Self-Serve File Import, Open Tab, Pulse Reports Updated

(December 13, 2021)
We know how important ClientSuccess data and reporting is to you, so we are excited to announce new Self-Serve File Import capabilities and reporting enhancements in the platform. These new features will be available to start using tomorrow morning.

**New Self-Serve File Import Tool**

The new Self-Serve File Import tool allows you to import data into ClientSuccess - anytime, on-demand! Once enabled by your CSM, Admins can access the Import tool in “Global Settings > Data Exports/Imports” as shown below:


**Key features include:**

- **Import Clients, Contacts, Products, NPS Surveys, and Usage data**
- **Contract/Subscription/Revenue data imports** are not quite ready for complete self-serve, but can be imported once reviewed by our Support or Services team

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