The Transfer Process Overview

HighLevel allows sub-accounts to be transferred between agencies. This process must be initiated by the current agency owner. Once approved, the full account (including automations, pipelines, funnels, settings, etc.) is moved to the new agency account.

However, not everything transfers automatically—certain features, integrations, and third-party services will need to be reconfigured.

Official HighLevel Transfer Guide

What all information and assets are transferred over?

• Websites and funnels will all be transferred.

• GHL calendars will get transferred over.
  Note: The external calendar integrations will be disconnected.

• All automation will be transferred over.
  Note: They will all be set to Publish.

• Contacts and their conversations, appointments, opportunities, and history will be transferred over.

• All users with User Type 'Account', and only assigned to that particular sub-account and no other sub-account will be transferred.

• Contacts will remain in the workflow. 

• The workflow enrolled data remains as it is in workflows.

• Sub-account level API Keys will remain the same.

IMPORTANT: What all information and assets are 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.
  Note: SaaS mode will automatically be disabled before the transfer takes place.

• Smartlists do not get transferred over with the sub-account currently

• Mailgun/SMTP won't get transferred.

• All active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etc. won't get transferred. They'll have to be cancelled before the transfer can happen.

IMPORTANT: Steps to Complete Before Transfer

Phone: Twilio Number & A2P Compliance

Regulatory Approval – A2P 10DLC

Before your phone numbers can be used in the new sub-account, the following must be done:

• New A2P Brand & Campaign Registration must be approved under the new sub-account.

• Approval can take several days, so we begin this process early.

Number Transfer via Twilio

• We’ll submit a Twilio support ticket requesting number preparation for transfer.

• Once the A2P Brand & Campaign are approved, we will coordinate the number transfer to coincide with the total account transfer and official go-live date.

Email: DNS Setup & Mailgun Access

SMTP Providers

• Providers like Mailgun or SMTP credentials are not included in the transfer.

• These must be set up separately in the new account.

DNS Records

• We’ll need to quickly update your DNS records after the transfer to ensure uninterrupted email delivery.

• Our team can either provide the exact records to add based on your sending domain OR configure them for you. If you prefer our team configure, please provide access to your DNS to team@aesthetixcrm.com

Integrations: Manual Re-Authentication Required

OAuth connections do not transfer and will need to be reconnected:

• Google Accounts (for calendar sync, Gmail, etc.)

• Facebook & Instagram (for ads, messaging, and lead forms)

• TikTok, LinkedIn, and other marketing integrations

We recommend preparing a list of all current integrations in use before the transfer so they can be reconnected promptly.

Smartlists: Rebuild Required

Smartlists do not currently transfer with the sub-account.

• Make a note of any filters or segmentation rules in your current Smartlists.

• Let our team know if you'd like assistance recreating them manually post-transfer.

Miscellaneous Considerations

There are a few services that are not automatically carried over. These will need to be cancelled or reactivated separately:

• WordPress hosting

• Yext listings

• WhatsApp business messaging

• Dedicated IP addresses for email

We advise checking with your existing provider or dashboard to handle cancellation prior to initiating the transfer and organize a plan with your Aesthetix CRM onboarding manager to setup the new subscriptions.

Final Checklist Before Transfer

Here’s a handy summary checklist for a smooth transfer:

Need Help?

If you're a client working with our team, we’ll guide you through each of these steps to minimize downtime and ensure no data is lost. If you have any questions or want our help coordinating the move, just reach out!