How to export everything from Bloom (2026)

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. If you want the short version of the whole move, start with switching from Bloom.

Before you start

• 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.

Checklist at a glance

1. Export your contacts

Per Bloom's contacts article:

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 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 says Bloom processes payments through Stripe or Square. Its Square article 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:

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 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 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.

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 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 says a client who is logged in to the portal can see the invoices, pay and download.

The receipt. Per Bloom's refund article:

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 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 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, quotes are added on a lead, in its Quotes section. Bloom's proposal article 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 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, 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 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, 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.

7. Save your messages and calendar

Messages. I found no documented export for messages. Bloom's messages article 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, 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 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 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, 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, contract templates and self-booking 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, 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 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.
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 page. For a feature-by-feature view, see Workspace369 vs Bloom. Leaving another tool too? The GoHighLevel export checklist and the HoneyBook export checklist 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:

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. 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, 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.