How to Import Snapshots in CRM

Importing snapshots allows you to bring shared CRM configurations into your agency's snapshot library, making them available for use across multiple sub-accounts. The updated import process provides greater control and visibility from the moment you access a shared snapshot link.

What is Snapshot Import?

Snapshot import is the process of adding a shared snapshot to your agency account using a Snapshot Share Link or email invitation. Once imported, the snapshot becomes part of your agency-level snapshot library, where you can review it before loading it into specific sub-accounts.

It's important to distinguish between importing and loading a snapshot. Importing adds the shared snapshot to your agency library, while loading applies the snapshot's assets to a particular sub-account.

Benefits of the Updated Import Process

The redesigned import experience offers several advantages for agency management:

• Custom Naming: Rename snapshots during import for better organization in your library
• Progress Tracking: Monitor import status with visual indicators
• Clear Error Messages: Receive specific guidance when imports encounter issues
• Asset Protection Identification: Quickly identify protected snapshots using visual markers
• Streamlined Workflow: Move from shared link to usable snapshot with minimal steps

How to Import a Snapshot

Follow these steps to import snapshots into your agency account:

From a Snapshot Share Link

1. Log into your agency account
2. Open a new browser tab and paste the Snapshot Share Link into the address bar
3. Press Enter to load the import interface
4. Review the import details in the pop-up window
5. Optionally, enter a custom name for the snapshot
6. Click the Import Now button
7. Monitor your snapshot list for the new entry
8. Wait for the import process to complete (indicated when the snapshot is no longer greyed out)

From an Email Invitation

1. Log into your CRM account through your web browser
2. Open the snapshot invitation email
3. Click the import link provided in the email
4. Review the import details in the pop-up window
5. Rename the snapshot if desired
6. Click Import to begin the process
7. Wait for the import to finish processing

Tracking Import Progress

After initiating an import, the snapshot will appear in your list immediately but will be displayed in a greyed-out state while processing continues. This visual indicator helps you avoid attempting to use the snapshot before it's fully ready. Once the import completes, the snapshot will become fully active and available for use.

Loading an Imported Snapshot

After successful import, you can load the snapshot into a specific sub-account:

1. Navigate to Agency View
2. Locate the target sub-account
3. Open the sub-account action menu
4. Select Manage Client
5. Click Actions
6. Choose Load Snapshot
7. Select the imported snapshot from your library
8. Choose the specific assets you want to load
9. Review any potential conflicts
10. Confirm the loading process

Troubleshooting Import Issues

If you encounter problems during import, consider these common scenarios:

• Expired Share Link: Request a new link from the snapshot owner
• Previously Used One-Time Link: Ask the sender to generate a new invitation
• Restricted Access: Verify that the link was intended for your agency
• Unavailable Snapshot: Confirm with the sender that the snapshot still exists and is shareable
• General Failure: Retry the import or contact support if the issue persists

Frequently Asked Questions

Can I rename a snapshot during import?
Yes, the import interface includes an option to customize the snapshot name before completing the import.

Why is my imported snapshot greyed out?
A greyed-out appearance indicates the import is still processing. The snapshot will become active once the process completes.

What does the shield icon mean?
The shield icon indicates an asset-protected snapshot, which includes safeguards to prevent unauthorized duplication or sharing of protected assets.