Import records to custom module  

1. Click the gear icon at the top-right corner. The settings window will appear.
   
2. Select Custom Modules under Imports.
   
3. Alternatively, navigate to the respective custom module.
   
4. Click the icon. Select Import.
   
5. Select the file to import.
   
6. In the Select Module field, select the module into which the records need to be imported. (or)
   
7. In the Select Project field, select the project into which the records need to be imported.
   
8. Click Import. 
   
   
9. You'll be taken to the Map Data section.
   
1. Map Fields: Map the file fields with the available fields in the custom module. Click Continue.
   
   
2. Map Users: Map the users with the available users in Zoho Sprints. Click Continue.
   
   
3. Map Status: Map the status with the available status in Zoho Sprints. Click Continue.
   
   

Create records in custom module 

1. Navigate to the respective custom module.
   
2. Click the Create button at the top right corner.
   
3. Enter the data in the required fields.
   
4. Click Create. 
   

Clone records  

1. Select the required record to navigate to the record details page.
   
2. Click the clone icon on the right navigation bar. A confirmation pop-up will appear.
   
3. Click Yes. The record will be cloned and added to the respective custom module. 
   

Search records  

1. Go to the custom module.
   
2. Click the Search icon within the record name column.
   
3. Enter the record name. The records matching the search criteria will appear. 
   

Filters in Custom Module  

1. Click the filter icon at the top-right corner.
   
2. Select Quick Filters or Custom Filters.
   
3. Select the filter criteria.
   
4. Click Apply. 
   

 Note: You can also export the filtered data. Learn more.  

Sort records    

1. Go to the custom module.
   
2. Navigate to the ID or Record name column.
   
3. Click the up or down arrow to sort in ascending or descending order.
   

Associate records from another project  to current project

1. Navigate to a project.
   
2. Switch to the custom module.
   
3. Click the dropdown at the top right corner and select Associate Records.
   
4. Choose the project from the project dropdown menu.
   
5. Records of the custom module from other projects will show up.
   
6. Click the checkbox beside each record to select them.
   
7. Click Associate. 
   

Note: If you haven’t enabled the custom module to be accessed by other projects, those projects won’t show up in the dropdown list.

 Move records from current project to another  

1. Navigate to a project module.
   
2. Select the custom module from the module list.
   
3. In the records listing page, click the checkbox to select the records to be moved.
   
4. Click the Move button. 
   
   
5. Select the project to which the selected record(s) to be moved.
   
6. Click Move.
   
7. Click Move again to confirm your action. 

1. Navigate to the respective custom module.
   
2. Click the Customize button at the top.
   
3. Drag and drop the column headers in a specific order after clicking the .
   
4. Hide specific column by toggling the button beside the column header.  
   
   

Export records  

1. Navigate to the respective custom module.
   
2. Click the icon.
   
3. Select Export. The Export Filter will appear.
   
4. Select the required fields. 
   
   
5. If you want to export to happen periodically, you can select a 'Recurrence Type'. You can set the 'Recurrence Type':
   
1. Only Once
   
2. Daily
   
3. Weekly
   
4. Monthly
   
5. Yearly 
   
   
6. Click the Apply & Export button. The export will be initiated.
   
7. Click the ellipsis icon and select Export History in the menu. The exported file will be available in the Completed Export tab.
   
8. Completed Export lists the Date, Time, and File Name of your export. View the export details and, if applicable, the recurrence details of the file.
   
9. Active Export lists all the files that are active and scheduled for export.
   
10. Click the file or the Download icon to download the file. You can also track this export info in the Activity Stream on the Feed.
    

Note: You can recurrently export records automatically by scheduling them.