Adding or Importing Contact Data

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)