Easily manage your contact lists by importing or exporting data in bulk using AVA and GoHighLevel (GHL) tools.
Expedite your contact management through the use of mass import and export features on AVA and GHL.
AVA
Follow these steps to import your contacts using an XLSX or CSV file.
Navigate to the Contacts Section
Start the Upload Process
Preview Selected Files
Review the Imported Contacts
Check Import History for Details
Fix Any Issues
⚠️ Invalid records may be flagged for the following reasons:
- Duplicate contact
- Invalid email format (email is optional but if provided, must be valid)
- Invalid timezone
- Invalid phone number (only North American numbers are supported)
- Missing required fields (First Name, Last Name, Phone, and Timezone are required. Insight and Email are optional.)
📞 Phone Number Formatting Supported:
1-XXX-XXX-XXXX
1 (XXX) XXX-XXXX
🚫 Important: Duplicate records currently appear under Invalid records, but there is no specific indicator showing they are duplicates.
Final Review of Your Contact List
GHL
Follow these steps to import or export contacts using your GoHighLevel (GHL) dashboard.
Navigate to Contacts
Choose Contacts or Opportunities
Upload Your CSV File
Map Your Fields
Verify and Review Import Settings
Select Contacts to Export
Review and Export
Can I import both contacts and opportunities?
Yes, in GHL you can choose between importing Contacts or Opportunities. Make sure to select the correct type at the start of the process, as this defines the available actions and required field mappings.
What file formats are supported for import?
How can I check if my import was successful?
Both AVA and GHL provide import summaries. You can review the Import History for details, including the date of the upload, the file name, the number of records processed, and any issues flagged during the process.
What fields are required to import contacts?
Required fields may vary depending on your system setup but generally include:
Email and Insight fields are optional. Missing required fields will trigger errors during the import process.
What causes a record to be marked as invalid?
A contact will be marked as invalid for any of the following reasons:
📞 Phone numbers must be formatted as:
1-XXX-XXX-XXXX
or1 (XXX) XXX-XXXX
.
❗ Duplicate records will show under Invalid records, but there is no indicator specifically flagging them as duplicates.
Can I update existing contacts without overwriting empty fields?
Yes. Both AVA and GHL provide options to prevent empty fields in your import file from overwriting existing data. When mapping fields, make sure to select the option to skip updating empty fields if this is your desired behavior.
How do I fix errors found during import?
Both AVA and GHL will flag problematic records with an Issues status. Click on the issue indicator to review and manually correct the affected entries, such as filling in missing required data or fixing formatting problems like invalid phone numbers.
Can I add imported contacts directly into workflows or smart lists?
Yes, GHL allows you to:
Is it possible to export a filtered list of contacts?
Yes. In GHL, you can apply filters to your contact list before selecting the contacts for export. Use the checkboxes next to each contact to select the exact entries you want to export.
For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.
If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.
Easily manage your contact lists by importing or exporting data in bulk using AVA and GoHighLevel (GHL) tools.
Expedite your contact management through the use of mass import and export features on AVA and GHL.
AVA
Follow these steps to import your contacts using an XLSX or CSV file.
Navigate to the Contacts Section
Start the Upload Process
Preview Selected Files
Review the Imported Contacts
Check Import History for Details
Fix Any Issues
⚠️ Invalid records may be flagged for the following reasons:
- Duplicate contact
- Invalid email format (email is optional but if provided, must be valid)
- Invalid timezone
- Invalid phone number (only North American numbers are supported)
- Missing required fields (First Name, Last Name, Phone, and Timezone are required. Insight and Email are optional.)
📞 Phone Number Formatting Supported:
1-XXX-XXX-XXXX
1 (XXX) XXX-XXXX
🚫 Important: Duplicate records currently appear under Invalid records, but there is no specific indicator showing they are duplicates.
Final Review of Your Contact List
GHL
Follow these steps to import or export contacts using your GoHighLevel (GHL) dashboard.
Navigate to Contacts
Choose Contacts or Opportunities
Upload Your CSV File
Map Your Fields
Verify and Review Import Settings
Select Contacts to Export
Review and Export
Can I import both contacts and opportunities?
Yes, in GHL you can choose between importing Contacts or Opportunities. Make sure to select the correct type at the start of the process, as this defines the available actions and required field mappings.
What file formats are supported for import?
How can I check if my import was successful?
Both AVA and GHL provide import summaries. You can review the Import History for details, including the date of the upload, the file name, the number of records processed, and any issues flagged during the process.
What fields are required to import contacts?
Required fields may vary depending on your system setup but generally include:
Email and Insight fields are optional. Missing required fields will trigger errors during the import process.
What causes a record to be marked as invalid?
A contact will be marked as invalid for any of the following reasons:
📞 Phone numbers must be formatted as:
1-XXX-XXX-XXXX
or1 (XXX) XXX-XXXX
.
❗ Duplicate records will show under Invalid records, but there is no indicator specifically flagging them as duplicates.
Can I update existing contacts without overwriting empty fields?
Yes. Both AVA and GHL provide options to prevent empty fields in your import file from overwriting existing data. When mapping fields, make sure to select the option to skip updating empty fields if this is your desired behavior.
How do I fix errors found during import?
Both AVA and GHL will flag problematic records with an Issues status. Click on the issue indicator to review and manually correct the affected entries, such as filling in missing required data or fixing formatting problems like invalid phone numbers.
Can I add imported contacts directly into workflows or smart lists?
Yes, GHL allows you to:
Is it possible to export a filtered list of contacts?
Yes. In GHL, you can apply filters to your contact list before selecting the contacts for export. Use the checkboxes next to each contact to select the exact entries you want to export.
For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.
If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.