Zoom Integration — Documentation

Follow these steps to connect Zoom to your VERTEX ERP account:

Prerequisites: • An active VERTEX ERP account (any plan) • A Zoom account (free or paid) • Admin or account owner permissions in VERTEX ERP

Step-by-step guide:

1. Log in to your VERTEX ERP account at https://vertexerp.app 2. Navigate to Meetings > Integrations (https://vertexerp.app/apps/meetings/integrations) 3. In the Zoom section, click "Connect with Zoom" 4. You will be redirected to Zoom's authorization page 5. Sign in to your Zoom account (if not already signed in) 6. Review the permissions requested and click "Allow" 7. You will be redirected back to VERTEX ERP with a confirmation message 8. Your Zoom account is now connected and ready to use

After connecting, you can schedule Zoom meetings directly from the VERTEX ERP Meetings module.

If you encounter any issues while adding or using the Zoom integration, try the following:

Authorization Failed: • Ensure you are logged in to the correct Zoom account • Check that your browser allows pop-ups from vertexerp.app • Clear your browser cache and cookies, then try again • Make sure your Zoom account has not reached its app connection limit

Connection Lost: • If the Zoom connection becomes inactive, go to Meetings > Integrations and click "Connect with Zoom" again to reauthorize • Zoom OAuth tokens expire periodically — reconnecting refreshes the authorization

Meeting Creation Failed: • Verify that your Zoom account is in good standing (not suspended or restricted) • Check that you have not exceeded Zoom's meeting creation limits for your plan • Ensure the meeting time is in the future and does not conflict with an existing Zoom meeting

Audio Transcription Issues: • Transcription requires an active meeting recording • Files must be under 100 MB for processing • Supported formats: MP3, M4A, WAV, WEBM

If the issue persists, contact our support team at soporte@vertexerp.app with the subject "[Zoom] Issue Description".

The VERTEX ERP Zoom integration provides the following features:

Feature 1: Schedule Zoom Meetings • Use case: Create Zoom meetings directly from event types in the Meetings module • Prerequisites: Connected Zoom account, at least one event type configured • How to use: When creating or editing an event type, select "Zoom" as the video conferencing provider. All bookings for that event type will automatically generate a Zoom meeting link

Feature 2: Automatic Meeting Links • Use case: Guests receive a Zoom meeting link in their booking confirmation email • Prerequisites: Zoom connected, event type configured with Zoom provider • How to use: This is automatic — no additional action required. When a guest books a meeting, the Zoom link is included in the confirmation email and calendar invite

Feature 3: Meeting Management • Use case: View, update, or cancel Zoom meetings from VERTEX ERP • Prerequisites: Active Zoom connection • How to use: Navigate to the Meetings module and select a booking. You can view the Zoom link, cancel the meeting, or reschedule it. Changes are synchronized with Zoom automatically

Feature 4: Meeting Transcription • Use case: Transcribe meeting audio recordings for minute-taking • Prerequisites: Meeting recording (audio file), active subscription • How to use: After a meeting, upload the audio recording from the meeting detail page. The system will transcribe the audio and populate the meeting minutes editor

You can remove the VERTEX ERP Zoom integration at any time using either of the following methods:

Option A — Remove from VERTEX ERP: 1. Log in to your VERTEX ERP account 2. Go to Meetings > Integrations (https://vertexerp.app/apps/meetings/integrations) 3. In the Zoom section, click "Disconnect" 4. Confirm the disconnection

Option B — Remove from Zoom Marketplace: 1. Log in to your Zoom account and navigate to the Zoom App Marketplace (marketplace.zoom.us) 2. Click "Manage" in the top right corner 3. Click "Added Apps" on the left sidebar 4. Find "VERTEX ERP" in the list 5. Click "Remove" 6. Select a reason for removal (optional) and click "Remove" to confirm

What happens after removal: • Your Zoom OAuth tokens are immediately revoked and deleted from VERTEX ERP • Future meetings will no longer generate Zoom links automatically • Existing Zoom meeting links that were already created will remain valid in Zoom until they expire or are manually deleted from your Zoom account • Your VERTEX ERP meeting data (bookings, attendees, notes) is NOT deleted — only the Zoom connection is removed • No VERTEX ERP data is sent to or stored by Zoom after disconnection

Data handling: • VERTEX ERP does not store Zoom meeting recordings, chat messages, or participant video/audio • The only Zoom data stored in VERTEX ERP is: your Zoom user ID, email address, and OAuth refresh token (encrypted) • Upon removal, all stored Zoom tokens and credentials are permanently deleted from our systems within 24 hours • Your VERTEX ERP account and all non-Zoom data remain unaffected

If you wish to reconnect Zoom in the future, you can do so at any time by following the steps in "Adding the App" above.

Frequently asked questions about the VERTEX ERP Zoom integration:

Q: Is the Zoom integration free? A: Yes, the Zoom integration is included in all VERTEX ERP plans at no additional cost. You only need a Zoom account (free or paid).

Q: Can I connect multiple Zoom accounts? A: Each VERTEX ERP user can connect one Zoom account. Different team members can each connect their own Zoom account.

Q: What Zoom data does VERTEX ERP access? A: VERTEX ERP accesses only: your Zoom user profile (ID, email) and the ability to create/manage meetings on your behalf. We do not access recordings, chat messages, or other Zoom data.

Q: Will removing the integration delete my meetings? A: No. Existing Zoom meetings that were already created will remain active in your Zoom account. Only the automated connection between VERTEX ERP and Zoom is severed.

Q: I authorized the app but the connection isn't working. What should I do? A: Try disconnecting and reconnecting from Meetings > Integrations. If the issue persists, contact soporte@vertexerp.app.

Q: Can I use Google Meet or Microsoft Teams instead? A: VERTEX ERP currently supports Zoom and Google Meet as video conferencing providers. Microsoft Teams support is on our roadmap.

If you need additional help with the Zoom integration:

• Email: soporte@vertexerp.app (subject: "[Zoom] Your issue") • Phone: +502 3366-5580 (Monday–Friday 8 AM–6 PM, Saturday 9 AM–1 PM CST) • In-app chat: Available during support hours for active subscribers • Support page: https://vertexerp.app/front-pages/zoom-support

Support Hours: • Monday to Friday: 8:00 AM — 6:00 PM (CST, UTC-6) • Saturday: 9:00 AM — 1:00 PM (CST, UTC-6)

First Response SLA: • Email: Within 24 business hours • Critical issues: Within 4 hours