Bulk Import Counterparty Data

Bulk Import Counterparty Data

Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using this option, you can import a maximum of three contacts for each counterparty. Please follow the below steps, categorized into three sections.

Prepare the data to import:

1) Download the attached "Import Counterparty Data.xlsx" file. The file contains 3 sample counterparty data for your reference.
2) In the first worksheet Data, enter each counterparty record. We strongly recommend you try the bulk import exercise with fewer rows (say, 2 to 3 counterparty records) first as a test run, and then do a bulk import.
3) In the Counterparty Type column, for each counterparty, enter the API name of the counterparty type as mentioned below, which is of the default counterparty types in Zoho Contracts. If you maintain custom counterparty types, please reach out to us, we will help you to get the API names of them.

Counterparty Type Name
Counterparty Type API Name
Customer
customer
Employee
employee
Partner
partner
Reseller
reseller
Supplier
supplier
Vendorvendor

4) In the Country column, for each counterparty, enter the Country code as mentioned in the below spreadsheet.
https://sheet.zohopublic.com/sheet/published/rynsd8169caa8676345ac9312c62c9245758e
5) In the State column, for counterparties whose country is either US or India, enter the State code by referring to the below spreadsheet. For other countries, you can enter the value as it is.
https://sheet.zohopublic.com/sheet/published/rynsdf78ca3c24daf44c89989cf8229588d70
6) Go to your Zoho Sheet account by accessing sheet.zoho.com in your browser, then log in if you are not logged into Zoho.
7) Click Upload at the top-right corner of the page, select Upload Spreadsheet, then upload the "Import Counterparty Data.xlsx" file that has your counterparty data.

The uploaded spreadsheet will be listed in the My Spreadsheets list.

Create a connection with your Zoho Contracts account:

1) Open the uploaded spreadsheet "Import Counterparty Data" by clicking it. The file will be opened in the spreadsheet editor.
2) Select Tools > Custom Functions > Manage Connections, then click Create Connection.
3) Select the service Zoho OAuth under the Default Services list. You can use the search option to find it.
4) Enter "ZContracts" in the Connection Name field. The Connection Link Name will be auto-populated. You can leave it as it is.
5) Select the scope contracts.contracts.ALL from the Scopes list. You can use the search option to find it.
6) Click Create and Connect.

The connection will be created and listed under the My Connections list.

Creating and editing the import function: 

1) Select Tools > Custom Functions > Create Custom Function.
2) Enter "IMPORT_COUNTERPARTIES" in the Name field.
3) Choose Result Type as string, then click Save.
4) In the editor window, replace the default code with the code in the attached "Import Counterparties Function.txt" file.
5) Replace the value of sheetDocumentId seen at the top with the spreadsheet ID you are currently working on. The ID of the spreadsheet can be taken from the browser URL, as depicted in the below image.


6) If your account is in the data center other than US (e.g., India, Europe, Australia, or Japan), replace all the occurrences of contracts.zoho.com in the code with the respective domain values as mentioned below.

Data Center
Domain
India
contracts.zoho.in
Europe
contracts.zoho.eu
Australia
contracts.zoho.com.au
Japan
contracts.zoho.jp

7) Click Save at the top, then close the window.

Run the function to import all the data:

1) Go to Tools > Custom Functions > Manage Custom Functions.
2) Click Run next to the IMPORT_COUNTERPARTIES function, then close the window.
3) To check success or failure status of the imported counterparties, select the worksheet Logs at the bottom.
4) Go to contracts.zoho.com and verify the successfully imported counterparties.

Note:
  • After you import, you cannot undo the action. Therefore, we recommend you import with 2-3 rows first as a test run and the subsequent also in batches.
  • If you are in the Standard plan of Zoho Contracts, ensure the total rows prepared to import are within the plan limit.
  • In the import logs, for each counterparty, the Counterparty API Name column contains the unique name of the respective counterparty.
  • For each import, the rows will get appended in the Logs worksheet. To clear the logs, you can delete the rows.
Please give it a try. If you need any assistance, please write to us at support@zohocontracts.com. We would be happy to help you.

Cheers,
Jayakrishnan
Zoho Contracts Team

    • Sticky Posts

    • Adding signature fields in your contract template

      When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.

    • Mapping Billing Country Field to Your Contract Template Field

      In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM

    • Bulk Import Counterparty Data

      Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using

      • Recent Topics

      • Personalize your booking pages with Custom CSS

        Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

      • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

        Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

      • No OR Filter for Views with a Related Modules Criteria

        We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • Creating a Chart from a Report

        In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

      • Import Function: ONLY update empty fields

        When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

      • Sales IQ Chat Widget is Only Displaying Last Name

        Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

      • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

        Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

      • Begin the year with best practices in the Zoho Desk mobile app : Part 2

        In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

      • Process checklist in CRM

        Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

      • Can we disable add to cart in Zoho Commerce?

        Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom

      • Holidays - Cannot Enter Two Holidays on Same Day

        I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

      • Zoho DataPrep and File Pattern configuration

        I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

      • Adding a new section to the related details sidebar when creating a new ticket.

        Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

      • JWT Token authentication problem that sometimes generates infinite redirect loops

        Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

      • Zoho desk desktop application

        does zoho desk has a destop applicaion?

      • No funcionan correctamente el calculo de las horas laborales para informe de tickets

        Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

      • How do I bulk archive my projects in ZOHO projects

        Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

      • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

        We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

      • ZOHO Work Drive Back Up

        I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

      • ZOHO Reports - Filter Logic?

        Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

      • Scanned Doc - selecting Item overwrites Rate

        I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

      • Recruit API search

        Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

      • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

        Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

      • Saving reading position + Keep screen on

        While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.

      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

      • Android app sync problem - multiple devices have same problem

        Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

      • How can i resend a campaign to only one of the recipients on the original campaign

        How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

      • How to show branch instead of org name on invoice template?

        Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

      • Create CRM Deal from Books Quote and Auto Update Deal Stage

        I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

      • Marketing Automation Requirements Questions

        I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip

      • Sharing URLs and direct access

        Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

      • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

        Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

      • Can a project be cloned?

        Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

      • Timesheet Tasks in Zoho Books: associate to service item

        How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

      • Task/Activity indicator in SalesPipeline overview has disappeared

        I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

      • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

        As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

      • Next Page