Data Exports/Imports
Articles regarding Data Exports/Imports functionality
By ClientSuccess1 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.