Tips and Tricks 23: Six ways to quickly transfer all your files to WorkDrive

Tips and Tricks 23: Six ways to quickly transfer all your files to WorkDrive


Hello everyone!

In today's post, we'll show you how you can easily move your files to WorkDrive. In case you haven't read our previous articles in the Tips and Trick series, you can find them here.

New to WorkDrive and wondering how to move your existing files to the cloud? 

Here are six ways to help you get all your files to WorkDrive right away.


1. Use our migration tool:

If you are currently using Dropbox, Google Workspace, or OneDrive, then you can use our secure in-house migration tool to move all your files to WorkDrive without losing any data. If you are using Zoho Docs, we have a migration tool for that as well. 
 
Get in touch with our support team (support@zohoworkdrive.com) and they will help you migrate your files and get started with WorkDrive right away.


2. Bulk upload files:

You can bulk upload files when you want to move data from your desktop to the cloud. Organize all the files within a folder and you can upload the folder to WorkDrive with a single click. 


3. Import files from other cloud services:

If you wish to move only certain files from your existing cloud storage, then you can import those specific files to your WorkDrive account and start working on them. Currently, you can pick files from Google Drive, DropBox, Box, OneDrive, and Evernote. 


4. Use WorkDrive's Desktop sync app: 

Another way to move your data from your desktop to the cloud is by using the WorkDrive Desktop app. This is a great option when you want to migrate a huge amount of data to the cloud. Simply drag and drop files and folders to sync them to your WorkDrive cloud storage. You can download the Truesync app from here. 
 
Note: The maximum file upload size is 10 GB in Starter Edition, 50 GB in Team Edition, and 250 GB in Business Edition.


5. Scan documents using the WorkDrive mobile app:

Go green and digital with the WorkDrive app for Android and iOS. Scan and upload files and save them as images or PDFs. You can choose your preferred location to save (i.e. My Folders, Shared with Me, or a Team Folder) and rename the files if needed before saving them to WorkDrive. You can download the WorkDrive mobile apps from here. 
 
6. Send scanned files directly to WorkDrive:
Use WorkDrive’s Allow file uploads via Email feature to automatically send scanned documents to a Team Folder by configuring your scanner settings.

To access:
  1. Select a Team Folder of your choice and click Manage option in the top action bar.
  2. Choose Settings from the dropdown and navigate to the Allow file uploads via Email field.

We hope you find these tips useful. If you have any questions, please drop them in the comments below or contact WorkDrive support for more details.

WorkDrive support info:
All other regions: support@zohoworkdrive.com

Stay tuned for more valuable tips every week from Zoho WorkDrive!


      • Recent Topics

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
      • Projects custom colors replaced by default orange

        Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
      • Restrict Users access to login into CRM?

        I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
      • Unknown table or alias 'A1'

        I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
      • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

        in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");
      • Question about upgrade and storage space Zoho Notebook

        After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,
      • how to add email to existing organization i w

        I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?
      • add zoho account

        How to add a zoho mail to previous zoho account? I have two
      • Name changed in settings for mailbox but still not changed when typed in To field

        In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
      • Printing to a brother label maker

        I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?
      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
      • Track online, in-office, and client location meetings separately with the new meeting venue option

        Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
      • Calling the new 'Custom API' feature from within a Custom Widget

        From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
      • Announcing new features in Trident for Mac (1.32.0)

        Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
      • Marketing Tip #5: Improve store speed with optimized images

        Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
      • PDF Attachment Option for Service Reports

        Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
      • Zoho Browser??

        hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
      • SMS to customers from within Bigin

        Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
      • Admins cannot see each others' Scheduled Reports?!

        Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
      • Automatically CC an address using Zoho CRM Email Templates

        Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
      • Writer update results in BitDefender blocking it as malware

        After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
      • Is there a way to invoke deluge function from within a widget?

        Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
      • Missing Import Options

        Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
      • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

        I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
      • Introducing the Zoho Projects Learning Space

        Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
      • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

        Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
      • CRM Canvas - Upload Attachments

        I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
      • TrueSync regularly filling up my local disk

        Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
      • Kaizen #194 : Trigger Client Script via Custom buttons

        Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
      • [Webinar] A recap of Zoho Writer in 2025

        Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred
      • Picklist field shows "none" as default

        Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
      • Stage-probability mapping feature in custom module

        Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
      • Field Description is very small

        Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
      • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

        In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
      • Next Page