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)
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