Aurora clients can now import their lead’s (i.e. prospective customer's) information from Zoho into Aurora. This integration will allow an Aurora client to do the following:

• Launch from Zoho: select a lead in Zoho, and click a button that will send the lead information to Aurora.
• With this integration Aurora will only import the following fields: First Name, Last Name, Full Address (Street, City, State, PostalCode, Country), Phone, and Email of leads you explicitly asked to import.
  • Note: If you would like export functionality you will need to have an Enterprise account, please email support@aurorasolar.com for more information.

How to set-up (estimated to take 30 min to complete): 

  Before you begin:

Make sure you have system administrator privileges in both Aurora and Zoho.

Step 1: Go to Client ID Set-up

Go to accounts.zoho.com/developerconsole -> Click Add Client ID

Step 2: Register Aurora Solar’s App

Fill out required fields.

• Enter “Aurora Solar” for “Client Name”.
• Enter “aurorasolar.com” for “Client Domain”.
• Enter “https://app.aurorasolar.com/settings/integrations” for “Authorized redirect URIs”. 
• Click Create button

Step 3: Remember your “Client Id” and “Client Secret”

Please mark down the “Client ID” and “Client Secret”, you will need these information later.

Step 4: Go to Zoho Setup page

Step 5: Go to customization Modules and Fields page

Go to Home Page -> Click Setup button from top right corner -> Click Modules and Fields under CUSTOMIZATION

Step 6:  Go to Leads Module

Click Leads from the list.

Step 7: Create a button

Click Create Your First Button under Links and Buttons section.

Step 8: Configure Button

Fill out required fields. 

It is CRUCIAL that this information be directly copied and pasted (without quotation marks) into the appropriate sections. On Mac: hit command(⌘) + c to copy and command (⌘) + v to paste. On PC: hit Ctrl +c to copy and Ctrl + v to paste. Please avoid entering the URL manually. 

• Enter “Design in Aurora” for “What would you like to name the button?”
• Choose a view for the button from “Where would you like to place the button?”.
• Choose “Invoke a URL” for “What action would you like the button to perform?”.
• Enter https://app.aurorasolar.com/webhook/lead-import?type=zoho&lead_id=${Leads.Lead Id} for Construct Your URL. 
• Choose “New Tab” for “Where do you want to show the content of the button action?”.
• Click “Save”.

Step 9: Open Integration in Aurora

Aurora App -> Settings > Integrations

Step 10: Configure the Integration

Retrieve the Client ID

Step 11: Input Client ID

Step 12: Consent in Zoho

Step 13: Input Client Secret

Step 14: Complete Setup

 You can now see the Design in Aurora Button on a lead's page