Can You Copy Subaccounts from agency to another Ghl
If you’re managing multiple clients and agencies in GoHighLevel (GHL), you’ve probably wondered: Is it possible to copy subaccounts from one agency to another?
To answer briefly: Individual subaccounts can’t be copied between GHL agencies automatically. You’ll need to transfer them manually. But don’t worry—there’s a solution!
Although GHL doesn’t provide a direct feature to Copy Subaccounts, you can manually recreate them or use third-party tools to help streamline the process. This approach ensures that no important data is left behind and keeps your transition as smooth as possible.
The transfer of subaccounts is still possible with just a few steps that users need to undertake. Now, let’s look at how it has to be done.
A Quick Answer:
No, you can’t directly copy subaccounts between GoHighLevel agencies, but you can transfer them using the Manage Client option and entering the receiving agency’s Relationship Number.
Remember: Specifically, the basic elements of the site like Members, Profile, Groups, Messages, Press, Blog, Feed, Conversations, Activity, Notes, Tasks, Calendar, Appointments, Documents and Payments will not be copied.
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Read This: How to Bill Clients Using GoHighLevel in Your Agency Unlimited Account
Why You Can’t Copy Subaccounts?
There is no direct feature in GoHighLevel which enables a user to duplicate or transfer a subaccount from one agency account to another. This limitation is to enhance securitization of data that can be affected by various agency settings, integration, as well as user settings.
How Can You Transfer Subaccounts from Agency to Another Ghl Step By Step
Now let’s explain step by step on how to transfer or Copy Subacccounts from agency to another Ghl:
- Select Agency Level > Sub-Accounts. For the identity of a further sub-account, go to ‘Manage Client’.
- Choose one or multiple items on the main menu and click on Selection Actions > Sub-account Transfer
- Input the Relationship Number of the agency you want to make the transfer to this sub-account.
- It will be noted that the request will be forwarded to the receiving agency once the action is confirmed. As a sub-account, you do not have to worry because the sub-account will be transferred once the request is approved.
- If you want to monitor your sub-account transfer requests navigate to Agency Level > Sub-Accounts. Choose Sub-account Transfers as the type selection. Navigate to the Send tab.
- Transfer requests can also be canceled by clicking 3 dots on the right side of the request above and selecting Cancel Request.
Pro Tip:
If you often transfer clients between agency accounts, it may be helpful to write down how you set it up to streamline things for the next time!
Why Transfer Instead of Copy?
Transferring subaccounts helps guarantee the data, settings, and configurations for the client stay consistent during the transfer. That is a safe method of account migration without having to lose essential data or have different configurations as the destination.
Conclusion
While you can’t Copy Subaccounts directly in GoHighLevel, you can easily transfer them by following these steps. This method maintains your data security and integrity and helps when transferring between agency accounts. Well, next time you have to transfer a certain client, you already know how to do that!
