How to Import Snapshots in GoHighLevel

If you are moving from ClickUp or another system into GoHighLevel, importing snapshots lets you bring in funnels, automations, and other assets in just a few clicks. This guide walks you through each option available so you can import snapshots safely and understand what is, and is not, included.

The instructions below are based on the official documentation for importing snapshots inside the GoHighLevel platform, with added structure and clarification to help you complete the process smoothly.

What a GoHighLevel Snapshot Import Does

A snapshot in GoHighLevel is a bundle of assets that can include funnels, websites, workflows, triggers, campaigns, forms, and more. Importing a snapshot copies those assets into your account or a specific sub-account so you do not have to rebuild them from scratch.

When you import a snapshot, you are not merging accounts. You are simply copying the contents of the snapshot into a chosen location inside your GoHighLevel system.

Requirements Before Importing in GoHighLevel

Before you import a snapshot, make sure the following conditions are met:

• You have admin or agency-level access to GoHighLevel.
• You have the snapshot file or import link provided by the snapshot creator.
• You know whether you want the assets in your agency view or inside a specific sub-account.
• You understand that some items, such as integrations or custom values tied to other tools, may need to be reconnected after the import.

Ways to Import a Snapshot in GoHighLevel

There are several ways to import snapshots depending on how you obtained them. Each option is shown as a separate path in the GoHighLevel interface, but they all end with the same result: your snapshot assets appear in the chosen account.

1. Import a GoHighLevel Snapshot From the Marketplace

If your snapshot was purchased or obtained from the GoHighLevel marketplace, use this method.

1. Log in to your GoHighLevel agency account.
2. Navigate to the Agency View dashboard.
3. Open the Marketplace section.
4. Locate the snapshot you purchased or that was shared with you.
5. Click the option to Import or Add the snapshot to your account.
6. Select whether you want to import it into the agency level or directly into a sub-account.
7. Confirm the import and wait for the process to complete.

Once completed, the snapshot’s assets will appear in the corresponding sections such as Funnels, Websites, Workflows, or other modules supported by GoHighLevel.

2. Import a GoHighLevel Snapshot From a Share Link

Some providers share a direct import link for their snapshot.

1. Copy the full snapshot share link provided to you.
2. Sign in to your GoHighLevel account.
3. Paste the share link into your browser while logged in, or use the section inside your agency area where you can Import from URL if available.
4. Follow the prompts to confirm the snapshot name and destination.
5. Choose the sub-account or agency view where the snapshot should be installed.
6. Confirm the action and allow the import to finish.

After the import, verify that all visible assets—such as funnels and automations—are present. Some advanced settings may need to be updated manually within GoHighLevel after importing.

3. Import a GoHighLevel Snapshot From a File (If Provided)

In some cases, you may receive a snapshot file or a method to upload it directly.

1. Go to the Agency View in GoHighLevel.
2. Open the Snapshots management section.
3. Look for an option such as Import Snapshot or Upload Snapshot.
4. Upload the provided file or follow the system prompt to link the snapshot to your account.
5. Select the desired destination (agency level or a specific sub-account).
6. Confirm and wait while GoHighLevel processes the import.

Once complete, inspect your destination account to ensure that the imported items appear as expected.

Choosing the Right Destination in GoHighLevel

During the import, GoHighLevel will ask where you want your snapshot to live. Choosing correctly saves time and avoids clutter.

• Agency Level: Use this if you plan to reuse the snapshot across multiple sub-accounts. After importing at agency level, you can later apply it to any sub-account.
• Specific Sub-Account: Use this when the snapshot is tailored to a single business or client and does not need to be shared widely.

You can always apply an agency-level snapshot to new sub-accounts later, which is one of the key benefits of GoHighLevel for agencies.

What Is Included When You Import a Snapshot

A typical snapshot in GoHighLevel can include some or all of the following:

• Funnels and funnel steps
• Websites and landing pages
• Workflows and automations
• Triggers and rules
• Campaigns and emails
• Forms and surveys
• Pipelines and stages
• Calendars (structure only; connections may require manual setup)

Some elements are not fully transferred. For example, integrations with email providers, payment gateways, or external apps may need to be reconnected in your own GoHighLevel account after the import.

Troubleshooting Common GoHighLevel Snapshot Import Issues

If you run into problems importing a snapshot, use the tips below.

Snapshot Does Not Appear After Import

• Refresh your GoHighLevel dashboard and check both the agency view and the target sub-account.
• Confirm that you selected the correct destination during the import process.
• Verify with the snapshot provider that your link or file is still active and valid.

Some Assets Are Missing or Incomplete

• Review each module (Funnels, Workflows, Campaigns, etc.) individually.
• Check whether the snapshot description mentioned any assets that must be installed separately.
• Reimport the snapshot if the initial import was interrupted or timed out.

Integrations or Calendars Are Not Working

• Reconnect email services, phone numbers, or API-based apps inside GoHighLevel.
• Open each calendar and update its settings to match your client’s accounts.
• Replace any placeholder API keys or integration tokens that came from the original snapshot creator.

Best Practices When Using GoHighLevel Snapshots

To get the most from your snapshots, follow these practices:

• Test in a Sandbox: Import new snapshots into a test sub-account first so you can explore the assets before using them for a live client.
• Rename Assets: Update names of funnels, workflows, and campaigns to match your client or brand.
• Check Compliance: Confirm that imported email and SMS sequences meet legal and platform guidelines in your region.
• Document Changes: Keep a quick log of what you modified so you can replicate improvements in other GoHighLevel accounts.

Where to Learn More About GoHighLevel Snapshots

You can review the original documentation for importing snapshots directly from the GoHighLevel help center here: Official GoHighLevel snapshot import article.

For strategic implementation, agency setup, and optimization around GoHighLevel, you can also visit Consultevo for additional resources and consulting services.

By following the steps and best practices above, you can reliably import snapshots in GoHighLevel, standardize your client deployments, and speed up your implementation workflow across multiple accounts.

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