How to upload products in bulk with CSV in Highlevel

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Efficient product management is essential for any online store, and Highlevel makes it incredibly easy to upload products in bulk using a CSV file. Whether you’re transitioning from platforms like Shopify, WooCommerce, Kajabi, or Thinkific, this guide will walk you through the entire process. Follow these steps to streamline your product import and enhance your online store with Highlevel.

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Step 1: Accessing the Product Import Feature

Begin by navigating to the Payments section on the left-hand side of your Highlevel dashboard. Select Products at the top of the page. Here, you’ll find the option to Import as CSV. Click on this option to start the import process.

Step 2: Preparing Your CSV File

You can either click to upload your CSV file or simply drag and drop it into the designated area. Highlevel provides a sample CSV file as a reference. This sample file will guide you on how to structure your data correctly.

Understanding the Sample CSV File

  • Handle: This is the product ID.
  • Title: This is the name of your product. For example, you might use titles like Courses, Coaching, or Done-for-You Services.
  • Body: Here, you can describe your product, such as “Videos here,” “Live meetings here,” or “Not involved here.”
  • Online Store Inclusion: Indicate whether you want to include the product in your online store.
  • Images: Upload images for each product, which is particularly useful if you are migrating from another platform.

Adding Product Options

If you are selling items with different variants, such as clothing, you can add options like size and color:

  • Option Name 1: Size (e.g., S, M, L)
  • Option Value 1: The actual sizes available.
  • Option Name 2: Color
  • Option Value 2: The colors available (e.g., Black, Yellow, Green)

Pricing Details

  • Current Price: The selling price of each variant.
  • Comparison Price: The original price or usual cost of the product.
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Step 3: Editing and Saving Your CSV File

After filling in all the necessary details, save your file. Go to File, select Download, and choose CSV to ensure the file format is correct for uploading.

Step 4: Uploading Your CSV File

Drag and drop your edited CSV file back into the import section on Highlevel. Click Upload and Preview to review your data before final import. Highlevel provides a preview screen to verify that all information is correct. Once you’re satisfied with the preview, hit Import Products.

Step 5: Monitoring the Import Process

After initiating the import, Highlevel will process your data. You’ll receive an email notification confirming whether the import was successful. This feature ensures you’re informed every step of the way.

Handling Common Errors

Sometimes, errors may occur during the import process. For instance, if you forget to fill in required fields like size or color, the system will alert you. Correct these errors in your CSV file and re-upload it.

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Example Error Resolution

If you forgot to include size or color:

  1. Open the CSV file.
  2. Fill in the missing details.
  3. Save the file as a CSV.
  4. Re-upload the corrected file.

Highlevel will notify you if any errors persist, making it easy to troubleshoot and ensure a smooth import.

Conclusion

Uploading products in bulk to Highlevel using a CSV file is a straightforward process that can save you significant time and effort. By following these steps, you can seamlessly transition your products from other platforms and manage your online store more efficiently. Highlevel’s intuitive interface and error-checking features make this process simple, ensuring your product data is accurate and up-to-date.

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