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Learn how to import historical transactions and orders into your GoHighLevel sub-account using CSV files. This episode covers the complete process for consolidating financial data from external platforms and keeping your revenue reporting accurate.
In this episode you'll learn:
• How to set up and import transactions using CSV files in GoHighLevel
• Step-by-step process for importing orders and subscriptions
• Proper CSV file field formats and data requirements
• Best practices for centralizing financial data across your agency
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