How to export everything from Plutio (2026)

Quick answer

Plutio lets you export contacts as CSV, export filtered timesheets as CSV, and download signed proposals as PDF. I found no step-by-step export for invoices, payments, expenses, tasks, projects, templates or files in bulk, and no contract PDF download article. Plutio's cancellation article does say invoices, projects and files can still be downloaded after a plan ends, but it gives no steps. There is no single "export everything" button.

There is also no one-click Plutio to Workspace369 importer. You export from Plutio, then bring the spreadsheets in with AI Import. More on that below. If you want the short version of the whole move, start with switching from Plutio.

Before you start

• Use the web app. The export options are described for the logged-in workspace.
• Do this as the workspace owner or a co-owner. Plutio says workspace owners and co-owners can open a conversation with support from inside Plutio, and a restricted role may not see every option.
• Do not cancel yet. Keep the account active until the last step.

Checklist at a glance

1. Export your clients and contacts

Per Plutio's contact import and export article:

1. Open the Contacts page. Apply any filters first, because the export only includes contacts that match them.
2. Click Import/ Export in the toolbar.
3. Select Export, then click Download (.csv).

The article says the file includes first name, last name, email, phone, address and country, plus custom field values for each contact. It does not say whether companies are exported as a separate file, so open the CSV and check for company names before you move on. If companies are missing, note them from the Companies list by hand.

2. Export your invoices and payments

I found no Plutio help article that describes exporting invoices or payments. The invoicing and payments collection lists articles on receipts, sending invoices, recording a manual payment and transactions, but none of them covers an export. The sending invoices article says invoices are shared by email or by a public link that opens in the client portal, and it has no PDF download or print steps.

A generic workaround, not a Plutio feature as far as I could confirm: open each invoice you need, use the browser's print dialog to save it as PDF, and keep open and unpaid ones plus the last tax year. Also look in your own account for an export option, since Plutio's marketing pages may describe features the help center does not, and ask your accountant before you archive the rest. Plutio's cancellation article says invoices, projects, files and contracts can still be viewed and downloaded in read-only mode after your plan ends, but it gives no steps, so check what the download looks like in your account. A Plutio API exists (docs.plutio.com, only partly read), which is an option if you have a developer, but I did not test it for exports.

3. Save your proposals and contracts

For proposals, Plutio's e-signatures on proposals article says that when the client signs, the proposal becomes accepted and a PDF copy is generated:

1. Open the signed proposal's detail view.
2. Download the PDF from there.

The article does not give exact button names, so look for it in the detail view. It does not cover signed contracts. A generic workaround for contracts: open each one you still need, print it to PDF from your browser, then open the saved file and confirm that signatures and dates are visible.

4. Export your time entries

Plutio's timesheet views article says filtered timesheet results can be exported as CSV, and gives the example of pulling billable hours for one client in one month. All three views (full, cost and billing) share the same filters, so apply them first: user, project, task, date range or category. The article does not name the export control or say whether cost and billing rate columns are in the file, so open the CSV and check. The timesheets product page also says you can download timesheets as a CSV file with the export feature.

To keep everything, widen the date range to cover your whole history before you export, or export one year at a time.

5. Export your expenses

I found no export article for expenses. The transactions article describes income, expenses and net income views, and has no export steps. A generic workaround: filter your transactions by year, save each view as a PDF from your browser, and copy the totals into a spreadsheet. Download receipt attachments from each record.

6. Export your projects and tasks

I found no export article for projects or tasks. The task list view article covers columns, sorting, grouping and filters, and no export. A generic workaround: set up the list view with the columns you need (status, due date, client, project), save it as PDF from your browser, and copy it into a spreadsheet for the active projects. Comments and attachments will not come across that way.

7. Files

Plutio's file sharing article describes turning downloads on or off for a shared file, and the uploading and organising article covers folders, move, rename and delete. Neither describes a bulk or zip download. A generic workaround: open the Files page, download the files you need one at a time and keep them in a folder named for each client. Do active clients first.

8. Templates

I found no help article that describes exporting templates. Plutio's templates collection lists creating and managing templates and sharing them to a community library, which is not the same as exporting them (I did not open those articles). A generic workaround: copy the text of the proposal, contract and invoice templates you still use into a document, and skip the ones you have not sent in a year. You will rebuild these in the new tool.

9. Accounting and tax reports

The dashboards and reporting collection covers custom pages and widgets, and lists no report export article. The only data exports I could confirm are the contacts CSV and the timesheet CSV above. I did not confirm export steps for any tax reports, so ask Plutio support or your accountant what you need for each tax year. A generic workaround: save the invoice and transaction views for every year you want to keep and give the files to your accountant.

Bring it into Workspace369

There is no Plutio importer, and Workspace369 does not claim one. Here is what the process looks like instead.

1. Take the contacts CSV from step 1, any expenses you rebuilt into a spreadsheet in step 5, and a spreadsheet of any products, invoices or proposals you want to carry over. Clean the columns a little. Remove clients you no longer need.
2. Run AI Import for each record type. You upload a CSV or XLSX of clients, products, expenses, invoices or proposals. AI Import maps your columns to the right fields and you review the mapping. It shows the AI usage estimate before it writes anything.
3. Attach files and notes to the client record or project from the downloads in steps 3 and 7.
4. Rebuild the few templates you saved in step 8.

The full checklist, including what moves and what you re-create, is on the switch from Plutio page. For a feature-by-feature view, see Workspace369 vs Plutio, or browse the Plutio alternatives. Leaving another tool? The Bonsai export checklist and the HoneyBook export checklist work the same way.

If you use Plutio's client portals, tell active clients where to go next.

What happens when you cancel

Plutio's cancellation and data retention article says you cancel from Settings, then Billing and plans, and that nothing is removed immediately. The workspace keeps full access until the current billing period ends. After that, existing data becomes read-only: you can still view and download projects, contacts, invoices, proposals, contracts, files and conversations, but you cannot create or edit anything. Data is kept for a grace period that the article does not put a number on, and after it the data "may be permanently deleted and can't be recovered." If you resubscribe during the grace period, the workspace returns with its data intact. Ask Plutio support in writing how long the grace period is before you rely on it.

Final check before you cancel

• The contacts CSV and timesheet CSV open correctly and have the row counts you expect.
• Signed proposals are saved as PDF, and contracts and open invoices are saved or paid, with signatures visible.
• Files and template text are saved in a folder.
• A second copy of the folder exists somewhere other than your laptop.

Then cancel Plutio when the last open invoice there is paid. If you want to compare before you commit, the 14-day Workspace369 trial is card-first, so you add a card to start it.