Client Import Template
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
-- START INFO --
2
NOTE: Please create a copy of this template to submit to support by clicking on File > Make a Copy > And save to a local directory.
3
Yellow headers are the REQUIRED FIELDS
4
REQUIRED FORMATS: Client As Of Date (YYYY-MM-DD), Status (Active, Inactive, Trial, Terminated), if using Salesforce (18 digit ID)
5
***NOTE: CSMs must be added to CS as users before import can be executed.
6
Grey headres are not required fields, but recommended fields:
7
Blue headers are for Custom fields and need to be created in CS before importing can be executed
Note: In your custom fields, if you are using a "pick list" please use a comma-separated format to include the values in each cell
8
If you are importing data for a "check-box" use True or False for the values
9
External ID (Your customer ID)
Client NameClient Status
Client As Of Date
Client Type
Assigned CSM Name
Assigned CSM Email
Assigned Sales Rep
StreetCity
State
Country
Zip Code
NPS Score
[Custom field name]
[Custom field name]
[Custom field name]
....
10
33934985Chuck E CheeseActive2016-10-18EnterpriseTaylor Mousetaylor.mouse@mycompany.comGary Green40 Center StreetOremUtah
United States
84057200
11
4283908Taco BellTerminated2017-04-22LocalKeera Bellkeera.bell@mycompany.comAshley Clark
3200 California Ave
BakersfieldCA
United States
93304
12
587239StarbucksTrial2014-11-09CorporateJean Greyjean.grey@mycompany.comReed Richards2401 Utah Ave SSeattleWA
United States
98134
13
14
15
-- END INFO --
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...