# How to export everything from Bloom (2026) > How to export from Bloom: a checklist of the contact CSV, invoice and transaction data, form results, what has no export, and account deletion. Canonical: https://workspace369.com/blog/how-to-export-from-bloom/ Last updated: 2026-11-10 How to export from Bloom: a checklist of the contact CSV, invoice and transaction data, form results, what has no export, and account deletion. Updated November 10, 2026 · 16 min read ![Simon Dziak](https://workspace369.com/images/authors/simon-dziak-2026-11-160.webp) By [Simon Dziak](https://workspace369.com/about/#founder), Founder, Workspace369 · [LinkedIn](https://www.linkedin.com/in/szymondziak/) Workspace369 publishes this guide and sells an alternative client-work platform. Every Bloom step below comes from an article on help.bloom.io. On November 10, 2026 we opened each article cited here directly, and each one is linked where it is used. Bloom's articles disagree in one place (the menu path to the calendar links), and we say so where that happens. Bloom can change its help center, so check each article in your account before you rely on it. Share this article Try Workspace369 14 days free · card required · then $29/mo · cancel anytime If you are leaving Bloom, export first and cancel last. This guide is a checklist of what Bloom's own help center says you can take with you, how to do each export, and what the export leaves out. Where there is a gap, I say so and give a generic workaround, labelled as one. Every step links to the Bloom help article it comes from. I opened each of them on November 10, 2026. Bloom can change its menus, and some features depend on your plan, so compare each step with what you see on screen. ## Key takeaways - Bloom exports from Settings, then Exporting. The page has a download for contact data, invoice data and transactions data. Bloom says contacts export in a .csv file. Its articles do not state the format of the other two files. - Form and questionnaire answers download as a CSV from each form's Results tab. Answers to a questionnaire you shared by link, outside a project, are emailed to you and are not shown in a Bloom project. - I found no documented export for signed contracts, quotes, galleries, messages or a Bloom website. Bloom documents gallery downloads for clients, so keep your originals and save the rest by hand. - Bloom says that after you delete your account you can no longer access the data, and that a published custom website must be unpublished first. I found no help article on cancelling a Bloom subscription. - Bloom data moves over in two steps, export then import. Your contacts come in as CSV or XLSX through AI Import, which maps the columns to client fields and shows the AI usage estimate before it writes anything. The transaction data stays as your record. **What's inside?** [Quick answer](https://workspace369.com/blog/how-to-export-from-bloom/#quick-answer)[Before you start](https://workspace369.com/blog/how-to-export-from-bloom/#before-you-start)[Checklist at a glance](https://workspace369.com/blog/how-to-export-from-bloom/#checklist-at-a-glance)[\1. Export your contacts](https://workspace369.com/blog/how-to-export-from-bloom/#_1-export-your-contacts)[\2. Download your invoice and transaction data](https://workspace369.com/blog/how-to-export-from-bloom/#_2-download-your-invoice-and-transaction-data)[\3. Download your form results](https://workspace369.com/blog/how-to-export-from-bloom/#_3-download-your-form-results)[\4. Save your invoices and receipts](https://workspace369.com/blog/how-to-export-from-bloom/#_4-save-your-invoices-and-receipts)[\5. Save your contracts and quotes](https://workspace369.com/blog/how-to-export-from-bloom/#_5-save-your-contracts-and-quotes)[\6. Save your galleries and shared files](https://workspace369.com/blog/how-to-export-from-bloom/#_6-save-your-galleries-and-shared-files)[\7. Save your messages and calendar](https://workspace369.com/blog/how-to-export-from-bloom/#_7-save-your-messages-and-calendar)[\8. Sort out your website and portfolio](https://workspace369.com/blog/how-to-export-from-bloom/#_8-sort-out-your-website-and-portfolio)[\9. Write down what has no export](https://workspace369.com/blog/how-to-export-from-bloom/#_9-write-down-what-has-no-export)[Bring it into Workspace369](https://workspace369.com/blog/how-to-export-from-bloom/#bring-it-into-workspace369)[What happens when you cancel](https://workspace369.com/blog/how-to-export-from-bloom/#what-happens-when-you-cancel)[Final check before you cancel](https://workspace369.com/blog/how-to-export-from-bloom/#final-check-before-you-cancel) ![A camera on a ribbon strap lies next to a sealed envelope with a checklist and a folded contact sheet of nine photo frames.](https://workspace369.com/images/blog/heroes/how-to-export-from-bloom.webp) ## Quick answer Bloom has no single export. The main one is the **Exporting** page, under **Settings**, with a download for **Contact Data**, **Invoice Data** and **Transactions Data**. Bloom says contacts export in a .csv file, and its articles do not state the format of the other two. Form and questionnaire answers download as a CSV from each form's **Results** tab. I found no documented export for signed contracts, quotes, galleries, messages or a Bloom website, so those are saved by hand. Bloom says that after you delete your account, you can no longer access the data. The move from Bloom to Workspace369 takes two steps. You export from Bloom, then bring your contacts in with **AI Import**. More on that [below](https://workspace369.com/blog/how-to-export-from-bloom/#bring-it-into-workspace369). If you want the short version of the whole move, start with [switching from Bloom](https://workspace369.com/switch/bloom/). ## Before you start [Also readSwitch from Bloom to Workspace369](https://workspace369.com/switch/bloom/) - **Make one folder for the move.** Bloom's exports are separate downloads, and several things are saved one at a time. Give each client a subfolder. - **Know where your payments run.** Bloom says it processes payments through Stripe or Square. That account keeps its own transaction history, which gives you a second record. - **Check whether Gmail is connected.** It decides where your clients' email replies live. Step 7 explains why. - **Find your original photos.** Bloom documents gallery downloads for clients. I found no documented bulk download for you. - **Have your password ready.** Bloom asks for it when you delete the account. - **Do not cancel yet.** Keep the account active until the last step. Try it with one real client Set up one client, one project and one invoice in Workspace369, then check what your client sees in the portal. [Compare plans](https://workspace369.com/pricing/) 14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing. ## Checklist at a glance | What | Bloom gives you | Format | | --- | --- | --- | | Contacts | Contact Data, under Settings, then Exporting | CSV | | Invoices | Invoice Data, on the same page | Not stated | | Transactions | Transactions Data, on the same page | Not stated | | Form and questionnaire answers | Download CSV, on each form's Results tab | CSV, one per form | | Single invoices and receipts | The client's PDF download; View receipt on a payment | One at a time | | Signed contracts | No documented export | Not documented | | Quotes | No documented export | Not documented | | Galleries | Client downloads, when you allow them | Images, through the gallery link | | Shared files | Upload and download in each project's portal | One project at a time | | Messages | No documented export | Not documented | | Calendar | Subscription links, or the Google Calendar sync | A live feed, not a file | | Templates and packages | No documented export | Not documented | | Website and portfolio | No documented export | Not documented | ## \1. Export your contacts Per Bloom's [contacts article](https://help.bloom.io/en/articles/5166973-export-and-import-contacts): 1. Go to **Settings**. 2. Open **Exporting**. 3. Download the **Contact Data**. The article gives the path in one line and shows a screenshot of the page. In that screenshot the page is titled **Exporting Data**. It lists three data sets, **Transactions Data**, **Invoice Data** and **Contact Data**, each with its own **Download** button. Bloom says it imports and exports contacts in a .csv file. The article does not list the columns in the export. It does not say whether your leads are in the file, and it mentions no size limit. So open the file and check it: names, emails, phone numbers, and anything else you keep on a contact. ## \2. Download your invoice and transaction data Bloom's [delete account article](https://help.bloom.io/en/articles/6446744-how-to-delete-your-account) says that if you have used Bloom to send and process invoices, you should download the transaction and invoice data before you go: 1. Go to **Settings**, then **Exporting**. 2. Download the **Invoice Data**. 3. Download the **Transactions Data**. Neither article states the file format, the columns or how far back the data goes. Open both files while the account is still active. Check that they cover the dates you need for your taxes, and that unpaid invoices are in the invoice file. Two other places may hold the same history: - **Your payment processor.** Bloom's [QuickBooks article](https://help.bloom.io/en/articles/10659165-integrating-with-quickbooks) says Bloom processes payments through Stripe or Square. Its [Square article](https://help.bloom.io/en/articles/5164519-connecting-your-square-account-with-bloom) says you can view your transaction history in your Square account, under the menu in the top-left corner, then **Transactions**. A generic workaround: download the transaction history from your processor's own dashboard as well. - **QuickBooks.** If you connected it, the same QuickBooks article says each Bloom invoice creates a matching invoice in QuickBooks, and each paid invoice is recorded there as a payment. Those records stay in QuickBooks. ## \3. Download your form results Per Bloom's [questionnaire article](https://help.bloom.io/en/articles/6825274-questionnaire-forms): 1. Go to **Forms** in the sidebar. 2. Open the form. 3. Click the **Results** tab at the top. 4. Click **Download CSV**. Bloom says the CSV will be empty if no responses have been submitted. Its [forms article](https://help.bloom.io/en/articles/5152853-building-forms-in-bloom) says the Results tab gives you all the form data as a CSV file, and it lists four form types: Lead Capture, Scheduling, Questionnaire and Instant Booking. That is one file per form, so repeat the steps for each form you still use. There is one case to watch. The questionnaire article says that if you shared a questionnaire by its link, without attaching it to a project, the answers are emailed to you and are not visible within a Bloom project. Search your inbox for those emails and save them too. Bloom's [form answers article](https://help.bloom.io/en/articles/7188490-how-to-find-your-form-answers) says where single answers sit inside Bloom, in case you want to check one against the CSV: - **Lead capture forms** create a lead. Open the lead and click **Form Answers** at the top right. - **Instant booking forms** create a project. The answers are in the **Forms** section of that project. - **Scheduling forms** create a calendar event, and the answers are attached to the event. ![Two people at a table sign a document on a tablet, with a camera on a tripod, a desk calendar, envelopes and a photo print beside them.](https://workspace369.com/images/blog/generated/how-to-export-from-bloom-contacts-and-invoices.webp) ## \4. Save your invoices and receipts The Invoice Data file from step 2 is your spreadsheet record. For the invoice documents themselves, I found no documented bulk download, and no documented PDF download on your side of a single invoice. Here is what Bloom does document. **The client's PDF.** Bloom's [invoice article](https://help.bloom.io/en/articles/5147285-creating-and-sending-an-invoice) says that when your client receives the invoice email, they can download the invoice as a PDF or go straight to the payment page. Its [client portal payment article](https://help.bloom.io/en/articles/4612845-paying-for-an-invoice-via-client-portal) says a client who is logged in to the portal can see the invoices, pay and download. **The receipt.** Per Bloom's [refund article](https://help.bloom.io/en/articles/8458239-how-to-issue-a-refund): 1. Go to the **Projects** tab and open the project that holds the invoice. Bloom says you can also find it through the invoice tab. 2. Click in the middle of the invoice, not on the 3 dots to its right. A popup shows all payments on that invoice. 3. Click the 3 dots next to a transaction. The dropdown lets you offer a refund or view the receipt. A generic workaround for the invoices: open each one you need and save it with your browser's print dialog, which can save a PDF in most browsers. Start with unpaid invoices and this tax year's invoices. ## \5. Save your contracts and quotes **Contracts.** Bloom's [contract article](https://help.bloom.io/en/articles/5147281-build-and-send-a-contract) says the only way to send a contract is within a project, and that you can copy the contract link and paste it into your browser to see how the contract looks. Its [client portal article](https://help.bloom.io/en/articles/5334121-how-do-client-portals-work) says clients can sign contracts there. I found no documented download of a signed contract on your side. A generic workaround, which Bloom does not document: open each signed contract from its project, and save a PDF with your browser's print dialog. Then open the PDF and check that the signatures and dates are on it. Do this for every client you still work with. The same contract article says a contract can be typed into Bloom or uploaded as an existing PDF. If you uploaded yours, you still have the original file. That original is not the signed copy. **Quotes.** Per Bloom's [quotes article](https://help.bloom.io/en/articles/10167336-using-quotes-in-leads), quotes are added on a lead, in its **Quotes** section. Bloom's [proposal article](https://help.bloom.io/en/articles/5942606-how-to-create-and-send-a-proposal) says you can also create one inside a project, from the 3 dots next to **Add Invoice**, then **New Quote**. I found no documented export or PDF download for quotes in either article. Two things make this easier: - Bloom says that once your client accepts a quote, it converts into an invoice automatically. So accepted quotes should appear as invoices in the Invoice Data file. Check that they do. - Bloom's [proposal document article](https://help.bloom.io/en/articles/10356892-adding-a-proposal-document-to-quotes) describes the proposal document as a PDF you make outside Bloom and attach to the quote. That file is already yours. For quotes that are still open, a generic workaround: note the client, the items and the total in a spreadsheet, or save each one with the print dialog. ## \6. Save your galleries and shared files **Galleries.** Per Bloom's [image delivery article](https://help.bloom.io/en/articles/6418838-image-delivery), a gallery lives inside a project. On the gallery's settings tab you choose whether your client can download the images: 1. Open the project and the gallery. 2. On the settings tab, toggle **Allow downloads** on. 3. Pick what size images your clients can download. 4. Share the gallery again. Bloom says you can click **Edit Gallery**, then **Share**, or copy the gallery URL and send it to your client. Bloom says a private gallery needs a password or the client portal, and a public one does not. The **Downloads** and **Actions** tabs show what your client has downloaded, liked and commented on. Every download the article describes is the client's. I found no documented way for you to download a whole gallery, and nothing on what happens to a gallery after the account is deleted. So: - **Keep your own originals.** Do not treat Bloom as the only copy of a shoot. - **Tell clients before you go.** Anyone who still needs a gallery should download it while the account is active. - **Note open selections.** If a client is still choosing favorites, write down what the Actions tab shows. If a project has more than one gallery, Bloom's [multiple galleries article](https://help.bloom.io/en/articles/12575222-how-to-create-multiple-galleries-in-a-project) says each gallery has its own link, so send each one. It also says multiple galleries in a project are on the Standard and Plus plans. **Shared files.** Per Bloom's [shared assets article](https://help.bloom.io/en/articles/6002073-uploading-files-to-shared-assets), each project has a **Shared Files** section, with a maximum file size of 10GB. Clients see those files when they log in to the client portal, and Bloom's client portal article says they can upload and download them there. I found no documented bulk download. Go project by project, and save the files your clients uploaded that you do not have anywhere else. ![Two people at a studio table look over a photo album and printed pages, with a camera, film rolls and a hanging calendar and envelope.](https://workspace369.com/images/blog/generated/how-to-export-from-bloom-contracts-and-galleries.webp) ## \7. Save your messages and calendar **Messages.** I found no documented export for messages. Bloom's [messages article](https://help.bloom.io/en/articles/12947259-how-messages-work) does say where client replies end up, and it depends on Gmail: - **If Gmail is not connected,** client email replies flow back into Bloom, and you read them in the **Messages** tab. - **If Gmail is connected,** replies go to your Gmail inbox. Bloom says Google does not allow those replies to sync back into Bloom. So with Gmail connected, the replies are already in an inbox you keep. Without it, the conversation is only in Bloom. A generic workaround: copy the threads you may need later into a document, client by client. **Calendar.** Bloom gives you calendar links, not a file. Per its [calendar integrations article](https://help.bloom.io/en/articles/5166988-calendar-integrations), Google Calendar has an automatic two-way sync, and for other calendars you copy a Bloom calendar's URL and add it to your external calendar as a subscription. Bloom's [Apple Calendar article](https://help.bloom.io/en/articles/6798435-how-to-connect-apple-calendar) names two links: **My Calendar**, with the events created in the Bloom calendar and by scheduling forms, and **Bloom Projects**, with every project date. Bloom's articles disagree on where those links are. The calendar integrations article says to go to the calendar tab and click **Integrations** above the calendar. The [Outlook article](https://help.bloom.io/en/articles/8144387-how-to-connect-outlook-calendar) says **Calendar**, then **Edit Calendars**. The Apple Calendar article says **Settings**, then **Edit Calendars**. Try the calendar tab first, and use whichever one your account shows. A subscription is a live feed. I found nothing on what happens to it after you delete the account, so do not count on it. A generic workaround: once the Bloom calendars show in your own calendar app, copy the upcoming events you need into a calendar you own. ## \8. Sort out your website and portfolio Per Bloom's [websites article](https://help.bloom.io/en/articles/8524900-how-do-websites-work), the **Public Pages** tab holds two things: - **The portfolio.** Bloom says every account includes one, and that it shares its URL with the client portal login. You can switch it offline with the button in the top right corner. - **A custom website.** It is built in a separate website builder, which Bloom says has its own help center. It is not part of the Bloom subscription. I found no documented export for either one. Save your page copy and images by hand before you leave. Three things to do before you delete the account: 1. **Unpublish the custom website.** Bloom's delete account article says you cannot delete the account until a published custom website is unpublished. 2. **Check your custom domain.** The websites article says a custom domain for the portfolio is connected under **Settings**, then **Branding**, and that the same domain is used for your form, invoice and contract URLs. So links you already sent to clients may sit on that domain. Get open invoices paid and contracts signed before you point the domain somewhere else. For a custom website, Bloom says the domain is connected in the website builder, not in your Bloom settings. 3. **Replace embedded forms.** Bloom's forms article says a form's **Share** tab holds an embed code for your website. If a Bloom form sits on another site of yours, swap it out first. ## \9. Write down what has no export For these, I found nothing in the help center. - **Leads.** I found no documented export for the leads list, and the contacts article does not say whether leads are in the Contact Data file. Check the file. A generic workaround: copy your open leads into a spreadsheet by hand, with the name, the email and where each one stands. - **Projects and workflows.** I found no documented export. A generic workaround: list your open projects in a spreadsheet, with the client, the project date and the tasks that are left. - **Templates and packages.** Bloom's articles put [email templates](https://help.bloom.io/en/articles/5166958-create-email-templates), contract templates and [self-booking packages](https://help.bloom.io/en/articles/5166964-building-packages) under **Settings**, then **Templates**. I found no documented export for any of them. Copy the wording you would use again into a document. - **Automatic charges.** Bloom's packages article says that with **Auto-Charge**, the client's card is saved when they pay the deposit, and Bloom charges it on the final due date. I found no documented export of those schedules. List who still owes a balance, the amount and the due date, because saved payment methods cannot move between systems. Bloom's help center has an article titled [Subscriptions and Automatic Charges](https://help.bloom.io/en/articles/11988942-subscriptions-and-automatic-charges), and when I opened it the page said only "Coming soon". ## Bring it into Workspace369 Here is what the process looks like, from the Bloom export to AI Import. 1. **Take the contacts CSV from step 1.** Clean the columns a little. Remove contacts you no longer need. 2. **Run [AI Import](https://workspace369.com/integrations/csv-import/)** for your clients. You upload the CSV or XLSX. AI Import maps your columns to client fields and you review the mapping. It shows the AI usage estimate before it writes anything. AI Import is on [every Workspace369 plan](https://workspace369.com/pricing/). 3. **Try the Invoice Data file next.** AI Import also reads CSV or XLSX files of invoices, products and proposals. Bloom's articles do not state the format of the invoice file, so open it first. If it is a spreadsheet, AI Import can map it, and you check the rows before anything is saved. 4. **Keep the Transactions Data as a record.** It stays outside the import, along with the receipts, signed contracts and invoice PDFs. Attach the files that matter to the client record by hand. 5. **Bring in your open projects.** If you listed them in a spreadsheet in step 9, AI Import reads a CSV or XLSX of projects with their tasks. The tasks arrive as project to-dos. 6. **Set up forms, contract templates and workflows again.** Rebuild your intake forms and contract templates, and your workflow tasks as workflows. Email automations are on every plan. Online booking pages start on Specialist. 7. **Decide where galleries and your website will live.** Keep client galleries and your main website in the tools built for them, and deliver final files through the Workspace369 client portal. Move your site before you unpublish the Bloom one. The full checklist, including what moves and what you re-create, is on the [switch from Bloom](https://workspace369.com/switch/bloom/) page. For a feature-by-feature view, see [Workspace369 vs Bloom](https://workspace369.com/compare/bloom/). Leaving another tool too? The [GoHighLevel export checklist](https://workspace369.com/blog/how-to-export-from-gohighlevel/) and the [HoneyBook export checklist](https://workspace369.com/blog/how-to-export-from-honeybook/) work the same way. Saved payment methods cannot move between systems, so tell active clients where to pay next, and get the last open Bloom invoice paid before you delete the account. ## What happens when you cancel Bloom's help center has an article on deleting your account. I found none on cancelling a subscription. Per the [delete account article](https://help.bloom.io/en/articles/6446744-how-to-delete-your-account): 1. Export what you need from **Settings**, then **Exporting**. 2. Unpublish your custom website, if you have published one. 3. Go to the **User Profile**. 4. Click delete account, and enter the reason. 5. Type in your password and click **Delete Account**. Bloom says that after you delete your account you can no longer access the data. It also says deleting the account will negate any promotion or discount you have. The article does not say what happens to your billing, or whether Bloom keeps any of your data afterwards. The only billing article I found is the one on [switching from yearly to monthly](https://help.bloom.io/en/articles/6601895-how-to-switch-from-yearly-to-a-monthly-plan). It says to go to **Settings**, then **Subscription**, click the three dots next to your plan and click **Downgrade**. The first option there switches yearly billing to monthly. That article covers a billing change, not a cancellation. So before you delete anything, look at **Settings**, then **Subscription**, and ask Bloom support how your subscription ends and when the last charge is. Bloom's [Terms and Conditions](https://bloom.io/terms), which I read on November 10, 2026, add two points: - **Notice.** One section says the agreement continues until either party ends it by written notice, and that the notice takes effect seven calendar days after it is received. - **Data.** Another says Bloom may suspend or terminate an account and remove and discard its content for any reason, including lack of use. It also says Bloom may immediately deactivate or delete an account and the files in it. I found no clause that promises you a copy of your data, or a period in which Bloom keeps it after you leave. Either way, finish every export first. ## Final check before you cancel - The contacts CSV opens correctly and has the fields you need. - The Invoice Data and Transactions Data files open and cover the dates you need. - You have a results CSV for each form you still use, and the emailed questionnaire answers. - The invoices, receipts, signed contracts and open quotes you need are saved. - Clients who still need a gallery have downloaded it, and you have your originals. - Shared files from clients are saved, project by project. - Upcoming events are in a calendar you own. - Leads, open projects, templates and automatic charges are written down. - Your custom website is unpublished, and your domain points where you want it. - The last open Bloom invoice is paid, and clients know where to pay next. - A second copy of the folder exists somewhere other than your laptop. Then cancel Bloom. If you want to compare before you commit, the 14-day Workspace369 trial is card-first, so you add a card to start it. [Here is the Bloom switch checklist](https://workspace369.com/switch/bloom/). ## Sources reviewed for this guide - [Bloom Help Center: Export and Import Contacts](https://help.bloom.io/en/articles/5166973-export-and-import-contacts)Says Bloom imports and exports contacts in a .csv file. The export path is Settings, Exporting, Contact Data. The screenshot shows an Exporting Data page with a Download button for Transactions Data, Invoice Data and Contact Data. Opened November 10, 2026. - [Bloom Help Center: How to Delete Your Account](https://help.bloom.io/en/articles/6446744-how-to-delete-your-account)Export from Settings, Exporting before you delete: the transaction and invoice data, and the contact data. After deletion the data can no longer be accessed. A published custom website must be unpublished first. Deleting is done from the User Profile, with a reason and your password. Opened November 10, 2026. - [Bloom Help Center: Building Forms in Bloom](https://help.bloom.io/en/articles/5152853-building-forms-in-bloom)Four form types: Lead Capture, Scheduling, Questionnaire and Instant Booking. The Results tab gives all the form data as a CSV file. The Share tab holds the embed code and the form link. Opened November 10, 2026. - [Bloom Help Center: Questionnaire Forms](https://help.bloom.io/en/articles/6825274-questionnaire-forms)Forms in the sidebar, open the form, Results tab, Download CSV. The CSV is empty if there are no responses. Answers to a questionnaire shared by link without a project are emailed and are not visible in a Bloom project. Opened November 10, 2026. - [Bloom Help Center: How to Find Your Form Answers](https://help.bloom.io/en/articles/7188490-how-to-find-your-form-answers)Lead capture answers sit on the lead, instant booking answers in the Forms section of the project, and scheduling answers on the calendar event. Opened November 10, 2026. - [Bloom Help Center: Creating and Sending an Invoice](https://help.bloom.io/en/articles/5147285-creating-and-sending-an-invoice)Invoices are created inside a project. The client can download the invoice as a PDF from the email, or go to the payment page. Describes no bulk export. Opened November 10, 2026. - [Bloom Help Center: Paying for an Invoice via Client Portal](https://help.bloom.io/en/articles/4612845-paying-for-an-invoice-via-client-portal)A client logged in to the portal can see invoices, pay, download, sign contracts, download image galleries, and upload and download shared files. Opened November 10, 2026. - [Bloom Help Center: How to Issue a Refund](https://help.bloom.io/en/articles/8458239-how-to-issue-a-refund)Clicking the middle of an invoice opens a popup with all payments on it. The 3 dots next to a transaction open a menu to offer a refund or view the receipt. Opened November 10, 2026. - [Bloom Help Center: Integrating with Quickbooks](https://help.bloom.io/en/articles/10659165-integrating-with-quickbooks)Connected under Settings, Payments. Bloom invoices and payments sync to QuickBooks. Says Bloom processes payments through Stripe or Square. Opened November 10, 2026. - [Bloom Help Center: Connecting your Square account with Bloom](https://help.bloom.io/en/articles/5164519-connecting-your-square-account-with-bloom)Says the transaction history can be viewed in the Square account, under the menu, then Transactions. Opened November 10, 2026. - [Bloom Help Center: Build and Send a Contract](https://help.bloom.io/en/articles/5147281-build-and-send-a-contract)Contract templates are under Settings, Templates. A contract can only be sent from inside a project. The contract link can be copied and opened in a browser. Describes no download of a signed contract. Opened November 10, 2026. - [Bloom Help Center: Using Quotes in Leads](https://help.bloom.io/en/articles/10167336-using-quotes-in-leads)Quotes are added on a lead. An accepted quote converts into an invoice, and the lead must become a project before the invoice can be opened. Describes no export. Opened November 10, 2026. - [Bloom Help Center: How to Create and Send a Proposal](https://help.bloom.io/en/articles/5942606-how-to-create-and-send-a-proposal)Inside a project, the 3 dots next to Add Invoice include New Quote. Describes no export. Opened November 10, 2026. - [Bloom Help Center: Adding a proposal document to quotes](https://help.bloom.io/en/articles/10356892-adding-a-proposal-document-to-quotes)The proposal document is a PDF made outside Bloom and attached to the quote with Add Attachment. Opened November 10, 2026. - [Bloom Help Center: Image Delivery](https://help.bloom.io/en/articles/6418838-image-delivery)Galleries are added inside a project. Allow downloads lets clients download images, at the size you pick. The Downloads and Actions tabs show what the client downloaded, liked and commented on. Describes no bulk download for the account owner. Opened November 10, 2026. - [Bloom Help Center: How to Create Multiple Galleries in a Project](https://help.bloom.io/en/articles/12575222-how-to-create-multiple-galleries-in-a-project)Each gallery has its own link. Multiple galleries in a project are on the Standard and Plus plans; Starter has one gallery per project. Opened November 10, 2026. - [Bloom Help Center: Uploading files to shared assets](https://help.bloom.io/en/articles/6002073-uploading-files-to-shared-assets)Each project has a Shared Files section. The maximum file size is 10GB. Clients see the files when they log in to the client portal. Opened November 10, 2026. - [Bloom Help Center: How Do Client Portals Work?](https://help.bloom.io/en/articles/5334121-how-do-client-portals-work)Clients can see and pay invoices, sign contracts, download galleries, and upload or download shared assets. Opened November 10, 2026. - [Bloom Help Center: How Messages Work](https://help.bloom.io/en/articles/12947259-how-messages-work)Without Gmail connected, client email replies come back into the Messages tab. With Gmail connected, replies go to the Gmail inbox and do not sync back into Bloom. Describes no export. Opened November 10, 2026. - [Bloom Help Center: Calendar Integrations](https://help.bloom.io/en/articles/5166988-calendar-integrations)Integrations, above the calendar on the calendar tab. Google Calendar has an automatic two-way sync. Other calendars subscribe to a Bloom calendar link. Opened November 10, 2026. - [Bloom Help Center: How to Connect Outlook Calendar](https://help.bloom.io/en/articles/8144387-how-to-connect-outlook-calendar)Gives the path as Calendar, Edit Calendars, which opens a popup with two ICS links. Opened November 10, 2026. - [Bloom Help Center: How to Connect Apple Calendar](https://help.bloom.io/en/articles/6798435-how-to-connect-apple-calendar)Gives the path as Settings, Edit Calendars. My Calendar holds events made in the Bloom calendar and by scheduling forms; Bloom Projects holds every project date. Opened November 10, 2026. - [Bloom Help Center: Create email templates](https://help.bloom.io/en/articles/5166958-create-email-templates)Email templates are under Settings, Templates, Email Templates. Describes no export. Opened November 10, 2026. - [Bloom Help Center: Building packages](https://help.bloom.io/en/articles/5166964-building-packages)Packages are under Settings, Templates, Self-Booking Packages. With Auto-Charge, the client's card is saved with the deposit and charged on the final due date. Describes no export. Opened November 10, 2026. - [Bloom Help Center: How Do Websites Work?](https://help.bloom.io/en/articles/8524900-how-do-websites-work)Public Pages holds the Portfolio and the Website. The portfolio can be switched offline. A custom domain connected under Settings, Branding is also used for form, invoice and contract URLs. Custom websites are built in a separate website builder. Describes no export. Opened November 10, 2026. - [Bloom Help Center: How to Switch From Yearly to a Monthly Plan](https://help.bloom.io/en/articles/6601895-how-to-switch-from-yearly-to-a-monthly-plan)Settings, Subscription, the three dots next to the plan, Downgrade. Covers switching from yearly to monthly billing, not cancelling. Opened November 10, 2026. - [Bloom Help Center: Subscriptions and Automatic Charges](https://help.bloom.io/en/articles/11988942-subscriptions-and-automatic-charges)The page said only "Coming soon" when opened on November 10, 2026. - [Bloom: Terms and Conditions](https://bloom.io/terms)The agreement ends by written notice that takes effect seven calendar days after it is received. Bloom may suspend or terminate an account and discard its content, and may immediately deactivate or delete the account and its files. Opened November 10, 2026. FAQ **Can I export all my data from Bloom in one click?** Not all of it. Settings, then Exporting has three downloads: contact data, invoice data and transactions data. Form answers download as a CSV from each form. I found no documented export for signed contracts, quotes, galleries, messages or a Bloom website. **How do I export my contacts from Bloom?** Go to Settings, then Exporting, and download the Contact Data. Bloom says it exports contacts in a .csv file. The article does not list the columns, so open the file and check that it has the fields you need. **Can I export invoices and payments from Bloom?** As data, yes. Bloom's delete account article says to download the transaction and invoice data from Settings, then Exporting. Neither article states the file format. For a single invoice, Bloom says the client can download a PDF from the invoice email. I found no documented bulk PDF export. **Can I download form and questionnaire answers from Bloom?** Yes. Go to Forms in the sidebar, open the form, click the Results tab and click Download CSV. Do it for each form. Answers to a questionnaire you shared by link, outside a project, are emailed to you instead, so check your inbox too. **Can I download my galleries from Bloom?** Bloom documents downloads for clients: turn on Allow downloads in the gallery settings and pick the image size. I found no documented way for the account owner to download a whole gallery, so keep your original files and make sure clients have downloaded what they need. **Can I export contracts, quotes or messages from Bloom?** I found no documented export for any of them. Save the signed contracts you need one at a time. Bloom says an accepted quote converts into an invoice. If Gmail is connected, client email replies are already in your Gmail inbox. **Is there a Bloom importer in Workspace369?** Bloom data moves over in two steps: you export your contacts from Bloom, then use AI Import to bring them in as CSV or XLSX. It maps your columns to client fields, lets you review them and shows the AI usage estimate before it writes anything. The transaction data stays as your record, and galleries and websites do not move. **What happens to my data if I delete my Bloom account?** Bloom says that after you delete your account you can no longer access the data. Its Terms and Conditions let Bloom delete an account and its files immediately, and I found no retention period in them. Do not count on access afterwards. Export first. **When should I cancel Bloom?** After you have opened every export, saved the invoices, contracts and files you need, your clients have downloaded their galleries, and any custom Bloom website is unpublished and replaced. ## Run client follow-up in one workspace. CRM, inbox, voice, invoicing, payments, projects, files, AI, and workflow automations — connected instead of exported. [See pricing](https://workspace369.com/pricing/)