Exporting Data from Zoho FSM

Exporting Data from Zoho FSM

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.   
  1. You can export data from the Contacts, Companies, Assets, Requests, and Services And Parts modules.
  2. The data will be exported in a CSV file.

Export Limits

  1. 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.
  2. A maximum of 5000 records of the related data (Notes, Addresses) can be exported in a single export.
  3. At a time, only a maximum of three exports can run simultaneously.

 Export Data

To export data from FSM:
  1. Navigate to Setup > Data Administration > Data Export.
  2. Provide the following details and click Export:
    1. Select the module to export: The module whose data you want to export
    2. Select related module: The related data (Notes, Addresses) of a module you want to export
    3. Include PII: Select this checkbox to include the Personal Identification Information. 
      You can configure the PII property in the module builder.
    4. 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.
  3. 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.

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