Client Import Template
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-- START INFO
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REQUIRED FIELDS: Client Name, Client Status, Client Type, Assigned CSM Email
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REQUIRED FORMATS: Client As Of Date (YYYY-MM-DD), Status (Active, Inactive, Trial, Terminated), Salesforce ID (18 digit)
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NOTE: Only the required fields need to be included on the import. Any other fields may be ommitted. CSMs need to be added into CS before import.
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Client Name
Client Status
Client As Of Date
Client Type
Assigned CSM Name
Assigned CSM Email
Assigned Sales Rep
StreetCityStateCountryZip CodeSalesforce IDNoteNPS Score
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Chuck E CheeseActive2016-10-18EnterpriseTaylor Mousetaylor.mouse@mycompany.comGary Green40 Center StreetOremUtah
United States
84057200
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Taco BellTerminated2017-04-22LocalKeera Bellkeera.bell@mycompany.comAshley Clark
3200 California Ave
BakersfieldCA
United States
93304
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StarbucksTrial2014-11-09CorporateJean Greyjean.grey@mycompany.comReed Richards2401 Utah Ave SSeattleWA
United States
98134
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-- END INFO
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Note: If a client type is not provided, clients will be imported with the "Import Default" type.
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