The Bulk Location Transfer functionality allows agencies to transfer multiple sub-accounts at once to another agency. Follow the steps below to initiate and track a bulk transfer request.

TABLE OF CONTENTS

• Steps to Transfer Sub-Accounts in Bulk (Send)

• Steps for the Receiving Agency to Accept or Reject a Transfer

• What all information and assets are transferred over?
• IMPORTANT: What all information and assets are not transferred over?
• Phone Number Transfers
• Sub-Account Transfer FAQs

Steps to Transfer Sub-Accounts in Bulk (Send)

Step 1: Navigate to the Sub-Account Transfers Section

1. Log in to your Agency account.

2. Go to Agency Level > Sub-Accounts > Sub-Account Transfers.
   

3. Click on the Bulk Transfer Subaccount button.
   

4. Click Proceed to move to the next step.
   

   
   

Step 2: Select Sub-Accounts to Transfer

In the next screen, you have two options to select the sub-accounts you want to transfer:

• Option 1: Select from the List

  • Search and select specific sub-accounts.

  • Use Select All to transfer all sub-accounts. (Note: A maximum of 1,000 sub-accounts can be selected at a time.)
    

• Option 2: Enter Location IDs

  • Manually enter the Location IDs of the sub-accounts you wish to transfer.

  • Ensure the IDs are entered correctly in a comma-separated format (e.g., 12345,67890,54321).
    
    

Step 3: Enter the Receiving Agency’s Relationship Number

1. Input the Relationship Number of the agency to which you want to transfer the selected sub-accounts.

2. Double-check the number to ensure it is correct.

Step 4: Confirm and Send the Transfer Request

1. Review the details of the transfer.

2. Enter your password and click Confirm to send the transfer request to the receiving agency.

3. The sub-accounts will be transferred once the receiving agency approves the request.
   
   
   
   

Tracking Your Transfer Request

You can track the status of your transferred sub-accounts under the Sent tab on the Sub-Account Transfers screen.

1. Switch to the Bulk Request tab.

2. Click View Details to check the status of each sub-account in the transfer request.
   

Transfer Status Definitions :

• Completed: The receiving agency has accepted the sub-account transfer.

• Rejected: The receiving agency has declined the transfer request.

• Pending:The receiving agency has not taken any action on the request.

• Failed: The sub-account is non-transferable (e.g., due to HIPAA or SaaS restrictions).

Note: The receiving agency can only accept or reject all sub-accounts in a bulk transfer request. Partial approvals are not allowed.

Steps for the Receiving Agency to Accept or Reject a Transfer

Step 1: Notification and Accessing the Request

• The receiving agency owner will receive an email notification when a transfer request is raised.
  

• An in-app notification will also be displayed, redirecting them to the Received section of the Sub-Account Transfers screen.
  
  

Step 2: Reviewing the Transfer Request

1. Click on "Take Action" to see the list of sub-accounts included in the transfer.
   

2. Review the Subaccount Details before accepting or rejecting the request.

Step 3: Accept or Reject the Transfer

• The receiving agency can either accept all or reject all sub-accounts in the transfer request.

• Partial selection is not supported.  
  

Tracking Your Transfer Request

You can track the status of your transferred sub-accounts under the Sent tab on the Sub-Account Transfers screen.

1. Switch to the Bulk Request tab.
   

2. Click View Details to check the status of each sub-account in the transfer request.
   

Transfer Status Definitions :

• Completed: The receiving agency has accepted the sub-account transfer.

• Rejected: The receiving agency has declined the transfer request.

• Pending:The receiving agency has not taken any action on the request.

• Failed: The sub-account is non-transferable (e.g., due to HIPAA or SaaS restrictions).

Note: The sub-account will only be transferred successfully once the receiving agency accepts the request. In the case of a bulk transfer, the receiving agency can only accept all or reject all sub-accounts in the request.

What all information and assets are transferred over?

• Websites and funnels will all be transferred.
• GHL calendars will get transferred over.
  Note: The external calendar integrations will be disconnected.
• All automation will be transferred over.
  Note: They will all be set to Publish.
• Contacts and their conversations, appointments, opportunities, and history will be transferred over.
• All users with User Type 'Account', and only assigned to that particular sub-account and no other sub-account will be transferred.
• Contacts will remain in the workflow. 
• The workflow enrolled data remains as it is in workflows.
• Sub-account level API Keys will remain the same.

IMPORTANT: What all information and assets are not transferred over?

• All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Yext)
• All Facebook and Google settings will be cleared
• Sub-Account-level Stripe fields will be cleared
• Any SaaS setting will not be transferred over.
  Note: SaaS mode will automatically be disabled before the transfer takes place.
• Smartlists do not get transferred over with the sub-account currently
• Mailgun/SMTP won't get transferred.
• All active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etc. won't get transferred. They'll have to be cancelled before the transfer can happen.

Phone Number Transfers

Both Agencies are on LeadConnector

• If BOTH the releasing and receiving agencies along with the sub-account that needs to be transferred is on LC, then the phone numbers will automatically be transferred with the sub-account.
• A2P DLC status will be retained. Sub-accounts do not need to again register the phone numbers that are already registered.
• All the phone usage charges going forward will be accrued by the receiving agency.

Both Agencies are not on LeadConnector (Either one or Both are Twilio)

No phone numbers will be transferred over by HighLevel. It is your responsibility to work with the previous account owner as well as Twilio to move over any or all phone numbers that you may want to keep connected to the transferred sub-account.

Kindly reach out to HighLevel Support for any concerns.

Sub-Account Transfer FAQs

1. Can I merge one Sub-Account with another?
   No. Sub-Account transfers are a movement of the entire sub-account, not a movement of just the data inside of it. This movement takes place from one agency to another.
   
   
2. Can I transfer a HIPAA-enabled Sub-account?
   We can ONLY Transfer HIPAA-compliant sub-accounts if the Agency that you are wanting to transfer to ALSO has the HIPAA Compliance add-on package purchased from the HighLevel Marketplace.
   
   
3. What is the prep that I have to do to the sub-account before transferring?
   • Set all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific sub-account being transferred. 
   • Any SaaS sub-account will need to have SaaS disabled.
   • All active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etc. will have to be cancelled before the transfer is requested.
     
     
4. What is the setup that I will need once the transfer is made?
   • You will need to reconnect all auth connections (ex: Google, FB, Quickbooks, Clio, DrChrono)
   • You will have to reintegrate Facebook and Google
   • You will have setup the sub-account-level Stripe
   • You will have to re-add LC Email, Mailgun/SMTP, and Twilio
   • You will have to re-add your domains
   • Any SaaS sub-accounts will have to have SaaS re-enabled.
     

      5. Will the deleted workflows be visible in the "Deleted" tab when a location is transferred?

          Deleted workflows from the old location will not be visible in the new location. Only the deleted workflows from              the new location will be displayed in the "Deleted" tab.