Lesson 1, Topic 3
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How To Get Record IDs from Reports and Exports

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The record ID is by default included in the Exports tab in Settings or when exporting from a CRM report you created and ran.

However, note that the export limit from CRM reports is 3k for an Excel file and 20k for a CSV. This is inconvenient if you have many more records. Also know that you can only import up to 5k records at a time using an Excel file and 20k using a CSV.

Also, using the “Exports” tab in Settings, you can only export that module’s data; you can’t include any related records or data.

In order to pull in data from other modules and not run into size limits, consider using the Analytics hack in the next topic page.

Zoho knowledge base article on record IDs and imports