Zoho CRM Record Exporter

WHAT IT DOES

Zoho CRM Record Exporter scans Zoho CRM pages for record tables and list views—Leads, Contacts, Accounts, Deals, and custom modules—and exports the visible record data to CSV format. It extracts column headers and row data including standard fields (name, email, phone, company, etc.) and custom fields shown in the current view. The tool handles Zoho's standard table structure, identifies dynamic content, and automatically detects which module you are viewing. You can choose to include headers, trim whitespace from cell content, and select your preferred delimiter (comma, semicolon, or any custom character).

WHERE IT RUNS

This tool runs as a userscript inside the BotGentz extension on any Zoho domain (*.zoho.com). All processing happens locally in your browser—no data is sent to external servers. It works on Zoho CRM's list views, grid views, and table views across all standard and custom modules.

HOW TO USE

Navigate to any Zoho CRM page that contains a record list—Leads, Contacts, Accounts, Deals, or a custom module list view. Open the panel and click "Refresh Table List" to detect all record tables on the page. The tool will automatically detect which module you are viewing. Select the table you want to export from the dropdown. Click "Export CSV" to download the file, or "Copy CSV" to copy the data directly to your clipboard. Use the settings to customize your export: toggle headers, trim whitespace, or change the delimiter. The tool will remember your preferences across sessions.

TECHNICAL MECHANISM

The tool uses a multi-selector approach to identify Zoho CRM record tables. It targets Zoho-specific table classes like listViewTable, list-view-table, and zoho-table, along with data-testid attributes and role="grid" tables. It also automatically detects the current module by scanning the URL for module names or checking the page title. Once a table is found, the tool extracts headers from thead or th elements and rows from tbody or tr elements. It sanitizes cell content by removing hidden characters and special formatting that often appear in Zoho tables, ensuring clean CSV output. The CSV generation escapes special characters, wraps fields in quotes when needed, and adds a UTF-8 BOM for Excel compatibility.

THE PANEL

The panel can be dragged anywhere on screen, snapped to the edge, resized, collapsed, and closed with Escape. It remembers its position per site and stays out of your way until you need it.

PLEASE NOTE

This tool requires the free BotGentz extension to run. It exports the current visible record list only; Zoho loads records dynamically as you scroll, so not all records may be captured without scrolling. Zoho's table structures vary across versions and custom orgs. Sites change frequently; if the tool stops working on a particular page, it may need updating. All processing is local—no data is collected or transmitted.