Managing a large inventory can be a time-consuming task, but HighLevel makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify or adding items from another source, this guide will walk you through the process of bulk importing products to HighLevel.

TABLE OF CONTENTS

• Prerequisites
• Step-by-Step Guide to Bulk Import Products
  • Step 1: Access the Products Page
  • Step 2: Download the Sample CSV
  • Step 3: Prepare Your CSV File
  • Step 4: Upload the CSV File
  • Step 5: Preview & Confirm
  • Step 6: Import Products
• Important Notes & Tips
• Troubleshooting Common Issues

Prerequisites

Before you begin, make sure you have the following:

• Access to the Payments > Products page in HighLevel.
• A properly formatted CSV file containing your product details.
• Downloaded sample CSV file from HighLevel for reference.

Step-by-Step Guide to Bulk Import Products

Step 1: Access the Products Page

1. Log in to your HighLevel account.
2. Navigate to Payments > Products from the main dashboard.

Step 2: Download the Sample CSV

1. On the Products page, click ‘Import as CSV’.
2. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file.
3. Download this file to understand the required format and fields.

Step 3: Prepare Your CSV File

1. Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool.
2. Fill out the necessary fields for each product. Required fields may include:
   • Product Name
   • Price
   • SKU
   • Description
   • Category
3. Ensure each field matches the format in the sample file to avoid errors during import.
4. Save your completed file as a .csv.

Quick Tip: Double-check your data for duplicate SKUs or special characters that could cause issues.

Step 4: Upload the CSV File

1. Go back to the Payments > Products page.
2. Click on the ‘Import as CSV’ button.
3. Select your prepared CSV file from your device.
4. A preview of your file’s content will be displayed.

Step 5: Preview & Confirm

1. Review the preview to ensure all product details are accurate.
2. If there are any issues, you can correct them directly in your CSV file and re-upload.
3. Confirm everything looks good.

Step 6: Import Products

1. Click ‘Import Products’ to finish the process.
2. Once the import is successful, your products will be available in HighLevel, ready for use.

Important Notes & Tips

• Errors: If there are issues in your CSV file, an error message will display with details on what needs to be fixed. Correct the errors in your file and re-upload it.
  
  
• Updating Existing Products: You can use the same process to update product details. Ensure the SKUs match for seamless updates.
  
  
• Limitations: HighLevel may have a maximum file size for CSV uploads. Check your file size before uploading.

Troubleshooting Common Issues

Here are some common problems users might encounter during bulk import:

• File Format Errors: Make sure the file is saved as .csv and that each field matches the sample format.
  
  
• Missing Required Fields: Double-check that all mandatory fields (e.g., Product Name, SKU, Price) are completed.
  
  
• Special Characters: Remove any special characters that might cause issues during import.

Remember: If you experience any issues that you cannot solve, reach out to the HighLevel support team for further assistance!