How to Install a GoHighLevel Snapshot (Step-by-Step)

Installing a snapshot is incredibly simple, but getting it right the first time prevents massive headaches down the road. Here is exactly how to import your new system into your GoHighLevel agency account.

Step 1: Click the Import Link

Once you purchase a snapshot, you will receive a unique import URL. Click it while logged into your GHL agency dashboard. You will be prompted to confirm the import into your agency library.

Step 2: Select the Destination

Choose whether to create a brand new sub-account or import the assets into an existing one. We heavily recommend creating a fresh sub-account to avoid workflow conflicts and duplicate tags.

Step 3: Resolve Conflicts

If you are importing into an existing account, GHL will ask you how to handle duplicate assets. You can choose to overwrite, skip, or create copies. Always double-check your custom fields and tags during this step.

Step 4: Update Custom Values

The best snapshots use Custom Values for things like company name, logo URL, and contact email. Go to Settings > Custom Values in your new sub-account and fill these out. This will instantly update the entire snapshot with your client's branding.

Troubleshooting FAQ

Snapshot won't import? Ensure you are logged in as an Agency Admin. Sub-account users cannot import snapshots.

Missing custom fields? Check your conflict resolution settings if you imported into an existing account; you may have skipped them.