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    Moving to FoundationsAI

    What moves when you transfer a HighLevel account?

    When a HighLevel account moves from one agency to another, the whole account moves in one go. Your contacts, conversations, websites, calendars, automations and history come with it. Anything connected with a login, such as Google, Facebook or Stripe, has to be reconnected afterwards, and a few settings have to be set up again.

    BOOK A MIGRATION CALLSee why people switch to FoundationsAI

    What comes across

    These stay with your account, so you carry on where you left off.

    Contacts
    Contact history
    Conversations and message history
    Opportunities (your pipeline deals)
    Appointments
    Calendars
    Automations, exactly as they are
    Who's in each automation
    Websites and funnels
    Memberships and who has access
    Your account's API keys
    Your team's logins

    What has to be reconnected or set up again

    These are tied to your old agency's logins or billing, so they're disconnected during the move. We go through each one with you afterwards.

    Logins to other apps

    Google, Facebook, Instagram, QuickBooks, Clio, DrChrono and Listings

    Facebook and Google settings

    Integration settings for both

    Stripe settings

    The Stripe details saved in your account

    Smart Lists

    Your saved contact filters

    Outside calendars

    Calendars connected from elsewhere, such as Google Calendar

    Some subscriptions and add-ons

    Such as WordPress hosting, Listings or WhatsApp

    Some active subscriptions, such as WordPress hosting, Listings or WhatsApp, have to be cancelled before the move can go ahead. Automations deleted before the move don't come across.

    Phone numbers and email

    Your phone numbers and your email set-up move across with the account, so customers can call, text and email you as normal.

    How the move works

    1

    Book a migration call

    We look at your account and what's connected to it, so nothing gets missed.

    2

    Your current agency sends the request

    We give you our agency number and the steps to pass on. Only their agency owner, or an admin they allow, can send it.

    3

    We approve it

    Your whole account moves across once we approve the request.

    4

    We reconnect everything

    We go through the list above with you, reconnect each login and check your automations still work.

    Why move to FoundationsAI?

    Same software you know, with a team behind it that actually helps.

    • 24/7 human support for everyone on your team
    • Weekly group strategy calls
    • A knowledge base of over 2,500 articles
    • A 2-hour onboarding session and 3 hours of done-for-you or done-with-you time
    Dan Sagar is incredibly patient and helpful he helped me switch platforms from Kajabi to Foundations with ease. He continues to support as I grow the tech side of my business. It is also worth noting I have acquired some new skills as a result of working with him. Highly recommend Dan.
    R

    Robyn
    Google review

    SEE WHY PEOPLE SWITCH

    Common questions

    No. Your contacts, their history and your conversations all move with the account.

    Yes, exactly as they are, including who's in each one. Any that rely on a connected app, such as Google, Facebook or Stripe, need that app reconnecting, so we check each one.

    Yes. Your phone numbers move with the account.

    Yes. Websites and funnels move with the account.

    No. The whole account moves as it is. It can't be split or merged into another account.

    The move happens once the request is approved. It can take longer if something has to be cancelled or sorted first, such as an add-on that blocks the transfer.

    Send a transfer request from their HighLevel agency account using our agency number. We'll give you the number and the steps to pass on.

    Based on HighLevel's Sub-Account Transfer Guide, checked 25 October 2026.

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    October 2026