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Zoho Mail – Integration Setup

This guide walks you through securely connecting your Zoho Mail account to Antei. This allows Antei to pull tax-relevant emails and notices automatically into your compliance workflows.

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Authentication Method

Antei connects to Zoho Mail using OAuth 2.0 via Zoho’s developer platform.

  • Type: OAuth 2.0 (Authorization Code Flow)
  • Scopes Requested:
    • Read-only access to headers, senders, attachments, and subject lines
  • Security: No access to full content or unrelated personal folders
  • Data Handling: Only metadata from filtered or configured folders is parsed

🔐 Antei is SOC 2 compliant. All sync activity is logged and scoped to your organization.

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Step-by-Step Setup

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1. Navigate to Integrations → Zoho Mail

In the Antei dashboard, click on Integrations, then select Connect Zoho Mail.

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2. Authorize Access via Zoho

You’ll be redirected to Zoho’s OAuth consent page. Approve access for email headers and metadata.

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3. Configure Sync Preferences

Post-authorization, customize what Antei can ingest:

  • Folder Selection – Choose only tax-relevant mailboxes
  • Sender Filtering – Restrict sync to government or finance-related senders
  • Attachment Rules – Enable PDF or XML parsing for tax notices

✅ No message content is parsed unless configured. You control what Antei can access.

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Verification & Testing

Antei automatically runs:

  • ✅ Header fetch and label test
  • ✅ Attachment preview validation
  • ✅ Logging confirmation under Settings → Logs

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FAQs

Does Antei access or store Zoho email content?
No. Only headers, timestamps, and attachments are synced — content is ignored unless explicitly configured.

Can I customize the filters?
Yes. You can limit by folder, sender, or attachment type.

How do I disconnect Zoho Mail?
You can revoke access from Antei’s dashboard or from your Zoho Developer Console → Connected Apps.

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Need Help?

For setup assistance, contact tech@antei.com.
→ View the Zoho Mail Integration Scope for full details.