Steps from user creation to Zoom integration

Notes

Tocaro and Zoom accounts must be created with the same email address. This is because when you create a Zoom meeting, the email address registered with Tocaro is used to create the meeting.

Chapter.1: Import user

Step.1: Sign in to the Admin Dashboard

Sign in to the administrator dashboard from this page.

Step.2: Select "User"

Select "Users" in the upper left corner.

Step.3: Select "User Import"

Select "User Import" in the user's menu.

Step.4: Download Excel file for user import

Select "the link" to download the Excel file for user import.

Step.5: Fill in the Excel file

Open the downloaded Excel file, fill in rows A through K, and save the file.
Please refer to the User Import screen opened in "Step 4" for details on how to fill out the form.

Step.6: Select a import file

Select "Select File" and choose the file saved in Step.5.

Step.7: Select "Proceed to Confirmation"

Step.8: Start importing

The table will display the users to be updated or new users to be added.
If you are satisfied with the results, select "Start Import".

Step.9: Confirm the import result

If you see the following, user import is complete.

---

Chapter.2: Setting up Zoom integration

Step.1: Select Integration

Select "Integration" on the left side of the screen.

Step.2: Select "Zoom integration"

Select "Zoom integration" in the menu.

Step.3: Click "Integration"

Step.4: Sign in Zoom

Sign in to Zoom with an account whose user rights for Zoom subscriptions are "Owner" or "Administrator".

Step.5: Approve Tocaro with Zoom

Select "Authorize".

Step.6: Tocaro and Zoom integration registration completed

When the following screen appears, registration for Zoom linkage is complete.

---

Steps from Group Creation to Zoom Video

Chapter.3: Create "group"

Step.1: Sign in to Tocaro

Sign in to Tocaro from this page.

Step.2: Click "+" icon

Click  "+" icon in the upper left corner of the screen.

Step.3: Select "Create group"

Select "Create Group" in the menu.

Step.4: Enter group information

After entering the required information in each entry field, select "Done" at the bottom right of the screen to create the group.

---

Chapter.4: Start a Zoom meeting from Tocaro

Step.1: Open group

Open the group with the person with whom you want to start a Zoom meeting.

Step.2: Create Zoom Meeting

Click "Create Zoom Conference" in the plus button to automatically start a Zoom conference.