The Bulk Location Transfer functionality is a useful feature that allows agency owners to transfer multiple sub-accounts simultaneously to another agency, significantly streamlining the handover process and reducing manual efforts, enabling you to focus on other important matters. This guide outlines the step-by-step process for both sending and receiving agencies, details the data that is and is not transferred, and addresses frequently asked questions to ensure a smooth and transparent transition.

Transferring Sub-Accounts in Bulk (Sender) #

First, log in to your Agency account and navigate to the Sub-Account Transfers menu located within the Sub-Accounts tab. From here, click the Bulk Transfer Subaccount button, then click Proceed to continue.

You will see two options for selecting sub-accounts:

Option 1: Select from the List #

• Use the search function to locate specific sub-accounts.
• Include all sub-accounts by clicking the Select All button (up to 1,000 at a time) or select sub-accounts individually by clicking the box to the left of their name.

Option 2: Enter Location IDs #

Alternatively, you can manually input Location IDs in a comma-separated format (e.g., 12345,67890,54321).

Once you have reviewed the included sub-accounts, click Next to proceed. The confirmation modal will now appear for you to read and consent to the Sub-Account Transfer Guidelines before entering the Relationship Number of the receiving agency and requesting the transfer.

For enhanced security, you must enter your password and click Confirm to initiate the transfer. The receiving agency will then be notified of the transfer request and the sub-accounts will move once the request is approved.

Tracking Your Transfer Request (Sender) #

After initiating a request, you can view the transfer status under the Sent tab of the Sub-Account Transfers screen. Switch to the Bulk Request tab and click View Details to see the status of each sub-account. These details serve as indicators of possible issues and provide progress updates. You will see one of the following indicators:

• Completed: Transfer approved by the receiving agency.
• Rejected: Transfer declined by the receiving agency.
• Pending: No action taken yet.
• Failed: Sub-account is non-transferable (e.g., due to HIPAA or SaaS restrictions).

Steps for the Receiving Agency to Accept or Reject a Transfer #

The agency owner of the receiving agency will get an email and an in-app notification after the request is made. By clicking the button in the email or in the app, they can easily locate the request. Otherwise, they can head to the Received section of the Sub-Account Transfers screen, then click Take Action to view the list of incoming sub-accounts.

Sub-account details including their names, number of contacts, and applicable errors will be displayed alongside the current transfer status. This information can be exported for offline access or easily located for a specific sub-account using the search functionality.

Choose to Accept All or Reject All, as partial selection is not available. Once the request has been approved or rejected, the receiving agency owner can then view the status of the transfer and access additional details from the Bulk Requests view.

One of the following status updates will be displayed once the additional details have loaded:

• Completed: Transfer approved.
• Rejected: Transfer declined.
• Pending: No action taken.
• Failed: Account cannot be transferred.

Be sure to check for status updates regularly until the transfer has been completed, as you may need to take further action depending on the status shown.

Note: Sub-accounts will only transfer after full acceptance by the receiving agency. Bulk transfers must be accepted or rejected in their entirety.

What Information and Assets Are Transferred? #

• Websites and Funnels
• GHL Calendars (External integrations will be disconnected)
• Automations (Automatically set to “Published”)
• Contacts and their Conversations, Appointments, Opportunities, and History
• Users with User Type “Account” assigned only to the transferring sub-account
• Workflow Enrollments (remain intact)
• Sub-Account API Keys (remain unchanged)

What Information and Assets Are Not Transferred? #

• All authorization connections (e.g., Google, Facebook, Instagram, QuickBooks, Clio, Yext)
• All Facebook and Google settings
• Stripe fields at the sub-account level
• Any SaaS settings (SaaS mode is automatically disabled pre-transfer)
• SmartLists
• Mailgun/SMTP settings
• Active subscriptions: WordPress, Yext, WhatsApp, Dedicated IP, and others (must be canceled pre-transfer).

Phone Number Transfers #

Both Agencies Use LeadConnector (LC) #

• Phone numbers transfer automatically.
• A2P 10DLC registration status is preserved.
• Future usage charges accrue to the receiving agency.

One or Both Agencies Use Twilio #

• Phone numbers are not automatically transferred.
• Manual coordination with the previous owner and Twilio is required. For assistance, contact HighLevel Support.

By following the outlined steps, both sending and receiving agencies can ensure a smooth transition of data, users, and assets while avoiding common pitfalls.

Frequently Asked Questions #

Can I merge one sub-account with another? #

No. Transfers involve the entire sub-account, not selective data.

Can I transfer a HIPAA-enabled sub-account? #

Yes, but only if the receiving agency has the HIPAA Compliance add-on purchased through the HighLevel Marketplace.

What preparation is required before transferring a sub-account? #

Ensure desired users are marked as User Type “Account” and assigned only to the transferring sub-account, SaaS Mode is disabled, and any active subscriptions (WordPress, Yext, WhatsApp, etc.) are cancelled.

What setup is needed after the transfer? #

Reconnect all auth connections, reintegrate Facebook and Google, reconfigure Stripe at the sub-account level, re-add LC Email, Mailgun/SMTP, and Twilio, re-add your domains, and re-enable SaaS Mode if applicable.

Will deleted workflows be visible in the new location? #

No. Deleted workflows from the previous location will not appear in the new location’s “Deleted” tab.

How many sub-accounts can I select in a single bulk transfer? #

You can select up to 1,000 sub-accounts at a time using the Select All button, choose them individually, or enter Location IDs in a comma-separated format.

Can a receiving agency accept only some of the sub-accounts in a bulk transfer? #

No. Partial selection is not available. The receiving agency must choose Accept All or Reject All, and sub-accounts only transfer after full acceptance.