Guide, GoHighLevel

GoHighLevel snapshots: what they carry and what breaks

A GoHighLevel snapshot copies a sub-account's configuration, such as workflows, funnels, calendars and custom fields, into another sub-account. It does not copy contacts, conversations, Stripe connections, phone numbers or domains. Most breakage comes from those missing connections, and from pushing an update that overwrites edits made by hand.

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What does a snapshot include?

  • Workflows, triggers and emails
  • Funnels, forms and calendars
  • Custom fields and custom values
  • Membership content, services and webinars
  • Custom objects, with their fields and supported associations

What does a snapshot leave behind?

  • Contacts, appointments and conversations
  • Reputation data
  • Stripe connections and other integrations
  • Phone number ownership, routing and carrier registration
  • Published domains. Imported funnels and websites arrive as drafts.

How is loading different from pushing an update?

ActionWhat happens
New sub-account from a snapshotNothing to overwrite, so no conflicts
Loading into an existing sub-accountAdds items, and conflicts ask you to Override or Skip
Pushing an updateOverwrites existing assets, and manual edits to them are reverted

How do you audit a snapshot before importing it?

  1. 1Import it into an empty test sub-account first.
  2. 2List every workflow and check which ones are published.
  3. 3Check every action that needs a connection, such as payments, phone, email or an integration.
  4. 4Search emails and messages for another business's name, link or number.
  5. 5Reconnect domains and publish funnels, then submit one test lead through the whole path.
  6. 6Check custom object limits. HighLevel says an import that would exceed the limit creates no custom objects at all.

Why does a workflow go quiet after import?

Usually a missing connection or a draft state. Our workflow troubleshooting guide walks through the checks in order.

Frequently asked questions

Do snapshots copy contacts?
No. Snapshots do not move contact records.
Does a snapshot register A2P for the new sub-account?
No. Carrier registration does not transfer, so each sending sub-account needs its own.

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