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.



    Redefine the way you work
    with Zoho Workplace

      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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Still can't find what you're looking for?

                    Write to us: support@zohoforms.com


                          



                          





                        Secure your business
                        communication with Zoho Mail


                        Mail on the move with
                        Zoho Mail mobile application

                          Stay on top of your schedule
                          at all times


                          Carry your calendar with you
                          Anytime, anywhere




                                  Zoho Sign Resources

                                    Sign, Paperless!

                                    Sign and send business documents on the go!

                                    Get Started Now


                                        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

                                                                              • Importing Data to Zoho FSM

                                                                                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 ...
                                                                              • Overview of Zoho FSM

                                                                                What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...
                                                                              • Zoho FSM Mobile App

                                                                                The Zoho FSM mobile app empowers on-the-go field technicians with all the information they need, to be efficient at work and delight contacts at every appointment. It helps them to be on time for their appointments, attend more appointments in a ...
                                                                              • Essentials of Zoho FSM

                                                                                Key Terms Crew A crew consists of several field technicians who are grouped together to conduct a specific task. Each crew is assigned a lead. Dispatch Console The scheduling tool from which the service appointments are scheduled and dispatched by ...
                                                                              • Using FSM Mobile Offline

                                                                                The Offline Mode of the FSM Mobile app enables you to access the data in your mobile app even when the internet connectivity is poor or non-existent. The offline mode of the FSM mobile app will come into effect when the offline mode is enabled and ...
                                                                              Wherever you are is as good as
                                                                              your workplace

                                                                                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