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Account Snapshots

Load Snapshots Into Existing Sub-Account

Learn how to import snapshots into an existing GHL Customer Care sub-account. Select specific assets, resolve conflicts and streamline your client setup process.

4 min read915 words7 explained imagesUpdated Thu, 27 Aug at 12:33 PM
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On this page
  1. Key Benefits of Loading a Snapshot into an Existing Account
  2. Loading a Snapshot vs. Pushing a Snapshot Update
  3. How To Load a Snapshot into an Existing Sub-Account
  4. Step 1: Navigate to "Manage Client"
  5. Step 2: Select and Load Snapshot
  6. Step 3: Choose the Snapshot
  7. Step 4: Select Assets
  8. Step 5: Resolve Conflicts
  9. Step 6: Confirm the Import
  10. Frequently Asked Questions
  11. Related Articles

This article explains how to load a snapshot into an existing sub-account. Snapshots allow you to copy pre-built workflows, funnels and other assets into a sub-account without starting from scratch. This article walks you through the step-by-step process and highlights how to select specific assets, manage conflicts, and confirm your data load.

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TABLE OF CONTENTS

What is Loading a Snapshot into an Existing Account?

Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.

Key Benefits of Loading a Snapshot into an Existing Account

Loading a snapshot is a strategic way to duplicate assets across multiple clients.

  • Efficiency: Speeds up setup by reusing workflows, forms, and other assets

  • Consistency: Ensures that sub-accounts follow the same structure and processes

  • Flexibility: Gives you control over which assets are imported and which existing assets are overridden

  • Conflict Warnings: See what might be overridden before taking action

Loading a Snapshot vs. Pushing a Snapshot Update

Loading and pushing a snapshot serve different purposes:

ActionWhen to Use It
Load SnapshotAdd selected assets from a snapshot into an existing sub-account. This is commonly used when initially deploying a template or adding snapshot content to an account.
Push UpdateSend selected changes from a refreshed snapshot to sub-accounts that previously received that snapshot.

If you need to update accounts that are already using a snapshot, see Refresh or Update Snapshots.

How To Load a Snapshot into an Existing Sub-Account

Follow this process to import a snapshot into an existing sub-account.

Step 1: Navigate to "Manage Client"

  • From the Agency Dashboard, use the left-hand menu to navigate to Sub-Accounts

  • Scroll down or use the search bar to locate the sub-account you would like to add the snapshot to

  • Click the 3-dot icon located to the right of the sub-account. From the pop-up menu, select Manage Client
Step 1: Navigate to "Manage Client" (image 1 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "Step 1: Navigate to "Manage Client"" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "Step 1: Navigate to "Manage Client"" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 1 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

Step 2: Select and Load Snapshot

  • Click the blue Actions button in the upper right corner
  • From the dropdown, select Load Snapshot
Note: If you do not see "Load Snapshot", check that access to Snapshots is turned on under User > Roles and Permissions from the agency dashboard
Step 2: Select and Load Snapshot (image 2 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "Step 2: Select and Load Snapshot" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "Step 2: Select and Load Snapshot" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 2 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

Step 3: Choose the Snapshot

  • In the “Load Snapshot” popup, click the dropdown labeled Pick a Snapshot
  • Select the snapshot you'd like to load into the sub-account
  • Click the blue Proceed button
Step 3: Choose the Snapshot (image 3 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "Step 3: Choose the Snapshot" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "Step 3: Choose the Snapshot" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 3 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

Step 4: Select Assets

  • Use the checkboxes to select the assets you want to import
    • To import all available assets, click Select All
    • To import by category, check only the sections you need
    • Click the + icon to expand a category and select individual assets
  • Click the blue Proceed button when you are done
Note: If your snapshot includes Webinars, importing them clones the webinar pages and automatically creates the corresponding webinar sessions. Related webinar data is restored during the import.
Step 4: Select Assets (image 4 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "Step 4: Select Assets" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "Step 4: Select Assets" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 4 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

LinkedIn Ad Campaigns (Marketing Assets)

If the snapshot contains LinkedIn campaigns, you can import them into the destination sub-account:

In the asset list, select Ad Campaigns – LinkedIn.

Continue to the conflict check step to review standard conflicts before importing.

Imported LinkedIn campaigns are always created in Draft status.

If LinkedIn is not connected in the destination sub-account, the import still completes and campaigns are created as Draft.

Lead Gen Forms are not imported.
LinkedIn Ad Campaigns (Marketing Assets) (image 5 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "LinkedIn Ad Campaigns (Marketing Assets)" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "LinkedIn Ad Campaigns (Marketing Assets)" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 5 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

Step 5: Resolve Conflicts

  • The platform will check for conflicts between existing assets and the ones in the snapshot. You’ll have two options for each conflict:
    • Override: Replaces the existing sub-account item with the snapshot version
    • Skip: Keeps the current version and excludes the conflicting snapshot item
  • After reviewing, click the blue Proceed button
Note: Conflict resolution applies to Webinars the same way it applies to other asset types. Choose Override to replace the existing webinar asset, or Skip to keep the current version.
Step 5: Resolve Conflicts (image 6 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "Step 5: Resolve Conflicts" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "Step 5: Resolve Conflicts" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 6 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

Step 6: Confirm the Import

  • You’ll be asked to type the word confirm to approve the changes
  • After typing confirm, click the blue Proceed button

  • A success notification will appear, confirming that the snapshot is being pushed to the sub-account. You will receive an email notification once all information has been transferred.

Step 6: Confirm the Import (image 7 of 7) What this shows Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into… What this shows Illustrates the "Step 6: Confirm the Import" section of "Load Snapshots Into Existing Sub-Account". This screenshot appears in the "Step 6: Confirm the Import" section of "Load Snapshots Into Existing Sub-Account". The text alongside this image reads: Loading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike…. This part of the guide covers 10 fields, listed below. Image 7 of 7 What this coversLoading a snapshot into an existing account means importing prebuilt GHL Customer Care assets like workflows, funnels, emails, and more into a sub-account that is already active. This approach allows agencies to quickly deploy standardized systems to clients without recreating them manually. Unlike creating a new account with a snapshot, this method preserves existing client data and adds or updates selected assets.
Fields in this part of the guide From the dropdown, select Load SnapshotTo import all available assets, click Select AllTo import by category, check only the sections you needAfter reviewing, click the blue Proceed buttonAfter typing confirm, click the blue Proceed buttonSnapshots – OverviewHow to load Snapshots with DashboardsPushing & Loading Snapshot Updates to Client AccountsImport SnapshotsCreating New Snapshots
Buttons and menus referenced EfficiencyConsistencyFlexibilityConflict WarningsLoad SnapshotPush UpdateAgency DashboardSub-Accounts3-dot iconManage ClientActionsUser > Roles and Permissions
All 4 steps in this procedure
  1. Efficiency: Speeds up setup by reusing workflows, forms, and other assets
  2. Consistency: Ensures that sub-accounts follow the same structure and processes
  3. Flexibility: Gives you control over which assets are imported and which existing assets are overridden
  4. Conflict Warnings: See what might be overridden before taking action

Frequently Asked Questions

Q: Will loading a snapshot delete my current data?
No. Data is only replaced if you choose to override during the conflict check.

Q: Can I preview what’s in the snapshot?
Not directly. However, you can load selectively and skip assets during the process.

Q: What happens if I accidentally override an asset?
The action cannot be undone. Always review the conflict list carefully.

Q: Can I load multiple snapshots into the same sub-account?
Yes, you can load more than one snapshot into the same sub-account. Each time you load a snapshot, you’ll go through the same process. Just be aware that overlapping assets may trigger conflicts, so review your selections carefully to avoid unintended overrides.

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