Exporting CRM Data | Online Help - Zoho CRM

Exporting CRM Data

Zoho CRM provides two options to export your CRM data:

  1. Export data (modules and reports) 
  2. Request CRM data backup 

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). You can export a maximum of 3000 records from a module.  

Availability
Permission Required
Users with Export (Module) permission in their profile can access this feature.



Export limit for reports
  1. In PDF and Excel formats you can export 2000 records per batch (records from a single page of a report).
  2. In CSV format you can export 20,000 records from the first page of a report and 2000 from the subsequent pages.
Note that one page of a report consists of 2000 records only.

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
  • You can export upto 3000 records from a module in .CSV format. 
  • 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.

SEE ALSO

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Troubleshooting Data Import and Export

                                                          1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
                                                        • Migrating Data Between Zoho CRM Accounts

                                                          Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
                                                        • Export Tasks to Google Tasks

                                                          Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks ...
                                                        • Importing Data to Zoho CRM

                                                          Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
                                                        • Data Administration - An Overview

                                                          The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources