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Zoho CRM: see how much data you have, then export it.

Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.

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Zoho CRM

CRM & sales

How to see how much data is in Zoho CRM

  1. Sign in to Zoho CRM as an administrator
  2. Go to Setup → Data Administration → Storage
  3. Click the Data Storage tab and note the used data storage under Storage details
  4. Click the File Storage tab and note the total space your files occupy

Record data storage used plus file storage used; newer accounts whose Documents tab runs on WorkDrive see file storage on a different page.

Zoho CRM’s official instructions

How to get a copy of your Zoho CRM data

  1. Sign in with an administrator profile
  2. Open Setup → Data Administration → Data Backup
  3. Choose to back up now or set a schedule
  4. Wait for the notice that the backup is ready
  5. Download the data ZIP and the attachments ZIP within 7 days

Admins can request a full backup from Setup → Data Administration → Data Backup. It comes as ZIP files of CSV data, with attachments in a separate ZIP.

Each plan gets only a few free backups, and the download link expires after 7 days. Emails, Documents and data from integrations are not included.

Zoho CRM’s official export instructions

These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.