What are the limitations of importing data into Zoho Books?

What are the limitations of importing data into Zoho Books?


Info

Some key limitations include:

  • Max row limits: Each file can import up to 5,000 rows at a time (via UI)

  • Character limits: Some fields (e.g., item name, descriptions) have length caps

  • Custom fields: Must be created manually before import

  • Attachments: Cannot be bulk imported—must be added individually

  • No data segregation: Year-wise segregation must be done manually

  • No recurring templates import: Must recreate them manually

Workarounds exist via API or Deluge scripts, but these require technical effort.


    • Related Articles

    • What formats are accepted for importing data into Zoho Books?

      Zoho Books accepts the following formats: .CSV .XLS / .XLSX .TSV (for some modules) Zoho provides pre-defined import templates for each module, including: Customers Vendors Items Invoices Bills Payments Every import must follow the mandatory fields ...
    • How do I ensure data accuracy during the migration to Zoho Books?

      Data accuracy is key to a successful migration. To ensure accuracy: Clean the data before importing: Remove duplicates, correct spelling, and verify contact info. Match the formats required by Zoho Books for dates, currencies, and dropdown values. ...
    • 2. What data can be migrated to Zoho Books?

      Here’s what typically gets migrated: Data Type Details Chart of Accounts List of all ledgers and account categories Customers & Vendors Name, address, GSTIN, contact info, balances Invoices & Bills Sales invoices, purchase bills, recurring records ...
    • How does multi-currency data migration work in Zoho Books?

      Zoho Books supports multi-currency transactions, but migration must handle: Correct base currency setup during organization creation Accurate exchange rates for historical transactions Currency-specific account balances Proper mapping of invoices, ...
    • How Does Zoho Creator Manage Data Storage?

      Zoho Creator is a cloud-based low-code platform designed to help businesses and individuals build custom applications efficiently. One of the critical aspects that makes it powerful is its robust data storage and management capabilities. In this ...