
Note: It is assumed the you already have an existing ZOHO Sign account which includes API permissions.
Connecting to Zoho Sign
NXSYS allows you to connect your Zoho Sign account to the Onboarding Module so that your workers/employees can sign documents which will be stored in NXSYS.
In order to connect NXSYS to Zoho Sign we need to generate a Client ID & Client Secret code.
Please log into the screen above.
You'll then have access to the Zoho Sign API Console which will look similar to the screen below. You will now want to create a new client by clicking 'Add Client' in the top right hand corner
Then please select Server Based Application and click 'Create Now'
You'll now have the ability to create client, which means you're giving NXSYS access to your ZOHO Sign account.
In the fields below, please enter details as follows:
Client Name: This can be any name of your choosing

Please replace the 'COM-000' in Authorized Redirect URIs with your Company ID from NXSYS. You can find this by clicking on the Companies tab in the menu on the top left of your portal as shown below. The number you need is shown below and in this case it would be COM-33.
Once entered please click 'Create'
Zoho will now have generated a Client Secret & Client Secret as in the screen below.
Next, please click the copy icon next to each value and paste this into NXSYS.
In your company settings, please scroll down to the Integrations tab and under Zoho Settings, paste the values from the Zoho API Console, then click Connect on the bottom right side.
This will bring up a Zoho Sign login page, please login with your Zoho credentials.
Please then save your settings below.
Now that Zoho Sign is connected to NXSYS, you will be able to view and map your current Sign templates to NXSYS.
Field Mapping
The next step is to map any fields in your Zoho Sign template to any relevant fields in NXSYS. When a user completes any of these fields during onboarding, NXSYS can automatically populate this data in the workers profile.

Note: When creating field in your ZOHO Sign template, the value of these fields must match the field values in NXSYS, otherwise the data will not auto populate in the worker profile.
Filed Name | Accepted Values |
Title | Miss, Mrs, Ms, Mrs |
Forename, Surname, Full Name | Free Text |
Address Lines | Free Text |
Gender | Male, Female, Other |
Date of Birth | DD/MM/YYYY |
Email | text@text |
Mobile | Numeric |
Pay Frequency | Weekly, 2 Weekly, Monthly |
Job Description | Free Text |
Working Time Regulation |
|
Agency Conduction Regulation |
|
Bank Name | Free Text |
Account Name | Free Text |
Account Number | Numeric 8 digits |
Sort Code | Numeric 6 digits |
P45 Start Declaration |
|
Tax Code | Free Text |
Tax Basis | Cumulative, W1M1 |
NI Category |
|
Start Type |
|
P45 Gross To Date |
|
P45 Tax To Date |
|
Holiday Pay Method |
|
Holiday Pay Rate |
|
UTR Number |
|
Date of Joining |
|
Date Left |
|
Reason |
|
Pay Method |
|
Rate/Hour |
|
Hours |
|
|
|
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