"Efficiency in technology is about bulk actions and automation. With the right tools, you can turn complex processes into simple tasks." - Dreams API

Introduction:

Thank you for watching this video! Today, we delve into the world of bulk account creation and adding users to these accounts, using data from Google Sheets that we convert into JSON.

The Creation Process

We are going to create accounts, passing variables such as "create location" and "users" among others. This allows us to query the database to get the necessary data, then process this data to see the results.

While this demonstration is manual, keep in mind that it can be done programmatically, based on specific actions or time intervals.

Waiting for Process Completion

After initiating the process, there's a bit of a waiting period for everything to process. Refreshing the browser periodically will show the created sub-accounts and attached users.

What's Happening Behind the Scenes?

Here's what the process entails. We take the JSON data converted from Google Sheets to generate the accounts. We do the same for the users, who are subsequently attached to the accounts with appropriate permissions.

This process involves automating the OAuth2 with GoHighLevel to authorize access and refresh tokens.

Handy Functions

We have a function that allows us to delete users in the sub-accounts we created. Why? Because deleting a sub-account does not automatically delete its associated users.

New and Existing Users

First-time run? We create the user. But if a user already exists, the user is added to the database and the sub-account in GoHighLevel. The user's role (user or admin) can be programmatically adjusted on creation or updated later.

Deleting Sub-Accounts

Here, we delete the sub-accounts created, checking if these sub-accounts exist and deleting them if they do. We also take care to delete the users associated with these sub-accounts.

Re-creation

After deletion, we can recreate these sub-accounts with their associated users. This process can handle a high volume of sub-accounts and allows for flexibility in assigning permissions to users.

Conclusion

And there you have it! Bulk sub-account creations and user additions in GoHighLevel, automated using APIs. We can also integrate webhooks to automate this process from inside GoHighLevel and listen for these webhook events to initiate these functions.

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