Export your data

Download your couples as a CSV spreadsheet or your whole workspace as one JSON backup.

Settings > Account > Your data has two exports. One is a spreadsheet of your couples; the other is a complete backup of your workspace. Both download to your Mac.

Client list (CSV)

  1. Open Settings > Account.
  2. Under Export your data, click Client list (CSV).
  3. Save the file. It is named hailo-clients.csv.

One row per client, sorted by couple name, with these columns:

Column Content
Couple The couple's display name
Partner A First partner's name
Partner B Second partner's name
Email Client email
Phone Client phone
Wedding date The wedding date, or the earliest dated event if there is no wedding (for engagements and elopements)
Status Client status
Venue Ceremony venue, or reception venue if there is no ceremony venue
Notes Your notes on the client, on one line

It opens in Numbers, Excel or Google Sheets.

Backup (JSON)

  1. Open Settings > Account.
  2. Under Export your data, click Backup (JSON).
  3. Save the file. It is named hailo-export-YYYY-MM-DD.json with today's date.

The file holds every record in your workspace, generated fresh each time:

  • meta: when it was exported, the app name, a format version and a note explaining the file.
  • account: your workspace and membership details.
  • tenant_data: one list per record type, in alphabetical order: clients, leads, projects, events, proposals, invoices, payments, bookings, templates, deliveries, notifications and the rest.

Secrets are not included. Passwords, two-factor seeds and integration tokens are replaced with "[redacted]".

It is a text file. Open it in any editor, or send it to hello@hailo.studio if you need help reading it.

If it didn't work

  • Nothing downloads. Both buttons fetch the file and then hand it to the Mac to save. Wait a moment; a large workspace takes a few seconds.
  • "We couldn't generate your export" followed by a reason. Try again. If it repeats, email hello@hailo.studio with the message.
  • The CSV is empty apart from the header. You have no clients yet. Leads that have not booked are not in this list; they are in the JSON backup.
Still stuck? Send a note from the contact page and a real person at Hailo answers. Include the studio name you signed up with and, if it is about a specific screen, what you clicked.
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