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

      • Zoho sites header

        Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my

      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

      • DNS set up

        I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

      • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

        The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

      • General suggestions

        Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark

      • Can't upload attachments.

        I can't upload attachment in Zoho Mail.

      • Need Guidance on SPF Flattening for Zoho Mail Configuration

        Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

      • How use

        Good morning sir I tried Zoho Mail

      • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

        Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

      • Error when sending emails from Zoho

        Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

      • Not all emails from outlook365 migrated to my new zoho account

        I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

      • Clients not receiving emails

        I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

      • Max numbr of IMAP Accounts in Zoho Mail?

        In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

      • Formula Fields Trouble

        Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make

      • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

        We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.

      • How can I add a new organization on Zoho Campaign

        I want to create a new organization with my Zoho Campaign

      • White Label certificate

        Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

      • www.abc.com is working but abc.com is not

        I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.

      • Split my account

        Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.

      • Remote Server is misconfigured

        Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

      • Have Mail Lite, wish to add/purchase 2nd domain and use email

        Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the

      • Need support in setting up the company email and few other setups

        Need support in setting up the company email and few other setups

      • This mobile number has been marked spam.

        Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and

      • Add an external email to the allowed list

        I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.

      • Display name & account type change

        I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

      • Request to change display name in Zoho mail

        Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as

      • Outbound IP address SPAM problem.

        Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.

      • Answer Bot and Personalized Questions

        Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

      • Forwarding

        How can I forward my Zoho account to my gmail account? Noël

      • Kaizen #89 - Color Coding using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

      • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

        Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.

      • Zoho Mail CC and BCC not working

        Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

      • Zoho Autoplay Issue

        Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything

      • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

        Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

      • Adding hyperlinks in CRM emails time automatically

        It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

      • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

        Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for

      • External File Share - Allow delete

        Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?

      • Next Page