Subscription Data - Manually adding or Importing a Flat File

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 subscription data template for import
• Coming Soon - Utilize a CRM integration for importing subscription data
• Create or update subscription data via our API
  • Coming Soon - Updated subscription API

Importing Data via Template

Our subscription data template can be used to compile internal subscription 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.

Subscriptions Template Training Video

Required fields

• Client Name
  Format requirements: Name must exactly match the Client name in ClientSuccess
• Product Name
  Format requirements: Name must exactly match a ClientSuccess product name
• Quantity
  Format requirements: Must be a number
• Start Date
  Format requirements: YYYY-MM-DD
• End Date
  Format requirements: YYYY-MM-DD
• Term (in Months)                                                                                                           Format requirements: Must be a number
• Amount
  Format requirements: No decimals
• Auto renew
  Format requirements: "TRUE" or "FALSE"

Optional Fields

• Note
  Format requirements: (none)