Practice Edge

GHL Associations

Link Business Accounts to Contacts from a CSV.

Practice Edge ยท GHL Import

Business Account Associations

Configuration

Values come from server .env. PIT is never shown in full.


    


    

      
1. Upload CSV

      
One row = one Business Account + one Contact. Required: contact email, and business account name or ID.

      

        
        
      

      

      

    


    

      
2. Map columns

      

      

        
Preview

        

          

        

      

    


    

      
3. Run

      
Always dry-run first. Live run creates associations in GHL.

      

        
        
        Download results CSV