Zoho CRM allows you to export and take a backup of all your CRM data in a few simple steps. The different export options available in Zoho CRM are:
The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s).
Profile Permission Required: Users with the Export [Module] permission in profile can access this feature.
To export data from the modules
(through Data Administration Tools)
To export data
(from individual module)
No. Currently we do not have the option to export certain selected records. However, you can create a report based on criteria (your requirement) and export the report. See Also Generating Reports
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. This feature helps you to create rules to provide access or restrict users from viewing your data in various modules. See Also Setting Up Data Sharing Rules
The Export Notes feature allows you to export the notes from Zoho CRM in CSV format. You can export a maximum of 3000 notes at a time.
To export notes