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Snapshot Functionality Update
With HighLevel’s latest release, support for custom objects in snapshot functionality has been introduced. This enables the streamlined replication of custom objects across sub-accounts, as custom objects and their associated data are automatically loaded during snapshot creation.
Advantages of this Enhancements
The inclusion of custom objects in the snapshot functionality simplifies the process of transferring custom object data between sub-accounts. It also ensures seamless replication of complex data structures without any requirement of manual configuration, by automatically including all custom fields and associations.
What’s in the Update?
- Custom Object Support
Snapshots now include custom objects along with their associated custom fields as part of the feature set, enabling users to copy custom object data across sub-accounts seamlessly. - Custom Object Associations
Forming associations between custom objects or contacts is made easier and always part of the snapshot by default, which can’t be modified during the process. - Data Replication Between Sub-Accounts
Custom object data can now be effortlessly transferred from one sub-account to another, ensuring consistent data maintenance across multiple sub-accounts.
Steps to Use this Feature
- Go to Agency > Account Snapshots > Create Snapshot
- Select the custom object that should be included in the snapshot.
- The associated custom fields of the selected custom object and associations with other objects like contacts will be automatically included.
- Create a snapshot and select the source and target sub-accounts to copy the data from one sub-account to another.
Important Limitation
Please note that only a maximum of three custom objects can be included in a snapshot for a sub-account. If the number of custom objects post the snapshot import exceeds three, the snapshot will not create any custom object in the sub-account.
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Click here for the full HighLevel update article
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