Skip to main content

Data Exports/Imports

Articles regarding Data Exports/Imports functionality

1 author8 articles
Adding or Importing Client Data to ClientSuccessLearn the ways to add client data to ClientSuccess: manual entry, the client data import template, CRM integration, or the open API, with best practices.
Adding or Importing Contact DataLearn the ways to add contact data to ClientSuccess: manual entry, the contact import template, CRM integration, or the open API, plus required fields.
Exporting Data from ClientSuccessLearn how to use Data Exports in Global Settings to generate on-demand exports of Clients, Contacts, Pulses, Subscriptions, Engagements, and more.
How to add data to ClientSuccessCompare options for adding client, contact, and contract data to ClientSuccess: manual entry, CSV import, Salesforce or HubSpot CRM integration, or the API.
Importing Historic NPSLearn how to import historic NPS response data into ClientSuccess using the CSV template, alongside native NPS surveys or available NPS integrations.
Importing Revenue data through a Flat File to ClientSuccessLearn how to import contract and subscription revenue data into ClientSuccess via flat file, including required fields, formats, and contract linking.
Importing your product list to ClientSuccessLearn how to import your product list into ClientSuccess using the import template so products tie to subscriptions, contracts, and CRM revenue data.
Self-Serve File ImportLearn how to use the Self-Serve File Import tool to import clients, contacts, products, NPS, and usage data with templates, matching, and review steps.