Export overview
Exporting contacts
HoopAI provides a full contact export with all custom fields, tags, and activity history.1
Go to Contacts
Navigate to Contacts from the main sidebar.
2
Apply filters (optional)
Use smart lists or filters to narrow the export to a specific segment. Leave unfiltered to export all contacts.
3
Click Export
Click the Export button in the top-right. Choose CSV format.
4
Download the file
You’ll receive an email with a download link once the export is ready, or you can download it directly from the notification bell.
Exporting conversations and call recordings
- Conversations
- Call recordings
1
Go to Conversations
Open Conversations from the sidebar.
2
Open settings
Click the gear icon or navigate to Conversations > Settings.
3
Request export
Select Export Conversations and choose the date range. Exports include SMS, email, live chat, Facebook, Instagram, and Google Business messages.
4
Download
The export is generated as a CSV or JSON file. Large exports are emailed as a download link.
Conversation exports include message content, timestamps, sender/receiver, channel type, and associated contact ID.
Exporting workflows and automations
1
Go to Automations
Navigate to Automation > Workflows.
2
Select the workflow
Click on the workflow you want to export.
3
Export as JSON
Click the three-dot menu (or Settings within the workflow builder) and select Export. The workflow is downloaded as a JSON file that can be re-imported.
Exporting funnels and websites
1
Go to Sites
Navigate to Sites > Funnels or Sites > Websites.
2
Select the funnel or website
Click the three-dot menu next to the funnel or site you want to export.
3
Choose export format
Select Export. Funnels and websites export as a ZIP archive containing HTML, CSS, and associated assets.
Exported funnels and websites can be re-imported into another HoopAI account using the Import function. Custom code blocks and third-party scripts are included.
Exporting email templates and campaigns
- Email templates
- Campaign data
1
Go to Marketing
Navigate to Marketing > Emails > Templates.
2
Open the template
Click on the template you want to export.
3
Export HTML
Use the Export or Download HTML option from the template editor. This gives you the raw HTML of the email.
Exporting invoices and transaction history
1
Go to Payments
Navigate to Payments > Invoices or Payments > Transactions.
2
Set the date range
Filter by date range, status, or customer as needed.
3
Click Export
Click Export to download a CSV containing invoice numbers, amounts, dates, payment status, and customer details.
Exporting form submissions
1
Go to Forms
Navigate to Sites > Forms.
2
Select the form
Click on the form whose submissions you want to export.
3
Export submissions
Click Export to download all submissions as a CSV file with all field values, submission timestamps, and source URLs.
Bulk export / full account data export
For a comprehensive export of all account data at once:1
Go to Settings
Navigate to Settings > Account (or Company Settings).
2
Request full data export
Look for the Export Account Data or Data Portability option and click Request Export.
3
Wait for processing
Full exports can take 1–48 hours depending on account size. You’ll receive an email when the export is ready.
4
Download the archive
The export is delivered as a ZIP file containing CSVs, JSON files, and media assets organized by data type.
Data formats
How long do exports take?
Export times depend on data volume:GDPR data portability
Under the General Data Protection Regulation (GDPR) and similar data protection laws, you have the right to receive your personal data in a structured, commonly used, and machine-readable format. HoopAI supports this through:- Contact data export in CSV format
- Conversation history export in CSV/JSON
- Full account data export covering all stored personal data
- Individual contact data requests — you can export a single contact’s complete record from their profile
GDPR data requests must be fulfilled within 30 days. If you receive a data subject access request (DSAR), initiate the export promptly.
Export before cancelling your account
We recommend exporting at minimum:- Contacts — your full contact database with custom fields and tags
- Conversations — all message history across channels
- Workflows — any automations you’ve built
- Form submissions — lead capture data
- Invoices — financial records for your books
- Call recordings — any recordings you need to retain
Frequently asked questions
Can I schedule automatic recurring exports?
Can I schedule automatic recurring exports?
HoopAI doesn’t currently support scheduled automatic exports. For ongoing backups, you can use the API to programmatically pull data on a schedule. See the API reference for available endpoints.
Is there a limit on how much data I can export?
Is there a limit on how much data I can export?
There are no hard limits on export volume. Very large exports (millions of records) may take longer and are split across multiple files within a ZIP archive.
Can I export data from a account I don't own?
Can I export data from a account I don't own?
You need admin or owner-level permissions on the account to initiate exports. Team members with restricted roles may not see the export options.
What happens to my data after I cancel?
What happens to my data after I cancel?
After cancellation, your data is retained for a grace period (typically 30–90 days). After that, it is permanently deleted. Always export before cancelling.
Can I import exported data into another HoopAI account?
Can I import exported data into another HoopAI account?
Yes. Contacts (CSV), workflows (JSON), and funnels/websites (ZIP) can all be imported into a different HoopAI account using the corresponding import tools.
Do exports include file attachments and media?
Do exports include file attachments and media?
Contact and conversation exports include text data. Media files (images, documents, recordings) must be exported separately from their respective sections or via the full account export.