How to Import a Snapshot in HighLevel CRM

If you’ve just purchased a CRM snapshot or received one from a partner, you’re probably wondering how to actually get it into your system. Good news—it’s easier than you think! Whether you’re setting up for a client or upgrading your own CRM, importing a snapshot can save you hours of time and effort.

Let’s walk through the entire process together.

Key Takeaways

✅ What’s included in a typical CRM snapshot

✅ How to access your snapshot

✅ Step-by-step guide to importing it into your CRM

✅ What to do after import

✅ Where to get help if you run into issues

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What is a snapshot in HighLevel?

snapshot is like a done-for-you template that includes pre-built CRM assets such as:

Funnel and website pages
Automation workflows
Forms and surveys
Custom values and fields
Calendars and booking links
Email and SMS templates
Review and appointment automations

Basically, it’s a jumpstart package so you don’t have to build everything from scratch.

What’s Included in Our Snapshot

When you purchase or receive a snapshot from gohighlevelshop.com, here’s what’s typically included:

Two versions of the funnel – for different offers or flows
Custom values – to manage branding and business info in one place
Forms and surveys – for lead capture and client intake
Calendars – pre-integrated for seamless bookings
Automations – including:
- GPT chatbot for FAQs
- Instagram and Facebook auto-replies
- Appointment reminders and follow-ups
- Campaigns: cold, nurture, reactivation
- Missed call text back
- Review request flows
- Holiday message scheduler
- Error handling and SMS alerts

How to Import a Snapshot into Your CRM

Step 1: Check Your Email

Within 24 hours of your purchase, you’ll receive an email from our team that includes:

✅ A snapshot share link
✅ Step-by-step instructions

If you can’t find the email, check your spam or promotions folder.

Step 2: Copy the Snapshot Link

The email will include a link that looks like this:

https://app.gohighlevel.com/snapshots/abc123

Copy that link to your clipboard.

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Step 3: Open the Link in Your Browser

Paste the snapshot link into Chrome, Firefox, or Safari.

Once loaded, you’ll see the HighLevel interface asking you to import a snapshot.

Click “Import” or “Add to My Account.”

Step 4: Wait for the Import to Finish

The system will now import:

Funnels
Workflows
Forms
Calendars
Emails and texts
Custom values and more

This can take a few minutes depending on your internet speed.

Step 5: Assign to Your Sub-Account

Once the snapshot is imported, you’ll want to assign it to the correct sub-account.

Go to:

Settings > Accounts
Choose the sub-account you want to apply it to
Click “Load Snapshot” and select your imported snapshot

After the Snapshot is Imported

Once your snapshot is successfully imported into your CRM, there are a few essential steps to customize it for your business or your client’s brand. Think of the snapshot as a powerful framework—you’ll now personalize it to make it truly yours.

✅ Update Custom Values

Navigate to:
Settings > Custom Values

Custom values make it easy to update contact info across your entire account in just one place. Here’s what to update first:

Business name
Logo URL
Phone number
Email address
Website URL
Social media links
Calendar links
Location address

These values will auto-fill into your funnels, emails, and automations—saving you hours of manual editing.

✅ Update Workflows

Go to:
Automation > Workflows

Here’s how to fine-tune your automations:

Turn workflows ON: Many are imported in draft/off mode.
Replace test emails/numbers with your real ones.
Insert your own calendar links where needed.
Customize email/SMS copy to match your brand voice.
Set delays/timings according to your funnel goals.

Make sure to test each workflow with a dummy contact to ensure it functions as intended.

✅ Customize Funnel Copy and Design

Head over to:
Sites > Funnels > Select your funnel

Each funnel page comes with placeholder content. Update the following:

Headline and subheadings
Button text and call-to-actions
Testimonials or client logos
Service descriptions
Images, logos, and brand colors
Legal disclaimers or terms pages (if included)

Make sure your funnel aligns with your current offer, tone, and goals. A compelling headline and clear value proposition can make all the difference!

✅ Configure and Review Calendars

Where to go: Settings > Calendars

Confirm your calendar is connected to Google or Outlook
Update calendar name and description
Adjust availability, time zone, and booking settings
Add meeting location (Zoom link, in-person, or call)
Test a booking to ensure confirmation and reminders are working

If your snapshot included a calendar funnel, make sure the embedded calendar points to the correct one.

✅ Set Up Domains and SSL

Where to go: Settings > Domains

Connect your custom domain to the sub-account
Ensure each funnel or website is mapped correctly
Add SSL to secure the site with HTTPS (toggle in Domain settings)
Test the domain in an incognito window to confirm setup

✅ Check Mobile Optimization

Preview each funnel page on mobile
Ensure text is not cut off or overlapping
Verify button size is thumb-friendly
Test forms, calendars, and links

✅ Update Navigation and Footer Info

Where to go: Sites > Funnels / Websites > Footer Section

Make sure your footer has:

Up-to-date address and contact info
Social media links
Navigation to privacy and terms pages
Your copyright information

Frequently Asked Questions

Can I modify the funnels after importing?

Absolutely! All funnels are customizable once inside your CRM.

What’s the difference between the two funnel versions?

We provide variations optimized for different campaigns or use cases (like local vs national targeting).

How long does it take to receive my snapshot after purchase?

You’ll receive your snapshot via email within 24 hours of your purchase. If you haven’t received it, check your spam or promotions folder or contact our support team.

Will importing a snapshot delete my current CRM data?

No, importing a snapshot only adds new assets (funnels, automations, values, etc.). It won’t delete or overwrite your existing data.

Conclusion

Importing a snapshot into your CRM opens the door to automation, lead capture, and consistent branding—without starting from scratch. With just one link and a few minutes, you’ll be well on your way to scaling your business with smarter systems.

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How to Import a Snapshot in HighLevel CRM