How to Import Your Existing Contacts into Lead Magno (Powered by GO HighLevel)

Lead Magno

125 followers

September 12, 2025

Your audience is the heartbeat of your business. Whether you’re in Real Estate Lead Generation, Mortgage Lead Generation, or Financial Services Lead Generation, success begins with managing your contacts effectively. If you’ve just switched to Lead Magno (Powered by HighLevel), one of the first steps you’ll take is importing your existing contacts.

The good news? It’s not as complicated as it sounds. With the right preparation, you can seamlessly move your contact database from spreadsheets, CRMs, or email platforms into one centralized CRM management tool.

In this guide, we’ll cover who needs to import contacts, what it involves, when to do it, where to find the settings, why it matters, and how to complete the process step by step.

Why Importing Contacts Matters?

Before we dive into the "how," let’s cover the "why." Importing your contacts into LeadMagno correctly sets the foundation for your sales strategies, automation for marketing, and CRM & marketing campaigns.

A clean, well-structured contact list helps you:

• Segment your audience for targeted outreach.

• Trigger automations based on tags and fields.

• Nurture leads with personalized email/SMS campaigns.

• Maintain one single source of truth for your business.

On the flip side, messy imports can lead to duplicates, errors, and broken workflows. Doing it right from the start saves time and ensures your sales and strategy workflows run smoothly.

1. Prepare Your Contact File for Import

A successful import starts with good preparation. The best format for Lead Magno (Powered by GO HighLevel) is a CSV file.

Steps to Prepare Your File:

1. Export Your Existing Contacts:

2. Clean Your Data:

3. Plan Your Column Mapping: Use common fields that GoHighLevel recognizes:

2. Import Contacts into Lead Magno

Now that your file is ready, let’s import it.

Steps to Import Contacts:

1. Go to Contacts in your Lead Magno dashboard.

2. Click Import Contacts (downward arrow icon).

3. Select Contacts in the import screen → click Next.

4. Confirm your file format and upload your CSV (up to 50MB).

5. Map your file columns to Lead Magno fields.

6. Configure your import settings:

7. Click Bulk Import and wait for processing.

Pro Tip: Lead Magno processes imports in the background. You can continue working while it’s happening and check the report later.

3. Create New Custom Fields

Every business tracks unique data. Custom fields let you capture the information that matters most.

Steps to Create Custom Fields:

1. Go to Settings > Custom Fields.

2. Click Add Field.

3. Choose field type (text, dropdown, date, etc.).

4. Add details: name, group, placeholder.

5. Click Save.

Example use cases:

• Real Estate → property type or budget.

• Mortgage → credit score or pre-approval status.

• Financial Services → investment goals.

4. Use Bulk Contact Actions

Once your contacts are imported, you don’t have to manage them one by one. Bulk actions help you save time.

Steps to Perform Bulk Actions:

1. Navigate to Contacts.

2. Use filters to segment your audience.

3. Select multiple contacts with checkboxes.

4. Choose a bulk action → Add Tags, Send Email, Send SMS, or Add to Automation.

Bulk actions are essential for scaling salesman management and fast marketing automation.

5. Post-Import Checklist

Once your contacts are imported, here’s how to ensure everything looks perfect:

• Check Import History: Go to Contacts > Imports for a summary.

• Spot Check Records: Open a few contact cards to confirm data accuracy.

• Use Tags Immediately: Send a welcome campaign or segment based on the import.

• Set Deduplication Rules: Go to Settings > Duplicate Contact Settings to prevent future duplicates.

Troubleshooting Common Issues

• Invalid Emails: Rows with broken emails will be skipped. Fix them in your CSV and re-import.

• Mis-Mapped Fields: If data appears in the wrong place, check mapping and retry.

• Duplicate Contacts: If duplicates were created, use the built-in merge tool to clean your list.

FAQs

1. Who should import contacts into Lead Magno? Any business that uses multiple data sources and wants to centralize lead generation leads into one CRM & marketing platform.

2. What file types can I import? You can import CSV files up to 50MB for smooth processing.

3. Do I need custom fields before importing? Not necessarily — but if your CSV includes unique data, you can create custom fields to capture it.

4. Can I perform bulk actions after importing? Yes, once contacts are imported, you can use bulk contact actions to send emails, SMS, or trigger automations instantly.

Final Thoughts

Importing contacts into Lead Magno (Powered by GO HighLevel) is the first step to unifying your sales, marketing, and customer engagement. By preparing your file carefully, leveraging custom fields, and using bulk actions, you’ll save time and set your business up for scalable success.

At Lead Magno, we help businesses make the transition seamless by setting up imports, automations, and sales strategies that ensure no lead is wasted.

👉 Ready to streamline your CRM and supercharge your outreach? Book your free consultation today: https://leadmagno.com/zill