Several options exist for adding contacts to ClientSuccess. Each can be used individually or in-combination.
Manually enter them.
Import a spreadsheet file.
Import via REST API.
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 ClientSuccessFirst 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)