How to migrate from Zoho CRM API v1 to v2- Guidelines

How to migrate from Zoho CRM API v1 to v2- Guidelines

Hi Everyone,


We've noticed a surge in discussions and questions to our support that concern APIs and migrating from the soon-to-be obsolete version to the latest. Those of you who have already got this covered, great! This post is for the uninitiated and helps identify whether your account has an active API usage and if you have to migrate to the latest version.


I'm sure many of you must have come across one of these banners in your CRM. As this is an important update, If you are not the CRM administrator, make sure you keep your administrator informed about this.










APIs are used to integrate CRM with third-party applications such as accounting, ERP, e-commerce, self-service portals, and others.(Example: Skype for business, Shopify etc;). API v2 offers lot more enhancements, more on that here. Kindly note that you will have to make the transition to the new version before the cut off date (31 December 2019).


How to identify if you are still using old APIs:


To help you identify the old API usage during the last 30 days, we have segmented the API calls into "Old" and "New".

Go to: Settings--->Setup--->Developer Space--->APIs





Choose 'Old APIs' from the drop down. If you find any old API calls listed here, then you will have to migrate to the new API. In the access point section the IP addresses from which the API calls were triggered will be displayed using which you can extract the user details.


To find and manage all the active authtokens above 30 days, login to: 

accounts.zoho.com--->Sessions--->Active Authtokens





You can find the list of all API v1 authtokens and for more details click on the respective active authtoken.





Identifying the Functions that use API V1:


In order to know which functions use v1 API, we have added a "Deprecated" tag next to the function name.


Go to: Settings--->Setup--->Developer Space--->Functions

You also have the option to download the list of functions that use API v1. Check the screenshot below.





How to migrate to API V2:

If you had configured these functions/integrations on your own, then use the migration help guide to update to v2.


If a developer/consultant had helped set up functions/integrations, do check with them to make the required changes.

If you are still on API v1 and unsure how to proceed further, do not hesitate to reach out to one of our partners. Find the list of Zoho partners here.

What if I built my integration using third party service like Zapier?


The native integration between Zoho applications are not affected. However, if you have configured any integration with the third party service, the data will not sync after the cut off date if it is on API v1. This will not impact the existing data.


Related Announcements:


The plans to sunset API v1 was announced a year back and we've since kept our users updated through emails and in-product announcements. Here are links to earlier announcements:


Migration of Zoho CRM APIs and Functions to v2.0 - Updated!

Sunsetting Zoho CRM API Version 1.0 - Updated (Dec 12, 2019)


Hope this helps. Let us know if you have any questions.









                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho

                                          Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
                                        • Tip #35 - On using Kanban View in Zoho CRM

                                          Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
                                        • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                                          Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
                                        • ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho

                                          A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
                                        • Cloning Email Templates across modules in Zoho CRM.

                                          The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now