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
Category | CSV | |
Contacts | ✅ | — |
Companies | ✅ | — |
Projects | ✅ | — |
Invoices | ✅ | ✅ |
Proposals | ✅ | ✅ |
Catalog | ✅ | — |
Expenses | ✅ | ✅ |
Times | ✅ | — |
Export from Settings
Go to ⚙️ Settings → Imports/Exports
Click Start Export
Check your inbox the file will arrive in a zip file.
Export from Billing and Expenses
From the Invoices, Proposals, or Expenses modules:
Apply filters to narrow down your current view (e.g., by client, date, or status).
Click the cogwheel ⚙️
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.
💬 Need help? Chat with us directly in your Hubflo dashboard or email us at [email protected]—we’re happy to help!