Exporting data from Zoho CRM lets you take a copy of your records for backup, analysis, or migration purposes, either as a one-off export or on a recurring schedule.
How to export module data
- Open the module. Go to the module you want to export, such as Leads or Deals.
- Start the export. Open the Actions menu and select Export, or export directly from a specific List View if you only need those records.
- Set your criteria. Choose the records you want, whether that's based on a List View or custom criteria, and pick which fields to include.
- Wait for it to complete. Your export appears in the Export History table with an In Progress status, and you'll get a notification once it's Completed.
- Download it. Hover over the completed entry and click Download.
Current export limits
You can export up to 200,000 records from a single module in one export, across every edition. If your export criteria matches more than that, you'll get the 200,000 oldest matching records, zipped in CSV format. Download links remain valid for 7 days, and you can download the same export multiple times within that window.
| Edition | Exports allowed per day |
|---|
| Free | 10 |
| Starter | 50 |
| Standard | 100 |
| Professional | 250 |
| Enterprise | 500 |
| Ultimate | 1,000 |
If you need more than 200,000 records: either set criteria based on Created Time to split the data into multiple exports, or perform a full local backup to retrieve every record from that module in one go.
Exporting from Reports instead
Reports have their own, separate export limits: a detailed report export allows up to 50,000 rows, while a formatted report export (available in Excel, CSV, or PDF) is capped at 2,000 rows.
Need help? 1 Cloud Consultants can help you plan a data export or migration strategy that fits within Zoho CRM's current limits.
Book a discovery call with 1 Cloud Consultants.
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