We're please to announce an integration with Grow—the simplest way to access your data and visualize it in a real-time dashboard. You can now easily and securely pull client details, Engagement interactions, and to dos in and customize your own metrics and KPIs. Locate "ClientSuccess" in Grow's data source list to set up the integration.


Configuring the integration


Requirements

To integrate ClientSuccess with Grow, you must:

  • Be a user with full access to ClientSuccess.


Steps

1. Sign into Grow.

2. Click "Add metric" in the nav bar.

3. Locate ClientSuccess in the data source list.

4. Click "Connect."

5. Authenticate with your ClientSuccess username (email address) and password.

6. Select the data object that you would like to pull in.

7. Configure your dashboard widget.

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