Import step by step
This page is for GoHighLevel exports. Customers from any other spreadsheet (Excel, Google Sheets, QuickBooks, another CRM) go in through Customers, with a permission of its own.
Open Setup & migration, Import from GoHighLevel. You need "Import and migrate data" (the Controller and the CEO in a new company).
- Choose a CSV file exported from GoHighLevel (up to 20 MB and 10,000 rows), or paste it.
- Press Rehearse (changes nothing). It shows, row by row, what would happen. Rehearse as often as you like.
- Press Import and confirm. It does exactly what the rehearsal showed. Changing the file clears the rehearsal.
What happens to each row
- Error: no name, phone or email, or no Contact Id.
- Skip: the row belongs to the sub-account you chose to leave alone.
- Duplicate: the same contact as an earlier row, or the same phone or email as a lead you already have.
- Update: its stage or value changed since the last import.
- Unchanged, or Create.
Every record keeps its GoHighLevel id, stage, created date and tags. Tags become fields.
What an import never does
- It never changes a lead your team already worked in Asphalt OS: one with a job, or one changed since the last import.
- It creates no tasks, messages or jobs.
- It gives no texting consent. Contacts come in without it until they opt in.
- It is all or nothing: if anything fails, nothing is imported.
Later imports update what changed instead of copying it again. Past imports are listed, each with its row-by-row record.