HighLevel Setup Guide

Prerequisites

• A HighLevel account with agency admin or owner-level permissions.
• Permission to register a custom app on the HighLevel Marketplace (or access to one already registered for your agency).

Setup Guide

Step 1: Register an App and Obtain a Client ID and Client Secret from HighLevel

1. Log in to the HighLevel Marketplace with an agency admin or owner account.
2. Go to My Apps and click Create App.
3. Enter an App Name, set Type to Private (unless you're publishing to the marketplace), Target User to Sub-account, and Who can install to Both Agency & Sub-account.
4. Open Advanced Settings → Auth, and in the Client Keys section click Add to generate your Client ID and Client Secret. Copy the Client Secret into a secret manager immediately - it cannot be viewed or copied again from the UI once you leave the page.
5. In the same Auth section, add a Redirect URL for the OAuth callback, and select the minimum scopes your integration needs.
6. Note your Location ID (found in the URL of your account details page) and whether your marketplace URL is the standard marketplace.gohighlevel.com or a white-labeled domain (e.g., marketplace.leadconnectorhq.com) - you'll need these when configuring the connection.

HighLevel authenticates using OAuth 2.0. After you authorize the app, HighLevel issues an access token (valid for about 24 hours) and a refresh token (valid up to a year, or until used) that Matia uses to keep the connection active without requiring you to re-authorize.

Note: Using a refresh token invalidates the previous one - each refresh returns a new refresh token, which Matia stores and uses going forward.

Step 2: Complete Configuration in Matia

1. Enter the Client ID and Client Secret you generated from HighLevel.
2. Enter your Location ID.
3. Click Authorize, log in to HighLevel, and select the account or sub-account you want to connect - you'll be redirected back to Matia once authorization completes.
4. Enter an Asset Name.
5. (Optional) Enter a Description.
6. (Optional) Assign Tags.
7. Select an Owner.
8. Verify that your HighLevel account is successfully connected by clicking on Test Connection.
9. Click Connect.