ClientSuccess

Below are the csv templates for importing clients, contacts, and subscriptions

Data Import Templates

How to import or add clients to your ClientSuccess instance

Importing or Adding Clients

How to add existing or new contacts to ClientSuccess

Importing or Adding Contacts

How to add your subscriptions to ClientSuccess

Importing or Adding Subscriptions

Adding or Importing Client Data to ClientSuccess

Adding or Importing Contact Data

Exporting Data from ClientSuccess

How to add data to ClientSuccess

Importing Historic NPS

Importing Revenue data through a Flat File to ClientSuccess

Importing your product list to ClientSuccess

Self-Serve File Import

Kristi Faltorusso

Dave Blake

Articles regarding Data Exports/Imports functionality

Data Exports/Imports

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