Uploading Individual Elements of a Snapshot

It may be likely that you have uploaded your snapshot however updates/changes/additions to the snapshot or workflows occur after your upload. Follow the steps below on how to upload specific workflows from an updated snapshot once you have imported it into your GHL account. It is important to note that if you are uploading an updated snapshot of your previous one, you will need to edit the names of the older workflows to avoid confusion when duplicate workflows are added.

In Agency View,

1. Go to Accounts, and search for the sub-account that you would like to import the snapshot
2. Once you find your desired account, click "View Details" → "Actions" → "Load Snapshot"
3. In the "Account Snapshot" pop-up window, complete the following:
   1. Step 1
      1. Snapshot - [select the snapshot you would like to upload]
      2. Click "Proceed"
   2. Step 2
      1. Mark ALL tabs as "skip"
      2. Click "Workflows" tab to expand all individual workflows
      3. Mark your desired workflows to "select"
      4. Click "Proceed"
   3. Step 3
      1. If you did not already delete/rename the duplicate workflows, you will have conflicts. You can choose to overwrite the previous snapshot, or skip the overwrites and maintain the duplicates
      2. If already deleted/renamed the workflows, you will not have any conflicts
      3. Click "Proceed"
   4. Step 4
      1. Click "Okay"

Once this is complete, you can go into your sub-account and see the additions you have made from the uploaded snapshot.