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
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:
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!