How to Transfer Your High Level account to SixFive
How do I transfer my GHL account to SixFive?
What is the prep that I have to do to the sub-account before transferring?
- Set all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific subaccount being transferred.
- Set all campaigns, triggers, and workflows to ‘Draft’.
- Any SaaS sub-account will need to have SaaS disabled
Important Notes to remember before transferring:
What is transferred?
- Websites and funnels will all be transferred.
- GHL calendars will get transferred over. Note, that the external calendar integrations will be disconnected.
- All automation will be transferred over. Note, that they will all be set to draft.
- Contacts and their conversations, appointments, opportunities, and history will be transferred over. Note that sub-account transfers are the only way to move conversations.
Do users get transferred?
Yes. Please ensure that all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific sub-account being transferred.
What is all of the information that is not transferred over?
- All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Yext)
- All Facebook and Google settings will be cleared
- Sub-Account-level Stripe fields will be cleared
- Any SaaS setting will not be transferred over (SaaS will need to be disabled before the transfer takes place)
- Smartlists do not get transferred over with the sub-account currently
- Does my Mailgun/SMTP and Twilio get transferred over?
No. It is the New Agency owner receiving the sub-accounts responsibility to set up their email (Mailgun/SMTP) and phone (Twilio) senders. No phone numbers will be transferred over by HighLevel. It is your responsibility to work with the previous account owner as well as Twilio to move over any and all phone numbers that you may want to keep connected to the transferred sub-account.
However, if the new agency has LC Phone enabled, any sub-accounts using LC Phone will be transferred along with their phone numbers and A2P registrations, ensuring no downtime.
Does my Mailgun/SMTP and Twilio get transferred over?
No. No phone numbers will be transferred over by HighLevel. However, If your current agency has LC phone enabled, any accounts using LC Phone will be transferred along with phone numbers and A2P registrations, ensuring no downtime.
Transferring your account from another partner take a few steps:
- Request your current provider transfers your sub-account to our destination relationship number: 0-203-952
- Your current provider will then take the steps required to transfer your account.
- Once we have accepted the transfer we will need book in a meeting to connect everything that does not stay active with at transfer eg. Workflows, Email and Calendar integrations, Automation's etc.
If you have a stand alone account that you have signed up for directly through GoHighLevel please create a ticket for further information on how to transfer your account to SixFive.
