoho People account.

File Type

Select or map the file type you want to update:

Company File
HR File

File ID

Select or map the File ID you want to update.

Confidential

Select or map the Confidentiality of the file:

Non-downloadable
Downloadable

File Name

Enter (map) a new file name.

File Path

Enter (map) the location of the file.

File Description

Enter (map) the file details.

Role ID

Enter (map) the Role ID to be able to access the file.

Category ID

Select or map the Category ID applicable to the file. For example, Employee Onboarding.

Is Reporting to

Select whether the reporting members can see his/her subordinate’s files

Notify All

Select whether to notify all the users about the updates to the file.

Location ID

Enter (map) the Location ID of the file.

New Category Name

Enter (map) a new category for the file. For example, Policy.

Delete a File

Deletes a file specified by ID.

Connection

Establish a connection to your Zoho People account.

File Type

Select or map the file type you want to delete. For example, Company file.

File ID

Select or map the File ID you want to delete.

Records

Using the following modules, you can list, add, and update records.

List Records

Lists all records of a specified form.

Connection

Establish a connection to your Zoho People account.

From Link Name

Select or map the link name whose records you want to list.

Limit

Set the maximum number of records Boost.space Integrator should return during one execution cycle.

Add a Record

Adds a record to a form.

Connection

Establish a connection to your Zoho People account.

From Link Name

Select or map the link name to which you want to add the record. Based on your selection, dynamic fields auto-populate which you need to be filled to create the record. For example, if you have selected Projects, fields related to the project auto-populates.

Update a Record

Updates a record of a specific form.

Connection

Establish a connection to your Zoho People account.

From Link Name

Select or map the link name whose records you want to list.

Record ID

Select or map the Record ID whose details you want to update. Based on your selection, dynamic fields auto-populate which you need to be filled to update the record.

Attendance

Using the following modules, you can retrieve, and create attendance entries.

Get an Attendance Entry

Retrieves the attendance information of an employee.

Connection

Establish a connection to your Zoho People account.

Get By

Select or map the option through which you want to retrieve the attendance entry details. For example, Employee ID.

Employee ID

Select or map the Employee ID whose attendance entry details you want to retrieve.

Mapper ID

Enter (map) the subordinate details to get information about the subordinate’s attendance. If not specified, the module returns the current user’s attendance information.

Email

Enter (map) the email address of the employee whose attendance details you want to retreive.

Date

Enter (map) the date for which you want to retrieve the attendance details. If no date is specified, the current date attendance details will be retrieved.

Create an Attendance Entry

Creates a new attendance entry.

Connection

Establish a connection to your Zoho People account.

Create By

Select or map the option and enter its details to add a new attendance entry. For example, Employee ID.

Check In

Enter (map) the date and time of the employee check-in. See the list of supported date and time formats.

Check Out

Enter (map) the date and time of the employee check-out. See the list of supported date and time formats.

Other

You can call APIs using the following modules.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Zoho People account.

URL

Enter a path relative to https://people.zoho.com/people/api For example: /files/getAllFiles

For the list of available endpoints, refer to the Zoho People API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use – Get an Attendance Entry

The following API call returns all the attendance entries from your Zoho People account:

URL:

/attendance/getAttendanceEntries

Method:

GET

Matches of the search can be found in the module’s Output under Bundle > Body > entries.

In our example, 1 entry was returned:

Legacy article, imported from the original Boost.space knowledge base (/knowledge-base/applications/crm-and-sales-tools/zoho-people/).

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