20/12/24 – Unlocking a Smoother User Experience: A Spotlight on HighLevel’s Enhanced Import Features

New Enhanced Imports from HighLevel

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Highlights of the Release

HighLevel introduces several exciting features for enhanced usability:

  • Faster, More Efficient Imports: HighLevel guarantees smoother performance and less time for processing.
  • Superior User Experience: Receive refined import stats encompassing success, error, and warning counts.
  • Clear Error and Warning Messages: HighLevel provides all the necessary information for precise troubleshooting.
  • Detailed Error and Warning Logs: HighLevel offers simple downloads for detailed error and warning logs.
  • Expanded Support: Expect compatibility for multiple date formats and phone number formats.
  • Uniform Deduplication Settings: HighLevel replaces previous deduplication settings with universal ones for an easier experience.
  • User Experience Upgrades: Count on HighLevel for eliminating bugs and significantly improving the user experience, detailed information provided upfront about how the import will happen.

Guidance for Using the Enhanced Import Experience

HighLevel provides a simple guide to maximize the benefits of the latest enhancements:

  1. To initiate, go to settings and activate the Labs feature for the subaccount using the “Enhanced Contact Import”.
  2. Next, click on Import in the top bar of the Contacts section. Screenshot.
  3. Afterward, choose “Contacts” and hit Next to import contacts. Select both Contacts and Opportunities for importing both.Screenshot.
  4. Then select the preferred action: Create, Update, or Create and Update records. Screenshot.
  5. Align the fields in the given file with the corresponding fields in the system. Screenshot.
  6. Lastly, finalize settings and begin the import. Screenshot.
  7. Once the import is done, the detailed stats can be checked on the Bulk Actions page. It includes success, error, and warning counts.Screenshot

Screenshot

Use these enhanced features from HighLevel for an upgraded user experience.

Click here for the full HighLevel update article

What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.

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