A few options exist for adding subscriptions to ClientSuccess:

Learn more about browsing, renewing, adding upsell, and terminating, and deleting, subscriptions once they're added.


Manually enter subscriptions


Steps

1. Click the "+" button in the upper-righthand corner of the Subscriptions module. 

2. Select a product from the list. If the list is empty, you will need to add a product on the Products settings screen.

3. Enter the following required fields:

  • Quantity
  • Start date
  • End date
  • Months
  • Amount

4. Optionally, you can also add a note, flag recurring products for auto-renewal, and attach files.

5. Click the "Add product" button.


Import subscriptions via spreadsheet file

We are happy to import Subscriptions for you any time via a spreadsheet file. Export your subscriptions from another platform and use our template for formatting purposes and then send it in via our in-app chat. 

Note the type and formatting field requirements in the tables below. Note that Subscriptions that are immediately sequential by a one day will be skipped.


Subscriptions

  • ID
    Default value: (none)
    Type: Text
    Required: No
    Format requirements: Unique ID of your choosing.
  • Client Name
    Default value: (none)
    Type: Text
    Required: Yes
    Format requirements: Name must exactly match the Client name in ClientSuccess
  • Renewed By ID
    Default value: (none)
    Type: Text
    Required: No
  • Product Name
    Default value: (none)
    Type: Text
    Required: Yes
    Format requirements: Name must exactly match a product name in ClientSuccess
  • Salesforce Opportunity ID
    Default value: (none)
    Type: Text
    Required: No
  • Quantity
    Default value: 1
    Type: Text
    Required: No
  • Start Date
    Default value: (none)
    Type: Text
    Required: No
    Format requirements: YYYY-MM-DD
  • End Date
    Default value: (none)
    Type: Text
    Required: No
    Format requirements: YYYY-MM-DD
  • Auto renew
    Default value: True
    Type: Boolean
    Required: No
  • Amount
    Default value: $0
    Type: Number
    Required: No
    Format requirements: No decimals
  • Note
    Default value: (none)
    Type: Text
    Required: No
  • Forecast Probability
    Default value: 70
    Type: Integer
    Required: No
  • Forecast Quantity
    Default value: Subscription quantity
    Type: Integer
    Required: No
  • Forecast End Date
    Default value: 1 term length from Subscription End Date
    Type: Date
    Required: Yes
  • Forecast Amount
    Default value: Subscription Amount
    Type: Number
    Required: No
    Format requirements: No decimals
  • Forecast Note
    Default value: (none)
    Type: Text
    Required: No


Mid-term upsell

  • Client Name
    Default value: (none)
    Type: Text
    Required: Yes, if Contract ID not provided
    Format requirements: Must exactly match the Client name in ClientSuccess
  • Contract ID
    Default value: (none)
    Type: Integer
    Required: Yes, if Client Name not provided
  • Upsell Quantity
    Default value: 0
    Type: Text
    Required: No
  • Upsell Amount
    Default value: $0
    Type: Number
    Required: No
    Format requirements: No decimals
  • Upsell Date
    Default value: Today's date
    Type: Date
    Required: No
    Format requirements: YYYY-MM-DD
  • Note
    Default value: (none)
    Type: Text
    Required: No
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