Zoho Sign Integration

Zoho Sign Integration

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 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.

To do this, please click this URL: https://api-console.zoho.eu/



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 Authorised 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-49.


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. Accepted values are listed below:

Filed Name
Accepted Values
Title
Mr, Mrs, MIss, Ms
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
Opt In, Opt Out
Agency Conduct Regulation
Opt In, Opt Out
Bank Name
Free Text
Account Name
Free Text
Account Number
Numeric 8 Digits
Sort Code
Numeric 6 Digits
P45 Starter Declaration
This is their first job since the start of the tax year (6th April(,
This is currently their only job,
They have another job or pension
Tax Code

Tax Basis
Cumulative, W1M1
NI Category
A, B, C, F, H, I, J, L, M, S, V, X, Z
Starter Type
New employee with P45,
New employee without P45,
Existing Employee
P45 Gross To Date
Numeric
P45 Tax To Date
Numeric
Holiday Pay Method
Advanced, Retained
Holiday Pay Rate
Numeric
UTR Number
Numeric 9 Digits
Date Of Joining
DD/MM/YYYY
Date Left
DD/MM/YYYY
Reason
Free Text
Pay Method
PAYE, Umbrella, Hybrid, CIS, Non CIS
Rate Per Hour
Numeric
Hours
Numeric
Once you have successfully connected Zoho Sign to NXSYS, you may now select a template for each Pay Method, in the case below we have selected the Umbrella Template. You will now see a list of NXSYS field on the left, please map these with fields from your Zoho template on the right and select Save.



When a user completes these mapped fields in the Zoho template during the Onboarding flow, the data is auto populated in the user profile.

A completed and signed Zoho doc is also stored in the Docs section of a user profile.

Note: For more in formation on setting up a template in Zoho Sign, please see the Zoho knowledge base directly at: https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/templates/articles/zoho-sign-templates#Create_Template

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