Can I Transfer One GoHighLevel (GHL) Information to Another GHL Account

Can I Transfer One GoHighLevel Information to Another GHL Account?

By Aslam Manzoor

Are you planning to transfer data from one GoHighLevel (GHL) account to another? Whether it’s client data, workflows, or entire snapshots, efficiently moving your information can save you time and hassle. While GHL doesn’t offer a straightforward “one-click transfer” feature, you can still migrate most of your important data using a few effective methods. 

This guide will provide step-by-step instructions to ensure a smooth transfer process.

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What Can Be Transferred Between GHL Accounts?

Before we dive into the transfer process, let’s clarify what data you can move:

  • Contacts: Export and import using CSV files.
  •  Funnels & Websites: Utilize the snapshot feature.
  • Workflows & Automations: Include these in snapshots.
  •  Pipelines & Opportunities: Manual export is required.
  • Custom Fields & Forms: Recreate or transfer using snapshots.
  •  Emails & SMS Campaigns: Manually recreate or copy/paste.

Remember that elements like user permissions, integrations, and API keys must be manually configured in the new account.

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Step-by-Step Guide to Transfer GHL Data

Backup Your Data

Before starting any transfers, it’s essential to back up your data to prevent accidental loss.

  • Navigate to Settings > Business Profile and note any important account details.
  • Export contacts, funnels, and workflows as needed.

Transfer Contacts (Leads & Customers)

  • Go to Contacts in your GHL dashboard.
  • Click on Export Contacts and select CSV format.
  • Download the file and save it securely.
  • In the new GHL account, go to Contacts > Import and upload the CSV file.

Pro Tip

Ensure the CSV format matches the required fields in the new account to avoid errors.

Transfer Funnels and Websites

  • Navigate to Funnels & Websites in your current high level account.
  • Click on the funnel you want to transfer.
  • Use the Snapshot feature to save it.
  • Go to Settings > Snapshots > Import and upload the snapshot file to the new account.

Pro Tip

After the transfer, double-check the links and domain settings.

Move Workflows and Automations

  • Open Automations in the old account.
  • Add them to an existing or new snapshot.
  • In the new account, go to Settings > Snapshots and import.
  • Check each automation and test it before activation.

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Transfer Pipelines and Opportunities

  • Go to Pipelines and note the structure.
  • Manually recreate the pipelines in the new account since there’s no direct transfer option.
  • Export opportunity data and import it into the new account.

Recreate Forms and Custom Fields

  • Manually recreate forms in Sites > Forms.
  • Copy custom fields by going to Settings > Custom Fields and recreating them.

Reconnect Integrations & API Keys

  • Navigate to Settings > Integrations and note any API keys or connections.
  • Set up the same integrations in the new account.

Common Issues and Solutions

  • Problem: Import errors when transferring contacts.

 Solution: Ensure the CSV format matches GHL’s requirements.

  •  Problem: Funnels are not loading correctly in the new account.

 Solution: Check for missing domains or integrations.

  •  Problem: Automations are not functioning.

 Solution: Verify triggers and actions before going live.

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Need expert help setting up your HighLevel account? Get a FREE 14-day trial and a free consultation to ensure a seamless transfer. Contact us today to get started without any hassle!

Conclusion

Transferring data from one Go High Level account to another may involve several steps, but it’s manageable. So, a careful planning, snapshots, and manual data movement where necessary can ensure a smooth transition. Follow this guide to avoid common hazards and get your new account up and running quickly!

Aslam Manzoor

Aslam Manzoor, founder of LeadsFlex, helps businesses unlock their full potential with expert GoHighLevel solutions. Specializing in AI chatbots, advanced automations, custom funnels, and website design, Aslam delivers powerful tools to streamline processes and boost growth. Ready to scale? Explore our tailored GoHighLevel services and transform your business today!

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