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How to Import Snapshots

Imported Snapshots appear under the Imported Snapshots tab in Settings (Agency View) -> Account Snapshot.

Imported Snapshots appear under the Imported Snapshots tab in Settings (Agency View) -> Account Snapshot.

Next steps 

Once the snapshot is loaded, you need to click on ‘Agency View’ > ‘Subaccounts.’

You will click on the subaccount name (without switching to the subaccount) to open the subaccount details. Then, locate the ‘Actions’ button in the top right corner and select ‘Load Snapshot.’

This will open a dropdown menu where you can load the snapshot and select specific items that you want to be loaded, such as campaigns, calendars, etc..

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