Bulk Import Custom Values
H
Haden Bates
This would be great if we could upload a CSV file that had a value name in one column and a value in the other.
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E
Esteban Méndez
We need the ability to bulk import multiple Custom Values using a CSV file.
Use Case: When onboarding a new client or setting up a new sub-account template, we often have to create dozens (sometimes 50+) of custom values for tracking codes, affiliate links, branding information, and other standard data.
Currently, we must add every single custom value manually, one by one. This process is extremely time-consuming and prone to human error.
Proposed Solution: Please add an "Import" button on the Settings > Custom Values page. This would allow us to upload a CSV file with columns like:
Name
Key
Value
This would allow us to set up an entire sub-account's custom values in seconds.
Bonus Feature: It would also be ideal if this import function could update existing custom values (by matching the Key) in addition to adding new ones. This would make migrating clients or updating standard values across accounts much more efficient.
M
Matt Barbey
They are working on a bulk import of custom objects. Maybe it would be a good time to consider this as well Pallavi Kothari?
T
Tanveer Khan
Bulk Import Custom Value is very helpful
S
Seamus Reynolds
I have a client that has many folders of custom values, and the value within them needs to change on a quarterly basis. They currently have to go and manually update them, copy/pasting from a spreadsheet they use - however an import as csv would save so much time and eliminate errors. This way we could also hope that a blank custom value could be used.
J
Jeff Parr
Voting for this!!
W
William Smith
Switched from Keap/Infusionsoft and really need this!
F
Francisco Llave
For those interested or struggling with this topic, I have just launched an app in the marketplace that let's you do so. It's called "Import Custom Values"
Hope you enjoy it! If you have problems contact me at innexumtech@gmail.com
J
Juan De Cruz
I am working with a client that does meal prep services. The custom values need to be updated weekly so a CSV upload option with "custom values" field and "custom value input"
F
Francisco Llave
Juan De Cruz I have developed an app to do so. It is called "Import Custom Values" and It's already available in the marketplace. Enjoy it!
Z
Zhi-Qiang Wang
Hello, I am currently trying to develop my first GHL application. Could you please describe your requirements in detail? If I can understand them, I can add this feature to my application and make it available to everyone for free.
D
Dominik (Agency) Piechoczek
I need this because all my clients custom values vary from client to client so loading a snapshot isnt really an option for me
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