Import Orders in GoHighLevel

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Import Transactions and Orders in GoHighLevel

When you migrate sales data from tools like ClickUp, spreadsheets, or other CRMs, you can bring it into GoHighLevel using CSV imports. This guide walks you step by step through preparing your file, importing transactions and orders, and resolving common errors so your historical revenue data is accurate and usable in your account.

Before You Import Data into GoHighLevel

To successfully import transactions or orders into GoHighLevel, you must follow specific format and mapping rules. The system is strict about data types, required fields, and column names. If these rules are not followed, your CSV upload will fail or produce incorrect records.

The import feature is designed primarily for:

  • Historical transaction data from previous platforms
  • Order records from existing stores
  • Revenue and payment details linked to your contacts

You should also ensure that contacts already exist in your GoHighLevel account if you plan to link transactions or orders to specific customers.

Supported Import Types in GoHighLevel

The platform supports importing two main record types:

  • Transactions – individual payment records, charges, or refunds
  • Orders – order-level records that can contain one or more items

Each type has its own CSV structure and required columns. You cannot mix transactions and orders in a single CSV file; instead, prepare and upload them separately through the respective import screens inside GoHighLevel.

How to Prepare Your CSV File for GoHighLevel

Proper CSV preparation is the most important step. GoHighLevel expects clean, well-structured data. Follow these general rules before attempting an upload.

General CSV Formatting Rules for GoHighLevel

  • Use .csv format only (not .xlsx, .ods, or others).
  • Include a header row with clear column names.
  • Ensure there are no merged cells or formulas; values must be plain text or numbers.
  • Use UTF-8 encoding if possible to avoid character issues.
  • Remove extra spaces, especially at the start or end of values.

For dates and amounts, keep formats consistent across the entire file to reduce validation errors when importing into GoHighLevel.

Contact Reference Requirements

To link a transaction or order to the correct contact in GoHighLevel, you should include one or more identifying fields such as:

  • Email address
  • Phone number
  • Contact ID (if previously exported or known)

The more precise your contact identifiers, the better the system can match records during import.

Required Fields for Transactions in GoHighLevel

When importing transactions, GoHighLevel expects certain key fields. Names may differ slightly depending on your account’s current interface, but the concepts remain consistent.

Core Transaction Columns

Make sure your CSV includes these common transaction-related fields:

  • Transaction ID – Unique ID for the payment or charge (string or numeric).
  • Contact Identifier – Email, phone, or contact ID to link the transaction.
  • Amount – Numeric total amount (do not include currency symbols if possible).
  • Currency – Standard currency code (e.g., USD, EUR, GBP).
  • Status – For example: succeeded, pending, failed, refunded.
  • Transaction Date – Date/time of the payment using a consistent format.

Some accounts may support optional fields (like payment method, processor, or metadata). Include them as additional columns if your source data contains those details and you want them visible in GoHighLevel.

Data Format Tips for Transactions

  • Use a decimal point for amounts (e.g., 49.99).
  • Keep status values consistent (avoid mixing capitalizations or variations).
  • Use ISO-like date formats where possible, such as YYYY-MM-DD or YYYY-MM-DD HH:MM.

Consistent formats make it easier for GoHighLevel to validate and import your payment data without manual cleanup.

Required Fields for Orders in GoHighLevel

Order imports are slightly more complex because each order can contain multiple items. GoHighLevel typically expects a combination of order-level and line-item fields in your CSV.

Core Order-Level Columns

Include at least the following order-level data in your CSV:

  • Order ID – Unique ID for each order.
  • Contact Identifier – Email, phone, or contact ID for the buyer.
  • Order Date – Date/time when the order was created.
  • Order Total – Total order value, including all items and taxes if applicable.
  • Order Status – For example: paid, pending, canceled, refunded.

Order Line-Item Columns

For each item within an order, you can add separate columns so GoHighLevel can track product-level details, such as:

  • Product Name
  • SKU or product ID
  • Quantity
  • Unit Price
  • Line Total

If your orders contain multiple items, they can be structured either as separate rows per item (repeating the same Order ID) or as combined item columns on a single row, depending on the exact import structure provided in the GoHighLevel help article.

Step-by-Step: Import Transactions CSV into GoHighLevel

After preparing your file, follow these steps inside your account to upload transaction data.

  1. Log in to your GoHighLevel account with appropriate permissions.
  2. Navigate to the Payments or Transactions area, depending on your version.
  3. Look for the Import or Import Transactions option.
  4. Click Upload or Select File and choose your CSV from your computer.
  5. Proceed to the mapping screen where GoHighLevel asks you to match CSV columns to transaction fields.
  6. For each required field (such as Amount, Currency, Date, Contact), select the corresponding column from your CSV.
  7. Review your mappings carefully to ensure each field is correctly aligned.
  8. Start the import and wait for the process to finish. Large files may take several minutes.

Once complete, GoHighLevel will either confirm a successful import or display row-level errors you can download for review.

Step-by-Step: Import Orders CSV into GoHighLevel

Importing orders follows a similar workflow but uses the orders-specific area of GoHighLevel.

  1. Log in to your GoHighLevel account.
  2. Go to the Orders or Store related section, depending on how your account is configured.
  3. Click the Import Orders option.
  4. Upload your prepared orders CSV file.
  5. On the mapping screen, match CSV columns to order fields such as Order ID, Contact, Order Date, and Order Total.
  6. Map any line-item fields (product, SKU, quantity, price) if your CSV includes them.
  7. Confirm the mappings and start the import process.
  8. Review the import summary and download any error report that GoHighLevel provides.

After a successful import, you should see orders linked to contacts within your GoHighLevel dashboard, allowing you to analyze revenue and purchase behavior.

Verifying Imported Data in GoHighLevel

After importing transactions or orders, it is important to verify that your data looks correct.

  • Open a few random contacts and confirm that associated transactions or orders appear as expected.
  • Filter your transactions by date or amount and compare to your original source data.
  • Check total revenue for a period to ensure it matches your previous system.

If you import a small test file first, you can verify structure and mapping before uploading your entire dataset into GoHighLevel.

Common Import Errors and Fixes in GoHighLevel

During CSV import, you may encounter validation problems. These typically fall into a few categories.

Missing Required Fields

If a mandatory field is blank or not mapped, GoHighLevel may reject the row. To fix this:

  • Download the error report if available.
  • Identify rows missing required values such as Amount, Order ID, or Contact.
  • Update your CSV with the missing data and re-import those rows.

Invalid Data Formats

Incorrect amount or date formats often cause issues. Review your CSV for:

  • Currency symbols in numeric fields
  • Commas used as decimal separators instead of dots
  • Non-standard date strings that the system cannot parse

Standardize these values, then run the import again in GoHighLevel.

Contact Matching Issues

If transactions or orders do not link to contacts, your identifiers might not match existing records.

  • Confirm that emails and phone numbers in the CSV match the exact values in your CRM.
  • Consider exporting contacts from GoHighLevel first to get IDs, then add those IDs to your CSV.

Best Practices for Large Imports in GoHighLevel

For large datasets, use these techniques to ensure smooth imports.

  • Split files into smaller CSVs if you have tens of thousands of rows.
  • Test on a sample of 20–50 rows before importing everything.
  • Keep a backup of the original file so you can re-import if necessary.
  • Document mappings used in GoHighLevel for future reference and consistency.

These best practices reduce the chance of large-scale data issues and make troubleshooting easier.

Additional Resources for GoHighLevel Users

For the official, most up-to-date guidance on CSV formats, required fields, and screenshots, refer to the original help article provided by the platform: Import transactions and orders using CSV files in GoHighLevel.

If you need strategic help with CRM structure, funnel tracking, or SEO-focused CRM setups around GoHighLevel, you can explore consulting and implementation services at Consultevo.

By following the formatting rules, mapping steps, and verification checks outlined above, you can reliably import both transactions and orders into GoHighLevel and maintain accurate, actionable revenue data across your entire customer lifecycle.

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