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 Sheet
- Zoho Projects
- Zoho Books
- Zoho Invoice
- Zoho Contacts
- Zoho Forms
- Any CSV / JSON file
- Incoming Webhook
Zoho Writer currently supports only a single data source per template.
Field & limit support by data source
| Data Source / Limits | CSV / JSON File | Zoho Contacts | Zoho Sheet | Zoho Forms | Zoho Creator | Zoho CRM | Bigin | Zoho Projects | Zoho Books | Zoho Invoice |
|---|---|---|---|---|---|---|---|---|---|---|
| Max Records per Merge | 10,000 | 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 | 5 |
| Subform Table Column Limit | 20 | NA | NA | 20 | 20 | 20 | 20 | 25 | 25 | 25 |
| Subform Table Row Limit | 1000 | NA | NA | 1000 | 1000 | 100 | 100 | 100 | 100 | 100 |
| Image Field Support | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Upload Field Type Support | NA | NA | NA | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Rich Text Field Support | NA | NA | NA | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
Supported modules & related lists
| Data Source | Supported Modules | Supported Sub Forms / Related List |
|---|---|---|
| Zoho CRM | Leads, Accounts, Contacts, Deals, Quotes, Sales Orders, Invoices, Purchase Orders, Custom modules | Choose the modules you want to add as a subform. Steps to configure |
| Bigin | Contact, Account, Pipelines (Deals) | You can configure the modules you wish to use as a subform. |
| Zoho Projects | Projects, Milestones, Tasks, Issues | Projects → Milestones, Tasks, Issues and Users; Milestones → Tasks, Issues; Tasks → Comments |
| Zoho Books | Quote / Estimate, Invoice, Expense, Item, Purchase order, Shipment order | Invoice → Items |
| Zoho Invoice | Quote / Estimate, Invoice, Expense, Item, Purchase order, Shipment order | Invoice → Items |
CSV / JSON File, Zoho Contacts, Zoho Sheet, Zoho Forms, and Zoho Creator do not have predefined modules for merge.
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