How to export Zoho CRM data to Sheet
How To Export Zoho CRM Data to Sheet
How To Export Zoho CRM Data to Sheet
Prepare your destination Spreadsheet with header values to store data.
Click on "Export to sheet" from the side nav.
Select the required module(The data from the selected module will be exported to a sheet)
Select a Spreadsheet to store data.
Select the corresponding sheet tab.
Clicking on the refresh icon will refresh the google sheet.
Apply Filters if required using the corresponding icon.
Click on the Settings icon to start the mapping of the sheet fields with the module fields.
Click on New to add a new mapping.
Click on Done to finish the mapping.
Click on the "Export" button will automatically start exporting Zoho CRM data into the selected Google Sheet.
Once the Export is done, you can see all CRM data stored into the destination spread sheet.