Importing Name data
My client contact data has 3 name fields - customer name, first name, last name.
The customer name can be either a person's name or a company name
ONLY when it has a company are first name and last name filled in, otherwise they are EMPTY
I imported all 3 name fields into GHL Contacts - Name, FIrst Name, Last Name
For companies, it does not IMPORT the first name and last name fields in the data and just split the company name into those fields.
So, When I import the data into GHL, the PEOPLE NAMES ARE IMPORTED FINE but the company names end up as First Name: Total Last Name: Fitness Gym (for example) .
Any thoughts on how to handle this and get it to recognize the first and last name fields when they are not empty?
Thanks.
1
4 comments
David Rosenthal
3
Importing Name data
GoHighLevel w/ Robb Bailey
skool.com/gohighlevel
Get Robb's FREE courses:
🌶️ Database Reactivation™
🌶️ Inbound SAAS Hooks™
🌶️ Sales & Prospecting Playbook
See pinned post to claim your trainings!
Leaderboard (30-day)
powered by