Configuring Zoom

Please note: The Admin for your Zoom account will need to complete the following steps. Other permission levels will not have access to the same options or functions.

Zoom Integration Keys

To configure your app's integration with Zoom, you will need to submit the following to our team:

  • S2S AccountID
  • S2S ClientID
  • S2S ClientSecret
  • OAuth ClientID
  • OAuth ClientSecret

To obtain these, your Zoom administrator will need to create two different apps under https://marketplace.zoom.us/develop/create.


Creating a Server to Server OAuth App in Zoom

  • Navigate to https://marketplace.zoom.us/develop/create
  • Select Sign In in the top right corner
  • Under the dropdown menu in the top bar, select "Build App"
  • Navigate to “Server-to-Server OAuth” and click “Create
  • Enter a name for your app and click "create"
  • Copy all three App Credentials; AccountID, ClientID and ClientSecret
  • Navigate to the Information tab and fill out the requisite information

Note: developer contact information is required for app activation.

  • Navigate to the Scopes tab where you'll need to add scopes for Meeting, Webinar and User as shown below
For Meeting, check the items shown.
For Webinar, check the items shown.
For User, check the item shown.
  • Once the scope details have been added, click "Done"
  • Navigate to the "Activation" tab and select "Activate Your App"

Creating a Meeting SDK App in Zoom

Note: “Would you like to publish this app on Zoom App Marketplace?” should be unchecked.

Navigate to the Information tab and fill out:

  • App Name
  • Company Name
  • Developer Name & Email
  • Short Description
  • Long Description

Note: The above information is required for app activation.

  • On the App Credentials tab:
    • Copy the Client ID and Client Secret
    • Redirect URL for OAuth can be left blank
    • Add allow urls can be left blank
  • Navigate to the Scopes tab where you'll need to add scopes for Meeting, Webinar and User as shown below
For Meeting, check the items shown.
For Webinar, check the items shown.
For User, check the item shown.
  • Once the scope selections have been added, click "Done"
  • Navigate to the "SDK Activation" tab

Note: SDK Activation will state the app is not ready for users to add due to missing Redirect URL for OAuth and OAuth Allow List, but that is okay for the purposes of the Zoom integration with CaredFor.


Provider Zoom Account IDs

Providers using the Zoom Integration need to have a profile on the app and be an admin of the team they will be facilitating sessions/events for inside the app.

Once they have a profile, the Super Admin in the app needs to add the Zoom Account ID to each provider profile.

  • To do this, the Super Admin will navigate in the app to the menu > dashboard > member > search for the member > click on the provider’s profile > click Accounts & Permissions > paste in their corresponding Zoom Account ID and Save.

To find the Zoom Account ID:

  • Login to an administrator Zoom account on zoom.us.
  • Navigate to the “User Management” section (left side menu)
  • Click Users
  • Locate the email address for the provider you are configuring
  • Copy the email address
  • Go to the provider's profile in the app
  • Click their Account and Permissions tab
  • Paste this into the provider's profile under "Zoom Account ID" and Save at the top of the page
  • Repeat these steps for each provider

Have a question? Reach out to our team at support@caredfor.com.

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