Migrate your Notebook data to the new, mobile Notebook.

Migrate your Notebook data to the new, mobile Notebook.

Zoho Notebook is transforming. The new version will include exciting new features and a completely new user experience. The initial version will be mobile based, available for Android and iOS. A new web version will be available after the initial mobile release.

 

With the release of the new Notebook approaching, we're migrating most of your current data to the new version. Once the new version is released, there will be an additional window to migrate your data. We will not provide access to the current Notebook after the release of new version. The following data will be migrated upon request:

 

  •       All Simple and Rich Text

  •       Lists

  •       Images

  •       Audio

  •       URLs

 

Please Note: Not all data will be available for migration. Data not available for migration includes:

 

  •       RSS, File, Video, and Hand Draw objects

  •       Writer, Sheet, and Show objects and Pages

  •       Web pages

  •       Notebooks and/or Pages that have been shared with you

 

In addition to certain data not available for migration, the new Notebook will not support the following features:

 

  •       Tags and comments

  •       Sharing resources

 

To ensure your transition to the new Notebook goes as smoothly as possible, please convert all unsupported formats to any of the supported formats listed above. If format conversion is not possible, we recommend you save your data locally, or by taking screenshots. Writer, Sheet, and Show files will remain available in Zoho Docs, but will just not be automatically  linked with the new Notebook. To preserve data that has been shared with you, we recommend copying that data to a new Page that you own so it will be migrated by default. Furthermore, deleted resources will not be migrated. If there is any data in your Trash that you would like to migrate, please restore it.

 

We will soon be announcing the release date for the new, mobile Notebook. To receive our announcement email and further updates, please go to  zoho.com/notebook  .

 

   

Frequently Asked Questions

 

Q: What platforms will support the new Notebook?

A: The new Notebook will be initially available on iOS and Android, on both tablets and smartphones. Native apps and web versions will be available later.

 

Q: During the data migration, will you also migrate notebooks that were shared to me?

A: No. Only the notebooks you own will be migrated. Sharing information and permissions will not be migrated in the new Notebook.

 

Q: How do I manually backup my data?

A: You can go to notebook.zoho.com, choose the notebook you want to backup, and then choose the "export" option. You can export your notebook to HTML & MHTM formats. This can be done for notebooks as well as individual pages.

 

Q: Will my Notebooks, Pages, and objects be altered during the migration?

A: Your data will not be altered, however, the new Notebook will structure your data in a slightly different way. Notebooks will be migrated as Notebooks while Pages and Objects will be changed to "Note Cards."

 

Q: Will deleted content be migrated from the old Notebook?

A: No. If you have any data in your Trash that you want migrated, please restore it.

 

Q: I want to participate in the beta program for the new Notebook. How do I sign up?

A: Please go to zoho.com/notebook to sign up for all Notebook-related updates, including the opportunity to test a beta version of the new Notebook.

 

Q: Who should I contact if I have further questions about Notebook migration?

A: Please contact  support@zohonotebook.com

 


    • Sticky Posts

    • Migrate your Notebook data to the new, mobile Notebook.

      Zoho Notebook is transforming. The new version will include exciting new features and a completely new user experience. The initial version will be mobile based, available for Android and iOS. A new web version will be available after the initial mobile release.   With the release of the new Notebook approaching, we're migrating most of your current data to the new version. Once the new version is released, there will be an additional window to migrate your data. We will not provide access to the
    • Recent Topics

    • Assign account to a ticket created with WebToCase

      We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example with
    • Introducing the Employee Portal for internal job posting

      Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees
    • Connect ZOHO social with Google Data Studio and download data from ZOHO social

      Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, Chris
    • Marketing Tip #42: Keep policy pages updated and accessible

      Policy pages may not be the most exciting part of your store, but they play a big role in building trust. Before buying, many customers look for information on shipping, returns, refunds, privacy, and terms. If these pages are missing, outdated, or hard
    • Extend the Image Choice Field

      Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike the
    • Migrate from Zoho Mail to G Suite

      I am unable to find any documentation on how one can migrate from Zoho Mail to another platform, like G Suite or Office 365. Please point me to the right documentation. Thank you.
    • Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

      Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/
    • The All New Attendee App | Zoho Backstage

      The Zoho Backstage attendee app is the primary touchpoint for attendees, speakers, exhibitors, and sponsors during an event. It helps participants access event information, manage their schedules, connect with other participants, engage with exhibitors
    • Department Customization Copy/Paste

      Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would
    • Ticket status does not update upon layout change

      Hi team, I'm encountering an issue with ticket layouts and Blueprints in Zoho Desk and would like to understand whether this is expected behavior or a bug. Scenario I have two ticket layouts: Helpdesk Integration The Integration layout has its default
    • The 3.1 biggest problems with Kiosk right now

      I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
    • "code":3001 ["Failed to update data."]

      I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets
    • Zoho Team Inbox - roadmap

      Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions
    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
    • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

      Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed
    • Application-Level Save copy of sent emails

      It would be really helpful to be able to turn on/off the Save copy of sent emails at a per application level, so some applications can save in the sent folder and others don't.
    • how to get transcripts with speaker and time marks?

      Hello, I downloaded the transcript of a recent meeting and noticed that the TXT file does not bring the speaker name and the time mark. Is there any way to make it happen using ootb resources from Zoho Meeting? best
    • [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

      The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
    • Don't send customer email when creating a ticket

      Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.
    • You do not have sufficient permissions to perform this operation. Contact your administrator.

      When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports.  Any suggestions? Thank you in advance for taking
    • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

      Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
    • Zia Agents: quando a Inteligência Artificial do Zoho para de sugerir e passa a agir

      Decidi criar um artigo com um panorama prático sobre o que são os agentes do Zia Agents, como funcionam de verdade dentro do ecossistema Zoho e o que aprendi implementando um agente de qualificação de leads em produção. De onde veio a idéia do artigo?
    • Zoho Desk Android app update: Manage Custom Module records, View Record Counts for Sub Modules.

      Hello everyone! We have introduced an option to add, edit and delete Custom Module records within the Zoho Desk Android app. Now, you can also view the record counts for sub modules (Time Entry, Attachments, Activities) in the ticket details screen. Please
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • How to preserve Lead Creation Date, UTM parameters, and custom fields during Lead Conversion?

      We are optimizing our MQL journey. When converting leads to contacts/deals, we need to ensure that the original system Lead Creation Date and UTM tracking parameters (Source, Medium, Campaign) are not lost or archived, as our teams require them for accurate
    • Problem with currency field in Zoho CRM

      Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
    • Sub-projects

      Hi,  Can we create a sub-project.   Client1 1. project1     1.1 sub-project1    1.2 sub-project2 2. project2    2.1 sub-project1    2.2  sub-project2
    • Using Items from Books as product/plan Add-Ons

      Hey, It'll be great to use Items from Books as product/plan Add-Ons. Ed
    • Inspection Table

      Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? Please
    • Custom Button Creation from Layout Editor in Zoho CRM

      Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons
    • Automatic login options for customer portal

      The customer portal is nice for zoho subscriptions, but there are no options to automatically login to it, so if a user is logged into their account inside of my product, I can't create a link that will let them login to their dashboard. Could we have
    • Square Payments for Subscriptions

      I'd love to be able to use Square Payments for Subscriptions with my customers. I already use it for Zoho Books Please have this considered. It would really help my business
    • Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
    • Add a MATRIX field to the forms creation

      Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull
    • Discount Per Line Item

      We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of
    • Introducing template migration: Move your Docusign templates to Zoho Sign in minutes

      Moving to a new e-signature tool usually comes with a catch: recreating every template from scratch. For teams that rely on dozens of carefully built templates—each with the right recipient roles, fields, and placements—that manual rework is often the
    • Error Code 2945 , PATTERN_NOT_MATCHED

      Hi, I am trying out Zoho Creator API.  However, I always get the following <response>     <code>2945</code>     <message>PATTERN_NOT_MATCHED</message> </response> However, error code list error as Invalid Ticket. I do not know what is wrong. 
    • Create a list of products and automatically associate them with new deals

      Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double
    • List of Mail Merge Templates via Deluge

      Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
    • Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights

      Greetings all, Advanced Analytics is now accessible via Zoho CRM's team modules, which means you can add team modules—plus their notes and fields—for inclusion in reports, insights, and other analytical functions. Alongside the standard and custom modules
    • Next Page