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

        • Agents permission per department

          Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

        • CRM notes

          I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

        • Function #8: Add additional charges to invoices

          Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

        • Alternative / optional Position

          How do you create an alternative position or an optional position (article) in offers?

        • جمود في الصفحة عند حفظ عمل

          عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

        • ZOHO Books Canadian payroll Integration

          Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD

        • Zoho Desk Time Tracking and the Salary Privacy Issue

          Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.

        • How to Delete, Disable, or Remove Streams from the Mail App?

          Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

        • Delay in MX updates

          Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

        • Bigin iOS and macOS app update: Link email messages to pipeline records.

          Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

        • make.com integration

          Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

        • Article Numbers for KB articles

          Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

        • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

          Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting

        • File Encryption - Zoho Desk iOS app update

          Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.

        • Data encryption - Zoho Desk iOS

          Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.

        • Notify Admin when a user forgets to check-in or check-out at the designated time.

          Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?

        • Assistance Needed with Prospect Conversion Issue

          Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully

        • Mail Merge - unable to send more than 50 email

          Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

        • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

          Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

        • UK payroll entries

          Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

        • Reverse Charge Services (Non-EU) Showing Correctly in 84/85 and 67, But Missing in Box 46 - Germany

          Hi, I'm located in Germany and I’ve set up my expenses for non-EU services (e.g., OpenAI, DeepSeek) under the reverse charge mechanism (§ 13b UStG) in Zoho Books, and I noticed some discrepancies in the VAT Summary Report. What’s Correct: Reverse Charge

        • Zoho Live Chat/Support

          What is going on with Zoho support lately? I've tried to use the live chat feature 4 different times and it refuses to connect to any (despite waiting over 30 minutes one of the tries). I finally gave up and emailed my question nearly a week ago and still

        • Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

          Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

        • Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

          Hello Zoho Assist Community! Ever needed to trace who did what and when within your remote support operations? Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission

        • Tip of the Week #67– Avoid confusion – Mark duplicate threads.

          When customers send the same message to multiple email addresses, such as support@ and sales@, your team may end up seeing the same message in different inboxes. This creates confusion, risks double replies, and clutters your workspace. Use the Mark as

        • Tax in Quote

          Each row item in a quote has a tax value.  At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

        • Final Reminder: Discontinuation of Older ASAP Widgets and Mobile SDK Support

          We launched the new ASAP Help Widget last year, introducing a unified and enhanced experience. Since then, older configurations have been placed in read-only mode, with all major updates and improvements built exclusively on the new version. As part of

        • Zoho Subscriptions -- Zoho Commerce integration

          Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.

        • Website show Blank white screen

          Customer called me to tell me my website is currently down upon review it shows a white screen however I can access everything via editor. JITCADCAM.com

        • How manufacturing analytics can transform your enterprise with Zoho Projects Plus

          Did you know that every single car is made up of 30,000 to 40,000 individual parts? All of these are manufactured meticulously in various facilities before being assembled into one. The global manufacturing industry spans a wide range from delivering

        • 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?

        • Customize your SalesIQ live chat with Custom CSS and blend it with your website design

          Hi everyone. Hope you all are having a great day! SalesIQ offers various inbuilt customization choices for your chat widget and window like changes in colour, theme, font etc. Although these choices are many, sometimes they may not match with the design

        • From Email Address When Replaying to Missed Chats

          One of the most common things we do is follow up on every missed chat.  Missed chats are like money in the bank, people just waiting for your response and to start a relationship with our companies. However, SalesIQ only lets you respond from 1 email address from your entire account?! We have happily paid for 4 subscriptions, but our users cannot reply from their own email address?  How are we supposed to build customer relationships? The fix to this issue is so simple, just load in the logged in

        • how to treat a same person as customer and vendor in zoho

          hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and

        • Narrative 6 - The impact of rebranding

          Behind the scenes of a successful ticketing system - BTS Series Narrative 6 - The impact of rebranding Every organization has invested in branding to set itself apart, and that should be reflected in the help desk. Zoho Desk enables organizations to apply

        • custom color palette for picklist in Sheet

          Migrating over from Google Sheets and missing the ability to customize the individual item colors of my picklist/dropdown menus. Is this something that is possible? A search showed me creating a custom color palette in Analytics is possible but I am not

        • What's New - July 2025 | Zoho Backstage

          Start smart, end strong. From knowing who’s coming to celebrating who showed up, July’s updates help you run events that feel organized from the first invite to the final thank you. Planning an event used to be like writing a choose-your-own-adventure

        • Image Upload Field API get encrypted ID and sequence number

          Hello is there a way to extract the encrypted id and sequence number from image upload fields through the Zoho CRM API? I created a custom script with javascript within Zoho CRM, but I want to extract the encrypted id and sequence number for all my images

        • Next Page