Migrate Jotform Data to GoHighLevel

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Migrate Jotform Data to GoHighLevel

If you are moving from ClickUp forms or Jotform into a new CRM, you can easily migrate your existing form submissions into GoHighLevel using CSV files and the built-in import tools. This step-by-step guide walks you through exporting from Jotform, preparing your data, and importing everything into your account safely.

The process is straightforward: download a CSV from Jotform, match its columns to contact fields, and upload it into your selected GoHighLevel sub-account. Following the directions below will help you avoid duplicate records and map data correctly.

Before You Start Your GoHighLevel Migration

Before importing anything into GoHighLevel, collect the right information from your Jotform account and decide how you want your data to appear in your CRM.

  • Confirm you have admin access to both platforms.
  • Identify which Jotform forms and submissions you want to migrate.
  • Decide which GoHighLevel sub-account will receive the contacts.
  • Note any custom fields you already use in your CRM.

Planning ahead makes the import into GoHighLevel smoother and reduces cleanup work later.

Step 1: Export Your Jotform Data for GoHighLevel

Begin by exporting the submissions from the Jotform form you want to migrate into GoHighLevel.

  1. Log in to your Jotform account.
  2. Open the form whose submissions you want to export.
  3. Go to the Submissions or Tables view.
  4. Use the Download or Export option and choose CSV.
  5. Save the CSV file to a location you can easily access.

This CSV file will be the source for your GoHighLevel import. Make sure the file includes all fields you need, such as name, email, phone, and any custom responses.

Step 2: Prepare Your CSV for GoHighLevel

Once your CSV is downloaded, take a moment to clean and standardize it before importing into GoHighLevel.

  • Open the CSV in a spreadsheet program (Excel, Google Sheets, etc.).
  • Check that each column has a clear header (e.g., First Name, Last Name, Email, Phone).
  • Remove any columns you do not want to import.
  • Ensure that email addresses and phone numbers follow a consistent format.
  • Split full names into separate first and last name columns if desired.

Clean, well-labeled data will make mapping to GoHighLevel fields much easier during the import process.

Step 3: Create Custom Fields in GoHighLevel (If Needed)

Some Jotform fields may not match the default contact fields in GoHighLevel. In this case, you can set up custom fields before starting the import.

  1. Log in to your GoHighLevel account.
  2. Open the correct sub-account where you will import contacts.
  3. Navigate to Settings and then Custom Fields (location may vary slightly by interface version).
  4. Create new custom fields for any unique Jotform questions (for example, service interest, budget, or preferred appointment time).
  5. Match the field type to the data (text, number, date, dropdown, etc.).

Having these custom fields ready ensures that all your Jotform data fits correctly into GoHighLevel.

Step 4: Start the Contact Import in GoHighLevel

With your CSV prepared and custom fields created, you are ready to import your Jotform data into GoHighLevel.

  1. In your chosen sub-account, go to the Contacts section.
  2. Click the Import or Upload button (often found near the top right).
  3. Select your cleaned Jotform CSV file from your computer.
  4. Wait for GoHighLevel to read the file and display the column mapping screen.

On this screen, you will connect each CSV column to the correct contact field in GoHighLevel.

Step 5: Map Jotform Fields to GoHighLevel Fields

Field mapping tells GoHighLevel exactly where each piece of Jotform data should go.

  1. Review the list of CSV columns detected by the system.
  2. For each column, choose the corresponding GoHighLevel field (for example, map Email to Contact Email).
  3. Map name-related fields carefully (First Name, Last Name, or Full Name as appropriate).
  4. Assign phone numbers to the correct phone field (mobile, main, or custom).
  5. Link any Jotform-specific questions to the custom fields you created earlier.

If any column is not needed, you can leave it unmapped so that GoHighLevel ignores that data during import.

Step 6: Configure GoHighLevel Import Options

Before finalizing the import, review the available options in GoHighLevel to control how contacts are created or updated.

  • Duplicate handling: Choose how the system treats records with the same email or phone number (update existing, skip, or create new).
  • Tags: Add a tag like Jotform Import so you can easily segment these contacts later.
  • Source tracking: If available, set the source to indicate that these leads came from Jotform.

Choosing the right import settings helps you keep your GoHighLevel database clean and organized.

Step 7: Run the Import and Verify in GoHighLevel

Once everything looks correct, you can start importing your Jotform data into GoHighLevel.

  1. Click the button to begin the import.
  2. Wait for the progress indicator to complete; large files can take a few minutes.
  3. After the import finishes, open the Contacts section.
  4. Filter by the tag or source you applied to see the new records.
  5. Open a few individual contacts to confirm that fields from Jotform appear correctly in GoHighLevel.

If you notice issues, you can correct your CSV file and repeat the import with adjusted field mapping.

Troubleshooting Common GoHighLevel Import Issues

When moving data from Jotform into GoHighLevel, you might encounter a few common problems.

  • Incorrect column mapping: If data appears in the wrong place, double-check your CSV headers and remap the fields.
  • Encoding errors: If you see strange characters, resave the CSV using UTF-8 encoding.
  • Missing contacts: Make sure there are no blank required fields that could cause rows to be skipped.
  • Duplicate records: Review your duplicate handling settings and consider using a unique identifier such as email.

Testing with a small sample CSV before importing the full Jotform export can help you verify that GoHighLevel receives the data exactly as expected.

Best Practices for Managing Jotform Leads in GoHighLevel

After your migration is complete, you can optimize how you work with these contacts inside GoHighLevel.

  • Create smart lists or segments based on the Jotform Import tag or source.
  • Build workflows that trigger follow-up emails or SMS when new Jotform leads enter GoHighLevel.
  • Use custom fields in conditions to personalize communication and offers.
  • Regularly clean your database to remove invalid emails or inactive leads.

These practices turn your imported Jotform submissions into a well-structured lead pipeline inside GoHighLevel.

More Resources on GoHighLevel Integrations

To go deeper into the official process for moving from Jotform into GoHighLevel, review the original migration guide on the vendor help center: Jotform to HighLevel migration guide.

If you need expert help designing CRM architecture or automation strategies beyond this basic import, you can explore consulting resources such as Consultevo, which specializes in system implementation and optimization.

By following the steps above, you can successfully move your Jotform submissions into GoHighLevel, retain all essential data, and set up a scalable foundation for future marketing and sales automation.

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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