Export Your Data
Converge Team
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 "export everything" button. You need a combination of UI exports and REST API v2 calls to retrieve visitors, conversations, transcripts, and canned responses. Zobot flows, intelligent triggers, and routing rules are not exportable — document those manually.
Step 1: Export Visitors and Contacts from the UI
SalesIQ provides built-in export for four modules: Visitors, Chats, Feedback, and Reports. Open each module's list view and use the export option to download records. Visitor exports include names, emails, phone numbers, company info, and visit history. Chat exports include conversation metadata and status. If you have the Zoho CRM integration enabled, visitor data also syncs to CRM contacts and can be exported from Settings > Data Administration > Export in Zoho CRM.
Step 2: List Conversations via REST API
For programmatic export, authenticate via OAuth at api-console.zoho.com with the SalesIQ.conversations.READ scope. Call GET /api/v2/{screen_name}/conversations to list conversations with filters: status, from_time/to_time (date range), department_id, attender_id, email, visitor_type, limit (max 99 per page), page, and sort_by. Paginate through all results — accounts with more than 99 conversations require multiple requests. API server URIs vary by data center: salesiq.zoho.com (US), salesiq.zoho.eu (EU), salesiq.zoho.in (IN), salesiq.zoho.com.au (AU), salesiq.zoho.com.cn (CN), salesiq.zoho.jp (JP).
Step 3: Pull Transcripts for Each Conversation
For each conversation from Step 2, call GET /api/v2/{screen_name}/conversations/{conversation_id}/transcript to retrieve the full message history — including threaded messages with sender, timestamp, and content. To get visitor details for a conversation, use GET /api/v2/{screen_name}/conversations/{conversation_id}/visitor. File attachments can be downloaded individually via GET /api/v2/{screen_name}/conversations/{conversation_id}/attachments/{attachment_id}/download.
Step 4: Export Individual Chats as PDF or JSON
SalesIQ provides a dedicated export endpoint for archiving individual conversations. Send a POST request to /api/v2/{screen_name}/conversations/{conversation_id}/export with the format parameter set to pdf or json. This bundles the conversation's messages, visitor info, and notes into a single file. If GDPR password protection is enabled on your account, you must include a password in the request body — the export will fail without it. This endpoint requires the SalesIQ.conversations.CREATE scope. Useful for compliance archiving, but requires one API call per conversation.
Step 5: Save Canned Responses and Document Automation Configs
Export your canned reply templates via GET /api/v2/{screen_name}/cannedresponses — these are the quick responses your agents use during chats. Items that cannot be exported via the API: Zobot chatbot flows, intelligent triggers, visitor scoring rules, and chat routing configurations. Screenshot each Zobot flow's trigger conditions, decision trees, and response text. Document your department assignments, routing rules, and any Zoho Desk or Zoho CRM integration settings before canceling. You'll recreate these as auto-reply rules and routing configurations on your new platform.
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 paginating through the REST API for large datasets.
Need the full migration guide?
This page covers export your data specifically. For the complete step-by-step migration process:
Read the complete Zoho SalesIQ migration guide →Ready to try Converge?
$49/month flat. Up to 15 agents. 14-day free trial, no credit card required.
Start Free Trial