Import Snapshot from Snapshot Share Link

Follow the steps below to import a snapshot from a shareable link

  1. Log into HighLevel in your web browser
  2. Open an additional tab in your browser
  3. Paste the snapshot share link into the browser address bar and hit enter
  4. Click Yes! Import Now

Import Snapshot from Email

Follow the steps below to import a snapshot from email

  1. Log into HighLevel in your web browser
  2. Click Click here. in the email
  3. Click Yes! Import Now

 

Imported Snapshots appear under the Imported Snapshots tab in Settings (Agency View) -> Account 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