CRM Help

Exporting CRM Data

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:

Export Module Data

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).

Note

  • Module refers to the different tabs. For example, Leads, Contacts, Accounts, etc.

Availability

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)

  1. Click Setup > Data Administration > Export.
  2. In the Export Data page, select the module from which you want to export data from the Select Module list.
  3. Click Export.
    The records will be exported and saved in .CSV format in your local disk.

Note

FAQ

1. Can I export certain selected records from Zoho CRM?

2. How can I share data only with certain selected users?

  • 3. How can I export notes?

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