Skip to content
Account Snapshots

Creating Custom Objects using Snapshots

This support doc provides step-by-step instructions on using the Custom Object Support in Snapshots feature. Customers can copy custom object data…

1 min read280 words2 explained imagesUpdated Wed, 15 Oct, 2025 at 1:38 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Custom Object Support in Snapshots
  2. Custom Object Associations
  3. How to Copy Custom Objects Between Sub-Accounts
  4. Important Limitations

Video 1 Open in a new tab

This support doc provides step-by-step instructions on using the Custom Object Support in Snapshots feature. Customers can copy custom object data, including all custom fields and associations, between sub-accounts. The doc highlights feature benefits, usage instructions, and important limitations, enabling users to easily replicate custom object data across multiple sub-accounts.

In this article

Custom Object Support in Snapshots

You can now include custom objects and all their associated custom fields (not limited to primary fields) within snapshots. This enables you to effortlessly copy custom object data across multiple sub-accounts.

Custom Objects can only be copied between sub-accounts. Direct export of custom objects is not supported

Custom Object Associations

Custom objects are automatically associated with other custom objects or contacts within the snapshot process. Associations are included by default and cannot be modified or deselected during snapshot creation.

Associations between custom objects and other objects (including contacts) will be automatically created or updated. You cannot manually edit these associations during the snapshot process.

How to Copy Custom Objects Between Sub-Accounts

Follow these steps to copy custom object data:

  1. Navigate to Agency > Account Snapshots > Create Snapshot.

  2. Select the custom object you want to include in the snapshot.

    Step 2 of 4: Select the custom object you want to include in the snapshot What this shows Step 2 of 4: Select the custom object you want to include in the snapshot. What this shows Shows what to choose for step 2 of 4 in the "How to Copy Custom Objects Between Sub-Accounts" section of "Creating Custom Objects using Snapshots". This screenshot accompanies step 2 of 4 in the "How to Copy Custom Objects Between Sub-Accounts" section of "Creating Custom Objects using Snapshots". At this point in the walkthrough you select the custom object you want to include in the snapshot. The navigation path used here is Agency > Account Snapshots > Create Snapshot. The next step is to the selected custom object’s fields and associations (to other custom objects or contacts) will automatically be included. Step 2 of 4Path: Agency > Account Snapshots > Create SnapshotImage 1 of 2 What to chooseSelect the custom object you want to include in the snapshot.
    Buttons and menus referenced custom objectsource and target sub-accounts
    Next stepThe selected custom object’s fields and associations (to other custom objects or contacts) will automatically be included.
    All 4 steps in this procedure
    1. Navigate to Agency > Account Snapshots > Create Snapshot.
    2. Select the custom object you want to include in the snapshot. this image
    3. The selected custom object’s fields and associations (to other custom objects or contacts) will automatically be included.
    4. Choose the source and target sub-accounts to complete the snapshot transfer.

  3. The selected custom object’s fields and associations (to other custom objects or contacts) will automatically be included.

  4. Choose the source and target sub-accounts to complete the snapshot transfer.

Important Limitations

  • Custom Object Limit per Snapshot:
    A snapshot can contain a maximum of 10 custom objects per sub-account. If importing the snapshot would exceed this limit, no custom objects will be created in the target sub-account.

    Step 1 of 1: Custom Object Limit per Snapshot: A snapshot can contain a maximum of… What this shows Step 1 of 1: Custom Object Limit per Snapshot: A snapshot can contain a maximum of 10 custom objects per sub-account. What this shows Shows what this covers for step 1 of 1 in the "Important Limitations" section of "Creating Custom Objects using Snapshots". This screenshot accompanies step 1 of 1 in the "Important Limitations" section of "Creating Custom Objects using Snapshots". At this point in the walkthrough you custom Object Limit per Snapshot: A snapshot can contain a maximum of 10 custom objects per sub-account. If importing the snapshot would exceed this limit, no custom objects will be created in the target sub-account. Step 1 of 1Image 2 of 2 What this coversCustom Object Limit per Snapshot: A snapshot can contain a maximum of 10 custom objects per sub-account. If importing the snapshot would exceed this limit, no custom objects will be created in the target sub-account.
    Buttons and menus referenced 10 custom objectsno custom objects will be created

Was this guide helpful?

Related guides

Snapshots - Overview6 min read · 4 imagesCreating New Snapshots in GHL Customer Care2 min read · 4 imagesHow to Share Snapshots7 min read · 7 imagesLoad Snapshots Into Existing Sub-Account4 min read · 7 images