Export 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, Clients, Companies, etc.

Availability

Profile Permission Required: Users with the Export [Module] permission in profile can access this feature.

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

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

Note

To get a complete backup fo the records in your CRM account, refer to Request CRM Data Backup