Export in Zoho Connect

Export in Zoho Connect

Overview

The export option in Zoho Connect lets you download conversations, forums, and private conversations from your network to your computer. Zoho Connect offers three types of exports to help you with your different needs. 

Manual Export: Select and filter-out data based on modules with filters. For instance, you can export only the conversations of a particular group. You can also choose to start a compliance export to include private conversations and deleted contents. 

Standard Export:  A quick and easy option to download conversations and forums from the entire network. This includes all the information from the entire network and you cannot filter-out and select specific modules or data in this export.
 
Scheduled Export: Use the Schedule Export option to maintain a copy of conversations and Forums by timing the export to take place at recurring intervals.

Who can export the network data?

Only the network admins can export the network data. 

What is a compliance export?

Compliance export includes all the private messages in the selected group or the network wall and the deleted content as well. 

How to export network data?

  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings.
          
  1. In the settings page, select Export under Data Administration. 
                    
  1. Click Expand found next to the type of export you'd like to perform.
  2. In Manual and Scheduled Export, give in the details for your export such as,
           Export data: Select the data that you’d like to export from the list of options available. 
           Export Module: Select from where the data should be exported (entire network, company wall, or a specific group). 
  1. Choose the file format of the export as Json, CSV, or Xml. 
  2. Check the compliance export option, if required. 
  3. To include user profile details apart from display name, ZUID and email address, click 🔽 next to "Include additional profile fields in this export " and use the checkboxes to select the required fields. 
  4. Set the password to the export file, if required.
  5. Once done, click Start Export. 
                     
The export takes some time depending on the size of the data. Once the export file is ready for download, you'll be notified via email. 

How to download the export file? 

  1. Click the gear icon  from the menu in the right. 
  2. From the dropdown, select Settings.
           
  1. In the settings page, select Export under Data Administration. 
           
  1. Click Expand found next to the Export History.
           
  1. Click the download icon  found next to the required export.
The export option is available only in Zoho Connect's paid plans. Click here to view the pricing. 
 


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