Export Your Data

Converge Team

• Updated March 12, 2026

Part of the Zoho SalesIQ migration guide

Learn how to export your customer data, conversation history, and contacts from Zoho SalesIQ before migrating to a new platform.

How to Export Your Data from Zoho SalesIQ

Zoho SalesIQ does not offer a single-click full data export. You need to export contacts, conversations, and chat transcripts separately using a combination of the UI and the REST API.

Export Visitor & Contact Data

SalesIQ stores visitor data (names, emails, phone numbers, company info, visit history) in its Visitors module. To export contacts, go to Settings > Data Administration > Export in Zoho CRM if you have the CRM integration enabled. If you only use SalesIQ standalone, you can retrieve contacts via the REST API using the GET /visitors endpoint with filters for date range and visitor type. The API returns JSON that you can convert to CSV externally.

Export Conversation History

Conversation history requires the SalesIQ REST API. Use GET /api/v2/{screen_name}/conversations to list conversations with filters for status, department, time range (from_time, to_time), and visitor type. Each conversation returns metadata including attendee, participants, timestamps, and status. For the actual message content, use the Chat Transcript API (GET /api/v2/{screen_name}/chats/{chat_id}/transcript) which returns individual messages with sender, timestamp, and content.

Export Chat Data as PDF or JSON

SalesIQ provides a dedicated Export Chat Data API endpoint that exports a single conversation's messages, visitor info, and notes as either PDF or JSON. Send a POST request to /api/v2/{screen_name}/conversations/{conversation_id}/export with the format parameter. If GDPR password protection is enabled on your account, you must include a password in the request body. This is useful for compliance archiving but requires one API call per conversation.

What You Cannot Directly Export

Zobot (chatbot) configurations, automation rules, and department routing settings cannot be exported via the API. Document these manually by screenshotting your Zobot flows and noting your routing rules, department assignments, and canned message templates before canceling your SalesIQ account.

Tip: If you use Zoho Analytics alongside SalesIQ, you can pull conversation and visitor reports from there as CSV files, which may be easier than using the REST API directly.