Importing/exporting contacts from/to your mail clients (Address Book) – Announcing support for vCards in Zoho Invoice

Posted by Posted on by

Now it is easy for you to move your contacts between Zoho Invoice and your mail clients (address books) like Microsoft Outlook, Mac Address Book, GMail, Yahoo mail etc.  Yes, we are happy to announce the support for vCard import and export, the most commonly used standard to manage and transfer contact information.

How do I import the contacts from my mail client to Zoho Invoice?

  1. The first step will be to export the contacts from your mail client in vCard format.  The procedure to export contact information as vCard differs for each mail client.  Here I have explained the procedure for one of the most popular mailing service – GMail.  Shortly we will be publishing the procedure for other popular mail clients in our help docs.
    • Sign-in to your GMail account.
    • Click on the “Contacts” link and select the contacts you want to export.
    • Click on the “Export” link and select “vCard format” for exporting the data.
    • Click on the “Export” button and save the file.
  2. Now Sing-in to your Zoho Invoice account.
  3. Click on the “Customers” tab and click on the “Contacts” link on the left.
  4. Click on the “Import Contacts” link at the top right.
  5. Click on the “Import” link next to “vCard”.  Browse and give the file that you have saved from your mail client.
  6. All your contacts will be imported into Zoho Invoice.

Note: We will re-use the “last name” of the contact for Company/organization name if it is not specified for the contact.

How do I export the contacts from Zoho Invoice?

  1. Sign-in to your Zoho Invoice account.
  2. Click on the “Customers” tab and click on the “Contacts” link on the left.
  3. Now click on the “Export Contacts” link at the top right.
  4. In the export page that comes up, click on the “Download” link next to “vCard”.
  5. All your contacts will be exported as a single vCard file.

You also have to option to import or export your contacts individually from the contact’s details page.

Hope you find this feature useful; don’t forget to share your comments with us, as it goes a long way in improving our service.


‘Open IT Online’ integrates Zoho

Posted by Posted on by

Open IT Online is a Firefox extension that allows to open and edit documents and images from everywhere. Thanks to this extension, you will be able to open several types of documents directly in Firefox using online services (such as Zoho) without needing any software to be installed. In other words, it adds an option to your Firefox “Open With” dialog to let you open Word documents, spreadsheets, presentations, and more file types in the Zoho suite, Google Docs, ThinkFree Viewer & others. You can configure defaults for every file type – nice and convenient for fans of online editing. Open IT Online is a free download and it works wherever Firefox 2 or 3 does.

Here’s more screenshots & a nice video of how to use Open IT Online to view documents online with Zoho. Install the Open IT Online Firefox add-on to view/edit files directly online without downloading them.

Zoho Show: Slideshow embed tip

Posted by Posted on by

Here’s a little noticed feature in Zoho Show. You make a presentation public and embed it in a blog. Once the presentation is embedded, what if you made (want to make) changes to the original presentation? By default, it will reflect in the embedded presentation too. But this is not desirable in two cases

  • When you are adding or editing slides, the visitors to your blog/website will be seeing live the unfinished changes that you are making
  • When you want to have the original version linked to on the site while wanting to have the revised version private or shared only to a group

There is the Automatically re-publish when document is modified checkbox which does the trick. Leave it checked and you will always see the latest version in your blog/website. Uncheck it and you can do your edits safely without the external world knowing it.

Having the Automatically re-publish when document is modified option ticked makes the latest version available to the public always

Leaving the option unchecked, you can see that the last published version is 1.4 while the latest version is 1.6

The above is not just limited to embedding your presentation as it applies in general to making a presentation public! Hope you found the tip useful. Try this out in Zoho Show and do leave your comments on how you are using Zoho (Show).

Freedom to move your data whenever and wherever you need to – Support for Import and Export in Zoho Invoice

Posted by Posted on by

Now you have complete flexibility and freedom to move your data in and out of Zoho Invoice at your will.  Yes, we are happy to announce the support for import and export functionality in Zoho Invoice, a feature long awaited but well worth the wait.

What can you import or export?

Your complete set of data!

Yes, you can import or export your customer information, contacts, the items you sell (products or services), invoices and quotes.

What are the formats supported?

We have support for most of the standard formats.

  • Data can be exported in CSV (Comma Separated Values), TSV (Tab Separated Values), XLS (Spreadsheet) and JSON formats.  Additionally we also support exporting of customer and contact information in vCards (.vcf files) format.
  • You can import your data in CSV (Comma Separated Values) or TSV (Tab Separated Values) formats.  Additionally we also support vCard format for importing your contacts or customer information

If you feel, we have missed out any important format drop us a note.  We will be more than happy to add support for that format.

Couple of screenshots for a quick look:

Importing contact information into Zoho Invoice:

Importing contacts in Zoho Invoice

Exporting invoices from Zoho Invoice:

Exporting invoices from Zoho Invoice

Please feel free to share your comments.  You can try out this feature by signing into Zoho Invoice now.

Happy invoicing,

Zoho Projects : Working with Tasks

Posted by Posted on by

Let’s see the possibilities that Zoho’s project management application offers when working with tasks.

  1. You define a task which forms part of a larger tasks list. And this task list can be Internal or External, can be associated with a Milestone or not
  2. You can choose to Send Mail Notification whenever a new task is created, gets assigned
  3. In the real world, most tasks are accomplished through team work. Zoho Projects allows you to associate a task to multiple team members
  4. Typical project management involves Start and End dates not just for Milestones reached but for individual tasks also. And you can do this with Zoho Projects
  5. You can set the priority of each task as High, Medium, Low or None
  6. A task’s progress can be monitored as you can edit a task and change the % Completed field status. And each task’s status is reflected in the Gantt chart view under Reports

How are you using Zoho Projects? Please do let us know in the comments.

Export/Backup Options in Zoho

Posted by Posted on by

We get this question quite often -

Does Zoho offer a backup function which will let me download all my data?

We have various options depending on each Zoho service.

Zoho Writer : Offers a variety of different formats that you can export a document to – doc, docx, pdf, odf (odt), latex, sxw, html, rtf & txt. Click on Export to see the options.

Also integrates with Google Gears. Offers upto 50 documents to be downloaded to your desktop. You can access these documents from Click on Go Offline to download Google Gears and your Zoho Writer documents

Zoho Sheet : Click on Export. Again offers a wide variety of options from xls to pdf to ods to xml. There is also a batch export option available from the sidebar.

Zoho Show : Open a presentation. Click on Export and you will see the options available (ppt, pdf, pps and odp)

Zoho Projects : Export all your tasks as an xls or csv file. Under Tasks and Milestones, click on Export button

Zoho Creator : Export all your data as xls, pdf. Also as RSS, JSON feeds etc.

Zoho Wiki : You can download all the pages of your Wiki as a zip file. Available under Settings -> Click to download the backup

Zoho CRM : Choose the module (Leads, Contacts etc) and click on Export. You can also export all your CRM data in one go also. We charge a nominal fee of $10.

Zoho DB & Reports : Export your reports as csv, pdf or an image file

Zoho Invoice : Export each invoice, estimate as pdf. Export customer’s info as VCard (vcf).

Zoho Notebook : Has an Export as mht option. The exported page can be viewed in Internet Explorer.

We will be coming up with more export options in upcoming updates.