Importing or Adding Subscriptions

To get started with adding subscriptions to ClientSuccess, the following options are available:

• Manually enter them
• Import a spreadsheet file
• Utilize the ClientSuccess subscriptions API
• As part of the Salesforce Integration, you can configure workflows to create "active" or "potential" ClientSuccess subscriptions from Salesforce opportunities. Read more on how to synchronize subscriptions with the ClientSuccess custom object in Salesforce.

Manually enter subscriptions

Steps

1. Click the "+" button in the upper-righthand corner of the Subscriptions module. 

2. Select a product from the list. If the list is empty, you will need to add a product on the Products settings screen.

3. Enter the following required fields:

• Quantity
• Start date
• End date
• Months
• Amount

4. Optionally, you can also add a note, flag recurring products for auto-renewal, and attach files.

5. Click the "Add product" button.

Import subscriptions via spreadsheet file

We are happy to import Subscriptions for you any time via a spreadsheet file. Export your subscriptions from another platform and use our template for formatting purposes and then send it in via our in-app chat. 

Note the type and formatting field requirements in the tables below. Note that Subscriptions that are immediately sequential by a one day will be skipped.

Subscriptions

• Client Name
  Default value: (none)
  Type: Text
  Required: Yes
  Format requirements: Name must exactly match the Client name in ClientSuccess

• Product Name
  Default value: (none)
  Type: Text
  Required: Yes
  Format requirements: Name must exactly match a product name in ClientSuccess

• Salesforce Opportunity ID
  Default value: (none)
  Type: Text
  Required: No

• Quantity
  Default value: 1
  Type: Text
  Required: No

• Start Date
  Default value: (none)
  Type: Text
  Required: No
  Format requirements: YYYY-MM-DD

• End Date
  Default value: (none)
  Type: Text
  Required: No
  Format requirements: YYYY-MM-DD

• Auto renew
  Default value: True
  Type: Boolean
  Required: No

• Amount
  Default value: $0
  Type: Number
  Required: No
  Format requirements: No decimals

• Note
  Default value: (none)
  Type: Text
  Required: No

Mid-term upsell

• Client Name
  Default value: (none)
  Type: Text
  Required: Yes, if Contract ID not provided
  Format requirements: Must exactly match the Client name in ClientSuccess

• Contract ID
  Default value: (none)
  Type: Integer
  Required: Yes, if Client Name not provided

• Upsell Quantity
  Default value: 0
  Type: Text
  Required: No

• Upsell Amount
  Default value: $0
  Type: Number
  Required: No
  Format requirements: No decimals

• Upsell Date
  Default value: Today's date
  Type: Date
  Required: No
  Format requirements: YYYY-MM-DD

• Note
  Default value: (none)
  Type: Text
  Required: No