Loading a snapshot is a strategic way to duplicate assets across multiple clients.

• Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  
  

• Consistency: Ensures that sub-accounts follow the same structure and processes
  
  

• Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  
  

• Conflict Warnings: See what might be overridden before taking action

How To Load a Snapshot into an Existing Sub-Account

Follow this process to import a snapshot into an existing sub-account.

Step 1: Navigate to "Manage Client"

• From the Agency Dashboard, use the left-hand menu to navigate to Sub-Accounts
  
  

• Scroll down or use the search bar to locate the sub-account you would like to add the snapshot to
  
  

• Click the 3-dot icon located to the right of the sub-account. From the pop-up menu, select Manage Client

Step 2: Select and Load Snapshot

• Click the blue Actions button in the upper right corner
  
  
• From the dropdown, select Load Snapshot
  
  

Step 3: Choose the Snapshot

• In the “Load Snapshot” popup, click the dropdown labeled Pick a Snapshot
  
  
• Select the snapshot you'd like to load into the sub-account
  
  
• Click the blue Proceed button

Step 4: Select Assets

• Use the checkboxes to select the assets you want to import
  
  
  • To import all available assets, click Select All
    
    
  • To import by category, check only the sections you need
    
    
  • Click the + icon to expand a category and select individual assets
    
    
• Click the blue Proceed button when you are done

Step 5: Resolve Conflicts

• The platform will check for conflicts between existing assets and the ones in the snapshot. You’ll have two options for each conflict:
  
  
  • Override: Replaces the existing sub-account item with the snapshot version
    
    
  • Skip: Keeps the current version and excludes the conflicting snapshot item
    
    
• After reviewing, click the blue Proceed button

Step 6: Confirm the Import

• You’ll be asked to type the word confirm to approve the changes
  
  
• After typing confirm, click the blue Proceed button
  
  

• A success notification will appear, confirming that the snapshot is being pushed to the sub-account. You will receive an email notification once all information has been transferred.

Frequently Asked Questions

Q: Will loading a snapshot delete my current data?
No. Data is only replaced if you choose to override during the conflict check.

Q: Can I preview what’s in the snapshot?
Not directly. However, you can load selectively and skip assets during the process.

Q: What happens if I accidentally override an asset?
The action cannot be undone. Always review the conflict list carefully.

Q: Can I load multiple snapshots into the same sub-account?
Yes, you can load more than one snapshot into the same sub-account. Each time you load a snapshot, you’ll go through the same process. Just be aware that overlapping assets may trigger conflicts, so review your selections carefully to avoid unintended overrides.

Related Articles

• Snapshots – Overview

  
  

• How to load Snapshots with Dashboards
  
  

• Pushing & Loading Snapshot Updates to Client Accounts
  
  

• Import Snapshots
  
  

• Creating New Snapshots