How to Load Snapshots into an Existing GoHighLevel Sub-Account

If you are moving workflows from ClickUp or other planning tools into GoHighLevel, learning how to load snapshots into an existing sub-account is essential. This guide walks you through the process step by step, explains the impact on your current assets, and highlights important warnings so you can work safely inside your GoHighLevel account.

What Is a Snapshot in GoHighLevel?

In GoHighLevel, a snapshot is a packaged collection of assets that can be loaded into a sub-account. It is designed to help you quickly deploy proven funnels, automations, and configurations.

A snapshot in GoHighLevel can include:

• Funnels and websites
• Workflows and triggers
• Pipelines and pipeline stages
• Custom fields and form fields
• Calendars and appointment settings
• Surveys and forms
• Campaigns and templates

Loading a snapshot into an existing sub-account merges these assets into what you already have, which is why it is critical to understand what is updated and what remains unchanged.

Important Warnings Before Using GoHighLevel Snapshots

Before you load a snapshot into a live GoHighLevel sub-account, review these warnings carefully to avoid unexpected changes:

• Assets are merged, not removed: Existing items in your sub-account will not be deleted by the snapshot, but many assets can be overwritten or duplicated.
• Workflow versions may change: New workflow structures from the snapshot can replace existing ones if you select them during import.
• Manual cleanup may be required: After loading, you might need to organize funnels, rename items, or archive unused assets.
• Always test first: Whenever possible, load snapshots into a test sub-account in GoHighLevel before applying them to an active client account.

If you need implementation strategy or a second opinion before making major structural changes, agencies and consultants such as Consultevo can help you plan your GoHighLevel deployment.

Where to Load a Snapshot in GoHighLevel

You can only load snapshots into sub-accounts from the agency view. Make sure you are logged into your main agency dashboard in GoHighLevel before you start.

From the agency dashboard you can:

• Open the Sub-Accounts area
• Select the target sub-account
• Access the snapshot loading option from the account settings area

The exact button labels and layout may vary slightly depending on interface updates, but the overall flow in GoHighLevel remains similar.

Step-by-Step: Load a Snapshot into an Existing GoHighLevel Sub-Account

Follow these steps to safely load a snapshot into an existing sub-account in GoHighLevel:

Step 1: Log In to Your GoHighLevel Agency Account

1. Navigate to your agency login page.
2. Sign in using your agency-level credentials.
3. Confirm that you are in the main agency view and not already inside a sub-account.

Step 2: Open the Sub-Account That Needs the Snapshot

1. From the left menu, go to the Sub-Accounts section.
2. Locate the sub-account where you want to load the snapshot.
3. Click on the sub-account name to open its settings from the agency view.

Step 3: Start the Snapshot Loading Process

1. Inside the selected sub-account settings, find the option related to Snapshots or Load Snapshot.
2. Click the snapshot loading option to open the snapshot selection window.
3. Choose whether you are using a snapshot already created in your agency or one shared with you via a marketplace or another account.

Step 4: Select the Correct GoHighLevel Snapshot

1. Review the list of available snapshots.
2. Select the snapshot that you want to apply to the existing sub-account.
3. Confirm the snapshot name and description so you are sure you are loading the correct template into GoHighLevel.

Step 5: Choose What to Import from the Snapshot

Most snapshots in GoHighLevel allow you to choose which components to bring into the sub-account. This is where you control the impact on your existing setup.

Typical options can include:

• Funnels and websites
• Workflows and automations
• Pipelines and stages
• Calendars
• Forms and surveys
• Campaigns and templates

Carefully read each option and only select what you need. This reduces clutter and lowers the chance of confusion for your team or clients.

Step 6: Confirm and Load the Snapshot

1. Review your selections one more time.
2. Accept any warnings shown in the GoHighLevel interface about changes or potential conflicts.
3. Click the Confirm or Load button to begin the import.

The system will now start loading the selected items from the snapshot into the sub-account. The process may take a few minutes depending on the amount of data included.

What Happens After Loading a Snapshot in GoHighLevel?

Once the snapshot has been loaded into your existing sub-account, you will see new assets alongside your previous ones.

Typical results inside GoHighLevel include:

• New funnels appearing in the funnels or websites section
• Additional workflows listed in the automation area
• Extra pipelines, stages, or calendars created
• New forms, surveys, and templates available to use

Existing items are not removed by the snapshot import. However, if the snapshot includes assets with similar names, you might see multiple variations and will need to verify which ones you intend to use.

Post-Import Checklist for Your GoHighLevel Sub-Account

After your snapshot has been loaded, complete this checklist to make sure everything in GoHighLevel is working correctly.

1. Review Funnels and Websites

• Open each new funnel or website.
• Confirm branding, domain mappings, and basic settings.
• Check any custom forms or calendars used on pages.

2. Check Workflows and Automations

• Open new workflows one by one.
• Confirm triggers, actions, and conditions are correct.
• Turn workflows on only after you verify that all steps are configured for the specific sub-account.

3. Validate Calendars and Pipelines

• Check that calendars have the right availability and time zones.
• Review pipelines for correct stages and naming conventions.
• Ensure users are associated correctly with calendars and pipelines in GoHighLevel.

4. Test the Full Flow

• Submit a test form or survey.
• Book a test appointment.
• Follow the journey all the way through the pipeline and automations to confirm that everything behaves as expected.

Best Practices When Using GoHighLevel Snapshots

To keep your account clean and avoid confusion, follow these ongoing best practices:

• Use a staging sub-account: Load new snapshots into a test sub-account in GoHighLevel before going live.
• Rename imported assets: Add prefixes or clear names so your team knows which funnels, workflows, and pipelines are active.
• Archive what you do not need: Remove or disable unused items after you verify they are not required.
• Document your structure: Maintain internal SOPs that describe how snapshots are used across your sub-accounts.

Learn More About GoHighLevel Snapshots

For the original vendor documentation and the most up-to-date interface screenshots, review the official help article here: Load snapshots into existing sub-account.

By following the steps and precautions in this guide, you can confidently import snapshots into any existing GoHighLevel sub-account, streamline your deployment process, and safely roll out new funnels and automations to your clients.