Part 1: Google ads for plumbers is here.

Part 2: Google ads for plumbers is here. 

Import contacts from Simpro or Servicem8 into Go High Level

Alright guys, if you want to upload your contacts to GoHighLevel, that’s a great start. One of the first things you should do to set up your account is export all your previous clients, whether they’re from ServiceMate, Simpro, or even your Google Calendar. Many people simply book clients into Google Calendar, so we need to bulk export that data and upload these contacts.

Go to Bulk Actions, select Import Contacts, click on Contacts, then click Next. Here, you will upload your contacts.

The file format must be CSV. If you have an XLS or XLSX file, you’ll need to save it as a CSV by selecting “Save As” and choosing CSV format. If you encounter any errors, download the sample file to check the required layout and copy-paste the relevant data—names, phone numbers, and email addresses—into the correct format.

Choose how to import contacts: create new contacts, create and update existing contacts, or only update contacts. Selecting “create and update contacts” helps prevent duplicate entries, ensuring contacts are not added multiple times.

After uploading the file, proceed to map the columns to the appropriate fields, such as Name, Phone Number, and Email. The system will match the fields, and you can choose to ignore unnecessary ones. Typically, you only need first name, last name, phone number, email, and possibly company details.

Once fields are mapped, name your import for reference, such as “Contact Import – Simpro – Builders.” You can also add contacts to a workflow or pipeline, but this is optional. However, tagging them is highly recommended. For example, you might create a tag named “Builders” to keep track of the imported contacts.

Before starting the bulk import, confirm that all contacts have given consent to receive communications. Once confirmed, start the import process. The system will populate the contacts, and you can then assign them to marketing automation, send SMS, or email them as needed.

That’s how you import contacts into GoHighLevel. If you have any questions, feel free to reach out!