Notes
Steps from user creation to Zoom integration
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.
