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

    • How to use filters on all products page? Or even a category page?

      Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category

    • audio and video comments in tasks in zoho projects

      Hi, is it planned to have the ability to post audio and video comments? the whatsapp wechat format of communicating is a reality... tools like zoho project would facilitate a lot teamwork by facilitating the way in which we can give feedback in audio and video rather than only text. thx!

    • Zoho Projects app update: Voice notes for Tasks and Bugs module

      Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

    • Boas práticas de desenvolvimento em Deluge

      O Deluge (Data Enriched Language for the Universal Grid Environment) é a linguagem de script utilizada em diversas aplicações do ecossistema Zoho, como Zoho Creator, Zoho CRM, Zoho Books e Zoho Flow. Ela foi projetada para permitir automações rápidas

    • Zoho Books | Product updates | February 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

    • Send emails directly via Cases module

      Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

    • Seeking a WhatsApp Business App (not API) Zoho CRM integration

      We have a business need to integrated WhatsApp Business App (not API) into Zoho CRM to centrally manage communications between our Sales team and Leads & Contact. Is there a reputable integration available for this scenario of ours? Core features we would

    • Zoho Sign 2025–2026: What's new and what's next

      Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

    • Force mandatory entry on one of two fields on Contacts

      We are finding our users aren't always entering a phone number or email address of a contact.  We would like to make these fields mandatory but realize they won't always have both pieces of information, but should at least have one. Is there a way to make either the Phone number OR Email Address fields mandatory on the Contacts screen.  We want to make sure they fill in at least one of those fields. Is this possible?

    • Removing To or CC Addresses from Desk Ticket

      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Intergrating multi location Square account with Zoho Books

      Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

    • Is there a way to configure dark mode for Campaigns emails that go out to customers?

      I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Auto-publish job openings on my Zoho Recruit Careers Website

      I have developed a script using the Zoho Recruit API that successfully inserts new jobOpening records to my Zoho Recruit website, but my goal is to auto-publish to the Careers Website. The jobOpening field data shows two possible candidates to make this

    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

    • Credit Card Terminal for Zoho Books

      Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

    • How do you print out the invoices comments

      I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.

    • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

      Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

    • Need advice for product/item search functionality when adding invoices.

      My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.

    • How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

      Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)

    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

    • Zoho Recruit -> Exchange Online Relay

      HI! I have tried to connect Recruit to our MS 365 Exchange Online without any luck. I use this guide https://help.zoho.com/portal/en/kb/recruit/outreach/email-relay/articles/email-relay-zoho-recruit#Configuring_Email_Relay_Settings Do anyone have the

    • Feature Request: "Send Invitation" Toggle for Events

      I am writing to request a critical "Quality of Life" update for the Activities module. Currently, adding people to the Participants field in an Event triggers an automatic email invitation/acceptance tracking with no way to opt-out. For general events

    • Account Review Pending - Daily Limit 100

      Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longer

    • Automation Series: Move Tasks to a different Task List on Status Change

      In Zoho Projects, you can automatically move a task from one task list to another when its status is updated. This keeps your tasks organised and ensures better visibility while reducing manual work. For instance, during a product launch, the marketing

    • Introducing Bigin's all new integration with Microsoft Teams

      Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.

    • Scaling the customer journey: What's new in CommandCenter

      Dear Customers, The last time we connected about CommandCenter, it was about the tool's new controls and revamped UI. Personally, the overhaul of the UI from the last update, still excites me. Today, we're here with news about its scalability and added

    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

    • Dynamic Remaining Quantity in Lookup During Allocation

      Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside

    • Is it possible to use HTML formatting in SMS messages sent from Zoho?

      Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

    • Important update: Migrate to the new SalesIQ live chat widget before April 14, 2026

      This is a final reminder to migrate to the new SalesIQ Live Chat Widget before April 14, 2026. The old live chat widget will be deprecated after this date. To continue providing a faster and more engaging chat experience, we recommend upgrading to the

    • If your IM chats aren’t auto-assigning, here’s what to check

      Hey everyone! We’ve been seeing quite a few questions around Instant Messaging (IM) Chat Routing in Zoho Desk, especially around how it actually behaves in real time. So I thought I’d share a practical breakdown of what’s happening behind the scenes.

    • connect zoho creator with google drive

      Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

    • Uploaded files are not included when using "Include user submitted data" in Email Notification

      In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

    • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

      Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • Option to Automatically Publish Job Openings to the Career Website via API or Workflow

      Currently, when creating Job Openings using the Zoho Recruit API, the records are successfully inserted into the system. However, there is no way to automatically publish these Job Openings to the Career Website. In the Job Opening field data, there are

    • Request to Customize Module Bar Placement in New Zoho CRM UI

      Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

    • Next Page