Several options exist for adding clients to ClientSuccess. Each can be used individually or in-combination. We recommend that you only import existing clients.
Manually enter them
Import a spreadsheet file
Set up workflow for Importing new Salesforce Accounts
Import via REST API
Manually enter clients
Steps
Select "Add client" from the main menu.
2. Enter your client's information into the modal window that appears.
3. Click "Save"
Import clients via spreadsheet file
We are happy to import a spreadsheet file for you any time. Export your clients 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: (none)Client status
Format requirements: Active, Inactive, Trial, or TerminatedAssigned CSM email
Format requirements: (none)
Optional fields
Client-as-of date
Format requirements: YYYY-MM-DDClient type
Format requirements: Client type must match a ClientSuccess TypeAssigned CSM name
Format requirements: Assigned CSM must exist as a ClientSuccess Team MemberAssigned Sales Rep
Format requirements: (none)Salesforce Account ID
Format requirements: 18-digit numberStreet
Format requirements: (none)City
Format requirements: (none)State
Format requirements: (none)Zip Code
Format requirements: (none)