Importing or Adding Contacts

Several options exist for adding contacts to ClientSuccess. Each can be used individually or in-combination.

• Manually enter them.
• Import a spreadsheet file.
• Import via REST API.

Manually enter contacts

Steps

1. Pull up a client record.

2. Click the '+' button in the upper-righthand corner of the Contacts module.

3. Enter your contact's information into the window that appears.

4. Click "Save."

Import contacts via spreadsheet file

We are happy to import a CSV file for you any time. Export your contacts from another platform, compose your own file, or use this template and then send it in via our in-app chat. Note the type and formatting field requirements in the tables below.

Required fields

• Client name
  Format requirements: Must exactly match the Client name in ClientSuccess
• First name
  Format requirements: (none)

Optional fields

• Last name
  Format requirements: (none)
• Name (First + Last)
  Format requirements: (none)
• Title
  Format requirements: (none)
• Email
  Format requirements: (none)
• Office phone
  Format requirements: (none)
• Mobile phone
  Format requirements: (none)
• Badge: Key contact
  Format requirements: "TRUE" or "FALSE"
• Badge: Executive Sponsor
  Format requirements: "TRUE" or "FALSE"
• Badge: Advocate
  Format requirements: "TRUE" or "FALSE"
• Badge: Champion
  Format requirements: "TRUE" or "FALSE"
• Notes
  Format requirements: (none)