How to Import Opportunities into GoHighLevel Using a CSV File

If you manage sales data across tools like ClickUp and GoHighLevel, importing opportunities with a CSV file lets you migrate and centralize deal information quickly. This guide walks you step by step through preparing your file, mapping fields, and safely importing opportunities into your chosen pipeline and stage.

Following the process carefully ensures you move opportunities into GoHighLevel without creating duplicates or breaking your team’s reporting and automation.

Before You Import Opportunities to GoHighLevel

Before starting the import, confirm you have the right permissions and a clean CSV file. The import tool in GoHighLevel is sensitive to field structure, so preparing correctly will save time and prevent failed uploads.

Key prerequisites

• Access to the correct sub-account where you want to import opportunities.
• A properly formatted CSV file containing your opportunity data.
• Pipelines and stages already created in GoHighLevel so you can assign opportunities during import.

If you need help designing your sales process or configuring marketing automation before importing, you can find expert implementation support at Consultevo.

Prepare Your CSV File for GoHighLevel

The quality of your CSV file determines how smooth the import will be. GoHighLevel expects specific column types that can be mapped to contact and opportunity fields.

Recommended CSV structure

Include at least the following columns in your CSV file:

• Full Name (or First Name and Last Name)
• Email
• Phone
• Opportunity Name or a descriptive label
• Pipeline (if you want to target specific pipelines)
• Stage (to place opportunities at the right point in the pipeline)
• Monetary Value (numeric, no currency symbols where possible)
• Status (open, won, lost, or similar labels you use)
• Notes or additional context fields as needed

Save the file in .csv format and verify there are no merged cells, hidden rows, or formulas that may break the import wizard inside GoHighLevel.

Step-by-Step: Import Opportunities into GoHighLevel

Once your CSV file is ready, you can use the import tool inside the Opportunities section of GoHighLevel. The process is guided and consists of uploading, mapping, and confirming your data.

Step 1: Navigate to the Opportunities section

1. Log in to your GoHighLevel account.
2. Select the appropriate Sub-Account from the left-hand menu.
3. Click on Opportunities to open your pipeline view.

The Opportunities area is where all imported deals will appear once the process is complete.

Step 2: Start the CSV import in GoHighLevel

1. In the Opportunities view, locate the menu or actions button (often represented by three dots or an import icon).
2. Click Import or Import Opportunities from CSV.
3. In the pop-up window, choose your CSV file from your computer.

After uploading your file, GoHighLevel will display a sample row to help you map fields correctly.

Step 3: Map CSV columns to GoHighLevel fields

This is the most important stage of the import process. Every column in your CSV must be mapped to the correct field in GoHighLevel so that your data populates the right places.

1. For each CSV column, open the dropdown and select the appropriate Contact or Opportunity field.
2. Map contact details (like email and phone) to their matching contact fields.
3. Map deal-related data (like status, value, and stage) to Opportunity fields.

Typical examples include:

• CSV “Email” → GoHighLevel field Email
• CSV “Phone” → GoHighLevel field Phone
• CSV “Value” → GoHighLevel field Opportunity Value
• CSV “Stage” → GoHighLevel field Pipeline Stage

Make sure every required field for an opportunity is mapped. Unmapped columns can either be ignored or assigned to custom fields if you have them configured.

Step 4: Choose pipeline and stage options

Depending on how your CSV is structured, GoHighLevel may offer different behaviors during import:

• Use pipeline and stage from CSV: If your file contains pipeline and stage names, map them so each row lands in the correct place.
• Set a default pipeline/stage: If your CSV does not include pipeline or stage columns, select a default pipeline and stage for all imported opportunities.

Confirm that names in your CSV match existing pipelines and stages exactly to avoid errors or misplacement of opportunities.

Step 5: Configure duplicate handling

When importing contacts and deals, GoHighLevel usually checks for duplicates based on email or other unique identifiers. While settings can vary, typical options include:

• Update existing records when a match is found.
• Create new records if no match exists.

Review the import options in the wizard and choose the behavior that best fits your data hygiene rules before completing the import.

Step 6: Confirm and run the import

1. Review the mapping summary for your CSV columns.
2. Check that the correct pipeline and stage are selected.
3. Confirm your duplicate handling preferences.
4. Click Import or Start Import to launch the process.

GoHighLevel will process the file in the background. For large CSV files, this can take several minutes. When it is finished, you should see a confirmation message or an import status notification.

Verify Imported Opportunities in GoHighLevel

After the import completes, it is important to validate that your data is accurate and nothing critical is missing.

Check pipelines and stages

• Go to the Opportunities section.
• View the pipeline selected during import.
• Confirm that opportunities show in the expected stages.

Open a few records to make sure contact details, opportunity value, and notes all appear correctly.

Review filters and reporting

Apply filters and run simple reports on your opportunities to confirm the data structure works with your current workflows in GoHighLevel, including:

• Opportunity status filters (open, won, lost).
• Date-based filters, if your CSV included created or close dates.
• Value-based reporting to verify total pipeline amounts.

Troubleshooting CSV Imports in GoHighLevel

If the import fails, or some rows are skipped, your CSV or field mappings may need adjustments.

Common issues and fixes

• Unrecognized pipeline or stage names: Ensure your CSV labels exactly match existing pipeline and stage names.
• Incorrect value formats: Remove symbols, extra spaces, and non-numeric characters from monetary fields.
• Missing required fields: Confirm that essential contact or opportunity fields are included and mapped.
• Encoding problems: Save your file as UTF-8 CSV if you see strange characters after import.

If you need to reference the original product documentation while troubleshooting, review the official help article at GoHighLevel CSV opportunity import guide.

Best Practices for Managing Imports in GoHighLevel

To keep your CRM data reliable over time, follow these best practices whenever you import opportunities into GoHighLevel.

• Test with a small file first: Import a few sample rows to validate mapping and formatting.
• Back up your data: Export existing opportunities before a large import so you can revert if needed.
• Standardize naming: Use consistent pipeline, stage, and status names to avoid confusion.
• Document your mapping: Keep a mapping sheet that shows how your CSV columns align with fields inside GoHighLevel.
• Schedule imports: If migrating from another system, plan imports during low-activity periods.

Once you are comfortable with the import process, you can use CSV uploads to migrate from other CRMs, clean up legacy data, and rapidly restructure your sales pipelines inside GoHighLevel.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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