How to Load Snapshots into an Existing GoHighLevel Sub-Account

To load a snapshot into an existing GoHighLevel sub-account, go to your Agency Dashboard → Sub-Accounts, select Manage Client for the desired account, then click Actions → Load Snapshot. This process typically takes 5-10 minutes, depending on the snapshot's size and the number of conflicts to resolve.

• ✓Always review asset selections and conflict options carefully to prevent unintended data overrides in your sub-account.
• ✓You can selectively import assets from a snapshot, choosing specific categories or individual items rather than everything.
• ✓Conflict resolution during the import process allows you to either 'Override' existing items or 'Skip' the snapshot version for each conflict.
• ✓After initiating the load, GoHighLevel processes the snapshot in the background and notifies you via email upon completion.
• ✓Loading multiple snapshots into the same sub-account is possible but significantly increases the likelihood of encountering asset conflicts.

How to Load a Snapshot into an Existing GoHighLevel Sub-Account

Loading a GoHighLevel snapshot into an existing sub-account allows you to quickly add new features, workflows, and assets without starting from scratch. This powerful capability is ideal for upgrading client accounts with new marketing funnels, integrating specialized tools, or deploying pre-built campaign structures. By following these clear steps, you can seamlessly import a snapshot, enhancing your sub-account's capabilities while maintaining full control over which assets are imported and how any conflicts with existing data are handled. This process ensures your client accounts stay updated and optimized with minimal effort.

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Access the Agency Dashboard — Log into your GoHighLevel account and navigate to the Agency Dashboard. This central hub provides an overview of all your managed sub-accounts and agency-level settings.

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Go to Sub-Accounts — In the left-hand menu, click on Sub-Accounts. This page displays a comprehensive list of all the client accounts managed under your agency.

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Locate the Target Sub-Account — Find the specific sub-account you want to update. You can efficiently locate it by scrolling through the list or using the search bar at the top to filter by name.

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Manage the Client — Click the three-dot icon (ellipses) located on the right side of the sub-account's row. From the dropdown menu that appears, select Manage Client to access the client's specific management view.

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Initiate Snapshot Load — On the client management screen, click the blue Actions button in the upper right corner. A dropdown menu will appear; select Load Snapshot from this list to initiate the import process.

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Pick Your Snapshot — A 'Load Snapshot' popup will appear, prompting you to select a snapshot. Click the dropdown labeled Pick a Snapshot and carefully choose the specific snapshot you wish to load into this sub-account.

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Proceed to Asset Selection — After selecting your snapshot, click the blue Proceed button. This action moves you to the next stage, where you will specify which assets from the snapshot to import.

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Select Assets to Import — Review the comprehensive list of assets contained within the snapshot. You have granular control: click Select All for a full import, check individual categories like Workflows or Funnels, or expand categories with the + icon to select specific items. If your snapshot includes LinkedIn Ad Campaigns, remember to explicitly select Ad Campaigns - LinkedIn from the asset list.

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Confirm Asset Selection — Once you have made your precise asset selections, click the blue Proceed button. The system will then begin its preparation for checking conflicts with existing data in your sub-account.

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Resolve Conflicts — GoHighLevel will now perform a thorough conflict check, identifying any duplicate assets. For each identified conflict, you must choose between Override (replaces the existing sub-account item with the snapshot version) or Skip (keeps the current sub-account item and excludes the conflicting snapshot item). Carefully evaluate each conflict to prevent unintended data changes.

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Final Confirmation — After meticulously resolving all identified conflicts, click the blue Proceed button. A final security prompt will ask you to type the word 'confirm' into a text box to explicitly approve all the proposed changes.

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Complete the Load — Type 'confirm' exactly as requested into the provided field, then click the blue Proceed button. A success notification will instantly appear, confirming that the snapshot is actively being pushed to the sub-account, and you will receive an email notification upon full transfer completion.

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Troubleshooting Common Issues

Common Mistakes to Avoid

• →Not creating a backup snapshot of the existing sub-account before loading a new snapshot.
• →Carelessly choosing 'Override' for conflicts, leading to irreversible data loss or changes to live assets.
• →Forgetting to explicitly select specific asset categories, such as LinkedIn Ad Campaigns, during the import process.
• →Not waiting for the email confirmation, assuming the snapshot import is instant and fully complete immediately.
• →Attempting to load a snapshot from a user-level account instead of through the Agency Dashboard.

Frequently Asked Questions

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