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 "active" customers only. The options for bringing your client records are:
- Manual entry
- Use a client data template and send to firstname.lastname@example.org for import
- Utilize a CRM integration for importing client data
- Create or update client data via our open API
Importing Data via "client data template"
Our client data template can be used to compile internal client data for an import into ClientSuccess. Once completed, please send it to support at email@example.com and copy your CSM.
Once the client data is imported if you are using the flat file, you will be notified via the support ticket, it's just that simple! :-)
If you are using a CRM integration to ingest your client data, please follow the link in step three above.
If you are using the API to ingest your client data, please follow step 4 above.
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