How to Effectively Perform a GHL Subaccount Transfer

How to Effectively Perform a GHL Subaccount Transfer

Transferring a GHL subaccount can feel daunting if you're unfamiliar with the process. Whether you're an agency owner consolidating accounts, a service provider migrating clients, or simply reorganizing your GHL structure, understanding the right steps ensures a smooth and secure transition.

In this article, we’ll walk you through the essential steps to perform a GHL subaccount transfer effectively without losing data, breaking workflows, or compromising client access.

Step-by-Step Guide to GHL Subaccount Transfer

1. Assess the Subaccount

Before initiating the transfer, take inventory of the subaccount’s assets:

• Funnels and websites

• Workflows and automations

• Contacts and custom fields

• Calendars, integrations, and triggers

• Connected domains and SMTP settings

This helps you anticipate what needs to be preserved or reconfigured post-transfer.

2. Export Key Assets

GHL doesn’t offer a one-click subaccount export, but you can manually duplicate or export:

• Funnels/Websites: Use the “Share Funnel” or “Share Website” feature to clone assets to another account.

• Workflows: Export workflows via the “Share Workflow” option.

• Contacts: Export contact lists as CSV files from the Contacts tab.

Note: Some assets like calendars and integrations may need to be rebuilt manually.

3. Recreate the Subaccount in the Destination Account

In the destination GHL account:

• Create a new subaccount.

• Import the shared funnels, websites, and workflows.

• Re-upload contacts and reconfigure calendars, domains, and integrations.

4. Audit and Test Everything

Before going live:

• Test all workflows and triggers.

• Confirm form submissions and calendar bookings work.

• Check email and SMS deliverability.

• Validate integrations (e.g., Stripe, Google, Zoom).

5. Update Access and Permissions

Ensure the right team members and clients have access to the new subaccount. Reassign roles and permissions as needed.

⚠️ Common Pitfalls to Avoid

• Losing automation logic: Always double-check workflow conditions and actions.

• Broken integrations: Reconnect third-party tools manually.

• Domain misconfiguration: DNS settings may need to be updated for the new subaccount.

• Contact duplication or loss: Clean and verify contact lists before importing.

💡 Pro Tip: Document Your Transfer Process

Create a checklist or SOP for future transfers. This saves time and reduces errors when managing multiple subaccounts.

Let Ringcloud Handle It for You

If you'd rather skip the hassle, Ringcloud offers professional GHL subaccount transfer services, ensuring a seamless, stress-free migration.

Even better, we host GHL subaccounts for just $75/month, which includes:

• One free monthly workflow audit and repair

• One free monthly webform integration audit and repair

Our expert team ensures your automations stay sharp and your forms function flawlessly so you can focus on growing your business.

Ready to simplify your GHL experience? Contact Ringcloud today and let us handle the heavy lifting.