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 To meet this requirement, we're rolling out a newer version of the Forte connector in Creator.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
Recent Topics
Allow bill to nest multiple projects
A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projects
How can I change iOS display setting at night?
It seems like at night the two light daytime settings themes (white with blue on top or just white) are not available and I am forced to choose among a few other colours that I really don’t want, I.e., black, blue or orange. Is there a way for me to always
Celebrate WWW day with Zoho Desk
Let's recall the times when we learned 'WWW' stands for World Wide Web. Whether you like to call it wuh-wuh-wuh or double-u double-u double-u, or World Wide Web, we all owe a lot to this groundbreaking invention that reshaped how we connect, communicate,
The power of camaraderie
In the days before the internet boom, conversations happened face-to-face or over the phone. Phone calls were precious; every minute counted, and every word mattered. We looked forward to those moments of real connection. Even today, nothing quite matches
Message Content is missing/invalid fault
We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failure
Können bereits gesendete Kampagnen im Nachhinein einer Mailing-Liste zugeordnet werden, ohne dass die Kampagne erneut versendet wird?
Wir haben unsere älteren Kampagnen in Campaigns über Kontaktkategorien versendet. Dann haben wir umgestellt auf Mailing-Listen, damit alte Kampagnen auch in einem Archiv aufgerufen werden können. Jetzt ist die Frage, ob die Kampagnen, die über die Kategorieauswahl
Newsletter Templates Are Not Mobile Responsive
Hi, I've already submitted this request to ZOHO once this morning, but for some reason your system logged me out, wouldn't accept my username/password login, and isn't showing any evidence that I've submitted this issue. So here we go again... I am under the impression that your newsletter templates are supposed to be mobile optimised: https://www.zoho.com/campaigns/blog/responsive-email-marketing.html This is clearly not the case, as the last 2 newsletters I've created in Campaigns look perfect
Digest Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à toutes et à tous, Zoom sur les nouveautés de juillet dernier au sein de Zoho Community France. Zoho Commerce vous propose une expérience améliorée grâce à sa nouvelle interface ergonomique et à ses fonctionnalités avancées, conçues pour faciliter
100 Rows in a Subform is too limited
We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a
Uninstall unattended agent
Hello, I'm testing many use case before we purchase assist for our remote support. While we are testing what is the proper way to uninstall agent? I did uninstall from systray, from windows control panel but still ZohoURservice is running. How can I uninstall client side?
Zoho Commerce Down?
Is anyone else's storefront down at the moment? Ours has been down for at lease an hour.
Zoho Projects iOS app update: Dashboard widget on the home screen
Hello everyone! We are excited to introduce the 'Dashboard' widget in the latest version(v3.10.8) of the Zoho Projects iOS app. Dashboard widgets allow you to view the project progress visually without having to open the app. The widget enables you to
Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)
Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.
Auto add new section based on document choices
Hi team, I'm wondering if the below is a possilibity within Zoho sign. We have an application process to become a customer of ours, we currently use Zoho Sign to manage this application and this works quite well. However, if the customer indicates 'YES'
Change rate after xxxx kilometers
Is there a way to change the miileage rate after a certain mileage. After 5000 kilometers, we want the rate to automaticly change. Thank !
Subform Entry Limit from a Subform Field (A different Subform on the same Form)
Hi, I would like to be able to use a Subform 1 Field as the Dynamic Entry Limit for Subform 2. Even better would be able to use some code with the values, so for example using the Subform 1 Qty Field as the Max Entry limit for Subform 2, BUT only the
Slow Zobot response time
Hi, We launched the Zobot on our site to sit along with the regular Live Chat but had to take the Zobot down as the response time was very slow. The bot was slow to begin then once the chat had been initiated the response was very slow. The bot typing
how to show data of 3 table in pivot
Based on engineer name i want to get the data from 3 different tables like Service , amc, installation , but Every table contain Engineer name As Common , based that from the service table i want to take service amount , and count of service based on
Custom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking
Ask the Experts 22: Scale up your customer support with integrations & extensibility
Hello everyone! The foundation is set. Build the beams. Raise the pillars. Set the walls. The Zoho Desk architecture stands tall. Let's discuss integration within Zoho Desk, extensions from the Marketplace, creating connections between Zoho Desk and other
Is there no way to duplicate an entire workflow or even custom function across multiple departments?
Is there no way to duplicate an entire workflow or even a custom function from one department to other departments, like it is done for field duplication from one department layout to other department layouts?
Automated reply on any new ticket raised by customer
Hi ZohoDesk team, Can we set up an automation so that whenever a new ticket is created against our support email; ZohoDesk immediately sends our standard acknowledgement, including the expected TAT for resolution? If that’s possible, could you share the
Zoho equipment rental - just like Booqable
Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable
Profit Margin Scheme
I'm a tourism company operating in the aviation and outbound tourism sectors. Typically, taxes are 0% as our operations are outside the country. However, the state has now imposed a tax on the profit margin. This means if the selling price of an airline
Visibility and Enforcement for Outdated Plug Parameters in Zobot Canvas
Dear Zoho SalesIQ Team, Greetings, We’d like to suggest an important usability and quality improvement for working with Plugs inside Zobot. Current Behavior: When we update the code of an existing Plug, any Zobot card using that Plug requires manual resaving.
Announcement: Zoho DataPrep to Deprecate Password-Only Authentication for Snowflake Connections on July 31, 2025
As part of our ongoing commitment to security and in alignment with Snowflake's pledge to the Cybersecurity and Infrastructure Security Agency (CISA) Secure by Design initiative, Zoho DataPrep will no longer support single-factor password authentication.
The same Contact associated to multiple Companies - Deals
Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the
Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but
Wise integration in Zoho Books
Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team
Error Message: None of the rows can be imported
I have been using zoho sheets to download my CSV file for about 2 years now, this month, October 2021, for some reason when I download it to upload to zoho books I get a message saying "None of the rows can be imported". I have been using the same process,
Invalid Element place_of_contact, Invalid Element gst_no, Invalid Element gst_treatment
so this is the body contact_name: orderData.customerName, company_name: orderData.customerName, email: orderData.email, contact_type: 'customer', currency_code: 'INR', gst_treatment: 'business_gst', gst_no: 'i using proper gst no i just removed it from
Not able to item an item to non taxable via api, despite sending is_taxable as false
Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!
Collection & Payment Mapping Automation
We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients
Nested Sub-forms (Subform within subform)
Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form -> Sub form A ->Sub form B If we tried this, only one level of sub form only working. Any one having any idea about this? Thanks Selvamuthukumar R
Restore Trashed Records Anytime Within 30 Days
Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
Avoiding Inventory Duplication When Creating Bills for Previously Added Stock
I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
Applying EUR Payments to USD Invoices in Zoho Books
Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in
How to prevent users from editing mail merge templates from Zoho crm
We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho
Customer Addresses cannot be edited/deleted in invoices
In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
Custom Fields connected to Invoices, Customers, Quotes, CRM
I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?
Next Page