Important updates to your connectors

Important updates to your connectors

Hello everyone,

Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the connectors associated with your connections are going to be deprecated, so you'll need to upgrade each of them to the latest version of the connector. We believe these upgrades are a crucial step in maintaining the highest standards of security and performance.

What is changing?

Forte Connector

Forte has informed us that the current backend integrations connecting Zoho Creator with Forte will be deprecated. They plan to adopt a more advanced, PCI-compliant system that offers enhanced security. To meet this requirement, we're rolling out a newer version of the Forte connector in Creator. If you've already configured a Forte connection, you'll need to manually update it to the new version by following the steps listed below:

How to update
For C6 users:
  • Navigate to Connections under Microservices.
  • Click the Forte connection.
  • Next, on the Connection details page, click Update Connection. A confirmation pop-up will be displayed, and upon clicking Update and Authorize, a second pop-up will appear for you to enter the new authorization fields. Once finished, your Forte connector in Zoho Creator will be updated to the new version.
For C5 users:
  • Navigate to Connections under Account Setup.
  • Click on the three dots (...) within the Forte card. In the dropdown, click Update Connection.
    A confirmation pop-up will be displayed, and upon clicking Update and Authorize, a second pop-up will appear for you to enter the new authorization fields. Once finished, your Forte connector in Zoho Creator will be updateed to the new version.
Timeline
For users with existing Forte connections, the deadline to update to the new version will be September 30, 2024.[Note: Extended till 30-Nov-2024] If you fail to update, any existing authorized connections will no longer process transactions after the specified date. We strongly urge all users who have an existing Forte connection to update to the new version before the deadline to avoid any potential disruptions. 

Beginning today, 20-Sep-2024, any new Forte connection created will automatically be in the new version.

PayPal connector

The existing version operates on a basic authentication model provided by Paypal. To enhance security, we're moving to the new version, based on OAuth authentication. By transitioning to OAuth authentication, we're ensuring the highest level of data protection for connections between PayPal and Zoho Creator.

How to migrate
For C6 users:
  • Navigate to Connections under Microservices.
  • Click the PayPal connection.
  • Next, on the Connection details page, click Update Connection. A confirmation pop-up will be displayed, and upon clicking Update and Authorize, you'll be redirected to the PayPal authentication page, where you'll need to provide your credentials. Once finished, your PayPal connector in Zoho Creator will be upgraded to the new version.
For C5 users:
  • Navigate to Connections under Account Setup.
  • Click on the three dots (...) within the PayPal card. In the dropdown, click Update Connection. A confirmation pop-up will be displayed, and upon clicking Update and Authorize, you'll be redirected to the PayPal authentication page, where you'll need to provide your credentials. Once finished, your PayPal connector in Zoho Creator will be upgraded to the new version.
Timeline
Existing PayPal connections will remain on the old version until manually updated by following the steps provided above. The old PayPal connections will be fully deprecated at a later date, based on relevant communications we receive from PayPal. We strongly urge users with existing PayPal connections to update them as soon as possible to avoid any disruptions.

Note: Any user who creates a PayPal connection for the first time after 26-Sep-2024 will automatically be on the new version. The update is only required for users with existing PayPal connections.

Payflow Pro and Payments Pro deprecation

On a related note, we'd like to inform you that PayPal's Payflow Pro and Payments Pro gateways are slated for full deprecation. While PayPal has not yet specified a sunset date, transactions will persist until further notice. Creation of new Payments Pro and Payflow Pro connections will no longer be allowed. However, existing connections based on these two connectors will continue to function until further notice.

Soft deprecation of connectors

We have also rolled out new versions of the following connectors. Any new connection you create for these services will automatically be in the latest version. However, existing connections created with these older versions will undergo soft deprecation, and we'll provide you with the option to update them at a later date. 
  • ActiveCampaign
  • ActiveTrail
  • BigCommerce
  • ConvertKit
  • Copper
  • Expensify
  • EZOfficeInventory
  • Forecast
  • Jira Cloud
  • Lucid Meetings
  • Moosend
  • Salesmate
  • Streak
  • Teamwork Desk
  • Teamwork Projects
  • Toggl Track
  • Zoho Analytics
  • Zoho Assist
  • Zoho Books
  • Zoho People
  • Zoho Projects
  • Zoho Sheet
To verify if any of your connections have been created using the older version, please navigate to Microservices -> Connections and check for a warning icon in the top-right corner of the affected connections.

Updated: Sep 03, 2025
We have begun rolling out backend changes to the NetSuite, Workday Human Capital Management, and Workday Financial Management connectors as of September 3, 2025. Once these changes are complete, you will need to migrate your existing connections for these services. An 'Upgrade to new version' option will appear and on clicking you would need to reauthorize your connection.

Additionally, please note that any new connections for these services created after this date will automatically use the new version. In the new version, only the Client ID and Client Secret are required to set up the connection.


Our goal is to make this transition as smooth and hassle-free as possible. If you have any questions or need assistance, don't hesitate to reach out to us.

Regards,
The Zoho Creator Team
    • Sticky Posts

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities
    • Zoho Creator - 2023 Release Projection 1

      Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue
    • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

      Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,
    • Zoho Creator - 2023 Release Projection 2

      Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new
    • Upcoming Updates - August 2022

      Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A
      • Recent Topics

      • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

        Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
      • Workflow Down/Bug

        We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
      • Subforms and automation

        If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
      • Allow Managers to Create Shifts for Their Departments in Zoho People

        Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.
      • Disable fields in During action in Blueprint?

        Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?
      • Zoho Learn and Zoho CRM integration

        I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow
      • Maintain steady traffic to your domain: How Domain Aliasing helps

        Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:
      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
      • How do I migrate OLM file to Gmail?

        Migrating emails from Outlook for Mac to Gmail can be challenging because Gmail does not support OLM files directly. This limitation often causes confusion and delays, especially when users need quick access to important emails and mailbox data on a web-based
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • IF Statement in Zoho CRM Formula Field

        Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination
      • CRM Percent custom fields: When will it show the % symbol and behave like %?

        1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data
      • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

        Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
      • New in CRM: Dynamic filters for lookup fields

        Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
      • Zoho Sheet - Desktop App or Offline

        Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
      • Automatically CC an address using Zoho CRM Email Templates

        Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
      • Editing the Ticket Properties column

        This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
      • Zoho Bookings and Survey Integration through Flow

        I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be
      • "Total Hours" on Employee Attendance Report

        I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and
      • Bulk upload image option in Zoho Commerce

        I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
      • Integration with...

        Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more
      • Image field in custom module

        Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
      • Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row

        I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It works
      • Generate leads from instagram

        hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
      • Adding Markdown text using Zoho Desk API into the Knowledge Base

        Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
      • Create case via email

        Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
      • Need a Universal Search Option in Zohobooks

        Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
      • Custom Sorting based on other columns in table

        I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
      • Locked Notebook

        Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing
      • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

        I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
      • Unable to produce monthly P&L reports for previous years

        My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
      • Hide fields only for creation

        Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know
      • Can I hide empty Contact fields from view?

        Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the
      • Issues with Zoho Sheet in Mac

        I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store
      • Weekly Sales Summary

        Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated
      • Can I write a check in Zoho Books with no associated bill?

        This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 
      • OpenAPI Specs are just plain wrong

        The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to
      • How create a draft via workflow?

        I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
      • About Meetings (Events module)

        I was working on an automation to cancel appointments in zoho flow , and in our case, we're using the Meetings module (which is called Events in API terms). But while working with it, I'm wondering what information I can display in the image where the
      • Custom Footer – Zoho Writer Document

        Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages
      • Next Page