HighLevel Step-by-Step Tutorial: Import Contacts & Opportunities in One Go!

One of the things I love about HighLevel is that it’s always evolving.

Seriously, this platform is a machine when it comes to rolling out updates that actually make your life easier.

And one of the latest updates? You can now import Contacts and Opportunities in a single CSV file.

Sounds simple, right? But this is a big deal for anyone who’s been manually juggling separate imports for contacts and deals. 

Now, you can streamline the whole process—faster, easier, and with fewer headaches.

So, how does it work? Let’s break it down step by step.

And if you’re a hands-on learner here’s an interactive tutorial!

Step 1: Access the Import Option

• Head over to the Opportunities section in HighLevel.
• Select Import on the top right corner.

Step 2: Select What You’re Importing

On the import screen, you’ll see different objects you can import.

• Check both “Contacts” and “Opportunities”
• Click Next
  

HighLevel knows you’re bringing in both types of data and will prepare the right fields for mapping.

Step 3: Upload Your CSV File

• Drag and drop your CSV file, or click Upload to select it from your computer.
• You can download a sample file to see an example of how it should be like.

• You get three options for handling existing data:

1️⃣ Create – Adds new records only

2️⃣ Update – Updates existing records based on ID

3️⃣ Create & Update – Does both (best if you have a mix of new and existing data)

You can automatically update your opportunities by adding an opportunity ID. If not, the system will create a new one.

Step 4: Map Your Fields

Here’s where the magic happens. HighLevel will pull in the columns from your CSV, and you’ll match them to the correct HighLevel fields.

• Always review that everything is correct!

✅ Make sure each field (like name, email, phone, pipeline stage) is mapped correctly.

✅ Double-check that you’re assigning each field to the right object (Contacts vs. Opportunities).

HighLevel now supports multiple emails and phone numbers per contact. If your CSV includes secondary emails or phone numbers, they’ll automatically be added to the contact profile—no extra steps needed!

Also, If your CSV has Contacts and Opportunities on the same row, HighLevel will automatically link them together.

Step 5: Review & Confirm Import

Decide on extra actions. You can:

• Add imported contacts to a smartlist
• Drop them into a workflow for automated follow-up
• Tag them for easy segmentation later

• Once everything checks out, accept the disclaimer and hit Import!

Step 6: Track Your Import Progress

Want to see how your import is going?

Go to Contacts or Opportunities > Bulk Actions to monitor progress.

• 📊 Click “Show Stats” to check how many records were successfully imported.
• 🔍 Got errors? Click on the Error Log to see what went wrong and how to fix it.

Why This Update Is a Game-Changer

This might seem like a small update, but if you’ve ever struggled with importing contacts and opportunities separately, you know how much time this saves.

✔ No more double imports
✔ No more wasted time linking contacts and deals manually
✔ Fewer errors and cleaner data

HighLevel keeps making it easier to run your business efficiently. And this is just one more reason to love the platform.

Need help optimizing HighLevel for your agency or business?

Visit HL Pro Tools for expert setup, white-label support, and pre-built automation—so you can start seeing results immediately.