# 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. - Source: https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/load-snapshots-into-existing-sub-account - Section: Account Snapshots / Snapshots - Reading time: 4 min - Images: 7, each explained below - Modified on Thu, 27 Aug at 12:33 PM --- 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. --- **TABLE OF CONTENTS** - [What is Loading a Snapshot into an Existing Account?](#what-is-loading-a-snapshot-into-an-existing-account) - [Key Benefits of Loading a Snapshot into an Existing Account](#key-benefits-of-loading-a-snapshot-into-an-existing-account) - [Loading a Snapshot vs. Pushing a Snapshot Update](#loading-a-snapshot-vs-pushing-a-snapshot-update) - [How To Load a Snapshot into an Existing Sub-Account](#how-to-load-a-snapshot-into-an-existing-sub-account) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **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: | Action | When to Use It | | --- | --- | | **Load Snapshot** | Add 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 Update** | Send 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](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047309772/original/yA2ym7DzLDFboqlwe9N7FLe4fsS03Yi0-A.png) **Step 1: Navigate to "Manage Client" (image 1 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047310271/original/dEt-CxBAyDMY49OqA-VBjOTsSFahomz7Ig.png) **Step 2: Select and Load Snapshot (image 2 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047310396/original/_QPoTUXoOthgaiTP_RQYOdMZC1636crwAA.png) **Step 3: Choose the Snapshot (image 3 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047310630/original/oNBseK_rnYitl1-Cs9Z2M2UdKGWyBesoHA.png) **Step 4: Select Assets (image 4 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155067812094/original/9XBFQOV39r2KLgmZan4wsUlkpBmV6py5RQ.png) **LinkedIn Ad Campaigns (Marketing Assets) (image 5 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047310944/original/tB_gDphi0N9_RBN0qHqvTOTvtbEKn36U9g.png) **Step 5: Resolve Conflicts (image 6 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047311036/original/pJu4UOgflq4e4RbBobEBNPFi7nn1St_fiQ.png) **Step 6: Confirm the Import (image 7 of 7)** 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. - What this covers: 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. - Fields: From the dropdown, select Load Snapshot, To import all available assets, click Select All, To import by category, check only the sections you need, After reviewing, click the blue Proceed button, After typing confirm, click the blue Proceed button, Snapshots – Overview, How to load Snapshots with Dashboards, Pushing & Loading Snapshot Updates to Client Accounts, Import Snapshots, Creating New Snapshots - Controls: Efficiency, Consistency, Flexibility, Conflict Warnings, Load Snapshot, Push Update, Agency Dashboard, Sub-Accounts, 3-dot icon, Manage Client, Actions, User > Roles and Permissions Full 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. --- ## **Related Articles** - [Snapshots – Overview](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/snapshots-overview) [ ](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-load-snapshots-with-dashboards) - [How to load Snapshots with Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-load-snapshots-with-dashboards) - Pushing & Loading Snapshot Updates to Client Accounts - Import Snapshots - [Creating New Snapshots](https://docs.ghlcustomercare.com/docs/account-snapshots/snapshots/creating-new-snapshots-in-ghl-customer-care) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com