How to Transfer from HighLevel to FG Funnels
We have two options for moving people from their current HighLevel agency into FG Funnels™. For both of these options, you will need to wait until after the process has been completed, before canceling your HighLevel subaccount subscription.
Option 1: Snapshot
1) We can import snapshots for you and drop them into your new FG Funnels™ location / subaccount. Forms, funnels, custom fields, all this stuff will transfer with a snapshot import. You will need to export your contacts list into a CSV file to import into your FG Funnels™ subaccount.
2) You can sign up for a new FG Funnels subscription here: https://www.fgfunnels.com/backdoor
3) We will need a snapshot share link in order to import the snapshot into your new FG Funnels subaccount. Here is an article from HighLevel which outlines how to create a share link for the snapshot. If you do not have access to the features shown in the article above, you'll need to reach out to the owner of the agency your subaccount is currently with, to ask them to create the snapshot share link for you.
Option 2: Full Location / Subaccount Transfer
The only way to import everything from your current HighLevel subaccount to FG Funnels™, is to do a full transfer of the subaccount into FG Funnels. This will allow you to keep all of your past conversations, contacts, opportunities, workflows, email templates, funnels, and websites.
1) First, you can sign up for a new FG Funnels subscription here:
https://www.fgfunnels.com/backdoor ( or by using the affiliate link of the person who referred you to FG Funnels ).
2) After you have signed up for a new FG Funnels subscription ( at the link above ), please email us at support@fgfunnels.com so we can send you our agency relationship number.
3) Then, you will be able to follow the steps in this HighLevel location transfer support article, which explains what you need to do to transfer your subaccount to FG Funnels. These steps must be completed by the agency owner of the agency you are transferring out of.
4) Please email us at support@fgfunnels.com once you ( or the agency owner ) have completed step #3 above. Once we receive your email, we can approve the transfer into FG Funnels. The transfer takes about 15min to process after it has been approved.
Important:
- Once your HighLevel location/subaccount is in the FG Funnels agency, you cannot transfer it to a different HighLevel agency (no exceptions). This location/subaccount will also leave the HighLevel agency it is currently in. If you want to keep your HighLevel subaccount in the other agency, this would not be a good option.
- Once the transfer is completed by HighLevel, we'll need to manually add you to the location/subaccount that you transferred to FG Funnels.
- After your subaccount has been transferred, we usually check to see if any integrations broke during the transfer process, however please make sure to review our article here for a list of everything we recommend double-checking once the transfer has been completed: What to Check After Your Highlevel Subaccount is Transferred to FG Funnels