For a one-time contact export, use GoHighLevel’s native CSV export and open the resulting file in Google Sheets. Keep contact IDs and check column types before analysis. If you need the same filtered dataset repeatedly, use a scheduled connection rather than rebuilding a manual export each time.
Export the list you actually need
In Contacts, narrow the list to the audience you intend to analyze, select the export action, and follow the export job through Bulk Actions. Download the completed CSV and import it into a new Google Sheet. Current HighLevel exports run as background jobs, so the download may not appear immediately.
Keep the initial file as a dated reference. Make your reporting edits in a separate tab. That gives you a way to check whether a surprising value came from the source, the import, or a spreadsheet formula.
Keep identity and meaning in separate columns
Retain Contact ID even if you hide it during a presentation. Names, email addresses, and company names can change; two customers can also share a name. A source ID gives your rows a stable relationship with CRM records.
Keep the original source, owner, created date, and selected custom fields alongside the ID. Use separate columns for calculated segments. Replacing a source value with your own shorthand can make the next export much harder to reconcile.
Check how Sheets interprets values
Phone numbers are identifiers, not quantities. Preserve international prefixes and leading zeros. Inspect dates using the intended timezone, and check whether an empty field stayed empty. Avoid replacing every blank with zero: an absent score and a measured score of zero mean different things.
Before applying a formula to thousands of rows, test it on a few cases. Include a blank owner and a contact with an unfamiliar source label. Keep the source export available while you inspect the result.
Build a source report without inventing attribution
The Leads & Sources sample counts the selected contact cohort, recorded sources, and linked opportunities. It also keeps unknown source values visible. This is more useful than quietly removing the contacts that do not fit your expected attribution categories.
A contact’s recorded source does not establish advertising return. You would also need compatible spend data and an explicit attribution method. Treat downstream won opportunity totals as opportunity facts, not as proof that every contact from that source converted.
Example: preserve a contact’s identity through cleanup
Use a small inspection tab before changing the reporting format. The following invented rows illustrate why normalization belongs beside the source value.
| Contact ID | Source phone | Source owner | Reporting segment |
|---|---|---|---|
| contact-example-01 | +1 202 555 0101 | Alex Morgan | Assigned |
| contact-example-02 | Blank | Unassigned | Needs review |
The segment is your calculation. The ID, phone and owner remain recognizable source facts. If you later receive a fresh export, reconcile by ID before interpreting a new row as a new customer. A changed owner should update your analysis, not create a second contact row.
Replace repeated file work with an intentional import
A CSV is often enough for one meeting. It becomes maintenance work when the same report needs another export every day. LC Bridge’s early-access workflow is designed around selecting fields, previewing rows, and saving the import to a worksheet with a refresh schedule.
Every source transfer adds usage under the planned pricing model. Narrow the source to useful records and choose the refresh frequency deliberately. Explore the sample report first, then use the waitlist to request access to the connected workflow.
Sources and further reading
- HighLevel: export contacts as CSV
- LC Bridge data catalog and availability
- LC Bridge report definitions and samples
Provider references checked October 16, 2026. Menu labels and source access can change. Product examples describe the reviewed early-access design.