Export

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 are:

 Export data

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

    To get a complete backup of the records in your Zoho CRM account, refer to Request CRM Data Backup 

Note

  • Zoho CRM does not, in any way, include any kind of harmful information or data into your exported files. However, as a precautionary measure to safeguard yourself from unknown security threats, it is recommended that you look for warnings about executable operations when opening an exported file in MS Excel. Please refrain from updating any commands in the CSV file exported from Zoho CRM.

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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