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Importing Revenue data through a Flat File to ClientSuccess

Dave Blake avatar
Written by Dave Blake
Updated over 2 weeks ago

Importing Data via Template

Our contract/subscription/revenue data import template can be used to compile internal subscription data for an import into ClientSuccess. Once completed, please send it to your CSM or Support via our in-app Help button on the bottom right of any screen.

The most recent version of the data template has a number of enhancements:

  1. Support for one or many products per contract

  2. Support for custom stage names to indicate Booked, Lost, or Forecasted revenue

  3. Contract linking to see the impact of renewals on your book-of-business

  4. Support for custom ARR and MRR amounts for each contract

Prerequisites

  • Your product list with product codes must be entered in ClientSuccess before contracts are imported

  • Clients in ClientSuccess must have an External ID or the client name in your file must match exactly the client name in ClientSuccess

  • Contract owners must be set up as users in ClientSuccess with a unique email addresses or external ID

Please be sure to note the type and formatting field requirements in the tables below.

Required fields

  • External Client ID
    ​    Must exactly match the Client ID in the external ID field on the client record. Use external client ID OR Client Name.

  • Client Name
    ​    Format requirements: Recommend that name exactly match the Client name in ClientSuccess

  • Contract ID

  • Contract Name
    Contract Label

  • Stage
    Opportunity Stage Name e.g. Closed Won, Closed Lost, etc. Must match a value in ClientSuccess Global Settings > Field Settings > Stage Name

  • Line Number
    ​    Must be a number. Line numbers are typically used to represent a contracted product. Line numbers for a particular contract should start at 1 and increase incrementally. A single contract ID can not have any duplicate line numbers.

  • Product Code
    Must match a product code in ClientSuccess

  • Quantity
    ​    Format requirements: Must be a number

  • Item recurring
    ​    Format requirements: "TRUE" or "FALSE"

  • Start Date
    ​    Format requirements: YYYY-MM-DD

  • End Date
    ​    Format requirements: YYYY-MM-DD

  • Amount
    ​    Format requirements: No decimals
    ​

Optional Fields - Contract

  • Product Name
    ​    Format requirements: Recommend that name must exactly match a ClientSuccess product name

  • Booking Date
    Close date. Format requirements: YYYY-MM-DD

  • Booked By - Email
    ​    Must match a user email address in ClientSuccess
    ​

  • Description

  • Forecast Type
    ​    Must match a value in ClientSuccess Global Settings > Field Settings > Forecast Type

  • Type
    ​    Must match a value in ClientSuccess Global Settings > Field Settings > Type

  • Probability
    ​    Format requirements: Number. No decimals

  • Note
    Format requirements: (none)

Optional Fields - Product

  • Assigned ARR
    ​    Force an ARR value instead of using ClientSuccess calculation. Format requirements: No decimals

  • Assigned MRR
    Force an MRR value instead of using ClientSuccess calculation. Format requirements: No decimals

  • Item Description
    Provide an alternative description of the line item instead of the product name
    ​

Optional Fields - Contract Links

  • Renewed By - Contract ID
    Contract ID used to establish child relationship. Must match a Contract ID in ClientSuccess.

  • Renewed By - Name
    Contract name used to establish child relationship. Must match a Contract name in ClientSuccess.

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