How do I move my accounts and clients from GoHighLevel to Votel?

1. Set up your white label and your SaaS plan in Settings, SaaS Configurator.
2. Get the GoHighLevel export tool, a Chrome extension available in the Votel school community, and export your data.
3. Use the import tool in Votel. It brings across contacts and items such as funnels, pipelines, custom fields, agents and AI Studio projects.
4. Snapshots are copied item by item. After importing, recreate the snapshot from what you imported.
5. Create your clients' sub-accounts.
6. Port your phone numbers. If a number is approved for texting, register for A2P (10DLC) in Votel before you port it.

You can keep the old system running for some days alongside Votel and set a cutoff date. If you need help, click the Live Support button and we are happy to help you move.