Import Custom Fields by CSV
C
Cameron Van Noy
Give the ability to upload a CSV file with custom field names and types or whenever uploading a file of customers or contacts if the field doesn't exist the option to add field at time of import.
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R
Rakhi Laddar
Merged in a post:
Bulk upload contact fields
C
Chase Henderson
Hi, I have been trying to get started using high-level for about 6 months now. The biggest reason I can not make it useful is that I need to create several hundred fields, and this takes way more time than I have to set up. With most CRMs and marketing systems you can do a CSV upload, and map any existing fields, and create new ones with header names from the csv quickly. Why can't this be done in highlevel? Any plans to make it easy to get your custom fields created and be able to make use of the great features it has to offer? Is there a workaround to having to create hundreds or thousands of fields one at a time? Also, once you have this many, there is no way to organize them into groups or categories, so you can never find anything. It is just one huge messy bucket of unusable data as far as a CRM goes. For our usecase, we are only going to use it to send emails and other marketing campaigns, and use hubspot as a CRM. But it would be nice if we could use it for everything.
HIGHLVL-I-4980
R
Rakhi Laddar
Merged in a post:
Auto-Create Custom Fields on Import
B
Brandon Mozzone
It would be nice to be able to import a CSV and have the option to auto map the unmatched headers to new custom fields. I would really help spend up CRM migrations to GHL.
HIGHLVL-I-5085
R
Rakhi Laddar
Merged in a post:
Import Custom Fields from a CSV
J
Jarrad from LUX
This is different than important custom fields from a snapshot.
The ability to import custom fields when they do not already exist in any sub account would help speed up the process of migrating clients.
Example: A client is migrating from a different software, we exported all their contacts to CSV and they have 150 custom fields for each contact record. To get that client migrated, we will have to manually create the 150 custom fields, which will take a lot of time.
Solution: Enable the ability to upload custom fields from a CSV. Practically, this could be done in the contact import process, allowing an option to create new custom fields during migration (using the custom fields information from the CSV as a source) and then mapping the respective information that is included in the CSV during the import process.
Example: The CSV includes a column titled "Favorite Color" and all 100,000 contacts have a varying values: "blue", "red", "green", "black", etc. During import, the custom field titled "Favorite Color" should be created and the value that is imported into the field should be "blue" or "red" or "green" etc, to match the value that is linked to that specific contact in the CSV.
Maybe using a "_" where the spaces are, or even (ideally) allowing the person importing to choose their naming convention structure in order to keep them consistent with others that are already created.
R
Rakhi Laddar
Merged in a post:
Export / Import Contact Custom Fields
P
Pavel Litvinov
We have over 200 custom fields. Would be great to be able to move them between accounts instead of doing it manually for each one.
R
Rakhi Laddar
Merged in a post:
Custom Fields Bulk add
C
Carlo Napolitano
Is there a way we can have a template (sheets / excel) where we can bulk add custom fields? This would speed up on-boarding with accounts.
HIGHLVL-I-4502
S
Sales & Marketing
Merged in a post:
Bulk Edit Contacts
S
Scott Curts
In some cases when a list gets imported into the Contacts, and the Name fields are all the same due to prior field codes, or previous forms didn't collect the proper information, it would be nice to bulk edit those particular contacts and remove their names in the name fields for the purpose of sending out a campaign to have the customers update their information. As apposed to editing all 999 contacts with the same Null identifier in their name fields.
S
Sales & Marketing
Merged in a post:
Add additional fields available for importing contacts.
M
Melissa Blair
I did a big import today. Here are some additional fields that would be helpful during the import:
Company Name
Job Title
Phone and Mobile Phone
Address 2 (when there's additional info needed)
Website URL
Facebook
Twitter
Linkedin
That's all I can think of right now. Thanks!
HIGHLVL-I-88
S
Sales & Marketing
Merged in a post:
Shortcut to add custom fields in csv mapping menu during import
A
Alex Cruz
When importing a csv file, to be able to create the custom fields for the mapping within the import box.
D
Devyn Brugge
This should be possible. I was surprised it wasn't. Current workaround is to create a Workflow Automation and bulk add contacts to it or export and re-import a CSV to update the contact fields. Hubspot lets you edit any records in bulk: https://knowledge.hubspot.com/records/bulk-edit-records
Ideally, you could select contacts in HighLevel, click "Bulk Edit" then be redirected to a page where all contact fields/values could be shown, including a UI with Add Tag/Remove Tag, and you can modify any or all fields and click done to add to Bulk Actions.
M
Mariah | FG Funnels Support Team
Being able to bulk import custom fields would also speed up the process of building forms, surveys, and quizzes.
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