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 To meet this requirement, we're rolling out a newer version of the Forte connector in Creator.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

      • Apple Messages for Business in Omnichannel communications?

        Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • ZOHO.CRM.UI.Record.open not working properly

        I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

      • 【Zoho CRM】通貨機能のアップデート：為替レートの自動更新やデータ更新オプションなど

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から通貨機能のアップデートをご紹介します。 CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。 従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。 本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。

      • Can we add zoho sign to a custom module?

        i understand out of the box it works with 8 modules. is it possible to add it to a custom module?

      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      • Selected date present employees roster

        =CHOOSECOLS(FILTER(A2:E5;(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"OFF")*(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"EL"));1;2;2+MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0)) This way sheet looks l

      • Credit Card Terminal for Zoho Books

        Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

      • Filtering in Help Center

        Hi, our ticket system is based on a set of structured status categories. The customer must be able to filter by these status. How can we add "Status" as filter to the help center. In the same moment we do not need filters e.g. as "channel". How can we

      • On Edit Validation Blueprint

        Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

      • Google Fonts Integration in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

      • Increase Round Robin Scheduler Frequency in Zoho Desk

        Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

      • Can multiple agents be assigned to one ticket on purpose?

        Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

      • Where is the settings option in zoho writer?

        hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

      • Zoho CRM Case Notes - Share to Customer

        Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 

      • When Does WorkDrive integrate with Books?

        When Does WorkDrive integrate with Books?

      • 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),

      • Synching changes to Stripe when changes are made in Zoho Billing

        We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated

      • Zoho Sign Not Delivering

        I have sent several contracts out via Zoho Sign.   They do not seem to be getting delivered.  I had one person receive it, but the others have not.   I had one person tell me they sent it back to me and never got it and doesn't show as signed.  I've sent

      • Bank Feeds Breaking Constantly

        Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

      • Zoho Payroll's USA and KSA editions are available in Zoho One!

        Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho

      • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

        We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,

      • Tip #63- Exploring Technician Console: Elevate to Admin Mode (Windows & Mac)- 'Insider Insights'

        Hello Zoho Assist Community! Ever been in a remote support session where you couldn’t complete a task because you didn’t have admin privileges? Maybe installing software, accessing secure system areas, or rebooting into Safe Mode just didn’t work because

      • Prevent accidental duplicate entry of Customer Ordersome

        Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

      • Permissões granulares por usuário além do modelo baseado exclusivamente em perfis

        Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuários

      • Evolução do modelo de ambientes: Dev, Homologação e Produção com pacotes versionados

        Hoje o Zoho CRM já oferece Sandbox, o que é um avanço importante para organizações que trabalham com customizações mais complexas. No entanto, na prática, o modelo atual ainda apresenta limitações significativas quando múltiplas equipes ou consultorias

      • Zoho Mail - Email Reminder template (default)

        Zoho Mail Users, Does anybody here use the email reminder template? I'm asking Zoho to allow and add us to select which one of our many templates will be our default. It allows us to operate more efficiently. It's a Checkbox. If you feel this can benefit

      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

      • Canva Integration

        Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

      • Announcement integration between Zoho People and Zoho Connect

        As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?

      • Does Zoho Mail Have Popout windows?

        I recently switched my work email over to Zoho and everything I read said that you can popout the draft email as you're writing, however, all the pictures or info I've seen show the typical popout arrow in the top right, which I can not for the life of

      • Can I reorder how the staff are displayed on the booking page?

        As the title suggests, can I change this? Either reorder manually reoreded to my preference, or automatically (a-z, z-a etc.)

      • FSM integration with Books

        Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

      • 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

      • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

        Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable

      • Subheaders for Sections in forms

        Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the section

      • Custom view inconsistencies

        Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes

      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

      • Next Page