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account-snapshotsSnapshotsRefresh or Update Snapshots

TABLE OF CONTENTS

How to Refresh a Snapshot

  1. Go to your Agency View
  2. Click the Account Snapshots tab from the left-hand menu
  3. Find the snapshot you want to update
  4. Click the ? Refresh icon next to that snapshot
  5. Select which new or modified assets you want to include
  6. Click Refresh to finalize the update.

Handling Failed assets during refresh

If one or more assets fail to load during a refresh, they will be marked as failed while the rest of the selected assets continue processing.

You can retry loading only the failed assets instead of restarting the entire refresh. This helps you fix temporary issues (like intermittent timeouts) without blocking the overall snapshot update.

Workflow Contact Cleanup After Snapshot Refresh

 

If a snapshot refresh removes steps inside workflows that were created from the snapshot (for example, deleting a wait step), TWIM CRM automatically removes any contacts that were waiting on the deleted step so they don’t get stuck.

 

What you’ll see

  • A one-time heads-up appears the next time you open an affected workflow (shown only when it applies).
  • In Execution Logs, the workflow records an entry labeled “Removed by - Snapshot Refresh” with more details in the side panel.

What Happens When You Click “Push Updates”?

After refreshing a snapshot, you’ll see the “Push Update” button available for that snapshot.

Clicking it lets you:

  1. Select which sub-accounts (that previously imported this snapshot) should receive the update
  2. Choose the assets to push (e.g., only workflows, or specific forms)
  3. Manually sync updates into those sub-accounts without reloading the entire snapshot

     Watch the detailed video here

Updates only push to sub-accounts inside your own agency. External agencies must re-import using a new link.

Quick Tips

  • Always refresh your snapshot before sharing or pushing updates
  • Use the Push Update feature to sync selected changes to client accounts
  • Pushed updates are selective, not destructive - existing data stays safe
Load Snapshots Into Existing Sub-AccountPushing & Loading Snapshot Updates to Client Accounts