# Zoho

### BetterBugs integration with Zoho

You can integrate BetterBugs with Zoho, making it easier to send detailed bug reports directly into your Zoho projects. Each task created through BetterBugs includes key information like the bug title, a link to the full report, steps to reproduce the issue, who reported it, device details, and more.

You can share bug reports to Zoho Projects without switching tools. Just a few clicks from your browser, and the report is added to your Zoho project as a task. This makes reporting bugs much faster and easier.

Developers can then open the Zoho task and access the complete bug report using the report link included within the task. The bug report bundles everything they need to fix the issue — screenshots, console logs, network data, environment details, and clear steps to reproduce.

### How to Integrate BetterBugs Project with Zoho Bug Tracker: Step-by-Step

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Here, we've covered the steps to integrate a single BetterBugs project (within your BetterBugs Workspace) with Zoho. You can also integrate the complete BetterBugs Workspace in one go (that includes all the projects within your Workspace) to Zoho or any other project tool. [**Check out the steps for Workspace Integration**](https://docs.betterbugs.io/dashboard/workspace-settings/integrations/workspace-integration)**.**
{% endhint %}

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#### Open Workspace Settings > Integrations

Click on BetterBugs Workspace name at the top left side of app screen. Now, click the **gear icon** to open **Workspace Settings** > **Integrations**.
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#### Search Zoho

In the **Integrations** tab, search for **Zoho** and click to open the **Zoho** card.
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#### Turn off workspace-wide integration

Toggle off the "**All Projects**" option and hit "**Continue**". You should see the "**Manage per project**" option now.

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By default, its turned on for workspace level integration. For project-wise integration, you need to disable "**All Projects**".
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#### Select a BetterBugs project to integrate and hit "Connect"

Select a project from the projects name list (that's within your Workspace). From the "**Actions**" column, hit "**Connect**" for that project.
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#### **Authorize BetterBugs.io for Zoho**

Authorize BetterBugs.io for your Zoho workspace.

{% hint style="warning" %}
**IMPORTANT NOTE** 

If you're on a **free plan**, Steps 6 and 7 are **NOT REQUIRED**. **You can just SKIP** to "*How to Create Bug Report on Zoho Bug Tracker using BetterBugs*" section on this page.

**FOR PAID PLANS (Teams and Enterprise)**

Steps 6 and 7 enables you to explicitly choose between:

* **Manual Ticket Creation (Default)**: This means for sharing a bug report to Zoho, you'd need to manually populate fields for your Zoho task. (**Portal**, **Project**, **Type**, **Task List**, and others). Its a **FREE FEATURE**.
* **Automatic Ticket Creation:** This means for sharing a bug report to Zoho, you can configure BetterBugs to auto-populate fields for Zoho task (**Portal**, **Project**, **Type**, **Task List**, and others). Its a **PAID FEATURE**.
  {% endhint %}
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#### Optional: Choose your preferred method for creating tickets: Manually or Automatically

From the "**Forward Bug Reports**" dropdown, select your preferred method for creating tickets in your project tool:

* **Manually**: Enables you to **create task manually**. *Here, we've selected the manual method to showcase project integration steps.*
* **Automatically**: Enables you to [**create task with automation**](https://docs.betterbugs.io/dashboard/workspace-settings/integrations/project-integration/project-automation).
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#### Optional: Select "Manually" and Connect

Finally, select "**Manually**" from the "**Forward Bug Reports**" dropdown and hit "**Connect**".
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Okay! You're good to go with the Project level integration for Zoho. Now, you can create detailed reports and share them as Zoho tasks directly from your browser with a few clicks.

### How to Create Bug Report on Zoho Bug Tracker using BetterBugs

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#### Capture the Bug and Add Bug Details

Use the BetterBugs extension to capture the bug and add details for it. You can add the details (*Title + Quick Summary + Steps to Reproduce*) manually in the description area manually or automatically with the "**AI**" toggle.
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#### Select BetterBugs Workspace and Project Integrated with Zoho

From the two dropdowns above the description area, select:

* **BetterBugs Workspace**
* **BetterBugs Project** (that you integrated with Zoho)
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#### Click "+ Send to your PM Tool" Dropdown and Select Zoho Task

Open "**+ Send to your PM Tool**" dropdown and select "**Zoho Task**".
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#### **Populate Task Details for Zoho  and Hit "Next"**

Populate Zoho Task Fields for the report: **Portal**, **Project**, **Type**, **Task List**, and others and click "**Next**".
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#### Create Session

From the top right, click "**Create Session**".
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There you go!

A new tab with the Zoho task opens up posting the task to the Zoho Bug Tracker packed with all the bug details and a link to the **complete bug report** with [**developer tools info**](https://docs.betterbugs.io/product-features/developer-tools).

* Use the report link in your Zoho task to access the complete report on BetterBugs.
* You can also access the Zoho task from the BetterBugs report from the "[**Comments & Activities**](https://docs.betterbugs.io/product-features/comments-activities)" tab located below the bug description area.

### How to Send Existing BetterBugs Report to Zoho Bug Tracker

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#### Open a Bug Report

Login to BetterBugs and open a project report to share on Zoho.
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#### Click "+ Send to your PM Tool" Dropdown and Select Zoho Task

From the top-right of the report screen, open "**+ Send to your PM Tool**" dropdown and select "**Zoho Task**".
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#### Populate Task Details for Zoho and Click "Create Task"

Populate Zoho Task Fields for the report: **Portal**, **Project**, **Type**, **Task List**, and others and click "**Create Task**".
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Okay! You're all set. This instantly should create Zoho task with the BetterBugs bug report.

### How to Disconnect BetterBugs Project from Zoho

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#### Open Project Settings

Use the **Gear Icon** beside the **BetterBugs Project** **Name** to open **Project Settings**.
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#### Go to Workspace Settings > Integrations

Navigate to **Workspace Settings** > **Integrations**
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#### Search Zoho

In the **Integrations** tab, search for **Zoho** and click to open the **Zoho** card.
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#### Select BetterBugs project to disconnect and click (⋮) under "Actions"

In the Zoho card, select the BetterBugs project (from the Project list) to disconnect. For the project, click vertical dots (**⋮**) under the **Actions** column.
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#### Disconnect and Confirm Action

To confirm action, click "**Disconnect**" and "**Continue**".
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This instantly disconnects Zoho from the selected BetterBugs project.