Adding or Importing Client Data

There are several options for adding client data to ClientSuccess, each of which can be used individually or in any combination. It's a best practice to bring in currently active customers.

• Manual entry
• Send us a client data template for import
• Utilize a CRM integration for importing client data
• Create or update client data via our API

Importing Data via Template

Our client data template can be used to compile internal client data for an import into ClientSuccess. Once completed, please send it to your CSM or via our in-app Help button on the (bottom right of any screen).

Please be sure to note the type and formatting field requirements in the tables below.

Client Template Training Video

Required fields

• Client name
• Client status
  Format requirements: Active, Inactive, Trial, or Terminated
• Assigned CSM email
  Format requirements: must match the assigned CSM email exactly
• Client Type
  Format requirements: must match types listed under Global Settings > Client Types

Optional fields

• Client-as-of date
  Format requirements: YYYY-MM-DD
• Assigned CSM name
  Format requirements: must exist as a ClientSuccess Team Member
• Assigned Sales Rep
  Format requirements: (none)
• Salesforce Account ID
  Format requirements: 18-digit number
• Street
  Format requirements: (none)
• City
  Format requirements: (none)
• State
  Format requirements: (none)
• Zip Code
  Format requirements: (none)