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.
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:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
What are the limits in document automation in Writer
Ask AI to explain this: ChatGPT | Perplexity | Claude Overview The below table shows the document automation limits in Writer and their respective eligibility for increase or decrease via add-ons. Feature Limit Template and Document Generation Limits ...Configure workflow in Zoho Books with Writer's mail merge
Overview Use Zoho Writer with Zoho Books to create branded PDFs and automate document generation from your Books data. You can either use the Zoho Writer Templates extension in Zoho Books for one‑click document generation, or configure ...How to sort data in repeat blocks in merge templates
Ask AI to explain this: ChatGPT | Perplexity | Claude Overview You can organize your repeat table data by sorting it using specific merge fields. For example, to list employees by department, and then by their date of joining within each department, ...Getting started with document merge in Zoho Writer
Overview Zoho Writer’s template-based document generation lets you automatically create personalized documents by merging pre-designed templates with data from spreadsheets, forms, CRMs, or APIs. Merge fields pull in real data to generate contracts, ...How mail merge template works in Zoho CRM
Overview During CRM integration, when a user selects or opens any record and initiates a merge operation, a temporary document is generated from the chosen template to facilitate the merge operation with the record's data. It's crucial to note that ...
New to Zoho LandingPage?
Zoho LandingPage Resources