No Data Lockup, Export your CRM Data at anytime
Zoho CRM provides data export functionality for the individual CRM modules free of cost. After exporting the data, you can perform further analysis or back up in your own servers.
Requesting CRM Data Export
(Available for all edtions. Price: USD 10 per request)
You can use the Export All Data utility to export your complete CRM data in a single step. Your data export request will be processed once your payment is approved. After downloading the data from your Zoho CRM account, you can back up periodically in your dedicated servers.
Data Export Guidelines
- CRM Administrator must request for the data export from Zoho CRM account.
- Zoho CRM - Representative will review the request and send a confirmation email to CRM Administrator with payment details.
- Upon successful payment, data will be uploaded to the Secured Zoho CRM - File Server and notification email will be sent to the CRM Administrator within 8 hrs.
- After receiving the data export email, CRM Administrator must log in to their Zoho CRM account and download the data within 48 hours.
File Format: CRM data will be in the Comma Separate Value (*.CSV) format compressed in a single archive (*.ZIP) file. CSV file can be opened in Text Editor or Spreadsheet program.
How to Order Data Export?
- Log in to your Zoho CRM account with Administrator privilege.
- Click on the Setup --> Data Administration Tools --> Export All Data link.
- In the Data Export Requisition page, your Name, Login ID, your Email ID are displayed (non-editable) based on your Personal Information settings. Please enter No. of Export Requests, Contact Number, and Reason for data export for verification purpose.
- Click on the Submit button.
Zoho CRM - Representative will contact you within 8 hours and send you data export procedure email.
With Zoho, is it possible to export the entire database, including documents linked with contacts (eg: .doc, .pdf)?
Thanks.
Hi,
Yes. You can take a backup of your account database including the attachments from Setup --> Data Administration Tools --> Export All Data. For more information, you may check the information provided under "Requesting CRM Data Export" section mentioned in this page.
Thanks,
Adam.
Thank you for your answer; does a document linked with a prospect in Zoho CRM will remain "linked" with the same prospect during the export (ie. on the ZIP file).
Thanks.
Hi,
Yes. When exporting the data from Zoho CRM, the records will be related to the attachments in the zip file.
Thanks,
Adam.
Not clear about this. Do I have to pay $10 each time I wish to download and back-up my data in ZOHO?
Thanks
Hi Rich,
Yes. For the data backup, it will be $10 per instance.
Thanks,
Adam.
Is Export All Data exactly the same as selecting each and every module option in the Export Data function?
If not can you clarify what is additionally provided?
Thanks
.M.
Hi Michela Ledwidge,
In Export data, you have to take the data for each and every module and you will be able to export upto 3000 records. But if you request for Export All Data with payment, it will provide all the module's data in a single link to download to your local machine. No matter how many records you have in your account.
Thanks,
Adam.
is there a way to export only a portion of a module (i.e. just certain leads or accounts?)
Hi,
Yes. You may export a portion of the data from the Reports tab with the criteria you specify. You may also export the records from Setup --> Data Administration --> Export Data (without criteria).
Thanks,
Adam.
We are planning to use the system for handling more than 150000 contacts. We will have a requirement to filter out records based on specific criteria and the count comes down to 15000 typically. How can we import these contacts if you are limiting the contact exports to 3000?
Hi Jinobi,
1. Let us know the exact requirement for the export of 15000 records to be imported to Zoho CRM, if the records are already in CRM system.
2. You have the option to export all data from Setup --> Data Administration Tools --> Export All data to get all the records from your account so that you can filter out the needed 15000 to import it to the system.
or
3. Do you need to see all the 15000 records in the Summary Report before you export?
Thanks,
Adam.
We will probably need to export all data at least everyday...are you open to creating a customized process to allow us to do this?
Hi ricks@innovationads.com,
We have plans to bring weekly backup options in our updates. Once its implemented we will keep posted the update. Daily backup is currently not available.
Thanks,
Adam.
Hi
We are a very small business and I am quite happy with downloading each module individually as only a few records and I don't need this very often. However, can I download the emails that have been sent from zoho too to save as a backup?
Thanks
Maxine
Dear Maxine,
Thanks for your mail. Currently we don't have an option to backup the emails that you sent to the customers from Zoho CRM. But this is nice feature and we will implement this ASAP.
Regards,
Parker Scott
Hi there - I have exported sections discretely (leads, accounts, notes) as we are a fairly small business.
I have noticed that although I am able to export notes, the resulting .CSV file does not appear to contain any data that cross references between the note and which account or lead the note belongs to.
Have I missed a step, or is the system somehow capable of assigning notes to the correct lead or account upon importation?
Thanks
Andrew
I do have the same question as Andrew.
Dear Andrew,
From the CSV file Lead Name or Account Name will not be shown in the Notes.CSV. But all the respective ids will be mapped in that file. So when do migrate ( i.e import ) you would see that leads or accounts would be properly mapped to notes.
Thank you,
With Best Regards,
Dilip.