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

    • Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

      Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.

    • Start/Stop Timmer in Chrome Extension

      The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.

    • Invalid collection string

      I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed

    • Zoho Directory 2025: New Features | Security Enhancements | Enriched UI

      Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smoother

    • zoho people 5 report

      How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User Report

    • Leave Report Emailed Weekly

      I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

    • Zoho Flow Decision Continuing Despite Not Meeting Conditions

      I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted Contact

    • Tip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'

      As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with different

    • Zoho Recruit Slow and Freezing on all screens

      We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

    • Credit Management: #2 Configuring Right Payment Terms for Credit Control

      Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

    • Dependent (Conditional) Fields in Zoho Bookings Forms

      Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value

    • Bug Report: Search fails to find existing notes after Evernote import

      Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of that

    • Marketing Tip #13: Win repeat customers with post-purchase emails

      The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask for

    • Zoho Form

      I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533

    • Create & Update Zoho Vault Passwords via Zoho Flow

      Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords

    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

    • Migrate different zoho subscription to zoho one

      Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

    • Features, Feedback and Votes

      We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise

    • Payment system for donations management

      I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?

    • There Might Be A Glitch in Determining If A String Represents A URL

      I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Chri

    • Customer Management: #4 Enhance Customer Journey

      When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,

    • 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

    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

    • Territory Assignment Issues (Lead to Account + Contact)

      1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.

    • Marketer's Space: Proven tips to improve open rates – Part II

      Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header

    • SQL Table slowed to a crawl

      Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed

    • Deluge Events/search API works in user environment but not in sandbox – why?

      I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="

    • What are Zoho Meeting capabilities included in Zoho Workplace Standard?

      I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participants

    • How can I get the participant list of a reoccurring meeting afterwards?

      I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or some

    • Function #50: Send Mass emails to your customers

      Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining

    • Full Hebrew Language Support for Client-Side Zoho Assist Interface

      Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows

    • Add Hebrew & RTL Support to Feedback Widget

      Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be

    • Merge Tickets Directly from Contact Page in Zoho Desk

      Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can

    • Different languages for users

      Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • 2025年 Zoho コミュニティ 活動の振り返り 🎉

      ユーザーの皆さん、こんにちは！コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム：注目の投稿 フォーラム：多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム：注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。

    • Customer Management: #3 Giving Customers Control & Privilege

      Rio, the founder of RenoTech Solutions, a fast-growing digital service company, found itself juggling a dozen different services for its clients. They handled one-time setup fees, recurring monthly invoices, and custom milestone-based billing for projects.

    • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

      I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

    • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

      Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides

    • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

      Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and

    • Next Page