4:25Resumo. Moving your sales pipeline into GoHighLevel from an outside tool is straightforward with the CSV opportunity import. This tutorial walks through the sample file structure, the three import modes, the column mapping step, how to tag and track newly imported opportunities, and how to read the error report to fix validation failures before your next upload.
O que você vai aprender
- Access the Opportunities import from the three-dot menu in the pipeline view
- Understand the required and optional columns in the sample CSV template
- Choose the right import mode for your situation
- Map CSV columns to GoHighLevel opportunity and contact fields
- Tag newly imported contacts and monitor import progress
- Read the error report and fix validation issues
Passos
Go to Opportunities and open Import
In your sub-account, click on Opportunities. Find the three-dot menu at the top right and click Import. Opportunities is selected by default on the next screen.
Download the sample template
Click the sample file link on the upload screen. The template shows the expected column headers: opportunity name, contact email, phone, pipeline ID, stage ID, lead value, source, assigned user, tags, status, and lost reason. Use these exact headers to reduce mapping work.
Prepare your CSV file
Fill in your data using the template as a guide. Leave columns blank where you do not have the data. Make sure email addresses are valid and contact IDs (if used) exist in the sub-account.
Upload and choose import mode
Drag and drop your file onto the upload area. Select your import mode: Create Opportunities for a fresh migration, Create and Update if some contacts already exist, or Update Only to modify existing pipeline records without adding new ones.
Map your columns
GoHighLevel auto-maps columns whose headers match the expected field names. Review all mappings and fix any that show as pending or mismatched. Use the object dropdown to switch a field between Contact and Opportunity if needed.
Review, tag, and start the import
On the final screen, review your mapping summary. Optionally check the box to create a Smart List of new contacts, add contacts to a workflow, or apply a tag for tracking. Accept the consent confirmation and click Start Bulk Import.
Check errors in Bulk Actions
Open the Bulk Actions section under Opportunities to see import status. Click Show Stats to view success and error counts. Click Errors to download a file listing which rows failed and why, then fix those rows and reimport them.
Dicas
- Keep email addresses clean before importing. GoHighLevel validates email format and will reject malformed addresses.
- Apply a unique tag to every import batch so you can easily find, review, or roll back a specific group later.
