How to export everything from GoHighLevel (2026)

Quick answer

HighLevel gives you CSV exports for contacts, companies and opportunities from inside a sub-account, and for transactions, orders and subscriptions through a download link it emails to you. Documents and contracts download as PDF one at a time, form submissions export as CSV, and Media Storage folders download as a ZIP. I found no documented export for the invoice list, appointments, conversation history (texts, emails and chats), products or workflows, and HighLevel says websites cannot be exported for use outside HighLevel.

There is also no one-click HighLevel to Workspace369 importer. You export from HighLevel, then bring the spreadsheets in with AI Import. More on that below. If you want the short version of the whole move, start with switching from HighLevel.

Before you start

• Use an admin login. HighLevel says only admin users can export contacts, and only Agency Admins and Location Admins can download a finished export from Bulk Actions.
• Go sub-account by sub-account. Contacts export separately for each sub-account or location, so list yours before you begin.
• Check who bills you. If you bought HighLevel through another agency, HighLevel says to contact that agency's administrator, because it cannot cancel an account managed by another agency. Ask that agency early whether your login can run the exports below.
• Download links expire. The contacts download is disabled after 30 days, and the emailed payment export links are valid for 7 days.
• Do not cancel yet. Keep the account active until the last step.

Checklist at a glance

1. Export your contacts and companies

Per HighLevel's contacts export article:

1. In the sub-account, go to Contacts and click Smart Lists.
2. Tick the contacts you want. To take all of them, tick the checkbox beside the filter fields and click Select All Contacts.
3. Click Manage Fields and show every column you want to keep. HighLevel says the CSV only contains the columns that are currently visible in the Contacts table.
4. Click More, then Export, and confirm in the export window.
5. Go to Contacts, then Bulk Actions. Find the row with the operation Export and the status Complete, and click the download arrow.

Know the limits before you rely on this file. HighLevel says only the latest note is included, up to 255 characters, and that exports do not include automation history such as past emails and SMS logs. The download link is disabled after 30 days, and you repeat the export for each sub-account. A generic workaround for long notes: open the clients whose notes matter and copy the full text into a document.

Companies have their own export. Per the companies export article, go to Contacts, then Companies, open the three-dot menu in the top right and select Export. Wait for the progress window to finish, then download the CSV. HighLevel says all visible company fields, including custom fields, are included.

2. Export your opportunities

HighLevel documents two routes:

• From the Opportunities page. Per the pipeline and opportunity IDs article, go to Opportunities, click the three-dot menu in the upper right and select Export Opportunities. The article does not name the file format.
• From a Smart List. Per the opportunity Smart Lists article, open the Smart List, click the three-dot menu beside + Add Opportunity and select Export. HighLevel says this downloads the records the list currently returns as a CSV file, so check the filters on the list before you export.

Open the file and check that the pipeline, stage, value and contact columns are there before you move on.

3. Export your payments

HighLevel has three payment exports. Each one emails a download link to the person who is logged in:

• Transactions. Per the transactions export article, go to Payments, then Transactions, set your filters and click the download icon. The emailed link is valid for 7 days. HighLevel notes that a row may not always equal one transaction, and that failed payments are included unless you filter to successful or refunded ones.
• Orders. Per the orders export article, go to Payments, then Orders, and click Download. The link expires after 7 days, and your user needs the View Orders and Export Orders permissions.
• Subscriptions. Per the subscriptions export article, go to Payments, then Subscriptions, and click Download. Canceled subscriptions are included unless you filter by status first. For a complete billing history, HighLevel points you to the Transactions export.

Check the filters before each export so the file covers every year you want to keep, and download each file the day the email arrives.

4. Save your invoices and estimates

This is a gap. HighLevel's invoices article and estimates article cover creating and sending, and neither describes an export or a PDF download. The one download I found is for recurring invoices. Per the recurring invoices article:

1. Go to Payments, then Invoices.
2. Find the active recurring invoice and open its three-dot menu.
3. Click Copy Link and open the link in a new tab.
4. Select Click Here, and the PDF starts downloading.

The Transactions export from step 3 is a record of payments, not a copy of each invoice. A generic workaround: decide which invoices and estimates you need as PDFs. Open and unpaid ones, plus the last tax year, are usually enough, so open those and save or print them to PDF from your browser. Ask your accountant before you leave the rest behind.

5. Save your documents and contracts

Per HighLevel's Documents & Contracts article:

1. Go to Payments, then Documents & Contracts.
2. Open the three-dot menu on a document.
3. Select Download PDF.

It is one document at a time, and I found no bulk export. HighLevel says each signature generates a certificate with the signer's IP address, email and timestamp, but the article does not say whether the downloaded PDF includes that certificate. So open one saved file and confirm that signatures, dates and the certificate are there. If something is missing, ask HighLevel Support before you cancel.

6. Export form and survey submissions

Forms and surveys are documented separately:

• Forms. Per the form submissions article, go to Sites, then Forms, then Submissions. The Export button exports all form submissions in CSV. You can also select some submissions and download just those as CSV, or expand a single submission and download it as a PDF.
• Surveys. Per the survey answers article, go to Sites, hover over Surveys and select Submissions, then click the blue Export button at the top right. HighLevel emails you a download link. The article does not name the file format.

7. Download your files

Per HighLevel's Media Storage guide, a whole folder downloads as a single ZIP that keeps the folder structure, including nested subfolders:

1. In the sub-account, click Media Storage in the left sidebar.
2. Click the three-dot icon next to a folder and click Select. Select any other folders you want.
3. Click Download to save the selection as a ZIP file.

For loose files, the multi-select article says you can select and download up to 100 files at a time, and that files over 2 GB are skipped and have to be downloaded one by one. The guide does not mention files that clients sent you inside conversations. A generic workaround: open the conversations that matter and save those attachments by hand.

8. Conversations, calls and email statistics

This is the biggest gap. I found no HighLevel article for exporting conversation history, meaning your texts, emails and chats with clients. The contacts export from step 1 leaves out past emails and SMS logs, and HighLevel's cancellation article lists conversations among the things to save without saying how. Two narrower exports exist:

• Call Reporting. Per the Call Reporting article, this is available on the Agency Pro plan. Go to Reporting, then Call Reporting, choose the columns you want and export a CSV. The article does not describe downloading call recordings.
• Email Statistics. Per the email campaign export article, go to Marketing, then Emails, then Statistics, choose the campaign type and date range, click Export and enter an email address. HighLevel emails a link to a CSV, valid for 30 days. HighLevel describes the file as performance metrics, such as deliveries, opens and clicks, so do not expect the emails themselves.

A generic workaround: for the clients whose history you need, open the conversation and save or print it to PDF from your browser, and save any call recordings you can play. Then ask HighLevel Support in writing whether it can provide a conversation export for your account.

9. Websites, funnels, workflows and snapshots

HighLevel's website export article says it does not support exporting websites in a way that allows them to be managed or edited outside HighLevel. It adds that the rendered HTML of a page can be copied from a browser, but that HighLevel gives no tools or support for doing that.

Snapshots are not a way out either. The snapshots overview says they are for configurations and selected reusable assets, and that contacts, appointments, conversations and live account history are not transferred. They copy a setup from one HighLevel account to another. The custom objects article says custom objects can only be copied between sub-accounts and that direct export is not supported.

I found no article for exporting funnels, workflows, calendars and appointments, products, or memberships and courses. A generic workaround: list the funnels and workflows that still earn their keep, take a screenshot of each workflow's steps, copy the page text and email text into a document, and write down your products and prices in a spreadsheet. Take a screenshot of the upcoming appointments on your calendar. You will rebuild these in the new tool.

10. Phone numbers

Decide what happens to each number before you cancel, because HighLevel's cancellation article says phone numbers and A2P registrations are deleted 14 days after cancellation. You keep being billed for the numbers during those 14 days, and the article warns you not to assume they stay available for the full 90-day account retention period.

The documented way to keep a number is a Support-coordinated move. Per the moving phone numbers article, HighLevel Support can move a number from LC Phone, its built-in phone system, into your own Twilio account. Support needs your Twilio Account SID, the HighLevel Location ID, the phone numbers and a preferred cutover window. HighLevel says this process is different from porting, and tells you not to delete, release or disconnect a number while a migration is in progress.

The migration guide covers moves between LC Phone and Twilio and ports into HighLevel. I found no article for porting a number out to another carrier, so ask HighLevel Support in writing before you cancel if that is what you need.

Bring it into Workspace369

There is no one-click HighLevel importer, and Workspace369 does not claim one, though AI Import looks for HighLevel exports. Here is what the process looks like instead.

1. Take the contact and company CSVs from step 1, and a spreadsheet of any products, expenses, invoices or proposals you want to carry over. Save sheets as CSV or XLSX, clean the columns a little, and remove contacts you no longer need.
2. Run AI Import for each record type. You upload a CSV or XLSX of clients, products, expenses, invoices or proposals. AI Import maps your columns to the right fields and you review the mapping. It shows the AI usage estimate before it writes anything. AI Import is on every Workspace369 plan and brings in only what your plan includes, so expenses need Specialist.
3. Attach files and notes to the client record or project from the downloads in steps 5 and 7.
4. Rebuild the few workflows and funnels you noted in step 9, using Workspace369's workflows and funnel builder.
5. Plan on a new phone number. Calls and texts in Workspace369 start on the Voyager plan. Keep your HighLevel numbers running while clients move.

The full checklist, including what moves and what you re-create, is on the switch from HighLevel page. For a feature-by-feature view, see Workspace369 vs HighLevel, or browse the HighLevel alternatives. Leaving another tool? The HoneyBook export checklist and the Dubsado export checklist work the same way.

Old HighLevel invoice links, forms and pages keep pointing at HighLevel, and saved card details cannot move between systems, so tell active clients where to go next.

What happens when you cancel

HighLevel's cancellation article says it keeps a canceled account's data for 90 days, and that you can reactivate during that time to get access back. While the account is canceled, workflows and automations stop and past conversations are no longer accessible. Phone numbers and A2P registrations are deleted after 14 days. After 90 days the agency account, its sub-accounts and their data are permanently deleted, and HighLevel says it keeps no backups and cannot reverse the deletion.

To cancel, the agency billing article says to go to Agency Settings, then Billing, click the link to modify or cancel your subscription, select Cancel Plan and work through the confirmation, which asks for feedback of at least 30 words. It also says downgrading a plan does not cancel add-ons, Marketplace apps or phone numbers. On pausing, the articles disagree: there is a Pause Account article, while the billing article says agency accounts cannot be paused or placed on hold. Ask Support which applies to your account. Do not use the 90 days as a reason to wait: export now.

Final check before you cancel

• The contact, company and opportunity CSVs open correctly, for every sub-account.
• The transaction, order and subscription CSVs are downloaded, not just requested.
• Signed documents are saved as PDF, with signatures visible, and open invoices are paid or moved.
• Form submissions, Media Storage folders and your workflow notes are saved in a folder.
• You have decided what happens to each phone number.
• A second copy of the folder exists somewhere other than your laptop.

Then cancel HighLevel when the last open invoice there is paid. If you want to compare before you commit, the 14-day Workspace369 trial is card-first, so you add a card to start it. Here is the HighLevel switch checklist.