> For AI agents: [llms.txt](https://docs.trustedauth.com/llms.txt) provides a Markdown index of this documentation.

# Zoho One

Zoho One offers a customizable system of integrated software for sales, marketing, support. accounting, operations, and HR (see <https://www.zoho.com/one/>). You can protect access to Zoho One by integrating Zoho One with Identity as a Service. Once integrated, users can use single sign-on to log in to their Zoho One account through Identity as a Service.

note

This integration was tested using Identity as a Service version 5.15 and Zoho One Release January 2021. Other versions of Zoho One may require integration and configuration steps that differ from those documented in this procedure. For other versions of Zoho One, use this procedure as a starting point for integrating Zoho One. In the event of other issues, contact <support@entrust.com> for assistance.

To integrate Zoho One with Identity as a Service, you must do the following:

## Step 1: Copy the SAML Configurations from Identity as a Service

Copy the SAML Configuration from Identity as a Service

1. Log into your Identity as a Service administrator account.

2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.

3. Under **SAML Cloud Integrations**, click **SAML Configuration**. The **SAML Configuration** dialog box appears.

   This dialog box contains information you need to configure your SAML application for Identity as a Service authentication.

4. Do one of the following:

   - Leave this dialog box open to reference later in this procedure.
   - Copy the Entity ID, Single Sign-on URL, and Single Logout URL to a text file and save it to reference later in this procedure.

note

Depending on the integration you are performing, you may not need all three of these SAML configuration values.

## Step 2: Export the SAML signing certificate from Identity as a Service

Export a SAML signing certificate

1. Log in to your Identity as a Service administrator account.
2. Click Menu icon **>** **Security > Applications**. The **Applications List** page appears.
3. Under **SAML Cloud Integrations**, click **SAML Signing Certificates**. The **SAML** **Signing Certificates** page appears.
4. Click next to the certificate to export the certificate you want to import into your SAML service provider application. The **Export Certificate** dialog box appears.
5. If the certificate has been issued by a CA, do one of the following:
   - Click **Certificate** to export the self-signed certificate.
   - Click **Root CA Certificate** to export a certificate issued from a CA.
   - Click **Certificate Chain** to export the SAML signing certificate and its CA certificates.
6. Click **Export**.

## Step 3: Add Identity as a Service to Zoho One as an Identity Provider

Add Identity as a Service to Zoho One as an Identity Provider

1. Log in to your Zoho One administration portal as an user with administrative rights. The **My Apps** page appears.
2. Click **Admin Panel**. The **Dashboard** page appears.
3. Click **Security**. The **Security Policies** page appears.
4. Click the **Custom Authentication** tab. The **Setup Custom Authentication** page appears.
5. Toggle **Enable SSO** to On.
6. In the **Sign-in URL** field, paste the **Single Sign-On URL** you copied in _Step 1: Copy the SAML Configurations from Identity as a Service_.
7. In the **Sign-out URL** field, paste the **Single Logout URL** you copied in _Step 1: Copy the SAML Configurations from Identity as a Service_.
8. Under **Verification Certificate**, click **Browse** and browse to upload the certificate you downloaded in _Step 2: Copy the SAML Signing Certificate from Identity as a Service_.
9. Click **Save**.

## Step 4: Download the Zoho One metadata file

1. Open a web browser and go to your Zoho account at <https://accounts.zoho.com/>.
2. Log in as a user with administrative rights. The **Zoho** login page appears.
3. Enter your email address and then click **Sign In**. The **Accounts** page appears.
4. In the menu page, select **Organization** to expand the menu option.
5. Select **SAML Authentication**. the **SAML Authentication** page appears.
6. Click **Download Metadata** to download the zohometadata.xml file.

## Step 5: Add Zoho One to Identity as a Service

Add Zoho One as an application to Identity as a Service

1. Log into your Identity as a Service administrator account.

2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.

3. Click **Add**. The **Select an Application Template** page appears.

4. Do one of the following:

   - Select **SAML Cloud Integrations** from the search drop-down list and scroll to find the application you want to add to IDaaS.
   - In the **Search bar**, enter a search option to filter for the application you want to add to IDaaS.

5. Click **Zoho One**. The **Add Zoho One** page appears.

6. Enter an **Application Name**.

7. Enter an **Application Description**.

8. Optional. Add a custom application logo.

   1. Click Plus icon next to **Application Logo**. The **Upload Logo** dialog box appears.
   2. Click Upload icon to select an image file to upload.
   3. Browse to select your file and click **Open**. The **Upload Logo** dialog box reappears showing your selected image.
   4. If required, resize your image.
   5. Click **OK**.

9. Select the **Authentication Flow** that appears to users during login.

10. Click **Next**. The **General** page appears.

11. Click Upload icon to the **Upload Metadata XML** and browse to the location of the metadata file you downloaded. The **Metadata Configuration** dialog box appears.

12. If required, click **Merge with existing values** to merge new values with existing values for Alternative Assertion Consumer Services URLs and SAML attribute names.

13. Click **Save**.

14. Optional. Enter the **SAML Username Parameter Name** used to identity the user ID being requested for authentication. The user ID can then be passed as a parameter, for example, Username=jdoe. Alternately, if the SAML username is NameID, the SAML Request XML NameID element value is used to the identify the IDaaS userID.

15. Enter the **SAML Session Timeout** to the time when the SAML Assertion times out. The maximum is 720 minutes.

16. Enter the **Max Authentication Age (seconds)** to set the maximum amount of time that can elapse before a user is required to reauthenticate during a new login attempt. This applies for both SP-initiated and IDP-initiated login. Set this field to -1 to disable this feature.

17. From the **SAML NameID Attribute** drop-down list, select **Email**.

18. From the **SAML NameID Encoding Format** drop-down list, select **Email**.

19. From the **SAML Signing Certificate** the drop-down list, select the signing certificate.

20. Select **Sign Complete SAML Response**.

21. Deselect **Enable Go Back Button** if you do not want users to be able to go back to the Zoho One login page to log in.

22. Select **Show Default Assertion Consumer URL Service in the My Profile**. When selected, the Default Assertion Consumer URL appears in a user's My Profile page in addition to relay states and Alternative Assertion Consumer URLs.

23. Optional. Add **Alternative Assertion Consumer Service URLs**, as follows:

    1. Click **Add**.
    2. Enter a **Name**.
    3. Enter a URL **Value**.
    4. Select **Show in My Profile** to display the Alternative Consumer Service URL in a user's My profile page.
    5. Optional. **Add an Application Logo**.
    6. Click **Add**.
    7. Repeat these steps to add more Alternative Assertion Consumer Service URLs.

24. Include the following user attributes in the SAML assertion, as follows:

    Add a **name** SAML attribute:

    1. Under **SAML Attributes**, click **Add**. The **SAML Attributes** dialog box appears.

    2. In the **Name** field enter:

       Name

    3. Click **Add** next to **Value(s)**.

    4. In the **Values** field type **<** and select **<First Name>, add a space and then type** **<L** **and select** **<Last Name>. The value should appear as follows:**

       <First Name> <Last Name>

    5. **Click** **Add.**

25. Click **Submit**.

## Step 6: Add a resource rule

See [Create resource rules](/docs/authentication-and-security/create-and-manage-resource-rules.md).

## Step 7: Test the integration

Testing Service Provider Login

1. Open a Web browser and enter the URL for your Zoho One account. You are directed to Identity as a Service.
2. Enter your Zoho One account **User ID** and click **Next**.
3. Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to the Zoho One.

Testing Identity as a Service redirect log in

1. Log in to your Identity as a Service account.
2. Go to your **My Profile** page if you are not already there.
3. Under **Applications**, click **Zoho One**.
4. Respond to the second-factor authentication challenge. If you respond successfully, you are logged in to Zoho One.