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:
Short answer, no. There’s no copy button that duplicates a sub-account from one agency to another. But there is a transfer feature, and it works differently than a lot of older guides describe.
When you transfer a sub-account, the whole thing moves over, not just funnels or automations. Contacts, conversations, message history, all of it comes along.
If you need expert help to copy your sub accounts from one agency to another ghl then Contact Us.
We are here to serve a seamless solution to your problem 24/7. Let’s try our services without any hassle!
Read This: How to Bill Clients Using GoHighLevel in Your Agency Unlimited Account
Key Rules to Know Before You Transfer
A few things worth knowing before you start. You can’t pick which parts move. The whole account goes together, no partial transfers.
It won’t merge with anything on the receiving side. It shows up as its own separate location. Got several clients to move at once? Bulk transfers work too, up to 1,000 sub-accounts in one go.
Worth knowing, the receiving agency has to approve it first. Sending the request doesn’t mean it’s done. And if the sub-account has active SaaS billing on it, that can slow things down. Some dependencies might need clearing before it goes through.
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 Subaccounts from agency to another Ghl:
Step 1: Open Sub-Accounts
Go to Agency Level, then Sub-Accounts. If you need to find a specific sub-account, use Manage Client.
Step 2: Select the Sub-Account to Transfer
Pick one or several sub-accounts from the main menu, then click Selection Actions, followed by Sub-account Transfer.
Click Proceed to move to the next step.
Step 3: Enter the Relationship Number
Type in the Relationship Number of the agency you’re transferring the sub-account to.
Step 4: Confirm the Request
Once confirmed, the request gets sent to the receiving agency. Nothing moves until they approve it, so there’s no risk of it happening without their say.
Step 5: Track Your Transfer Requests
Want to check on a pending transfer? Go back to Agency Level, then Sub-Accounts. Select Sub-account Transfers as the type, and check the Send tab.
Switch to the Bulk Request tab.
Click View Details to check the status of each sub-account in the transfer request.
Step 6: Cancel a Request If Needed
Changed your mind? Click the three dots next to the request and select Cancel Request, as long as it hasn’t been approved yet.
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 Copy Subaccounts?
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.
Important Notes
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!
FAQs
Can I merge one sub-account with another?
No, a transfer just moves the whole sub-account as is, it won’t combine with one that’s already there.
Can I transfer a HIPAA-enabled sub-account?
Only if the agency receiving it also has the HIPAA add-on from the Marketplace.
What do I need to prepare before transferring?
Set users to Account type and make sure they’re only on that one sub-account. Turn off SaaS if it’s on. Cancel anything active like WordPress, Yext, WhatsApp, or dedicated IP first.
What do I need to set up again after?
Reconnect logins like Google, Facebook, QuickBooks, Clio. Redo Facebook and Google integrations. Set up Stripe again. Re-add email and Twilio. Reconnect your domains. Turn SaaS back on if needed.
