CSV export covers contacts, not the bank statements, signed contracts, recordings and attachments inside them. Backup & Insights copies every file from every sub-account to your own storage, writes a manifest that joins back to your contacts, and keeps it current every month.
| Sub-account | Status | Files | Size |
|---|---|---|---|
| Bright Line Advance 2H AGO · AUTO | done | 61,870 | 84.2 GB |
| Milano Capital Group CONTACT FILES · 6,420 / 9,118 | running | 22,301 | 31.5 GB |
| Cedars Landscaping YESTERDAY · SYNC | done | 3,988 | 5.1 GB |
| Harbor Financial Co NEVER | queued | — | — |
Every place a file can live, backed up and searchable.
Contact and opportunity file fields, conversation attachments, call recordings, form and survey uploads, the media library and signed documents.
Each file is tied to its contact, opportunity, conversation or submission, so it lines up with the CSVs you already have.
Pick a day and hour. Every sub-account gets an incremental backup, and jobs resume on their own and respect HighLevel's API limits.
Split a sub-account's contacts into packages with their files, or push contacts and documents into another sub-account.
Search every backed-up sub-account at once by name, email, phone, filename or any custom field value.
Per-sub-account and per-user activity: messages, calls, talk time, deals and idle seats, with printable owner reports.
One account works across every RGS tool. Connect once, use everything you subscribe to.
Create one RGS account. It works across every tool we make.
Approve our app once for your whole agency, or connect a single sub-account with a token.
Run once, then schedule it monthly. Download zip parts or share a link.
One subscription covers every sub-account you connect. No per-location fees.
7-day free trial on your first subscription. Cancel any time from your dashboard.
In cloud storage tied to your account, with a manifest of where each file came from. Download them as zip parts or share a link.
Some old links expire at the source, like carrier MMS images. Those are marked "gone at source" so you can see exactly what was and wasn't saved.
Yes. Approve our app once for your agency and every sub-account is available, or connect a single sub-account with a Private Integration Token. One subscription covers all of them.
Access tokens are encrypted and only used server-side to make the calls you ask for. They're never sent to your browser. Disconnect a sub-account or uninstall the app from HighLevel at any time.
Any time, from the Billing button on your dashboard. You keep access through the period you've paid for.
7 days free. Per agency. Cancel any time.