Covered in this Article from GoHighLevel 

  • Pre-requisites:
  • How to import contacts into the CRM
  • Step 1: Setting up your CSV and Custom Fields before importing
  • Step 2: Check for duplicates
  • Step 3: Importing your contacts
  • 1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide
  • 2nd Method: If your CSV does NOT have an email and or phone #, please watch the video.

  • Breaking down advanced filters:
  • Bulk Import Multiple Emails per Contact:
  • Conditions to import:
  • Steps to Import

FAQ
  • My CSV list is mixed; some contacts have an email or phone #, and some have both an email and phone. How should I proceed?
  • Some of my contacts have multiple emails and or phone numbers. How should I proceed?
  • Important note for people that use Keap:
  • When importing the phone numbers, I get the error code 1007 'invalid required property:
  • I'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channels.
  • I'm trying to import a CSV with Notes, and I cannot generate more than one note per contact record.
  • I'm trying to export a CSV with Notes.