HighLevel marketplace install: connect the account

After you press Install for Shuttio in the HighLevel Marketplace, the Connect step of a HighLevel migration offers the button "Use the installed account" again. Press it and the migration connects to the account you installed on.

What changed

The marketplace Install and the Connect step are two separate moments. The Install happens in HighLevel, before any migration exists. The Connect step comes later, inside a migration.

Shuttio ties them together with the button. A fresh Install now leads to "Use the installed account" on the Connect step of a HighLevel migration. A sub-account install shows the sub-account's name on the button. An agency install has no name. With several installs, its button shows "agency" and the last four characters of the company id.

Pressing Install connects nothing by itself. A migration is connected only when you press the button on the Connect step.

How to use it

1. In the HighLevel Marketplace, press Install for Shuttio on the account you want to move to or from. If you are signed out of Shuttio, you sign in first, and the install continues with the same code.
2. Shuttio opens the intake page with the message "Shuttio is installed. Choose the source and the destination below. On the next screen, press Use the installed account."
3. Pick the source and the destination. HighLevel is one of the two.
4. Go on to the Connect step. Press "Use the installed account". With several installs, each has its own button, so pick the one that names your account.
5. For a sub-account install, Shuttio checks that the install reaches the account before it stores anything, then returns you to the Connect step with HighLevel connected. An agency install with several sub-accounts needs one more choice, described below.
6. Continue with the usual steps: choose objects, review fields, run the free 50-record sample, then "Run full migration".

For an agency install, Shuttio lists the sub-accounts HighLevel says the app is installed on. Choose one of them on the Connect step. A migration works with one HighLevel sub-account.

What it does not cover

• A failed install. If the install's sign-in ran out before you reached Shuttio, the intake page says so: "Shuttio is installed, but its sign-in ran out before you got here. Remove Shuttio from the account and install it again, then finish within a few minutes." That install adds no button until you install again.
• A removed app. If Shuttio was removed from the HighLevel account after the install, pressing the button fails. Shuttio forgets that install and tells you to install again from the marketplace or connect a different account.
• Missing permissions. If HighLevel did not grant the permissions the migration needs, Shuttio refuses the connection and saves nothing. For a destination, it needs write access to contacts and opportunities. For a source, it needs read access to contacts. Connect again and allow every permission Shuttio asks for.
• Another account's install. The button lists only installs made by your own organization.
• Retention. Shuttio keeps an install until 14 days after the last migration that uses it finishes.

FAQ

Do I need to press Install again for each migration? No. The Connect step lists the installs your organization already has and lets you use one for a new migration.

I installed and I do not see the button. What now? Check that the migration uses HighLevel as its source or destination. The button appears only there. If the intake page said the sign-in ran out, remove Shuttio from the HighLevel account, install it again, and continue right away.

Can I connect a different HighLevel account instead? Yes. The Connect step also lets you connect an account with HighLevel's own sign-in, without using an install.

Shuttio is a self-serve CRM data migration tool built by Craftt, an Attio implementation partner. See https://www.shuttio.com for the sources and destinations it covers.