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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Mark Tilsher
This is a critical feature and would simplify an already tedious process!
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Pallavi Kothari
Merged in a post:
Creating Custom Fields in BULK
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Shimon (main) Abouzaglo
My colleagues and I have access to a huge lead database that gets updated daily with about 50,000 records per day. These records require 50 custom fields in GHL. Many of these fields may need a dropdown of 15 options. Adding this many custom fields manually is super tedious and I wish to have my CSV file uploaded and do the bulk update.
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Samuel Ross
We would love to have the option to bulk upload/update/delete/create custom fields along with their values and options for drop downs. Would be incredibly helpful.
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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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