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Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.
What You'll Learn
This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using CSV files. You'll learn how to navigate the import wizard, map fields correctly, handle duplicates, and track import results.
By the end of this guide, you'll be able to migrate large datasets into your CRM efficiently while maintaining data integrity and avoiding common import errors.
Labs Feature
This feature is currently available in Labs. To access it, navigate to your Subaccount settings, select Labs, and enable "Company and Custom Object Import" before proceeding with the steps in this article.
Bulk Import for Companies is a CSV-based import tool that allows you to create and update multiple Company records in GHL Customer Care CRM simultaneously. The feature uses a guided 4-step wizard (Start → Upload → Map → Verify) that helps you upload data files, map fields to the correct Company properties, detect duplicates, and review your import before execution.
The wizard includes smart field mapping with preview data, duplicate detection based on Company ID, and the option to prevent overwriting existing field values with empty data. After submitting your import, you can track progress and view detailed statistics through the dedicated Bulk Actions page.
This feature is designed to simplify large-scale CRM migrations and eliminate manual data entry for agencies and businesses managing multiple company records.
2Key Benefits
The Bulk Import feature provides several advantages for managing Company data at scale:
Faster CRM Migration — Import hundreds of Company records in minutes instead of creating them manually one by one.
Duplicate Control — Automatically detect and handle duplicate companies based on Company ID to maintain clean data.
Flexible Update Options — Choose to create only, update only, or create and update companies in a single import operation.
Data Protection — Enable the "Don't update to empty value" option to prevent accidental deletion of existing field data.
Detailed Audit Statistics — View success, error, and warning counts after import completion, plus download detailed reports for troubleshooting.
Reduced Operational Overhead — Eliminate repetitive data entry tasks and minimize manual errors during CRM setup.
3Enabling Company and Custom Object Import in Labs
Before you can import Company records, you must enable the feature through the Labs section of your Subaccount settings. This feature is currently in Labs, meaning it is available for early access testing and may receive updates based on user feedback.
Step 1
Navigate to Labs
Go to your Sub account settings and select the Labs tab from the left sidebar.
Step 2
Enable the Import Feature
Locate the toggle labeled Company and Custom Object Import and turn it on.
Step 3
Verify Access
Once enabled, navigate to the Companies section in your CRM to confirm the Import button is visible.
4How to Import Companies
Follow these steps to initiate a bulk import of Company records using a CSV file:
Step 1
Access the Import Tool
Navigate to Companies in your GHL Customer Care dashboard and click the Import button.
How to Import Companies (image 1 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 1 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
Step 2
Select Companies
In the object selection screen, choose Companies as the object type you want to import.
How to Import Companies (image 2 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 2 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
Step 3
Upload Your CSV File
Click the upload area and select your prepared CSV file containing the Company data you want to import.
How to Import Companies (image 3 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 3 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
Step 4
Choose Import Behavior
Select one of three options: Create companies (new records only), Update companies (existing records only), or Create & update companies (both).
How to Import Companies (image 4 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 4 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
Step 5
Set Duplicate Detection Criteria
Select Company ID as the field to use for identifying duplicate records during import.
Step 6
Map CSV Columns to Company Fields
In the field mapping screen, match each column in your CSV file to the corresponding Company field in GHL Customer Care. Preview data from your CSV helps confirm correct mappings.
How to Import Companies (image 5 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 5 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
Step 7
Review and Verify
On the verification screen, review all your import settings, including field mappings and duplicate handling rules. Optionally enable Don't update to empty value to prevent overwriting existing data with blank fields.
Step 8
Start the Import
Click Start Import to begin processing your file.
How to Import Companies (image 6 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 6 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
How to Import Companies (image 7 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 7 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
Step 9
Monitor Progress
Track the import status under Bulk Actions – Companies in your dashboard.
How to Import Companies (image 8 of 8)What this shows CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard.What this showsIllustrates the "How to Import Companies" section of "Bulk Import Companies".This screenshot appears in the "How to Import Companies" section of "Bulk Import Companies". For context, this section explains: CRM Data Management Bulk Import Companies Upload and manage hundreds of Company records at once using CSV files with our guided 4-step import wizard. What You'll Learn This article explains how to use the Bulk Import feature to create and update Company records in your GHL Customer Care CRM using…. This part of the guide covers 3 fields, listed below.Image 8 of 8
Fields in this part of the guideHow to Import Contacts in GHL Customer CareCSV File Formatting Guidelines for CRM ImportsManaging Company Records in GHL Customer Care CRM
Buttons and menus referencedFaster CRM MigrationDuplicate ControlFlexible Update OptionsData ProtectionDetailed Audit StatisticsReduced Operational OverheadLabsCompany and Custom Object ImportCompaniesImportCreate companiesUpdate companies
All 3 steps in this procedure
How to Import Contacts in GHL Customer Care
CSV File Formatting Guidelines for CRM Imports
Managing Company Records in GHL Customer Care CRM
5Understanding the 4-Step Import Wizard
The Bulk Import wizard guides you through four distinct phases to ensure accurate data transfer:
Phase 1
Start
Select the object type (Companies) and define your import behavior—whether you want to create new records, update existing ones, or do both.
Phase 2
Upload
Upload your CSV file and choose the criteria for duplicate detection (typically Company ID).
Phase 3
Map
Match each CSV column to a corresponding Company field. The wizard displays sample data from your file to help you confirm correct mappings.
Phase 4
Verify
Review all your settings before submitting. This screen includes the option to enable "Skip empty values" to protect existing data from being overwritten by blank CSV cells.
Note
Always verify your field mappings carefully in the Map phase. Incorrect mappings can result in data being placed in the wrong fields, which may require manual cleanup or re-importing.
6Tracking Imports with Bulk Actions
After you submit an import, GHL Customer Care processes the file in the background. You can monitor the progress and review detailed results using the Bulk Actions – Companies dashboard.
The Bulk Actions page displays key statistics for each import:
Success Count — The number of Company records successfully created or updated.
Error Count — The number of records that failed to import due to data validation issues or system errors.
Warning Count — The number of records imported with potential issues that may require review.
You can also download a detailed import report that includes line-by-line results, error descriptions, and warnings. This report is useful for auditing, troubleshooting failed records, and ensuring data integrity after large imports.
Tip
Download the import report immediately after completion to preserve a record of the import operation. This is especially helpful for compliance, auditing, or debugging issues that may arise later.
7Best Practices for Company Imports
Follow these recommendations to ensure smooth and accurate Company imports:
Practice 1
Prepare Your CSV File Carefully
Ensure your CSV file is properly formatted with clear column headers, consistent data types, and no unnecessary special characters. Remove any duplicate rows before uploading.
Practice 2
Review Field Mappings Thoroughly
Always double-check the field mappings in the Map phase. Verify that data from each CSV column matches the correct Company field in GHL Customer Care to avoid placing information in the wrong properties.
Practice 3
Enable "Skip Empty Value"
When updating existing records, enable this option to prevent empty CSV cells from overwriting populated fields in GHL Customer Care. This protects your existing data from accidental deletion.
Practice 4
Test with a Small Sample First
Before importing thousands of records, test the process with a small CSV file containing 10–20 rows. Verify the results in Bulk Actions to confirm mappings and settings are correct.
Practice 5
Download Import Reports for Auditing
After each import, download the detailed import report from the Bulk Actions page. Keep these reports for record-keeping, troubleshooting, and compliance purposes.
Pro Tip
If your import includes a large number of records (500+), break it into smaller batches of 200–300 rows. This makes it easier to identify and fix errors without needing to re-upload massive files.
Q: Is there a limit to how many Company records I can import at once?
There is no strict limit mentioned in the feature documentation. However, for best results and easier error management, consider breaking very large imports (1,000+ rows) into smaller batches of 200–500 records.
Q: Can I rollback an import if I make a mistake?
The Bulk Import feature does not include an automated rollback function. Once an import completes, you would need to manually delete or update records, or re-import corrected data. This is why testing with a small sample file first is strongly recommended.
Q: What happens if I upload a CSV with duplicate Company IDs?
The duplicate detection system identifies records based on the criteria you select (typically Company ID). If duplicates are detected and you've chosen the "Update companies" or "Create & update companies" option, GHL Customer Care will update the existing records instead of creating duplicates.
Q: Do I need to include Company IDs in my CSV file?
If you're creating new companies, Company IDs are not required—GHL Customer Care will generate them automatically. If you're updating existing records or using duplicate detection, including the Company ID in your CSV ensures accurate matching.
Q: What does "Don't update to empty value" mean?
This setting prevents the import from overwriting existing field values in GHL Customer Care with blank cells from your CSV. For example, if a Company record already has an address but your CSV has an empty address cell, enabling this option will keep the existing address instead of deleting it.
Q: Can I import custom fields for Companies?
Yes. During the field mapping step, you can map CSV columns to any custom fields you've created for Companies in GHL Customer Care. The wizard will display all available fields, including custom ones.
Q: Where can I download the import report?
After your import completes, navigate to Bulk Actions – Companies in your dashboard. Find the completed import in the list and click the download button to retrieve the detailed import report.
Q: Do I need to enable the Labs feature for every sub account?
Yes. The Company and Custom Object Import feature must be enabled individually in the Labs section of each subaccount where you want to use it.
