> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goosybear.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Bringing your CRM with you

> Moving an existing GoHighLevel account into Goosy Grow — what you are asked for, what travels with it, what has to be set up again, and how leaving works.

If your business already runs on GoHighLevel through another agency, that
account can move to us as it is. You keep your contacts, your conversation
history and your pipelines — you are not starting again, and you are not
importing a spreadsheet.

This page is what that move looks like from your side. It applies only if you
are arriving with an existing account; if you are starting fresh, your Goosy
Grow workspace is simply set up for you and there is nothing here to do.

## How the move starts

**Your current agency has to start it.** That is how GoHighLevel works — an
account can be handed over, but it cannot be pulled. We accept it at our end.

So the first step is a conversation with them, not with us. Once they agree,
we give you the details they need and they initiate the handover from their
dashboard.

<Note>
  One account moves as one whole thing. There is no partial move — you cannot
  bring the contacts and leave the calendars. If your business runs across
  several accounts, each one moves separately and each arrives as its own
  workspace.
</Note>

## Ask about your balance first

If your current agency bills you for usage — texts, calls, emails — that
account has a usage balance sitting with them.

**When they release the account, that balance is deleted.** It does not travel,
and we cannot recover it or credit it. Only they can refund it, and only
manually.

This catches people out more than anything else on this page, so settle it with
them **before** they start the handover. It is a short conversation and it is
much harder afterwards.

## What travels, and what does not

This is a property of how GoHighLevel hands accounts over, not a choice we
make — it is the same list in either direction.

| Comes with you                          | Has to be set up again                                  |
| --------------------------------------- | ------------------------------------------------------- |
| Contacts and conversation history       | Connections to Facebook, Instagram, Google and LinkedIn |
| Pipelines and opportunities             | Your email sending domain                               |
| Calendars and appointments              | Text-message registration, unless it transfers          |
| Workflows and automations               | Phone numbers you brought from elsewhere                |
| Funnels, websites and pages             | Any custom domain on a funnel                           |
| Memberships and communities             | Billing and usage setup, which is ours now              |
| Phone numbers issued inside the account |                                                         |

The right-hand column is the real work of a move, and most of it is quick. The
connections are the part only you can do — a social or Google connection is
your permission to grant, so you re-authorize each one in Goosy Bear after the
account lands. We will walk you through it.

## Your CRM arrives as yours

Nothing of ours is written over what comes with you. We do not apply a template,
a starter set of workflows, or a default pipeline to an account that arrives
with its own — what you had is what you open on day one.

What we do add is the link to Goosy Bear: you get a sign-in that reaches Grow
from inside the app, and your workspace picks it up in the **GROW** section of
the left rail.

## What you will not be asked for

* **A second password.** You reach Grow from inside Goosy Bear, already signed
  in. See [Goosy Grow (CRM)](/grow-crm).
* **A payment method for GoHighLevel.** You are never billed by them — see
  [Asking for more from Grow](/account/adding-grow-capability).

## Before we call it done

Once the account lands we check it over with you: that your contacts and
conversations arrived intact, that signing in works, that you can see what your
plan includes, and that the connections you re-authorized are live.

Spot-check your own records rather than counting rows — you know your account,
and a name you recognize is a better test than a total.

## If you ever leave

The same move runs in reverse, and we do not make it difficult. Your CRM is
yours: contacts, conversations, funnels, calendars, workflows and pipelines all
go with you to whichever agency you choose, and we give you an export of your
data as well.

What does not go with you is the same right-hand column as before — the
connections, our sending domain, and the billing setup. Any remaining usage
balance is refunded to you rather than moved.

That is a real off-ramp with some re-setup at the other end. We would rather say
that plainly than call it seamless.


## Related topics

- [Goosy Grow (CRM)](/grow-crm.md)
- [Create and Grow](/create-and-grow.md)
- [Making shorts](/make/shorts.md)