Bulk Create or upload Custom Fields/Values
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Dave Smith
When setting up a new account that is not included in a snapshot, manually entering and creating custom fields/values is a long an tedious process.
If there was the ability to upload a CSV or to bulk create these it would save a lot of time.
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David Sonshine
I have just published the Custom Object Importer in the Marketplace that allows the Bulk Create and Bulk Update of Custom Values.
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Apex Media Solutions
The Pain Point:
Uploading a new Contact or Opportunity CSV file is a major bottleneck because the field mapping process is so disruptive. If a column in our CSV doesn't match an existing GHL field, we must:
Identify the missing field during mapping.
STOP the CSV upload process.
Navigate away to the Custom Fields page.
Create the new custom field/value.
Navigate BACK to the CSV upload page.
Often restart the entire mapping process.
This multi-step navigation is extremely frustrating, especially for newer end-users, and discourages the proper use of custom fields needed for segmenting and automation.
The Solution:
When mapping a CSV column to a GHL field, please add a simple option (e.g., a "Create New Field" button or link) directly within the "Map To" dropdown list.
The Ideal Workflow:
User selects the CSV column.
User clicks the "Map To" dropdown.
User selects + Create New Field at the bottom of the list.
A modal pops up, allowing the user to quickly define the Field Name and Field Type (Text, Number, Select, etc.).
The field is created, and the CSV column is instantly mapped to the new field, without ever leaving the import page.
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Mariah | FG Funnels Support Team
This would be very useful. Being able to bulk import custom fields would also speed up the process of building forms, surveys, and quizzes.
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Rachel Brown
I really hope this would happen soon! We are having to enter thousands of values and it's daunting to say the least... PLEASE make this happen ASAP!
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Evan Knutson
This would be so great. Our snapshot runs on dropdowns for our clients and populating all of those are SO TIME CONSUMING for our clients
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Pallavi Kothari
Merged in a post:
Bulk Import of custom field values
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Debjoti Dutta
It will be great if we can have the option to create bulk multiple fields in a dropdown custom field. I am creating a custom field where I need to have more than 6,000 values It is very hard to enter those 6,000 values manually, plus after certain amount of values, it is very hard to continue uploading as the field is starting to not respond. I had a meeting with someone from GoHighlevel support team, and they told me there is no solution for this. even they are facing same issue while adding any data or value in that custom field
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Duane Winkel
While you build this it would be awesome to be able to put the custom field in a particular folder too.
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Juan Platero
I was also struggling with so many Custom Value/Field imports that I ended up making 2 apps for the marketplace to do so. I released it recently
Here's the link for those who want to save time:
Cheers!
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Juan Platero
Just released today for Custom Fields! Start saving time guys!!
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Duane Winkel
Juan Platero YOU ROCK!
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Tony Dicks
Juan Platero great idea...can't find it in the marketplace: searched by innexum. And the links show the app, but when I try to login from the link (since it doesn't recognize me as already being logged into GHL) it says there's an error with my credentials (which doesn't make sense). If you have any ideas of how I can overcome the error or find this in the marketplace now, I'd love to use this today.
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Juan Platero
Tony Dicks the app is only available at the subaccount marketplace. It seems that you're looking at the agency marketplace.
To install it, you need to go to the Subaccount you want to use it in. Then go to marketplace and search for "Import" and you will see 2 apps. One for custom fields and another for custom values. Make sure you understand the difference before installing. So far it cannot be installed at the agency subaccount and it's charged to the subaccount individually.
Good luck!
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Tony Dicks
Juan Platero Understood...thanks Juan!
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Nick Templeton
Juan Platero do you know what the maximum length of the value of a custom field can be? For example could I put a chunk of website text in a field so that I could update all the Web pages that use it in one go?
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Juan Platero
Nick Templeton I have no idea. Try and let us know ;)
Regarding my bulk app, if it's supported by the API, then it should work
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Nick Templeton
Juan Platero Yeah I'm talking about your app :-) love it - so the upload field is unlimited? And do you know if it can handle a custom value added within it as a value and can it handle a hyperlink?
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Juan Platero
Nick Templeton I wouldn't say it's unlimited. Never tried to reach the max, but i guess GHL API won't let me push like a full website.
Regarding hyperlinks and other things, it would have the same behavior as if you write them manually (no clue if manually works).
The bulk app is just taking your inputs and making the API calls, there's no interpretation behind
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Adam Campbell
This would be so helpful! We are sometimes building out accounts with hundreds of custom fields. Being able to create these in a spreadsheet would save so many hours of time!
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Dave Smith
I am so surprised there are not more people upvoting this, lol
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