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?
| Action | What happens |
|---|---|
| New sub-account from a snapshot | Nothing to overwrite, so no conflicts |
| Loading into an existing sub-account | Adds items, and conflicts ask you to Override or Skip |
| Pushing an update | Overwrites existing assets, and manual edits to them are reverted |
How do you audit a snapshot before importing it?
- 1Import it into an empty test sub-account first.
- 2List every workflow and check which ones are published.
- 3Check every action that needs a connection, such as payments, phone, email or an integration.
- 4Search emails and messages for another business's name, link or number.
- 5Reconnect domains and publish funnels, then submit one test lead through the whole path.
- 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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