Import Snapshot from Snapshot Share Link
Follow the steps below to import a snapshot from a shareable link
- Log into HighLevel in your web browser
- Open an additional tab in your browser
- Paste the snapshot share link into the browser address bar and hit enter
- Click Yes! Import Now
Import Snapshot from Email
Follow the steps below to import a snapshot from email
- Log into HighLevel in your web browser
- Click Click here. in the email
- Click Yes! Import Now
Note: Imported snapshots are stored at the agency level under Settings > Account Snapshot > Imported Snapshots tab. They are not automatically visible inside a subaccount. To use an imported snapshot in a specific subaccount, you must manually load it by going to Agency View > Subaccounts > Select sub account> Actions > Load Snapshot.
Next steps
Once the snapshot is loaded, you need to click on 'Agency View' > 'Subaccounts.'
You will click on the subaccount name (without switching to the subaccount) to open the subaccount details. Then, locate the 'Actions' button in the top right corner and select 'Load Snapshot.'
This will open a dropdown menu where you can load the snapshot and select specific items that you want to be loaded, such as campaigns, calendars, etc..
You will be able to load as many snapshots as you want per subaccount. https://help.gohighlevel.com/a/solutions/articles/48000982582?portalId=48000045315
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