How to import subform data - SOLUTION

How to import subform data - SOLUTION

To all trying to import subform data, I might have a solution for you.

First of all, for this solution to work, the subform data needs to be an independent form (not ad hoc created on the main form). Furthermore, this approach uses Excel sheets - it might not work using CSV/TSV.

If this is true, then follow these steps:
  1. Import the subform records
  2. Then export these records once more including their ID
  3. Now prepare an import file for the main form that needs to contain the subform records
  4. Within this import file, add a column (any name) and fill it with comma separated values of the ID's that you exported in step 2.
    The ID's should be enclosed in " (quotes) like this: "18000299204099","39809803021393","99809803309"
  5. Save the file and prepare an import for the main form records
  6. Make sure to include subform data and select the added column with the subform ID's for the subform field of the main form
  7. Start the import...
After this, the main forms imported should have the subform records related just as you would when creating them manually.

At least it worked for me ;-)

    • Recent Topics

    • Find the conversions hiding outside your funnel: User Journeys is now live in PageSense

      Hello Everyone, We are excited to announce that User Journeys is now live in Zoho PageSense. Here is what that means for you. Funnels are great for one thing. They tell you how the path you designed is performing. Homepage to product to cart to checkout,

    • Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

      Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying

    • Zoho Community Digest - August 2026 | Part 4

      Hi everyone, and welcome back! We're closing out August with a strong final week, from Incentives for Zoho CRM bringing commission management inside the platform to Sequences in Bigin automating customer follow-ups end to end. There's also an IP allowlist

    • Related Lists: Consolidate cross-module data

      A new and efficient way to connect your project data across the boundaries of modules, entities, and applications. Introducing related lists to incorporate related records from any module, entity, or external source directly into the detail view of a

    • Zoho Workshops in Frankfurt a.M. | 07. & 08. Oktober 2026 | Nur noch 1 Monat

      Liebe deutschsprachige Zoho Community, Nur noch einen Monat bis zu den Zoho Workshops in Frankfurt! Am 7. und 8. Oktober ist es soweit: Die Zoho Workshops kehren zurück und finden dieses Mal im Radisson Blu Hotel, Frankfurt am Main, statt. Wenn Sie Ihre

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Zoho Assist Remote Desktop on Android grey screen

      With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always grey

    • Integration Multiple WooCommerce Stores

      Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested

    • Introducing Smart Fields in Zoho Forms

      Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag

    • Feature Request: Add Sort by Cell Color and Text Color functionality

      Hello Zoho Sheet Development Team, I am writing to suggest a feature enhancement for Zoho Sheet. Currently, the platform supports "Filter by Color," which is incredibly useful. However, there is no native option to "Sort by Color" (by cell fill or text

    • MCP for Zoho Sign is not working

      I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Zoho ERP | Product updates | July 2026

      Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

    • Android screen dissapeared

      While running assist on an android tablet, screen poofs out of existence, have to restart sharing.

    • Kaizen #229: Email-Deal Associations in Zoho CRM

      Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with

    • Cross-application Deluge calls fail when application link name starts with a number

      I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-application

    • Bank charges

      Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account

    • Bank Feeds - Multiple Orgs / Multiple LLCs

      Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd

    • WORK DRIVE CUSTOMIZATION

      WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable

      Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)

    • BANK CHARGES

      When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message :  Bank charges are applied. Please select a bank account. And it will not let

    • JOIN with Select and TOP not returning data to results

      hi when I add TOP to yellow it does not return cl."Id", cl."Date",cl."Outcome", cl."Membership" from the join. Remove it and they appear. The TOP and the ON seem to work as in the number of rows returned. Doing the classic join log table and return only

    • [Free webinar] Blueprint as a business process engine - Creator Tech Connect

      Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the

    • Allow Email Attachments to Be Opened Directly in Zoho CRM

      Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users

    • Dashboard Metric Drill-Down Shows Stale Data

      Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized

    • Zoho email suddenly stopped working - any ideas to fix this ?

      Zoho email suddenly stopped working. although got this sent to me Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Wed, 26 Aug 2026 12:48:05 +0100 Original-Recipient: rfc822; Final-Recipient: rfc822; Status: 421 Action: delayed Last-Attempt-Date: 26 Aug

    • GCLID and Zoho Bookings

      Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

    • Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar

      We started using the built in calendar booking feature and are really liking it! However, we are having one issue.  If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Backup to external location (Dropbox etc)

      Dear Zoho Team, I've set the CRM Backup schedule to once a month, which when complete sends me an email. Of course I then need to manually login and download the file. Nice but VERY 20th century and relies on us humans not to fail. Can you please provide

    • Cloud backup for CRM

      This is an idea / feature request for ability to periodically export CRM backup to an external cloud provider, similar to Zoho Vault: https://www.zoho.com/vault/data-backup.html Alternatively I would help being able to access manual data backup programatically

    • Introducing throw statements in Deluge

      Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

    • WhatsApp Coexistence

      Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank

    • Zoho Creator to Zoho Writer for prefilled documents...

      In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically

    • Upload a video to embed into an article

      How can we upload a video to embed into the article...? We can upload images but this only seems to support image files. And the video option seems to just support YouTube, Vimeo and DailyMotion which is no good, we need to create our own videos and upload

    • PAN - Aadhar Link Status

      Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?

    • LinkedIn RSC is now live in Zoho Recruit

      LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

    • Zoho Writer for Android - Headings

      Hello Zoho team, I have created structured doc with headings in writer web version on pc. Then I have opened it in my phone. Write is crashing while used function: menu "three dots", Document Navigation, Headings. Zoho Writer for Android 6.1.4 Samsung

    • The in between line spacing management

      In the Microsoft Word, when we write something there is a tool from where we can manage the line spacing. Here in writer app in mobile it is by default 1.5. I request Zoho Team to give the option from where I can control Line Spacing, Remove space between

    • Next Page