REVSET LABS · EXPERT GUIDE·Sub-Accounts & Agency

How to Import and Load GoHighLevel Snapshots into Sub-Accounts

766 words·3 min read·Updated 27 April 2026·beginner·

Arsalan ZaffarLinkedIn

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Quick Answer

To import a GoHighLevel snapshot, paste the share link into your browser or click the link in an email. Imported snapshots are stored at the agency level. To use one, go to Agency View → Sub-Accounts → [Select Sub-Account] → Actions → Load Snapshot. This process takes about 5-10 minutes.

Key Takeaways

✓Snapshots are first imported at the agency level, then manually loaded into specific sub-accounts.
✓Always review asset selections and potential conflicts before finalizing the snapshot load.
✓You can import snapshots via a direct share link or by clicking an emailed link.
✓Webinar assets within a snapshot are automatically cloned, and sessions are created upon import.
✓Carefully confirm the loading process by typing 'Confirm' to prevent accidental data changes.

How to Import a GoHighLevel Snapshot (Agency Level)

GoHighLevel snapshots are powerful templates that contain pre-built funnels, workflows, custom fields, and more. Before you can use a snapshot in a client's sub-account, you must first import it into your agency account. This process stores the snapshot as a reusable template for your entire agency.

Log into Your GoHighLevel Account — Open your web browser and navigate to the GoHighLevel login page. Enter your credentials to access your agency dashboard.

Access the Snapshot Share Link — If you received a snapshot via a share link, open a new browser tab. Paste the provided snapshot share link directly into your browser's address bar and press Enter. If you received an email with a snapshot, simply open the email and click the embedded 'Click here' link.

Confirm the Snapshot Import — A confirmation page will appear, displaying details about the snapshot. Click the Yes! Import Now button to start the import process.

Verify Successful Import — The system will process the import, which usually takes a few moments. Once complete, your snapshot is now stored at the agency level, ready to be loaded into any sub-account.

✅ Important: Imported snapshots are stored at the agency level under Settings → Account Snapshot → Imported Snapshots tab. They are not automatically visible or active inside a sub-account. You must manually load them into a specific sub-account after importing.

🔥 Pro Tip

If you're importing a snapshot from another agency or a marketplace, ensure the link is current and valid. Expired or incorrect links will prevent the snapshot from importing correctly.

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How to Load an Imported Snapshot into a Client Sub-Account

After importing a snapshot to your agency account, the next step is to load it into a specific client's sub-account. This action pushes all the pre-configured assets from the snapshot into that sub-account, setting up your client's account with your desired structure and content.

Navigate to Sub-Accounts — From your agency dashboard, click on Sub-Accounts in the left-hand menu. This displays a list of all your client sub-accounts.

Select the Target Sub-Account — Locate the specific sub-account where you want to load the snapshot. Click the three dots menu located next to the 'Switch to Sub-account' button for that account.

Access Client Management — From the dropdown menu, select Manage Client. This action opens the dedicated management page for that particular sub-account.

Initiate Snapshot Loading — On the client management page, find and click the Actions button. A dropdown menu will appear with several options.

Choose Load Snapshot — From the Actions dropdown menu, select Load Snapshot. A new window will open to guide you through the loading process.

Pick an Imported Snapshot — In the new window, you will see a list of all snapshots previously imported at your agency level. Select the specific snapshot you wish to load into this sub-account.

Proceed with Snapshot Selection — After selecting your desired snapshot, click the Proceed button to move to the next step.

Select or Skip Assets — Review the list of assets included in the snapshot. You can choose to Select All, Skip All, or individually select/skip specific items like funnels, workflows, or custom fields based on your client's needs.

Confirm Asset Selection — Once you have made your asset selections, click Proceed to continue. The system will then check for any potential conflicts.

Review and Handle Conflicts — The system will display any conflicts between the snapshot's assets and existing assets in the sub-account. Click the + icon next to each conflict to review details and decide on an action (e.g., overwrite, skip). After reviewing, click Proceed.

Final Confirmation for Loading — A final confirmation box will appear to prevent accidental changes. Type 'Confirm' exactly into the provided text box, then click Proceed to start the snapshot loading process into the sub-account.

✅ Note: If your snapshot includes Webinars, importing them clones the webinar pages and automatically creates the corresponding webinar sessions within the sub-account. Related webinar data is restored during the import, streamlining your event setup.

🔥 Pro Tip

Before loading a snapshot, always consider which assets your client truly needs. Skipping unnecessary items can help keep their sub-account clean and prevent clutter, making it easier for them to manage.

Troubleshooting Common Issues

⚠️ The snapshot link is not working or shows an error.

Verify that the snapshot share link is correct and has not expired. Contact the snapshot provider to request a new or valid link if needed.

⚠️ I imported a snapshot, but I can't find it when trying to load it into a sub-account.

Ensure you correctly imported the snapshot at the agency level. Navigate to Agency View → Settings → Account Snapshot → Imported Snapshots to confirm it appears in your list. If it's not there, re-attempt the import process.

⚠️ During loading, I see 'Conflicts Detected' and I'm unsure what to do.

Click the + icon next to each conflict to review the details. You can choose to overwrite existing assets (if the snapshot version is newer/better) or skip the snapshot's version (to keep the sub-account's existing asset). Make a decision for each conflict before proceeding.

⚠️ After loading, some features or assets from the snapshot are missing in the sub-account.

During the 'Select or Skip Assets' step, you might have accidentally skipped critical components. You can re-load the snapshot and be more careful with your asset selections, or manually re-create the missing elements.

⚠️ Typing 'Confirm' does not enable the 'Proceed' button for final loading.

Double-check that you typed 'Confirm' with a capital 'C' and no extra spaces or typos. The text must match exactly for the button to activate.

Common Mistakes to Avoid

→Forgetting to load the snapshot into a sub-account after successfully importing it at the agency level.
→Not carefully reviewing and understanding conflicts during the loading process, leading to unintended overwrites or missing data.
→Skipping essential assets during the 'Select or Skip Assets' step, resulting in an incomplete setup for the sub-account.
→Using an old, expired, or incorrect snapshot share link, which prevents successful import.
→Loading the snapshot into the wrong sub-account, requiring a manual cleanup or re-loading into the correct one.

Frequently Asked Questions

QWhat is the difference between importing and loading a GoHighLevel snapshot?

Importing a snapshot means bringing the template into your agency-level account, making it available for future use. Loading a snapshot means applying that imported template to a specific client's sub-account, populating it with the snapshot's funnels, workflows, and other assets. You must import before you can load.

QCan I import a snapshot directly into a sub-account without going through the agency level?

No, GoHighLevel requires all snapshots to be imported first at the agency level. This centralizes your templates, allowing you to manage and deploy them across multiple sub-accounts from one location. Once imported, you can then load it into any client sub-account as needed.

QWhat happens if there are conflicts when loading a snapshot?

Conflicts occur when an asset in the snapshot (e.g., a workflow, custom field) has the same name or ID as an existing asset in the sub-account. GoHighLevel will prompt you to review these conflicts. You can choose to overwrite the existing asset with the snapshot's version or skip the snapshot's version, keeping the existing one.

QHow do I get a GoHighLevel snapshot share link?

Snapshot share links are typically provided by other GoHighLevel agencies, marketplace vendors, or if you're transferring a snapshot from one agency account to another. To generate a share link from your own agency, go to **Agency View → Settings → Account Snapshot → Create New Snapshot**, then select your snapshot and choose **Share Snapshot**.

QWhat types of assets are typically included in a GoHighLevel snapshot?

GoHighLevel snapshots can include a wide range of assets, such as funnels, websites, forms, surveys, calendars, custom fields, pipelines, workflows, triggers, email templates, SMS templates, custom values, and more. They are designed to encapsulate an entire business system or marketing strategy.

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Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.

Arsalan Zaffar

Revset Labs · Revenue Systems · 78+ GHL Builds

Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.

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Tags:GoHighLevelSnapshotsAgency SetupClient OnboardingGHL WorkflowsAccount Management