Exporting CRM Data
Zoho CRM provides two options to export your CRM data:
- Export data (modules and reports)
- 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.
- In PDF and Excel formats you can export 2000 records per batch (records from a single page of a report).
- In CSV format you can export 20,000 records from the first page of a report and 2000 from the subsequent pages.
(through Data Administration Tools)
- Go to Setup > Data Administration > Export.
- In the Export Data page, select the module from which you want to export data from the Select Export Module list.
- 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
- 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.
Troubleshooting Tips
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 ...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 ...Migrating from Act! CRM to Zoho CRM
Welcome to Zoho CRM! You can now migrate your data and users from your Act! CRM to Zoho CRM, seamlessly using our data migration feature. All you need is to have an export file from Act! CRM, ready to use. Click here to learn about exporting data ...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 ...