Prerequisites for Importing Contacts
Preparing Your File
Before uploading data, it’s important to prepare your CSV file, ensuring it’s a .csv format, contains only one spreadsheet, and is under 50MB. The file should include a header row that matches the CRM fields to ensure a smooth import process.
Include Essential Columns: Ensure your spreadsheet contains key columns such as name, email, and phone number. Properly matching these fields during the import process is essential to avoid errors or incomplete data transfer.
Assign Contact Owner: Assign a contact owner by including the user’s name in either the "FirstName LastName" or "LastName FirstName" format. The system requires both names to recognize the user during the upload.
Format Phone Numbers: For most cases, phone numbers should be formatted in E.164 (e.g., +1 1234567890) to be recognized as valid. Alternate formats like 123-456-7890 or (123) 456-7890 are also acceptable when the country is set to the US.
Acceptable Date Formats: Use acceptable date formats such as mm/dd/yyyy and yyyy/mm/dd. You can also use separators like '/' '-' or '.'.
Tag Formatting: Tags can be listed in formats like "Value 1, Value 2, Value 3" to ensure they are accurately recognized during the import process.
Before starting the import process, make sure you meet the following requirements:
User Permissions: Only users with Admin access can import contacts.
File Format: The file must be in CSV (.csv) format.
File Size Limit: The CSV file should be under 30 MB. If it's larger, split it into smaller files.
Single Sheet Requirement: Your CSV file must contain only one sheet/tab.
CSV Requirement: The first row should NOT be blank! Include a header row in which at least one column header corresponds to a field in the system.
Common Mistakes to Avoid
❌ Mismatched headers: Ensure CSV headers match system fields.
❌ Blank required fields: Every row should have at least one required field (Name, Email, or Phone).
❌ Using special characters in phone numbers: Remove spaces, dashes, or letters.
❌ Duplicate records within CSV: Clean the list before importing.
Importing Contacts using CSV File Format
Importing contacts into HighLevel is the fastest way to bring your leads, clients, or customer lists into the platform. Whether you're switching from another CRM, onboarding new clients, or setting up your first marketing campaign, the import tool lets you upload and organize contacts quickly using a simple CSV file. You can also choose to import opportunities simultaneously, making your pipeline setup even smoother.
Step 1: Navigate to the Contacts Tab
From the navigation toolbox, click on the Import Contacts button.
Step 2: Select What to Import
Choose whether you’re importing only Contacts or both Contacts and Opportunities.
Step 3: Upload Your CSV File
After selecting to import Contacts, click Next, then upload your CSV file and select the correct import type depending on whether you’re adding new contacts or updating existing ones.
Note: When updating contacts, HighLevel checks for existing records based on the following order:
Contact ID → Email → Phone.
This matching order ensures accurate updates and avoids duplicates.
You can change your deduplication settings or learn more about Allow Duplicate Contacts (Contact Deduplication Preferences)
Step 4: Mapping Column to Fields
Ensure each column in your file is correctly mapped to the corresponding field in the system. A few things to note:
Checking the "Don't update Empty Values" checkbox will not update any field if the imported file has empty values and the field does have some value for the opportunity.
If you decide not to import a certain field, you can choose to keep it unmapped and check the box on the bottom to proceed. -"Please ensure all mandatory fields are mapped. To proceed, either map all fields or choose Don't import data for unmapped columns."
If Contacts and Opportunities are on the same line in the CSV, they will be automatically mapped to each other.
Step 5: Verify, Confirm, and Finalize Selection
Finalize the setup by reviewing your preferences, checking field mappings, and confirming consent before starting the import. This final step ensures that contacts are correctly tagged, sorted, and added to workflows, with your data fully verified.
Preferences: Optional Actions Before Import
Create a SmartList for new contacts
Add imported contacts to a workflow
Tag imported contacts for easy segmentation
Review your Field Mapping. Make sure all mandatory fields are correctly mapped. Confirm that custom fields are assigned as intended. Optional: Unmapped columns will be ignored automatically.
Optional: Import Contacts & Opportunities
If your CSV includes both contact and deal (opportunity) information, you can import both at once using the same flow. This is especially useful if you're onboarding new leads directly into your sales pipeline and want to associate them with a stage or deal value during the import. The process remains exactly the same as importing contacts, the only difference is selecting both "Contacts" and "Opportunities" during the initial import setup.
After clicking the Import button on the Contacts page, you’ll be prompted to select objects to import. Simply check both and proceed with the same steps as stated above.
Tip: Your CSV must include Opportunity-related columns (e.g., Pipeline, Stage, Status, Opportunity Name) for that data to be created correctly. You can leave fields unmapped if not needed.
Monitor Import Status
You can monitor the progress and status of the import via the Contacts and Opportunities Bulk Actions Pages.
Both contacts and opportunities imports will appear in the same place under Bulk Actions.
Click on the "Show Stats" button to view the Stats of the import - you can also download the error log and view further details about the error and how to fix them in the "Error" tab.
Frequently Asked Questions
Q: Can I import without email or phone?
You need at least one of these: name, email, or phone to create a contact.
Q: Can I skip some CSV columns?
Yes, just leave them unmapped during field matching.
Q: Can I update contact records?
Yes, choose “Update” or “Create and Update” and match based on contact ID or email.
Q: Where do I find previous imports?
Go to Bulk Actions to view your import history.