Export Sub-Accounts in GoHighLevel

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How to Export a List of Sub-Accounts in GoHighLevel

If you manage multiple workspaces in tools like ClickUp and need similar control in your CRM, learning how to export a list of sub-accounts from GoHighLevel is essential. This guide walks you step-by-step through exporting your agency sub-accounts so you can analyze, back up, or share data with your team.

Exporting sub-account data lets you keep clean records, improve reporting, and quickly audit your agency structure. By following the process below, you will generate a downloadable CSV file directly from your GoHighLevel agency view.

Why Export Sub-Accounts from GoHighLevel

Exporting sub-accounts from GoHighLevel gives you an organized snapshot of all client or location accounts under your agency. This is especially helpful for:

  • Auditing which clients are active in your agency.
  • Sharing a structured list with team members or stakeholders.
  • Performing financial or usage analysis outside the GoHighLevel interface.
  • Backing up account information for compliance or documentation.

The export feature pulls key information into a CSV file that you can open in Excel, Google Sheets, or any other spreadsheet tool.

Accessing the Agency View in GoHighLevel

To export a list of sub-accounts, you must first access the agency-level dashboard in GoHighLevel. Only users with agency permissions can complete this export.

  1. Log in to your GoHighLevel account using your agency admin credentials.

  2. From the main navigation, ensure you are in the Agency View (sometimes labeled as the top-level account, not an individual sub-account).

All export actions for sub-accounts must start from this high-level agency interface in GoHighLevel.

Step-by-Step: Export a Sub-Account List in GoHighLevel

The actual export process in GoHighLevel is straightforward once you are in Agency View. Follow the steps below in order.

Step 1: Open the Sub-Accounts Section in GoHighLevel

  1. In Agency View, locate the menu option that lists your client or location accounts. This is typically labeled Sub-Accounts or Accounts.

  2. Click the menu option to open the full list of all sub-accounts under your GoHighLevel agency.

You should now see a table or grid listing each sub-account, including key details such as name and status.

Step 2: Locate the Export Option in GoHighLevel

  1. At the top-right or top-left of the sub-accounts list, look for actions such as a three-dot menu, More button, or Export link.

  2. Click the relevant actions menu to reveal options related to the sub-accounts table.

  3. Choose the Export or Export Sub-Accounts option from the dropdown.

This opens an export dialog where you can confirm that you want to download a file containing your GoHighLevel sub-account list.

Step 3: Confirm and Download the CSV File

  1. After selecting the export option, GoHighLevel will prepare a CSV file that includes the visible sub-accounts.

  2. Wait a moment while the system generates the export. In most cases this takes only a few seconds, depending on the size of your sub-account list.

  3. Your browser will then automatically start downloading a CSV file containing the list of sub-accounts.

Once the download is complete, you can open the CSV in your preferred spreadsheet tool for review or further analysis.

Understanding the Exported GoHighLevel Sub-Account File

The exported CSV from GoHighLevel will typically contain one row per sub-account along with multiple columns describing each account. Common columns may include:

  • Sub-account name or location name.
  • Account ID or internal reference.
  • Creation date or activation date.
  • Status (e.g., active, inactive, trial).

Use these columns to quickly sort, filter, or group your GoHighLevel sub-accounts based on your agency needs.

Filtering Before Exporting in GoHighLevel

To create more focused reports, consider applying filters before you run an export in GoHighLevel. Depending on the available options on the sub-accounts screen, you may be able to:

  • Filter by status (active vs. inactive).
  • Filter by date created.
  • Search by name or keyword to narrow the list.

Any filters you apply will typically affect which sub-accounts are included in the exported file. This is useful when you only want a specific segment of your GoHighLevel sub-accounts.

Best Practices for Managing GoHighLevel Sub-Account Exports

To get long-term value from your exported lists, follow these best practices:

  • Store exports securely: Save your CSV files in a secure location with proper access control.
  • Use standard naming conventions: Include the date and purpose in the file name, such as gohighlevel-sub-accounts-2025-12-17.csv.
  • Schedule periodic exports: Export your GoHighLevel sub-account list monthly or quarterly for ongoing audits.
  • Compare historical exports: Track changes in active accounts, churn, or new clients over time.

Consistent exports from GoHighLevel give you a clear history of your agency growth and client changes.

Troubleshooting GoHighLevel Sub-Account Exports

If you encounter issues while exporting your sub-account list in GoHighLevel, review the points below:

  • No export option visible: Confirm you are in Agency View and not inside a specific sub-account. Only agency-level users can export the full list.
  • Permissions issue: Check that your user role has the necessary permissions to manage sub-accounts and run exports.
  • CSV not downloading: Disable browser pop-up blockers temporarily and try again, as the download may open as a new browser action.
  • File appears empty: Ensure that you have active sub-accounts and that filters are not hiding them before exporting.

If problems persist, compare your steps with the official GoHighLevel documentation, such as the original help article located at this GoHighLevel support guide.

Next Steps After Exporting from GoHighLevel

Once you have your CSV file exported from GoHighLevel, there are several useful follow-up actions you can take:

  • Import the data into a BI or reporting tool for advanced dashboards.
  • Share the list with your sales or support team for account reviews.
  • Cross-reference sub-accounts with billing or invoicing systems.
  • Use the data to clean up unused or duplicate sub-accounts inside GoHighLevel.

For broader CRM strategy, automation, and systems optimization, you can also explore resources from specialized consultants, such as Consultevo, to improve how you structure and manage GoHighLevel across your agency.

Summary: Exporting Sub-Accounts in GoHighLevel

Exporting a list of sub-accounts in GoHighLevel is a quick process that delivers a powerful overview of your agency structure. By accessing Agency View, opening the sub-accounts screen, using the export option, and downloading the CSV file, you gain a flexible dataset you can sort, filter, and analyze in external tools.

Use these exports to support audits, reporting, and long-term planning, and revisit the GoHighLevel help documentation whenever you need a refresher on the exact steps.

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