There are several options for adding contact 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 contact data template for import
- Utilize a CRM integration for importing contact data
- Create or update contact data via our API
Importing Data via Template
Our contact data template can be used to compile internal contact 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.
Contact Template Training Video
Required fields
- Client name
Format requirements: must exactly match the client name as listed 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)
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