Zoho Writer merge templates: understanding supported merge data sources and its limits
Overview
Supported Data Sources
- Zoho CRM & Bigin
- Zoho Creator
- Zoho Sheets
- Zoho Projects
- Zoho Books & Invoice
- Zoho Contacts
- Zoho Forms
- Any CSV / JSON file
|
Data Source / Limits |
CSV / JSON File
|
Zoho Contacts |
Zoho Sheet |
Zoho Forms |
Zoho Creator |
Zoho CRM |
Bigin |
Zoho Projects |
Zoho Books & Invoice |
|
Max 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 |
|
|
|
|
|
Supported Sub Forms / Related List |
NA |
NA |
NA |
NA |
NA |
Choose the modules you want to add as a subform |
You can configure the modules you wish to use as a subform. |
|
Invoice → items |
|
Image field Support |
✅ |
✅ |
✅ |
✅ |
❌ |
✅ |
❌ |
❌ |
❌ |
|
Upload Field Type Support |
NA |
NA |
NA |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
|
Rich text field support |
NA |
NA |
NA |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
|
|
|
|
|
|
|
|
|
|
|
Related Articles
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
How to trigger document merge in Zoho Writer
Overview Zoho Writer document merge can be triggered in four ways: manually, on a schedule, on form submission, or via an incoming webhook. This flexibility allows you to choose the most suitable automation method—whether you want to merge documents ...What are the limits in document automation in Writer
Overview The below table shows the document automation limits in Writer and their respective eligibility for increase or decrease via add-ons. Document Merge Limits Features Limits Eligibility for increase or decrease via add-on Template count ...How to setup advanced automation in Writer merge templates
Overview The Advanced Automation Flow Builder empowers you to design dynamic document workflows that span multiple templates—automating generation, applying business rules for routing, combining documents, and seamlessly distributing or storing them. ...How to setup image type merge field in Zoho Writer
Overview The Image Field Merge feature in Zoho Writer lets you dynamically insert images (like profile photos, product images, logos, or scanned documents) into templates during a mail merge. You can map image fields from your data source—such as ...Understanding simple vs advanced document automation in Writer's merge templates
Overview Zoho Writer offers two levels of document automation: Simple Automation and Advanced Automation. Both are designed to streamline document generation and distribution—but each serves different use cases depending on the complexity of your ...