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      Zoom Integration Guide

      Setyl integrates with Zoom to help organizations manage their Zoom licenses and user accounts. This guide explains how to connect Zoom to Setyl, what permissions are required, and how data is used.

      How the Zoom direct app connection works

      Once connected, the Zoom integration allows you to sync user and license information directly from Zoom into Setyl. User and license data pulled from Zoom will continue to be updated automatically, helping you keep records accurate and reducing the need for manual updates in Setyl.

      What data is synced?

      Setyl will sync the following data:

      User: 

      • Name
      • Company Email
      • Location
      • Department
      • Manager
      • Phone Number
      • Job Title

      License:

      • Assigned licenses

      • Available seats

      • App usage. 

      How often does the sync occur?

      User and License data from Zoom will sync automatically once every 24 hours and once upon initial integration. You can also trigger a manual sync at any time if needed.

       

      Setting up the Zoom connection

      Prerequisites

      Before connecting Zoom to Setyl, ensure you have:

      • Administrator access to your Zoom workspace.
      • A Setyl account with Owner-level admin permissions.

      Connecting Zoom to Setyl

      1. Navigate to Settings > Integrations in Setyl.

      2. Under Direct App Connections locate Zoom

      3. Click Connect.

      4. Follow the on screen instructions on how to connect with Zoom. 

      5. Click Save and Connect.

      Please note that it may take several minutes before data begins to sync after the initial connection has been made.


      Trigger a manual sync

      You can manually sync data from Zoom by:

      1. Navigating to Settings > Integrations.
      2. Locate Zoom under Direct App Connections.
      3. Select the 3 Dot Menu.
      4. Select Manual Re-Sync.

      Troubleshooting

      If the integration fails to connect or data is syncing incorrectly:

      • Trigger a manual resync
      • Disconnect and reauthorize the Zoom connection.

      • Ensure you have appropriate admin permissions in Zoom

      • Confirm that the necessary scopes have been granted

      • Contact Setyl support for further assistance

      Scopes

      Setyl requires the following OAuth scopes to integrate with Zoom:

      Scope Description
      billing:read:plan_usage:admin Returns information on plan usage for an account
      report:read:list_users:admin View users usage reports
      role:read:list_roles:admin View roles
      user:read:user:admin View a user
      user:read:list_users:admin View users

      Additional resources

      For more help, please visit our integration help pages, use the live chat at the bottom of the screen, or email us at hello@setyl.com.

      View a full list of Setyl integrations.