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Exporting CRM Data

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Zoho CRM allows you to export and take a backup of all your CRM data in a few simple steps. The different export options available in Zoho CRM are:

Export Module Data

The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). 

Note: Module refers to the different tabs. For example, Leads, Contacts, Accounts etc.


Availability

Editions
 Enterprise
 Professional
 Free
3000/module
 3000/module 1000/module
Permission
Required
 Export [Module]

To export data from the modules
(through Data Administration Tools)

  1. Click Setup > Data Administration > Export.
  2. In the Export Data page, select the module from which you want to export data from the Select Module list.
  3. Click Export.
    The records will be exported and saved in .CSV format in your local disk.
Note:
  • You can export a maximum of 3000 records at a time (in paid editions).
  • To export more records, you need to request for a backup. See Also Request CRM Data Backup

To export data
(from individual module)

  1. Click the [Module] tab.
    Module refers to the Leads, Contacts, Accounts, etc tabs.
  2. In the [Module] Home page, under[Module] Tools section, click Export [Module]
    The records will be exported and saved in .CSV format in your local disk.



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