Before you can import contacts directly from GoHighLevel, without going through complicated exporting processes, you must first set up your GoHighLevel Integration.
Additionally, if you’ve set up the Integration to have direct mail events synced back into GoHighLevel (for multi-channel campaigns or other automated workflows), each of the members of your list will have direct mail events tracked as their own tag associated with said contact back within GoHighLevel. See our article Using Postalytics Campaign Events In GoHighLevel for more information.
How To Import Contacts From GoHighLevel
After you choose ‘New List’ from the drop down under ‘Lists’ in the top header menu, you’ll see the GoHighLevel icon available in the Create New Profile List page, along with the standard .CSV and Excel icons:
To import contacts directly from GoHighLevel, click the GoHighLevel icon to start the import process.
Name the list, then select the Integration to use. If you have more than one Integration, they will all be available in the drop down menu. Be sure that you’ve followed the Setup GoHighLevel Integration process.
Contacts from GoHighLevel are imported as a whole via associated tags. Select from the drop down the tag that is attached to all the contacts you wish to import. Click ‘Next’.
You’ll now see a sample of the list that will be uploaded. Confirm that the proper fields are there and click ‘Looks Good! Start Mapping’
You’ll then be able to verify that your mappings are correct with live data. Use the scroll bar and make sure that the GoHighLevel fields you want to use in your campaign are properly mapped to Postalytics fields:
If you need to make changes to the mapping, use the 'Back To Field Mapping' button, otherwise choose 'Import Now'.
Next, you’ll get a confirmation that your list is being imported. Depending upon the size of the list, it can take a few minutes. You’ll receive a confirmation email to the email address(es) setup in your Account Profile (Profile Information).
Your list will be put through several validation and correction steps, to help you from sending to invalid addresses or duplicate contacts. These will all be identified in your confirmation email, and a list of any duplicates will be attached.
Congratulations, your contacts have now been uploaded from GoHighLevel to Postalytics and you can continue on to create your Smart Send Campaign!