ClientSuccess

Navigate to <code>Admin Settings Gear</code> ⚙️ &gt; <code>Integrations</code> &gt; and click Configure &amp; Sync

1. Navigate to <code>Admin Settings Gear</code> ⚙️ &gt; <code>Integrations</code> &gt; and click Configure &amp; Sync

2. Go through the flow and enter your ClientSuccess credentials to start the sync

3. 🎉 You should now see the customers synced over in <code>Admin Settings Gear</code> ⚙️ &gt; <code>Customers</code>

✍️ This must be run every time you want to update customer data from ClientSuccess.

Sync & import customers from ClientSuccess

ClientSuccess - Syncing Customers

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