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How to Bulk Import Products into GHL Customer Care

Managing a large inventory can be a time-consuming task, but GHL Customer Care makes it easy to import multiple products at once using a simple CSV file…

3 min read741 words5 explained imagesUpdated Thu, 5 Mar at 5:04 AM
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On this page
  1. Prerequisites to Bulk Importing Products
  2. Step 1: Access the Products Page
  3. Step 2: Download the Sample CSV
  4. Step 3: Prepare Your CSV File
  5. Step 4: Upload the CSV File
  6. Step 5: Preview & Confirm
  7. Step 6: Import Products
  8. Important Notes & Tips
  9. Troubleshooting Common Issues
  10. Frequently Asked Questions

Managing a large inventory can be a time-consuming task, but GHL Customer Care makes it easy to import multiple products at once using a simple CSV file. Whether you’re transferring products from Shopify or adding items from another source, this guide will walk you through the process of bulk importing products to GHL Customer Care.

TABLE OF CONTENTS

Prerequisites to Bulk Importing Products

Before you begin, make sure you have the following:

  • Access to the Payments > Products page in GHL Customer Care.
  • A properly formatted CSV file containing your product details.
  • Downloaded sample CSV file from GHL Customer Care for reference.

How to Bulk Import Products

Step 1: Access the Products Page

  1. Log in to your GHL Customer Care account.
  2. Navigate to Payments > Products from the main dashboard.
Step 1: Access the Products Page (image 1 of 5) What this shows Log in to your GHL Customer Care account. What this shows Illustrates the "Step 1: Access the Products Page" section of "How to Bulk Import Products into GHL Customer Care". This screenshot appears in the "Step 1: Access the Products Page" section of "How to Bulk Import Products into GHL Customer Care". The text alongside this image reads: Log in to your GHL Customer Care account. Navigate to Payments > Products from the main dashboard. The navigation path used here is Payments > Products. Immediately after, the guide continues: On the Products page, click ‘Import as CSV’. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file. Download this file to understand the required format and fields. Path: Payments > ProductsImage 1 of 5 What this coversLog in to your GHL Customer Care account. Navigate to Payments > Products from the main dashboard. Next stepOn the Products page, click ‘Import as CSV’. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file. Download this file to understand the required format and fields.
All 2 steps in this procedure
  1. Log in to your GHL Customer Care account.
  2. Navigate to Payments > Products from the main dashboard.

Step 2: Download the Sample CSV

  1. On the Products page, click ‘Import as CSV’.
  2. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file.
  3. Download this file to understand the required format and fields.
Step 2: Download the Sample CSV (image 2 of 5) What this shows On the Products page, click ‘Import as CSV’. What this shows Illustrates the "Step 2: Download the Sample CSV" section of "How to Bulk Import Products into GHL Customer Care". This screenshot appears in the "Step 2: Download the Sample CSV" section of "How to Bulk Import Products into GHL Customer Care". The text alongside this image reads: On the Products page, click ‘Import as CSV’. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file. Download this file to understand the required format and fields. Immediately after, the guide continues: Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool. Fill out the necessary fields for each product. Required fields may include: Ensure each field matches the format in the sample file to avoid errors…. Image 2 of 5 What to clickOn the Products page, click ‘Import as CSV’. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file. Download this file to understand the required format and fields. Next stepOpen the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool. Fill out the necessary fields for each product. Required fields may include: Ensure each field matches the format in the sample file to avoid errors during import. Save your completed file as a.csv.
All 3 steps in this procedure
  1. On the Products page, click ‘Import as CSV’.
  2. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file.
  3. Download this file to understand the required format and fields.
Step 2: Download the Sample CSV (image 3 of 5) What this shows On the Products page, click ‘Import as CSV’. What this shows Illustrates the "Step 2: Download the Sample CSV" section of "How to Bulk Import Products into GHL Customer Care". This screenshot appears in the "Step 2: Download the Sample CSV" section of "How to Bulk Import Products into GHL Customer Care". The text alongside this image reads: On the Products page, click ‘Import as CSV’. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file. Download this file to understand the required format and fields. Immediately after, the guide continues: Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool. Fill out the necessary fields for each product. Required fields may include: Ensure each field matches the format in the sample file to avoid errors…. Image 3 of 5 What to clickOn the Products page, click ‘Import as CSV’. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file. Download this file to understand the required format and fields. Next stepOpen the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool. Fill out the necessary fields for each product. Required fields may include: Ensure each field matches the format in the sample file to avoid errors during import. Save your completed file as a.csv.
All 3 steps in this procedure
  1. On the Products page, click ‘Import as CSV’.
  2. A pop-up will appear. At the bottom, you’ll find an option to download a sample CSV file.
  3. Download this file to understand the required format and fields.

Step 3: Prepare Your CSV File

  1. Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool.
  2. Fill out the necessary fields for each product. Required fields may include:
    • Product Name
    • Price
    • SKU
    • Description
    • Category
  3. Ensure each field matches the format in the sample file to avoid errors during import.
  4. Save your completed file as a .csv.
Quick Tip: Double-check your data for duplicate SKUs or special characters that could cause issues.
Some fields in the sample file (like weight, inventory, or image source) may not be applicable if you’re importing services. That’s okay — simply leave those fields blank, but do not delete the column headers. All column headers must remain intact to avoid formatting errors.
Step 3: Prepare Your CSV File (image 4 of 5) What this shows Some fields in the sample file (like weight, inventory, or image source) may not be applicable if you’re importing services. What this shows Illustrates the "Step 3: Prepare Your CSV File" section of "How to Bulk Import Products into GHL Customer Care". This screenshot appears in the "Step 3: Prepare Your CSV File" section of "How to Bulk Import Products into GHL Customer Care". The text alongside this image reads: Some fields in the sample file (like weight, inventory, or image source) may not be applicable if you’re importing services. That’s okay — simply leave those fields blank, but do not delete the column headers. All column headers must remain intact to avoid formatting errors. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Go back to the Payments > Products page. Click on the ‘Import as CSV’ button. Select your prepared CSV file from your device. A preview of your file’s content will be displayed. Image 4 of 5 What this coversSome fields in the sample file (like weight, inventory, or image source) may not be applicable if you’re importing services. That’s okay — simply leave those fields blank, but do not delete the column headers. All column headers must remain intact to avoid formatting errors.
Fields in this part of the guide Product NamePriceSKUDescriptionCategory
Next stepGo back to the Payments > Products page. Click on the ‘Import as CSV’ button. Select your prepared CSV file from your device. A preview of your file’s content will be displayed.
Example values
Product Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 4 steps in this procedure
  1. Open the sample CSV file using Excel, Google Sheets, or any preferred spreadsheet tool.
  2. Fill out the necessary fields for each product. Required fields may include:
  3. Ensure each field matches the format in the sample file to avoid errors during import.
  4. Save your completed file as a.csv.

Step 4: Upload the CSV File

  1. Go back to the Payments > Products page.
  2. Click on the ‘Import as CSV’ button.
  3. Select your prepared CSV file from your device.
  4. A preview of your file’s content will be displayed.

Step 5: Preview & Confirm

  1. Review the preview to ensure all product details are accurate.
  2. If there are any issues, you can correct them directly in your CSV file and re-upload.
  3. Confirm everything looks good.
Step 5: Preview & Confirm (image 5 of 5) What this shows Review the preview to ensure all product details are accurate. What this shows Illustrates the "Step 5: Preview & Confirm" section of "How to Bulk Import Products into GHL Customer Care". This screenshot appears in the "Step 5: Preview & Confirm" section of "How to Bulk Import Products into GHL Customer Care". The text alongside this image reads: Review the preview to ensure all product details are accurate. If there are any issues, you can correct them directly in your CSV file and re-upload. Confirm everything looks good. Immediately after, the guide continues: Click ‘Import Products’ to finish the process. Once the import is successful, your products will be available in GHL Customer Care, ready for use. Image 5 of 5 How to confirmReview the preview to ensure all product details are accurate. If there are any issues, you can correct them directly in your CSV file and re-upload. Confirm everything looks good. Next stepClick ‘Import Products’ to finish the process. Once the import is successful, your products will be available in GHL Customer Care, ready for use.
All 3 steps in this procedure
  1. Review the preview to ensure all product details are accurate.
  2. If there are any issues, you can correct them directly in your CSV file and re-upload.
  3. Confirm everything looks good.

Step 6: Import Products

  1. Click ‘Import Products’ to finish the process.
  2. Once the import is successful, your products will be available in GHL Customer Care, ready for use.

Important Notes & Tips

  • Errors: If there are issues in your CSV file, an error message will display with details on what needs to be fixed. Correct the errors in your file and re-upload it.
  • Updating Existing Products: You can use the same process to update product details. Ensure the SKUs match for seamless updates.
  • Limitations: GHL Customer Care may have a maximum file size for CSV uploads. Check your file size before uploading.

Troubleshooting Common Issues

Here are some common problems users might encounter during bulk import:

  • File Format Errors: Make sure the file is saved as .csv and that each field matches the sample format.
  • Missing Required Fields: Double-check that all mandatory fields (e.g., Product Name, SKU, Price) are completed.
  • Special Characters: Remove any special characters that might cause issues during import.
Remember: If you experience any issues that you cannot solve, reach out to the GHL Customer Care support team for further assistance!

Frequently Asked Questions

Q: Can I update existing products using a CSV import?

No, CSV import cannot update existing products

Q: What happens if there are errors in my CSV file during the import process?

Error messages would be displayed on the screen that have to be resolved and file needs to be uploaded again

Q: Is there a limit to how many products I can import in a single CSV file?

10MB

Q: I’m importing services, not physical products. What should I do about fields like weight or inventory that don’t apply to me?

If you’re importing non-physical products (like services), you can leave the irrelevant fields (e.g., weight, dimensions, image source, inventory) blank, but you must still include those column headers in your CSV file.

Removing columns entirely or changing the header names will result in errors such as “Column 1 is not correct.” Always follow the exact column structure from the sample CSV, even if some values are left empty.

Q:Will importing a CSV file overwrite my existing product data in GHL Customer Care?

No, products cannot be updated using this functionality, so overwriting is not possible.

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