Enhanced data export features: XLSX format, custom character encoding, and selective record export

Enhanced data export features: XLSX format, custom character encoding, and selective record export

Greetings all,

Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to export module data in a customized manner.
Let's look at these enhancements in detail.

Choose your file type

You can now export module data in the XLSX file format, in addition to the default CSV format option. The XLSX format enables users to export up to 50,000 records at once, while the CSV format enables them to export up to 200,000 records at once.
Accordingly, you can now choose which file type you want to export your data into.

Choose your charset

If you export your data in CSV format, you can choose the character set used to encode your CSV file, which helps retain international characters.

Exclude Record ID

Previously, by default, the Record ID column was included in the exported file. You can now exclude that column from your export file by unchecking the field Record ID from the list of fields that appear when you select Choose Fields.
If you choose 'All Fields' under Exclude Fields, you may select Record ID and thus eliminate the field from the export file.

Export directly from a module

Previously, exporting data directly from a module under the Actions menu was the same as going to Setup → Data Administration → Export. Both navigational routes would land you on the same Export Data page, where you'd choose your export options.

After this enhancement, when you go to [Module] → Actions → Export, you can choose the file format and other options directly on the same module page in a pop-up window for exporting.

Export selected records from a module

You can now select specific records to be exported from the list view of any module—directly from the module page. You can choose up to 500 records and click Actions → Export selected records.

That is all about the enhancements on Export. Feel free to share your thoughts and queries in the comments below.

Info
Availability

DCs: All DCs
Editions: All editions
Release Plan: This enhancement is released to all customers of all DCs and editions.

Regards,
Fiona



        • Recent Topics

        • Change of Blog Author

          Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,

        • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

          Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that you

        • Upload ticket attachments via Drag-&-Drop

          Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...

        • Can we disable add to cart in Zoho Commerce?

          Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However

        • Introducing WhatsApp integration in Bigin

          Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

        • Zoho One account closure vs deactivation

          I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?

        • Schedule Zoho CRM reports only on Business Days

          Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

        • How to track a contact or customer's past product purchases in Bigin Premiere?

          Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

        • LENTITUD EN RECIBIR MAIL

          Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.

        • Deactivated Zoho One account can sign in

          I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

        • Items should display under specific warehouse

          I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

        • Partial refunds

          I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

        • Best practice importing items and matching assemblies

          Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

        • Bulk Fill In & Edit PO/Bill/SO/Invoice

          Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

        • Items Below Reorder Point Report?

          Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

        • Cancelled Transfer order problem

          Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

        • Creating a Chart from a Report

          In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

        • Data Import | Zoho Analytics Custom Query Window Size

          Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

        • Name changed in settings for mailbox but still not changed when typed in To field

          In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

        • Cannot add my name to my domain name

          I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

        • Establishing new Zoho email account on laptop

          Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

        • unable to send message reason 550 5.4.6 unusual sending activity

          My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

        • how to add email to existing organization i w

          I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

        • e-mail bloqueado

          Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

        • zoho labels api not working

          We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

        • Desk DMARC forwarding failure for some senders

          I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

        • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

          I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

        • add zoho account

          How to add a zoho mail to previous zoho account? I have two

        • Zoho Desk Mobile App Year-End Roundup - 2025

          Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

        • Narrative 17: The role of Zia AI in customer support

          Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

        • Domain Transaction

          I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

        • Zohomail - The "All Messages" vs "In Box"

          Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

        • error while listing mails

          I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

        • Zoho Desk 2025 round-up: Key highlights on feature releases

          Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

        • Print Sales Orders, Purchase Orders or Invoices from API

          Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

        • How to show a hided report??

          in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

        • Converting Customer Invoice to Purchase Bill

          Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

        • Email tracking inquiry

          I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

        • Next Page