Zoom Integration Configuration

Requirements

• A "Business" Zoom account.
• A Zoom user login with administrator privileges (https://zoom.us/account/user#/)

Zoom User Account Configuration

• Go to https://zoom.us/account/user#/
• Select or create the administrator user. Under Admin > Users, edit the user settings.
• In the Edit User window, ensure that the User Type is "Licensed." Under the Feature section, select "Webinar."
• Click Save.

Create the Zoom App

• Go to https://marketplace.zoom.us/develop/create
• Chose the OAuth app.
• Under "Choose app type," select "Account-level app."
• Disable "publish this app on Zoom App Marketplace."
• Click Create.

Configure the Zoom App

• Under App Credentials, locate the ClientID and ClientSecretID.
• Set a valid Redirect URL. It is important that the entire URL is in lowercase, as the system is case sensitive. Change CLIENT_URL to a valid domain--see examples, below.
  • Template: https://CLIENT_URL/integrations/zoomooauth.aspx
  • Example: https://abc.qthe Sandboxtro.com/pages/integrations/zoomooauth.aspx
  • Example: https://contoso.org/pages/integrations/zoomooauth.aspx
• Add the same redirection URL to whitelist.
• Click Continue.

• Enter required inputs under the Information tab:
  • Short Description
  • Long Description
  • Developer Contact Name
  • Developer Contact Email
• Click the Add Scopes button under the Scopes tab.
• Select these Scopes:
• Webinar

• Dashboard

• Report


• Verify scopes and click Continue
• If desired, do the installation via Zoom application. This requires that both the ClientId and ClientSecretId are set to re:Members AMS.

Enable the Zoom Webinar in re:Members AMS

• Go to https://CLIENT_URL/administration/configuration/integrations
• Add the  Zoom Webinar integration
• After the reload, click Manage.
• Set the clientID and ClientSecretId values. (These values come from the Zoom configuration completed in earlier steps.)
• Click Save.

Configure an re:Members AMS Event

• Go to https://zoom.us/webinar/schedule
• Create a new webinar
  • Set a topic and date.
  • Enable the Registration check box.
• Click the Schedule button to save.

• Copy the Zoom Webinar ID.


• In the Zoom webinar setup, navigate to Invitations Header > and under the Approval section select “edit”

• In the registration questions, ensure that only Last Name is set as required.
• The following fields are sent to Zoom upon completion of registration within re:Members AMS:
• First Name
• Last Name
• Email
• Job Title
• Address
• City
• State
• Country
• Zip
• Phone
• Organization
• Create or chose a virtual event in re:Members AMS.
• Go to the Event Record > Details tab > Additional Info menu option.
• Select Zoom Webinar as the webinar provider.
  • If the token has not yet been passed, the Authorize button will appear next to the Webinar Provider field.
  • After the authorization process is complete, paste the Zoom Webinar ID.

Once this process is complete, individuals can be registered via re:Members AMS.