Before you Start​

Before starting there are a few things you will need:​

• Zoom account with Admin access​
• Account Admin access to your Maptician environment.  This only applies if you are configuring the integration on your own without assistance from Maptician​
• IMPORTANT: Non-admin user Permission Groups require the Reservation permission “Group members can create online meetings (Teams/Zoom)” to be enabled to have the ability to create a Zoom meeting in Maptician​.

Getting Started

Step 1: Configure the Zoom API Authorization

1. Sign in to Zoom​.
2. Browse to https://marketplace.zoom.us/develop/create​
3. Choose the Server-to-Server OAuth app and click Create.

Step 2: Create the custom Maptician App

Enter a name for the app, such as “Maptician Zoom Integration” and click Create.​

Step 3: Save Account ID, Client ID, and Client Secret

Copy and save the Account ID, Client ID, and Client Secret. These will need to be added to Maptician in a later step.​

Step 4: Enter Required Company and Developer Information

Enter a Company Name, Developer Name, and Email (Zoom requires this information to be entered).​

Step 5: Continue Without Recording Tokens

Click Continue on the page below. The tokens do not need to be recorded.​ 

Step 6: Add and Select the Required Meeting Scopes

1. ​Click the Add Scopes button​.

2. In the search box type Meeting and then select the Meeting Product option​.
3. In the selection panel, scroll down and locate View and manage all user meetings.
4. Check all the permissions under that section. 
5. Then click the Done button.

Step 7: Review and Confirm Meeting Scopes

You will be taken to the screen below, which displays the list of Meeting Scopes that you added in the previous step. Click the Continue button to activate the app.​

Step 8: Activate the Zoom Integration App

Activate the app by clicking “Activate your app”.  If activation is successful, you will see the confirmation screen shown below. Continue to the next page to configure the Zoom Integration in your Maptician environment.​

Step 9: Configure Zoom Integration in Maptician

1. ​In your Maptician environment, click on the settings button (1) to open the Maptician Settings​
2. In the settings panel, click on the Environment tab (2) and then the Zoom Integration tab (3)​
3. Enter your Zoom Account ID, Client ID, and Client Secret that you previously created in Step 3​
4. Click the green SAVE CHANGES button (4)​

Step 10:  Verify Zoom Credentials in Maptician

Confirm that your Zoom credentials are working by clicking the blue CHECK CONNECTION button. An example of a successful connection is shown below.  

Step 11: Create a Zoom Meeting in Maptician

1. ​Open a room calendar from within one of your maps​
2. Select a date and time for the reservation​
3. Toggle on the “Create Zoom Meeting” option​
4. Click Reserve Room.  The reservation email you receive should have a Zoom Meeting invite (example shown below)​

Configure Default Zoom Meeting Options

Now that you have your Zoom integration set up, you are now able to configure your environment's default Zoom meeting options. Follow the steps below to set this up:

1. ​Open a room calendar from within one of your maps
2. Select a date and time for the reservation​
3. Toggle on the “Create Zoom Meeting” option​
4. Click the settings cog icon
5. Configured the meeting options how you desire 
6. Click the “Save as Default” button
   1. After setting this, refresh your page and start a new reservation to confirm the options are set correctly.