Several options exist for adding contacts to ClientSuccess. Each can be used individually or in-combination.


Manually enter contacts


Steps

1. Pull up a client record.

2. Click the '+' button in the upper-righthand corner of the Contacts module.

3. Enter your contact's information into the window that appears.

4. Click "Save."


Import contacts via spreadsheet file

We are happy to import a CSV file for you any time. Export your contacts from another platform, compose your own file, or use this template and then send it in via our in-app chat. Note the type and formatting field requirements in the tables below.


Required fields

  • Client name
    Format requirements: Must exactly match the Client name in ClientSuccess
  • First name
    Format requirements: (none)


Optional fields

  • Last name
    Format requirements: (none)
  • Name (First + Last)
    Format requirements: (none)
  • Title
    Format requirements: (none)
  • Email
    Format requirements: (none)
  • Office phone
    Format requirements: (none)
  • Mobile phone
    Format requirements: (none)
  • Badge: Key contact
    Format requirements: "TRUE" or "FALSE"
  • Badge: Executive Sponsor
    Format requirements: "TRUE" or "FALSE"
  • Badge: Advocate
    Format requirements: "TRUE" or "FALSE"
  • Badge: Champion
    Format requirements: "TRUE" or "FALSE"
  • Notes
    Format requirements: (none)
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