How to use the client’s own Twilio account for the location?

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In an event where your client sign up for their own Twilio account, here’s how to use the client’s own Twilio account for the location:

 

1. Go to the Agency view > Settings > Phone System

https://app.gohighlevel.com/settings/phone_system

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2. If the location already has a Twilio SID generated, we can click Update Credentials by clicking the three dots on the right to delete the connection:

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3. If the account SID and auth token provided by your client is a Twilio Subaccount, you can then replace the Account SID and auth token here.

If the account SID and auth token provided by your client is a Twilio Master account, it’s best to integrate with the subaccount.

How to create a subaccount inside Twilio:

https://console.twilio.com/

1. Click the Account dropdown on the top right > Subaccounts

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2. Click on Create subaccount

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3. Type the location company name here and click Create subaccount

Once the subaccount is created, click the Account Name to go inside the subaccount.

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4. Copy the Account SID and auth token to the HighLevel Twilio settings:

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Please reach out to Twilio support to help move the numbers if the number was in the master Twilio account:

https://support.twilio.com/hc/en-us/articles/223135327-Moving-Twilio-Phone-Numbers-to-another-Twilio-project