How to Copy Contacts Between Sub-Accounts in GoHighLevel

If you manage multiple client workspaces across platforms like ClickUp and GoHighLevel, you may need to copy contacts from one sub-account to another without losing important data. This guide explains, step by step, how to safely move contact records between sub-accounts while keeping your lists organized and your automations running smoothly.

Before You Start: Understanding GoHighLevel Sub-Accounts

In GoHighLevel, each sub-account is typically tied to a specific client or project. Contacts are stored independently in each sub-account, so they do not automatically sync between them.

Copying contacts between sub-accounts usually involves:

• Selecting the correct contact list or smart list
• Exporting the contacts from the source sub-account
• Importing them into the destination sub-account
• Preserving tags, custom fields, and statuses where possible

Always verify that you have permission to share or move contact data and follow your local data protection regulations.

GoHighLevel Contact Copying Methods

There are several ways to move or copy contacts between sub-accounts in GoHighLevel, depending on your workflow and level of access.

Method 1: Export and Import Contacts in GoHighLevel

This is the most common and reliable approach when you need to copy many contacts.

Step 1: Open the Source Sub-Account

1. Log in to your GoHighLevel agency account.
2. From the agency view, select the sub-account that currently contains the contacts you want to copy.
3. Click into the Contacts area.

Step 2: Filter or Select Contacts

To avoid copying unnecessary records, use filters or smart lists.

• Use search filters (tags, status, pipeline, etc.) to narrow down the list.
• Alternatively, open an existing smart list that already contains the contacts you want.

When your list is ready:

• Use the checkbox at the top of the table to select all visible contacts.
• If prompted, choose to select all contacts that match the filter (not just those on the current page).

Step 3: Export Contacts

1. With contacts selected, click the More Actions or bulk actions menu (depending on your interface version).
2. Choose the option to Export contacts.
3. Select the export format (typically CSV).
4. Confirm and download the exported file to your computer.

This CSV file will be used to import contacts into another GoHighLevel sub-account.

Method 2: Import Contacts into Another GoHighLevel Sub-Account

Step 1: Open the Destination Sub-Account

1. Return to the agency view in GoHighLevel.
2. Select the destination sub-account where you want to copy the contacts.
3. Go to the Contacts section.

Step 2: Start the Import Process

1. Click the Import button (usually near the top right of the contacts screen).
2. Upload the CSV file you exported from the source sub-account.

Step 3: Map Fields Correctly

During import, you will be prompted to map columns from your file to GoHighLevel contact fields.

• Ensure First Name, Last Name, Email, and Phone are mapped correctly.
• Map any tags, custom fields, or company data you need to preserve.
• Review unmapped columns and either assign them to custom fields or ignore them.

After mapping, confirm the import and wait for processing to complete. When finished, your contacts should now appear in the new sub-account.

GoHighLevel Best Practices When Copying Contacts

To avoid data conflicts and automation issues, follow these best practices.

1. Avoid Duplicate Contacts in GoHighLevel

• Before importing, decide whether email or phone number should be your main unique identifier.
• Use filters in the destination sub-account to check for existing contacts with the same email or phone.
• When importing, review settings for creating new contacts versus updating existing ones (if available in your interface).

2. Preserve Tags and Segmenting

Tags are critical for segmenting contacts in GoHighLevel.

• Verify that any tags used in the source sub-account also exist in the destination sub-account.
• If needed, recreate important tags before importing the contact file.
• After the import, open a few test contacts to confirm that tags were applied correctly.

3. Check Pipelines and Opportunities

In many setups, contacts are connected to pipelines and opportunities.

• Note that copying contacts does not always copy associated opportunities or deals.
• Recreate essential pipeline stages and opportunities in the destination sub-account if required.
• Review automation workflows that depend on pipeline status before going live.

4. Validate Automations and Workflows

When contacts are imported into a new environment, they might trigger automations.

• Pause non-essential workflows before importing if you want to prevent immediate triggers.
• After the import, spot-check a few contacts to see which workflows they are enrolled in.
• Test key workflows with internal test contacts to confirm everything behaves as expected.

Troubleshooting GoHighLevel Contact Copy Issues

If something does not look right after copying contacts between sub-accounts, review these common issues.

Missing or Misaligned Fields

• Recheck your CSV file in a spreadsheet tool to make sure column headers are clear.
• Confirm that each column is mapped to the correct field during import.
• If you added new custom fields, ensure they exist in the destination sub-account before importing.

Incorrect or Lost Tags in GoHighLevel

• Open a few contacts to confirm which tags were imported.
• If tags are missing, verify that your CSV file contained a tag column with values.
• Re-import only the affected contacts with corrected mapping if necessary.

Unexpected Automations Triggering

• Check the activity log on a test contact to see which workflows started.
• Temporarily disable or adjust triggers based on contact creation or updates.
• When stable, re-enable automations with the corrected configuration.

Learn More About GoHighLevel Contact Management

For the original detailed product documentation on copying contacts between sub-accounts, visit the official support article here: GoHighLevel contact copying guide.

If you need help designing scalable account structures, data models, or automation strategies around your GoHighLevel implementation, you can also explore expert consulting services at Consultevo.

Summary: Safely Copy Contacts in GoHighLevel

Copying contacts between sub-accounts in GoHighLevel is straightforward when you follow a structured process: export contacts from the source, import them into the destination, map fields accurately, and verify tags, custom fields, and automations. By planning your data structure and testing on a small batch first, you can maintain clean contact records across all your client sub-accounts.

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