Self client

If you want your app to fetch data from your own Zoho account, or set up app-to-app communication in the backend without any user interaction, you can use the Self Client option. In this situation, you will be the resource owner and there will be no end-user authorization required. The client will request access permission on behalf of itself and not any end-user.

Follow the steps to set up Self Client:

Create a self client in API console

  1. Go to the Zoho API console
  2. Click GET STARTED
  3. Hover over the Self Client option and click CREATE NOW
  4. Click CREATE, then click OK. A Client ID and Client Secret will be created and shown under the Client Secret tab. You can copy these.

Get access token

There are two ways in which you can get an access token for your self client:

  • Authorization code grant flow
  • Client credentials grant flow

In the authorization code grant flow, you will need to generate an authorization code from the API console, then exchange it for an access token and refresh token. When the access token expires, you can use the refresh token to get a new access token. See API reference

In the client credentials grant flow, you will need to provide your client credentials to get an access token. A refresh token won't be provided. So, you will need to send the same request again to get a new access token whenever required. See API reference