Zefty product updates: what changed from November 2025 to April 2026
Six months of Zefty updates: onboarding documentation, an in-app support form, a complete French experience, new public pages, sync reliability and admin tools.
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Onboarding
Plain-language guides on EFT 1464 files, CPA 005 compliance and paying vendors from Zoho Books.
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Test mode: validating your first payment file safely
Test mode generates a real EFT 1464 file, marked as a test, without posting anything to Zoho Books. A checklist for validating your first file with the bank.
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Setting up a Zoho API client for Zefty (US vs Canada data centres)
A step-by-step walkthrough of the Zoho API console: choosing the right data centre, creating a Server-based Application and fixing a failed authorization.
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Transit, institution and account numbers: reading a Canadian cheque correctly
The bottom line of a Canadian cheque holds the transit, institution and account numbers you need for EFT payments. Learn to read it correctly, every time.
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Where to find your bank emitter (originator) ID for EFT payments
The emitter ID, or originator ID, is the 10-character code your bank assigns for EFT files. Here is what it is, where to find it and how to enter it in Zefty.
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How to pay vendors from Zoho Books by EFT in Canada (step by step)
A step-by-step walkthrough for paying vendor bills from Zoho Books by EFT through a Canadian bank: bank setup, Zoho connection, bill selection and upload.
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Zefty turns your unpaid Zoho Books bills into a CPA 005-compliant EFT 1464 file your bank accepts, then records the payment back in Zoho Books.