Exporting CRM Data

Exporting CRM Data

Exporting CRM Data

  • Export Module Data

The  CRM provides you two options to export all your CRM data:

  1. Export data  
  2. Request CRM data backup 

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). 

Availability
Permission Required
Users with Export (Module) permission in their profile can access this feature.

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

  1. Go to Setup > Data Administration > Export.
  2. In the Export Data page, select the module from which you want to export data from the Select Export Module list.
  3. Click Export.
    The records will be exported and saved in .CSV format in your local disk.

    To get a complete backup of the records in your CRM account, refer to Request CRM Data Backup 
Note
  • The CRM does not, in any way, include any kind of harmful information or data into your exported files. However, as a precautionary measure to safeguard yourself from unknown security threats, it is recommended that you look for warnings about executable operations when opening an exported file in MS Excel. Please refrain from updating any commands in the CSV file exported from the CRM.


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