You can export the data in select modules of FSM to a CSV file. Along with the module data, you can also export data related to the module, such as Notes, and Addresses.
You can export data from the Contacts, Companies, Assets, Requests, and Services And Parts modules.
The data will be exported in a CSV file.
Export Limits
In a single export, a maximum of 10,000 records can be exported from a module. The first created 10000 records from a module will be exported.
A maximum of 5000 records of the related data (Notes, Addresses) can be exported in a single export.
At a time, only a maximum of three exports can run simultaneously.
Export Data
To export data from FSM:
Navigate to Setup > Data Administration > Data Export.
Provide the following details and click Export:
Select the module to export: The module whose data you want to export
Select related module: The related data (Notes, Addresses) of a module you want to export
Include PII: Select this checkbox to include the Personal Identification Information. You can configure the PII property in the module builder.
Send to: The details of the export will be sent to this email address. If the export is successful, then the email will contain the CSV file with the export data.
Click Okay in the confirmation message. You can check for the status of the export under Data Export - History.
Data Export History
The status of the exports can be viewed under Data Export - History. Click Refresh to reload the data under Data Export - History.
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.
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Data from external sources can be added to FSM. You can easily populate data in the modules in bulk. External data can be imported to FSM in three simple steps: Upload your data file Choose your import option Map fields in FSM to columns in your data ...
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