Step 1: Obtain Zoom API Credentials

1. Log in to your Zoom account at https://marketplace.zoom.us/
2. Go to "Develop" > "Build App"
3. Choose "Server-to-Server OAuth" app type
4. Enter app information and create the app
5. Copy the following credentials: - Account ID (found in your app credentials) - Client ID (API Key) - Client Secret (API Secret)

Step 2: Configure Zoom App Permissions

1. In your Zoom app dashboard, go to "Scopes"
2. Add the following scopes: - meeting:write - Create and manage meetings - meeting:read - Read meeting information - user:read - Read user information - recording:read - Access recordings (optional)

Step 3: Configure in Odoo

1. Navigate to Settings > Zoom Configuration
2. Enter your Zoom API credentials: - Account ID: Your Zoom account ID - Client ID (API Key): Your app's Client ID - Client Secret (API Secret): Your app's Client Secret - Webhook Secret: Optional, for webhook integration
3. Enable Webhooks (optional): - Only enable if you have a public domain configured - Set up webhook endpoint in your Zoom app - Add webhook secret for validation
4. Click Test Connection to verify credentials
5. Save your configuration

Step 4: Verify Integration

1. Navigate to Zoom > Zoom Meetings
2. Click "Create" to test meeting creation
3. Verify the meeting appears in your Zoom account
4. Test joining the meeting with the generated link

Creating Meetings

1. Navigate to Zoom > Zoom Meetings
2. Click Create button
3. Fill in meeting details: - Topic: Meeting title/subject - Start Time: Schedule the meeting - Duration: Meeting length in minutes - Password: Optional meeting password - Waiting Room: Enable/disable waiting room - Auto Recording: Enable automatic recording
4. Add participants in the Attendees tab
5. Click Save to create the meeting
6. Click Start Meeting to begin the session

Helpdesk Integration

1. Open a helpdesk ticket from Helpdesk > Tickets
2. In the ticket form, click Create Zoom Meeting
3. Configure meeting settings (same as regular meetings)
4. The meeting link will be automatically added to the ticket description
5. Participants can join directly from the ticket

Calendar Integration

1. Go to Calendar and create a new event
2. Click Add Zoom Meeting button
3. Meeting details will be automatically added to the event
4. Save the calendar event
5. Meeting link appears in event description

Dashboard Features

• Upcoming Meetings: View all scheduled meetings
• Meeting Statistics: Track total meetings, participants, duration
• Quick Actions: Start meetings, create new meetings
• Recent Activity: Monitor meeting status changes

Managing Attendees

1. Open any meeting from Zoom > Zoom Meetings
2. Go to Attendees tab
3. Click Add Attendee to invite participants
4. Track attendance status: - Invited: Participant invited but not joined - Joined: Participant has joined the meeting - Left: Participant has left the meeting

Common Issues

"Invalid API Credentials" Error

• Verify Account ID, Client ID, and Client Secret are correct
• Ensure your Zoom app is activated in the marketplace
• Check that required scopes are added to your app

"Meeting Not Created" Error

• Verify your Zoom account has meeting creation permissions
• Check if you've exceeded your Zoom plan limits
• Ensure the meeting start time is in the future

"Webhook Not Working"

• Verify your domain is publicly accessible
• Check webhook secret matches in both Odoo and Zoom
• Ensure webhook events are enabled in your Zoom app

"Cannot Join Meeting"

• Check if meeting is started (not just scheduled)
• Verify participant has proper permissions
• Ensure meeting password is correct if enabled

Debug Mode

Enable debug logging to troubleshoot issues: 1. Go to Settings > Technical > Logging 2. Enable logging for zoom_connector module 3. Check log files for detailed error messages