Being able to export your data out of CRM software saves you a lot of time. You don’t have to copy each contact, client, and information manually. With just a few clicks, you can get what you need all at once.
This article will tell you what you can take out of GoHighLevel and show you how to do it.
Whether you need to store your data, use it on a different platform, or prepare to switch systems, you’ll find what you need here.
Table of Contents
What Data Can You Export from GoHighLevel
Client’s List
In GoHighLevel, you can export data from each client account.
This includes basic details like name, location, and contact details and more advanced ones such as:
- activity on social media,
- booked appointments,
- website interactions,
- number of inbound and outbound calls,
- and responses to forms and surveys.
This lets you quickly gather and analyze all this information in one place. Whether you’re planning your next move, evaluating the success of past campaigns, or sharing insights with your team, having this data at your fingertips can enhance your process.
You can also import this data into Microsoft Excel or Google Sheets and work within a format you’re already comfortable using.
Contacts
This feature involves moving your contacts from the CRM to a CSV file. You can choose which contacts to export and decide what information to include. This CSV file is handy for several things.
You can export contacts between accounts, bring them into a different system, or use them for other tasks. This simplifies handling your contacts and saves you from typing everything out yourself.
You won’t have to enter data by hand. This also helps you target your marketing better. Plus, sharing your contact lists with team members is easy. This means everyone can work together better and communicate more clearly.
Form and Survey Submissions
GoHighLevel’s latest update has made handling form and survey submissions much easier. You no longer need external apps to get all the submission details. Now, you can export submissions from selected forms and surveys or bulk.
You’ll get an email with a link to download your data. This link stays active for seven days, giving you ample time to download your information. And the best part? You’re not stuck with page-by-page CSV file exports anymore.
If you want to download submission details directly to Google Sheets, GoHighLevel offers a premium action within its Workflow.
This is fantastic because it allows for real-time data analysis and easier access to submission details.
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Other Data You Can Export
Exporting your message conversations is also possible but requires an external tool like Twilio or an API integration. Currently, GoHighLevel doesn’t offer a built-in option for this.
Another critical feature of GoHighLevel is its ‘Snapshots.’ Snapshots are pre-designed templates that simplify setting up new client accounts. With this feature, you can duplicate and use several elements from another GoHighLevel sub-account and even sell them on top of your services, including:
- Campaigns
- Funnels, Landing Pages, and Websites
- Pipelines
- Workflows
If you want to learn more, you can check out our post about GoHighLevel Snapshots here.
How to Export Clients, Contacts, and Data from GoHighLevel
How to Export Your Client List
Sign in to your account and make sure you’re at the Agency dashboard.
Click the “Sub-Accounts” tab and select the export icon. It is under the “Create Sub-Account” button.
Wait a few moments for the process to be done. Note that this will depend on the number of sub-accounts you export.
Open the CSV file and analyze your data.
How to Export Contacts
Select one of your sub-accounts from the Agency dashboard. Then, click “Contacts.”
Tick the box next to the contacts you’d like to export, or click the top checkbox to select all. You can also add a filter, such as the location containing a specific word or the DND not being enabled for SMS.
Click “Columns” to select which details you want to include or exclude from your CSV file.
Select the “Export Contacts” icon, then confirm your action.
How to Export Form and Survey Data
As mentioned, there are two ways to do this. But you can do both inside the sub-account.
Option 1 – Through the Form or Survey Dashboard
Click the “Sites” tab and choose “Submissions” under “Forms” or “Surveys.”
You can click the “Download submissions in current page” icon to download the data as a CSV file or choose the “Export” button to receive an email link.
Option 2 – Through an Automation (GoHighLevel Workflow)
Remember to integrate your Google account before proceeding with this step. After doing that, you can follow these steps.
Go to “Automation.” Then, create a new workflow or open an existing one. I’ll use my existing WWorkflow for this example.
Make sure that your “Trigger” is set to “Survey Submitted” or “Form Submitted.”
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Click the “+” icon to select an Action, and choose “Google Sheets.”
Fill out all the essential info, such as the action you want to take, the account name, and the sheet name. Then, click “Save Action.”
Make sure to test whether the WorkflowWorkflow is functioning or not.
Editor’s Note – This is a premium action. That means GoHighLevel will charge you a certain amount for each execution. It will be deducted from your available credits.
FAQs
How Do I Export Contacts from GoHighLevel?
You can do this by choosing a sub-account, going to the “Contacts” tab, and selecting each contact you want to download. You can complete this step by choosing the export icon.
Can I Schedule Data, Contacts, or Client Exports in GoHighLevel?
GoHighLevel doesn’t have a data scheduling feature at the moment. So, setting an exporting date or day isn’t possible yet.
Conclusion
Now that you know how easy it is to export clients, contacts, and data from GoHighLevel, you’ll have a smoother process of managing and transferring your information.
Like the import feature, exporting is available across all GoHighLevel plans, so sign in to your account and check it out. If you haven’t tried this platform yet, you can sign up here for a free trial.
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