Migration of Zoho CRM APIs and Functions to v2.0 - Updated!
Hello everyone,
A year back, we released the CRM API Version 2.0 that provides a lot more than what we have in API v1.0. Along with that, we also announced the deprecation of API v1.0 and its sunset on December 31, 2019. Here is the link to the previous announcement.
We would like to remind you to migrate to the latest version of CRM APIs as soon as possible, as the older version will not be available next year onwards. If your code still uses the version 1.0 of the APIs they will stop working from January 1, 2020, and there would be some possible data loss.
In Zoho CRM, go to Setup > Developer Space > APIs. If the API dashboard displays a banner that your application uses the v1.0 APIs, the API calls could be made from one or all of the below locations.
- Deluge functions
- Direct API calls
- Third-party integration
1. Deluge Functions
Deluge functions (either in Zoho CRM or other Zoho services) use the v1.0 APIs in invoke methods and/or integration tasks.
a. Invoke method
Change all instances of v1 URLs used in getUrl, postUrl, or invokeUrl Deluge tasks to their equivalent URLs in v2.
b. Integration tasks
In Zoho CRM, go to Setup > Developer Space > Functions and change all the v1.0 integration tasks used in functions that are marked as "Deprecated" to v2.0.
Ensure to change the v1.0 integration tasks used in other Zoho services as well.
Refer to our Functions Migration Guide to know more on how to migrate integration tasks and invoke URLs.
To stop further usage of the deprecated version, from November 1, 2019, we will disallow the creation of new functions in Deluge using v1 integration tasks and native v1 URL invocation.
Also, you will not be able to update a function created after this date to use v1 integration tasks or invoke URLs.
2. Direct API Calls
If there are application-specific scripts written in different programming languages for your organization, and they make calls to Zoho CRM using the v1.0 APIs, you must change such instances to v2.0 as well.
Use the below checklist for easy migration of the APIs.
- Check whether you need to migrate your user's access tokens or re-authenticate with a new permission.
- Familiarize yourself with the new v2 syntax. API v2.0 accepts only JSON input.
- Familiarize yourself with the changes in field attributes and field formats. The same is mentioned in the help document: Differences - v1 and v2.
- Take a look at the API methods available in v1 and how different they are in v2 here.
- Update the error handling in your app to utilize v2 errors with proper status codes.
3. Third-party integration
Your CRM account may be integrated with any third-party application like Mailchimp, Zendesk etc. that still uses the v1.0 APIs. In this case, you can only urge the third-party vendors to migrate to version 2.0 at the earliest. To facilitate faster migration, we have already mailed some of the vendors requesting them to move to v2.0.
Usage of the domain "crm.zoho.com" in v2 APIs
We highly recommend that you use https://www.zohoapis.com as the domain instead of crm.zoho.com, to reap the full benefits of the v2 APIs.
Ensure that you specify your domain based on the data center your account is in. For example, if your account is in the EU data center, then your API URL must be https://www.zohoapis.eu.
Refer to Multi DC Support for more details about the various DCs and their respective API URLs.
To keep everyone informed of these changes, we have
- Sent reminder emails to the primary users of all organizations that still use the v1.0 APIs in their code.
- Displayed a banner on the Setup page alerting the users of the usage of v1.0 APIs.
- Displayed a banner on the Functions page with an attached PDF containing the list of functions in your organization that you need to migrate to v2.0.
Update:
When are the banners displayed?
- You have made v1.0 API calls in the last 24 hours.
- On the Functions page, when your functions still use v1.0 integration tasks or invoke URLs. Please note that these stats are refreshed once every 24 hours. So, even if you update/delete a function that uses the v1.0 code, it will still appear in the PDF until the stats are refreshed.
We strongly recommend that you complete the migration soon to avoid any data loss. If you have further questions, please contact us at support@zohocrm.com.
Regards,
Shylaja
Zoho CRM
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shylaja S
dan
Praveen Sankar
Amit Kumar Ranjan
Geof Baker
Sticky Posts
Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theKaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
I can not save new invoice
Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank youADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION
HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT ITAccounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents
Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. WithAccounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App
Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from theAccounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile
Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web appAuto Generated Invoice number YEAR
Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.Books generiert keine valide XRechnung
Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books tretenWHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA
Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a wayInvoice import error - duplicate customer name column - there are no duplicates
It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on FebruaryCustomize Layout
I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers
I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, insteadUK MTD ITSA
UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do inZoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we'reNew user After moving over from QBO
New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: TheSole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...
Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My servicesMulti-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)
We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in BoxesDisputed Purchase Invoices
We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree theirNo TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before weCBSA - GST CHARGES on imports
Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based onZoho Books
How do I manually insert opening balance?Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,Bank charges are applied. Please select a bank account.
Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdownHow to add receipts
How to add receiptsSupport for auto-upgrade in TrueSync (for Windows)
WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) SupportedWorkDrive API Documentation
WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.March 15, 2023: Zoho Docs is discontinued
As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaborationIntroducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)
Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcementExternal download link limit
Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files inDynamically catching new file creations
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".Rotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and uploadWorkflow workdrive rollout
Hi! When will workflow be rolled out to all users? Thanks.Creating and managing a Team Folder using WorkDrive TrueSync
Hello everyone, Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders? We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSyncEdit images seamlessly with WorkDrive's built-in Image Editor
Are you tired of switching between multiple tools just to make simple edits to your images? We understand the hassle, which is why Zoho WorkDrive now comes with a built-in image editing tool, powered by Zoho Annotator. This tool allows you to edit imagesSupercharge your email workflow with WorkDrive's add-in for Microsoft Outlook
Consider this: You’re handling a critical project, and your inbox is packed with important attachments, email threads, and client communications. The back-and-forth routine of downloading files to your computer, uploading them to WorkDrive, and manuallySecure and promote your content with Custom Watermarking
Imagine this: You’re a professional photographer who regularly shares your work online with potential clients and collaborators. Recently, you notice that some of your images have been reposted without any credit or permission. This not only impacts yourJoin us in Singapore for the Zoho WorkDrive User Group meetup!
Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the beautiful city of Singapore this November. At this Zoho User Group meetup, we'll guide you through ways to use WorkDrive as a platform and build customWorkDrive TrueSync now supports ARM64-based Windows devices!
We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experienceOption to Disable Download for Documents Shared via Permalink
Dear Zoho Writer Team, Currently, when sharing a Writer document using the regular permalink (Collaborators with external users), there is no option to restrict the ability to download the document. While the external share link allows such restrictions,How to Download a File from Zoho WorkDrive Using a Public Link
How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teamsNext Page