GoHighLevel Migration View Guide
When you start moving clients from ClickUp checklists or other systems into GoHighLevel, understanding the migration view is critical. This view lets you compare what your agency sees with what each sub-account sees, so you can safely migrate funnels, workflows, and other assets without exposing the wrong data.
This how-to guide explains the migration view in GoHighLevel, using only what is documented in the official support article, and walks you step by step through how to interpret each screen.
What the GoHighLevel Migration View Does
The migration view is designed to give agency admins a controlled environment to review and compare data between:
- Your main agency account
- Each individual sub-account (client account)
From this view, you can clearly see which assets and data are visible to you as the agency and which are visible to the sub-account user.
In practical terms, this helps you:
- Avoid sharing internal agency assets with clients by mistake
- Confirm the correct items have been migrated
- Validate permissions and visibility for each client
How GoHighLevel Shows Agency vs Sub-Account Views
In the migration view, GoHighLevel separates the interface into clear areas so you can quickly tell which side you are looking at. While the exact layout can vary, the core logic is the same:
- One side represents your agency-level data
- The other side represents the sub-account-level data
Labels, headers, and context indicators help you understand whether you are operating as the agency or as a specific sub-account while reviewing items.
Visual Indicators in the GoHighLevel Migration View
When using the migration view, watch for these typical visual cues:
- Account name or sub-account name in the header bar
- Tags or labels specifying “Agency” versus the client name
- Columns or panels clearly separated for each account level
These indicators make it easier to track which environment you are inspecting at any given moment.
How to Access the GoHighLevel Migration View
Exact menu names can evolve over time, but the overall access pattern in GoHighLevel remains similar. You typically need agency-level permissions to open the migration view.
- Log in to your agency account in GoHighLevel.
- Navigate to the main Agency dashboard.
- Look for a section or utility related to migration or data transfer.
- Select the migration view or equivalent option.
- Choose the sub-account you want to compare with your agency account.
Once selected, you will see side-by-side or clearly separated displays, one tied to your agency and one tied to the chosen sub-account.
Understanding What You See vs What Sub-Accounts See in GoHighLevel
The core purpose of the migration view is to clarify the difference between your internal perspective and the client’s perspective. Here is how that difference typically manifests:
Agency-Only Items in GoHighLevel
Some assets and settings are visible only at the agency level. In the migration view, these may appear only on the agency side. Examples typically include:
- Agency-wide templates and internal resources
- Global configurations meant for all clients
- Internal agency automation or tracking assets
These items are not intended to appear on the sub-account side, and the migration view helps you confirm they remain hidden from your clients.
Sub-Account Items in GoHighLevel
Other assets are stored directly in the sub-account and should be visible to your client. On the migration view, these are reflected clearly on the sub-account side, including things like:
- Client-specific funnels and pages
- Workflows, automations, and campaigns for that client
- Contacts, opportunities, and pipelines in the client account
By comparing the two sides, you can quickly verify that the correct items are associated with the sub-account and that no critical elements are missing after migration.
Step-by-Step: Using the GoHighLevel Migration View During a Migration
Use this simple workflow whenever you are moving a client into GoHighLevel and need to confirm visibility.
Step 1: Prepare Your Agency Assets
- Identify the funnels, workflows, or templates that should stay agency-only.
- Tag or organize them at the agency level so you can recognize them easily.
- Ensure you understand which items must be cloned or shared to sub-accounts instead of moved outright.
Step 2: Assign or Clone Assets to the Sub-Account
- From your agency dashboard in GoHighLevel, open the appropriate asset type (e.g., funnels or workflows).
- Use the available options to move, clone, or share assets into the target sub-account.
- Confirm that each item now appears in the correct sub-account list.
Step 3: Open the Migration View and Compare
- Access the migration view from your agency dashboard.
- Select the sub-account you are migrating.
- Review the agency side first to see your master list of assets.
- Compare it with the sub-account side to confirm:
- Client-appropriate assets are present.
- Internal agency-only items are not exposed.
- No items were left behind unintentionally.
Step 4: Fix Any Visibility Issues
- If an item appears on the wrong side, adjust its location or sharing settings.
- Repeat the comparison in the migration view until the lists reflect exactly what you want the client to see.
- Once completed, document your process for your team so future migrations follow the same checks.
Best Practices for Working With the GoHighLevel Migration View
To keep your migrations consistent and safe, follow these practical guidelines.
- Always test with a sample sub-account before migrating a large client list.
- Keep a checklist of the main asset types to verify in the migration view.
- Limit access to the migration tools to trusted agency-level users only.
- Use clear naming conventions to distinguish internal agency assets from client-facing assets.
Where to Learn More About the GoHighLevel Migration View
For the official, always up-to-date explanation, refer to the original support article here: Understanding the Migration View: What You See vs What Sub-Accounts See.
If you need broader strategic help setting up systems, migrations, or agency operations on GoHighLevel, you can also explore consulting resources such as Consultevo.
Summary: Using GoHighLevel Migration View With Confidence
The migration view in GoHighLevel is a focused tool that compares your agency perspective with each sub-account’s perspective. By using it during every client migration, you can:
- Protect internal agency assets from accidental exposure
- Ensure clients see only what they should see
- Verify that all required items were correctly migrated
With a clear process and regular checks, this view becomes a simple but powerful safeguard for every agency running client accounts inside GoHighLevel.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
“`