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)
- Open Settings > Account.
- Under Export your data, click Client list (CSV).
- 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 |
| 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)
- Open Settings > Account.
- Under Export your data, click Backup (JSON).
- 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.