To get started with adding subscriptions to ClientSuccess, the following options are available:
Manually enter them
Import a spreadsheet file
Utilize the ClientSuccess subscriptions API
As part of the Salesforce Integration, you can configure workflows to create "active" or "potential" ClientSuccess subscriptions from Salesforce opportunities. Read more on how to synchronize subscriptions with the ClientSuccess custom object in Salesforce.
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
Client Name
Default value: (none)
Type: Text
Required: Yes
Format requirements: Name must exactly match the Client name in ClientSuccess
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
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