What This Covers

If your practice already uses a platform built on GoHighLevel through another company, your whole account can be moved into STRINGConnect without rebuilding anything. Your contacts, conversations and automations come with you. This guide explains what you need to do, what moves over, and what happens after the move.

Before You Start

• Confirm your account is on GoHighLevel. Many platforms run on GoHighLevel under their own brand name. Ask your current provider: "Is my account a GoHighLevel sub-account?" A transfer only works if the answer is yes.
• Ask about your phone numbers. Your phone numbers should move with your account if your current provider is set up for it (on GoHighLevel's built-in phone system, called LC Phone). Ask your provider which phone system they use. If your numbers can't move with your account, we will coordinate the move with you.
• Get STRING's Relationship Number. This is the number your provider uses to send your account to us. Your project manager will send it to you.

Step 1: Ask Your Current Provider to Transfer Your Account

Send your current provider a request like the one below, filling in the parts in brackets.

Hi [Provider name], I'm moving my account to STRING Marketing. Please transfer my entire sub-account to STRING's agency using GoHighLevel's Transfer Sub-account option, with Relationship Number [number from your project manager]. If my phone numbers are not on LC Phone, please let me know, since those move separately. Thank you, [Your name]

Only the owner of your provider's agency, or an admin they have given permission, can send the transfer.

Step 2: We Approve the Transfer

STRING receives your provider's request and approves it. Your account moves as soon as we do.

What Comes With Your Account

According to GoHighLevel, these move with your account:

• Contacts and conversation history
• Automations and campaigns
• Forms and landing pages
• Custom fields and their data
• Your media library and account settings