Refresh or Update Snapshots in HighLevel

Why Refresh a Snapshot?

When you make changes to a client sub-account (like new workflows, forms, or funnels), your existing snapshot does not update automatically.
To capture these new changes and make them available for future imports or updates, you need to manually refresh the snapshot.

How to Refresh a Snapshot

1. Go to your Agency View
   
   

2. Click the Account Snapshots tab from the left-hand menu
   
   

3. Find the snapshot you want to update
   
   

4. Click the ? Refresh icon next to that snapshot
   
   

5. Select which new or modified assets you want to include
   
   

6. Click Refresh to finalize the update
   
   
   
   
   

What Happens When You Click “Push Updates”?

After refreshing a snapshot, you’ll see the “Push Update” button available for that snapshot.

Clicking it lets you:

1. Select which sub-accounts (that previously imported this snapshot) should receive the update
   
   

2. Choose the assets to push (e.g., only workflows, or specific forms)
   
   

3. Manually sync updates into those sub-accounts without reloading the entire snapshot
   
   

     Watch the detailed video here

Updates only push to sub-accounts inside your own agency. External agencies must re-import using a new link.

Quick Tips

• Always refresh your snapshot before sharing or pushing updates
  
  

• Use the Push Update feature to sync selected changes to client accounts

• Pushed updates are selective, not destructive - existing data stays safe