Exporting your data from Hubflo allows you to back up information, create reports to analyze your business activity outside the platform. Whether you’re looking for a clean CSV of your contacts or a PDF of issued invoices, Hubflo makes it easy to export what you need, when you need it.

Available Export Formats by Category

Export from Settings

1. Go to ⚙️ Settings → Imports/Exports

2. Click Start Export

Depending on the file size, you will receive the download in your inbox. Otherwise, it will download immediately.

Export from Billing and Expenses

From the Invoices, Proposals, or Expenses modules:

1. Apply filters to narrow down your current view (e.g., by client, date, or status).

2. Click the cogwheel ⚙️

3. Click Export to download what you see.

Depending on the file size, you will receive the download in your inbox. Otherwise, it will download immediately.

Note: As part of our HIPAA and SOC 2 compliance, we maintain a comprehensive disaster recovery plan. To safeguard your data, we run daily backups and also duplicate all data to a separate cloud provider every day. This redundancy ensures that, even in the unlikely event of a system failure, your information remains protected and recoverable.

💬 Need help? Chat with us directly in your Hubflo dashboard or email us at [email protected]—we’re happy to help!