RefineBridge

HighLevel import automation
HighLevel import automation for repeat local business imports.

Connect HighLevel, use RefineBridge credits for eligible managed source runs, map fields once, then run now or schedule repeat local business imports with visible run history.

Start with HighLevel See pricing

Need the broader product overview first? Visit the homepage .

One-off vs repeat imports

CSV can be fine once. Repeat workflows need more than one upload.

RefineBridge is not for replacing a one-off CSV upload. It is for the repeated version of the same work: saved mapping, destination routing, scheduling, and run history across future imports.

Fine for a single upload

One-off CSV import

  • CSV import can be fine when you only need to move one list once.
  • You can upload the file, confirm the mapping, and finish the job.
  • The friction shows up when the same routing and field setup needs to happen again next week.

Built for repeated work

Repeat import workflow

  • Save the mapping, destination routing, and task setup inside one import flow.
  • Run the workflow again for the next location, niche, client, or schedule.
  • Review what imported, what skipped, and what failed before the next run.

How it works

Save the workflow once, then use it again

1

Connect HighLevel

Choose the HighLevel sub-account where local business records should land.

2

Choose credits first

Use RefineBridge credits for eligible managed source runs. No source account is required to start.

3

Create an import flow

Save one repeatable workflow for the destination account and operating pattern.

4

Add tasks

Define the task inputs for the records you want to import, including category, location, and other workflow inputs.

5

Map fields once

Match source fields to HighLevel contact fields and supported custom fields, then keep that setup with the flow.

6

Route records

Choose the pipeline, stage, tags, and assigned user that should receive the imported records.

7

Run now or schedule

Use the same import flow immediately or turn it into a repeat workflow on a schedule.

8

Review history and retry

See what imported, skipped, or failed before you rerun or adjust the next import.

Operational benefits

Practical import automation for agency operators

RefineBridge complements HighLevel by keeping the repeat import workflow consistent across runs.

Saved mapping

Keep the field mapping with the workflow instead of rebuilding it every time.

Destination routing

Route records to the right pipeline, stage, tags, and assigned user for each HighLevel workflow.

Scheduling

Turn a manual repeat process into a saved scheduled import when the workflow is ready.

Run history

Review the audit trail for each run without piecing the workflow together across separate tools.

Retry visibility

See failure or skip outcomes before you retry, adjust the inputs, or update the mapping.

Credits-first managed runs

Start with RefineBridge credits for eligible managed source runs instead of requiring a separate source setup first.

Workflow preview

A repeat import flow from setup to history.

Configure the import, keep the destination routing attached to the workflow, and review run history before the next scheduled or manual run.

Import flow ready
Monthly repeat import
Import setup
Managed run funded with credits
Category
Med spa
Location
Phoenix, Arizona
Funding
RefineBridge credits
Saved routing
Destination options stay with the workflow
Pipeline
Outbound
Stage
New record
Assigned user
Agency ops
Tags
phoenix med spa
Run history
Review the last import before the next one
Imported
58
Skipped
9
Failed
3
Latest run note

Most records imported as expected. Review skipped duplicates and retry the failed records after adjusting the next task inputs.

HighLevel destination
Records land in the saved workflow path
New record imported
Desert Glow Med Spa
Outbound pipeline | New record | Phoenix med spa
HighLevel connected Mapping saved Routing saved

Best fit

  • HighLevel agencies and operators managing recurring imports across one or more sub-accounts
  • Teams repeating the same niche, location, or client workflow and wanting the mapping saved once
  • Ops-heavy workflows that need scheduling, routing, and visible run history

Not a fit

  • Buyers without a HighLevel destination workflow
  • Generic scraping use cases that are not about repeat imports into HighLevel
  • Anyone expecting promised business outcomes or outreach assurances

RefineBridge is independent and is not affiliated with or endorsed by HighLevel.

Explore related HighLevel workflows

Use the product overview, pricing page, and the Google Maps use-case page to compare related HighLevel workflows.

Product overview

Start with the product overview, workflow framing, and default HighLevel plus credits path.

See product overview

Pricing

See how credits and Workflow Plans fit together before you set up repeat imports.

See pricing

Google Maps leads to HighLevel

See the Google Maps workflow if you want repeat local business imports from Google Maps into HighLevel.

See Google Maps workflow

Frequently asked questions

Answers for credits, CSV imports, scheduling, source accounts, and HighLevel affiliation.
No. Connect HighLevel and use RefineBridge credits for eligible managed source runs. No source account is required to start.

Create your first import flow.

Start with HighLevel, use credits for eligible managed runs, and turn repeat local business imports into a saved workflow.
Create your first import flowSee pricing