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
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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