# How to load Snapshots with Dashboards > How to load snapshots with Dashboards - Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-load-snapshots-with-dashboards - Section: Dashboards / Getting Started w/ Dashboards - Reading time: 2 min - Images: 10, each explained below - Modified on Wed, 30 Apr, 2025 at 2:53 PM --- Now agency users can save time during onboarding and provide their locations with pre-configured dashboards as they begin. This enhancement allows agencies to create snapshots of their  dashboard setup in one account and easily load it into other existing or new locations, applying all configurations seamlessly. **TABLE OF CONTENTS** - [Step 1: Navigate to Account Snapshots](#step-1-navigate-to-account-snapshots) - [Step 2: Create New Snapshot](#step-2-create-new-snapshot) - [Step 3: Save Snapshot](#step-3-save-snapshot) - [Step 4: Choose Target Location](#step-4-choose-target-location) - [Step 5: Load Snapshot](#step-5-load-snapshot) - [Step 6: Select Dashboards](#step-6-select-dashboards) - [Step 7: Confirm and Proceed](#step-7-confirm-and-proceed) - [Step 8: View Loaded Dashboards](#step-8-view-loaded-dashboards) - [Important Notes](#important-notes) --- ### **Step 1: Navigate to Account Snapshots** - Head over to Agency View and navigate to the Account Snapshots page. ![Step 1 of 1: Head over to Agency View and navigate to the Account Snapshots page](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832442/original/-aun3P3T1bTgoCYo2rtuJHY2dNGs8W4rlw.png) **Step 1 of 1: Head over to Agency View and navigate to the Account Snapshots page** This screenshot accompanies step 1 of 1 in the "Step 1: Navigate to Account Snapshots" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you head over to Agency View and navigate to the Account Snapshots page. - What this covers: Head over to Agency View and navigate to the Account Snapshots page. ### **Step 2: Create New Snapshot** - Click on "**Create New Snapsho**t" and give it a name. Choose the source account where your desired setup is located. ![Step 1 of 1: Click on " Create New Snapsho t" and give it a name. Choose the source…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832465/original/XpsmN7pKNkm8OvLzaxebSKuNADhXZ5MwSw.png) **Step 1 of 1: Click on " Create New Snapsho t" and give it a name. Choose the source…** This screenshot accompanies step 1 of 1 in the "Step 2: Create New Snapshot" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you click on " Create New Snapsho t" and give it a name. Choose the source account where your desired setup is located. - What to choose: Click on " Create New Snapsho t" and give it a name. Choose the source account where your desired setup is located. - Controls: Create New Snapsho ### **Step 3: Save Snapshot** - Once saved, you'll see your snapshot added to the list. ![Step 1 of 1: Once saved, you'll see your snapshot added to the list](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832472/original/Tau7OAAdHn2ZkEVUfH6bfF7E6kE-b1WtBQ.png) **Step 1 of 1: Once saved, you'll see your snapshot added to the list** This screenshot accompanies step 1 of 1 in the "Step 3: Save Snapshot" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you once saved, you'll see your snapshot added to the list. - What this covers: Once saved, you'll see your snapshot added to the list. ### **Step 4: Choose Target Location** - Now, you can either create a new account to load this snapshot into or choose an existing Sub account from the list. ![Step 1 of 1: Now, you can either create a new account to load this snapshot into or…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832491/original/UV-rsFhkW-xMnU6vrD7Ue3M-9zkyiCyWJQ.png) **Step 1 of 1: Now, you can either create a new account to load this snapshot into or…** This screenshot accompanies step 1 of 1 in the "Step 4: Choose Target Location" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you now, you can either create a new account to load this snapshot into or choose an existing Sub account from the list. - What to choose: Now, you can either create a new account to load this snapshot into or choose an existing Sub account from the list. ### **Step 5: Load Snapshot** - Click on "Actions" and then "Load Snapshot". Search for the snapshot you want to load. ![Step 1 of 1: Click on "Actions" and then "Load Snapshot". Search for the snapshot…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832503/original/fL1mny5bU2MNXTWked7ZZafm9Pj9SPPrIA.png) **Step 1 of 1: Click on "Actions" and then "Load Snapshot". Search for the snapshot…** This screenshot accompanies step 1 of 1 in the "Step 5: Load Snapshot" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you click on "Actions" and then "Load Snapshot". Search for the snapshot you want to load. - What to click: Click on "Actions" and then "Load Snapshot". Search for the snapshot you want to load. ### **Step 6: Select Dashboards** - In the asset list, locate the dashboard category and choose all the dashboards you want to load. ![Step 1 of 3: In the asset list, locate the dashboard category and choose all the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832559/original/OOnj9B8UeZB6j_IJp42ibuc5ZTzO5MS28Q.jpeg) **Step 1 of 3: In the asset list, locate the dashboard category and choose all the…** This screenshot accompanies step 1 of 3 in the "Step 6: Select Dashboards" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you in the asset list, locate the dashboard category and choose all the dashboards you want to load. The next step is to private Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots. - What to choose: In the asset list, locate the dashboard category and choose all the dashboards you want to load. - Next: Private Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots. Full procedure: 1. In the asset list, locate the dashboard category and choose all the dashboards you want to load. <- this image 2. Private Dashboards Exclusion: Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots. 3. Default Dashboards: Select your default dashboard from the list to make sure the default dashboard is also loaded to the target location - **Private Dashboards Exclusion:** Private dashboards are not included in the snapshot asset list. Ensure that the required dashboards are not private to include them in the snapshots. - **Default Dashboards:** Select your default dashboard from the list to make sure the default dashboard is also loaded to the target location ### **Step 7: Confirm and Proceed** - Confirm your selection and proceed with the loading process. ![Step 1 of 2: Confirm your selection and proceed with the loading process](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832671/original/y0-uoIVDKPGub2VIM_Jr5Msd2mHpAgN0JQ.png) **Step 1 of 2: Confirm your selection and proceed with the loading process** This screenshot accompanies step 1 of 2 in the "Step 7: Confirm and Proceed" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you confirm your selection and proceed with the loading process. The next step is to you will be notified once the snapshot is successfully loaded. - How to confirm: Confirm your selection and proceed with the loading process. - Next: You will be notified once the snapshot is successfully loaded. Full procedure: 1. Confirm your selection and proceed with the loading process. <- this image 2. You will be notified once the snapshot is successfully loaded. - You will be notified once the snapshot is successfully loaded. ![Step 2 of 2: You will be notified once the snapshot is successfully loaded](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832685/original/l4p_SLPO32Vkdvk11N8P2LhNzfUs6BAbkg.png) **Step 2 of 2: You will be notified once the snapshot is successfully loaded** This screenshot accompanies step 2 of 2 in the "Step 7: Confirm and Proceed" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you you will be notified once the snapshot is successfully loaded. - What this covers: You will be notified once the snapshot is successfully loaded. Full procedure: 1. Confirm your selection and proceed with the loading process. 2. You will be notified once the snapshot is successfully loaded. <- this image ### **Step 8: View Loaded Dashboards** - Head over to the target location, and you'll find the dashboards loaded in the dashboard list. ![Step 1 of 1: Head over to the target location, and you'll find the dashboards…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832691/original/20sgYBpsVNeixdD1tXBYQ-3opTqIOZuGdA.png) **Step 1 of 1: Head over to the target location, and you'll find the dashboards…** This screenshot accompanies step 1 of 1 in the "Step 8: View Loaded Dashboards" section of "How to load Snapshots with Dashboards". At this point in the walkthrough you head over to the target location, and you'll find the dashboards loaded in the dashboard list. - What this covers: Head over to the target location, and you'll find the dashboards loaded in the dashboard list. --- # Important Notes: **Include Linked Assets:** Dashboards are loaded with all widgets, conditions, filters, and custom widgets. However, make sure to include other assets linked to dashboard widgets (e.g., custom values and pipelines). Failure to do so may result in an error message on specific dashboards, indicating missing properties. Edit each highlighted widget to correct the properties and save to remove the error. ![Important Notes: (image 10 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024832717/original/iN0qVFsnbYEorYcZIlequkGA_tIdL2j-wA.png) **Important Notes: (image 10 of 10)** This screenshot appears in the "Important Notes:" section of "How to load Snapshots with Dashboards". The text alongside this image reads: Head over to the target location, and you'll find the dashboards loaded in the dashboard list. Immediately after, the guide continues: Edit widgets on the dashboard Adding widgets on the dashboard How to manage permissions for a dashboard. - What this covers: Head over to the target location, and you'll find the dashboards loaded in the dashboard list. - Next: Edit widgets on the dashboard Adding widgets on the dashboard How to manage permissions for a dashboard --- ## **What's Next:** - [Edit widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/edit-widgets-on-the-dashboard) - [Adding widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets) - [How to manage permissions for a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com