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Export your data

Download your contacts, registrations, money records or a full copy of your workspace.

Your data is yours. You can download it at any time, on any plan, and even after you cancel.

Download your contacts as a spreadsheet

  1. Open People > Contacts.
  2. Search or filter first if you only want some people. The file holds exactly what the list is showing.
  3. Press Export CSV.

The columns are Full name, Email, Phone, Company, Tags and Notes, then Roles, Other emails, OK to email, Status, Follow-up date and Follow-up note. The first six match the import template, so the file imports straight back in.

Download a full copy of your workspace

  1. Open Settings and press Billing & cancellation at the top right.
  2. Scroll to Download my data and press Download JSON.

You get one file with every record from your workspace: clients, bookings, gatherings, registrations, staff, invoices, payments, expenses and bank transactions. JSON is a format made for computers, so it works best as a backup or for moving to another system. For a spreadsheet, use the exports below.

Other downloads

  • Registrations: open Scheduling > Registrations and press Export CSV.
  • Your books for the year: open Money > Tax Tracker. The Year-end pack for your accountant card downloads one zip with income, invoices, expenses, bank lines, mileage, vendors and receipts as spreadsheets, plus files ready to import into QuickBooks Online.
  • Reports: each report under Money > Reports has a CSV button and a Print / PDF button.
  • Invoices: download any invoice as a PDF from its row in Money > Finances.

Good to know

  • The full copy covers people, bookings and money. It doesn’t include your website pages, courses or emails.
  • The year-end pack covers your business books only. Receipt files stay in ColibriOS; the pack lists them.
  • An accountant on your team can download the year-end pack too. See Add team members.
  • After you cancel, Download my data stays on your Billing page.
  • Moving your list in rather than out? See Import your contacts.