Zoho Writer Mail Merge Data Sources & Limits

Zoho Writer merge templates: understanding supported merge data sources and its limits

Overview

This table provides a consolidated comparison of data source limits in Zoho Writer, organized by app, and includes details on image support, record limits, and subform (table) constraints for the supported data sources

Supported Data Sources

  • Zoho CRM & Bigin
  • Zoho Creator
  • Zoho Sheets
  • Zoho Projects
  • Zoho Books & Invoice
  • Zoho Contacts
  • Zoho Forms
  • Uploaded CSV / JSON files
Zoho Writer currently supports only a single data source per template, using multiple data sources in the same merge template isn’t available yet.

 

Data Source / Limits

CSV /

JSON File

Zoho Contacts

Zoho Sheet

Zoho Forms

Zoho Creator

Zoho CRM

Bigin

Zoho Projects

Zoho Books &
Zoho Invoice

Maximum Records per Merge

10,000

10,000

10,000

10,000

10,000

10,000

10,000

10,000

10,000

Subform Support

Number of Subforms per Template

15

NA

NA

15

10

5 —  Default

8 — Max

5

5

5

Sub form Table Column Limit

20

NA

NA

20

20

20

20

25

25

Sub form Table Row limit

1000

NA

NA

1000

1000

100

100

100

100

Supported Modules

NA

NA

NA

NA

NA

  • Leads

  • Accounts

  • Contacts

  • Deals

  • Quotes

  • Sales Orders

  • Invoices

  • Purchase Orders

  • Custom modules

  • Contact

  • Account

  • Pipelines (Deals)

 

  • Projects

  • Milestones

  • Tasks

  • Issues

  • Quote / Estimate

  • Invoice

  • Expense

  • Item

  • Purchase order

  • Shipment order

Supported

Sub Forms / Related List

NA

NA

NA

NA

NA

You can configure the modules you wish to use as a subform. Steps to configure

You can configure the modules you wish to use as a subform.

  • Projects → Milestones, Tasks, Issues and Users

  • Milestones → Tasks, Issues

  • Tasks → Comments

Invoice → items

Image field

Support

Upload Field Type Support

NA

NA

NA

   

Rich text field support

NA

NA

NA

         

 

 

 

 

 

 

 

 

 

 

 

 

Related Articles

  1. How to setup an image field in Zoho Creator Merge  

 

 

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