Hey, guys, what's up?
It's Christine Seale, B, HighLevel queen, and today we are going to talk about how
to migrate all of your data, including your contacts and your
conversations from one HighLevel account to another.
And this is also going to include Twilio conversations.
So let's get started.
So for those of you guys who don't know,
we actually have a free Facebook group called Marketing Agency Automation Secret.
Hundreds of dollars and free trainings every single week to our members.
So click the link below to go to hell. All right.
So step one, what your first is go into your account that you want to export
the data from go to contacts, contacts and smart lists.
OK,
now you're going to see all your contacts here and what you're going to do now.
You're going to start contacts first.
You're obviously going to want to select all the contacts for an expert.
Now, if multiple is going to be a little
lengthy, says, you know, check all three thousand records or whatever.
OK, so click that if you want to export
all of them and then click on Zapier contacts again.
And then it's going to save this to your. Hard drive.
OK.
Now, go ahead and save that, that's how you export your contacts.
OK, now step two, you're probably going
to want to export all your conversations overseas.
OK, so if you want to save
my conversations, you can't actually do that in HighLevel.
You have over into Twilio.
So go ahead and go to Twilio and log in.
OK, so go ahead and click on the little ellipses and click on programmable
messaging, and you're going to be able to see your logs here.
No.
Clicksend log's.
And click on Export to CSV and guess what?
This is literally going to save
all the conversations with everyone that you've ever had in this Twilio account.
OK, now, if you have multiple
Twilio accounts, you need to do it for each subaccount.
OK, so go ahead and go into the subaccount and the conversations make right account.
It might take a minute, as you can see.
This is really spinning its wheels,
there's a lot of conversations here, I'm going to go ahead and click on Save
and then actually you can see here you can you can mouse over and you can see like.
The conversations in your lives, but you can also.
See here.
So you can see all the text right there and the phone number right here,
obviously it's formatted like this because I have it compressed.
So you can't actually see our phone
numbers, but you can see the data was what's the status?
The if there was an error generated
that said the account said, OK, you can see how much it cost for each one.
A lot of people ask me, how much do you spend on your texts and Twilio?
It's typically between two cents and like
point seven, five cents, so less than a cent per text.
And in the US, obviously,
if you live in another country, it's going to be more expensive, more than likely
if you send out with Twilio.
So that's an option, guys.
All right, now I'm going to show you guys
how to import your contacts to another account.
So go back into HighLevel, OK, and then what you're going to do is choose
a different account from the drop downs, go into context and smarts and click
on import contact, then choose the file that you want to import.
OK.
I'm going to go ahead and do that right
now, click on Important Contacts file, choose the file,
and then what you're going to do is you're going to map the fields here,
make sure that they're all mapped and then they look good.
You can see the test here.
You can see a sample click continue and then this.
It's just going to let you basically
either update an existing contact with the data
in your document only for fields that are empty,
or you can overwrite the fields that have a value
with the data in the spreadsheet or don't modify them at all.
OK, no, this is up to you.
You're the one that knows what to do with your data.
OK, so I'm just going to do the empty fields for now.
This is super important.
Goes on this one.
You're going to want to make sure that you add a tag with the date.
I always do this just for practice.
So if I want to add a tag here
like this.
OK, so go ahead and click on Dunn and it's going to import all your contacts and you
should be good to go again, you're not able to start conversations.
You will achieve all with all the conversation from your account.
All right. Now, if you do one small caveat.
If you use the same API Zoom account,
then it's link up to Twilio and it should all your conversation.
So if you own the Twilio account and you're using the same Twitter account
for different HighLevel account, it should work.
You just have to make sure that your API or Zapier API keys are the same.
So thank you so much for watching.
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I'll see you guys next time.