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Importing data using a CSV file


Overview

This section will help you understand how to import data in CustomerSuccessBox. You can import data either by integrating third-party applications to CustomerSuccessBox or using a CSV file.

What will I be able to achieve?

  • Why import data in CustomerSuccessBox

  • Important terminologies to know before you import data 

  • Pre-preparation to do before importing data

  • Importing data in CustomerSuccessBox using a CSV file

Why import data in CustomerSuccessBox?

To get started in CustomerSuccessBox, you need to get your data available in CustomerSuccessBox. There are several ways to achieve this; however, this step will help you import the data using a .csv file.
Import functionality can help upload Accounts, Users, Subscriptions, Invoices, Tickets, Issues(JIRA) in Customer SuccessBox.

Important terminologies to know before you import data

  • Unique Account IDs: It must be present in every CSV whether having accounts’ data or subscriptions' or any other. These ids allow CustomerSuccessBox to map the correct data to the correct object.

  • To assign a CSM to the account, they need to be firstly added in CustomerSuccessBox, and their email is used rather than a name in the CSV template. Same for every Success(Team) Role.

  • Only CSV files are accepted.

  • Acceptable Date Format: YYYY-MM-DD

  • Numbers, currency values in the sheet should not have ‘,’. It will result in failure. (Truncated exception error)

  • Formats along with the required fields: Accounts, Users, Subscriptions, Invoices, Tickets, Issues

Pre-preparation to do before importing data

  • Prepare a .csv file with the help of standard formats that have all the account information you want to upload in CustomerSuccessBox. In addition, the file must have unique event ids to map the data to the right entity in CustomerSuccessBox. Please refer to this template for Accounts, which shares the required fields that need to be filled.

  • You have to check your CustomerSuccessBox instance or sample import file to gather what standard attributes are present in CustomerSuccessBox and can help you to store the information(like Created On, Billing Country, Email, etc.).If any attribute you desire is not available, you’ll need to create Custom   Attributes to store the rest of the data. (like Contract Link, Go Live Date, etc.). Learn more about how to create custom attributes here.

Steps to import data using CSV file in CustomerSuccessBox

  • Click on the Gear icon present on the top right bar of the CustomerSuccessBox dashboard. Then click on the Import Data option.

  • Once you are on the page, choose the data object type that you want to upload (Accounts/Users/Invoices etc.).

  • Upload: Drag .csv file or Click on click to upload .csv file.

  • Once done uploading, click on the Next button.

  • Configuration: This page will prompt you to select the unique ids of the object from the CSV. It will also have a checkbox. If you just want to update records and not create, you can check the checkbox.

  • Once done configuring, click on the Next button.

  • Mapping: This page will allow you to map the attributes in CustomerSuccessBox with the columns in the CSV so that the data gets uploaded under the right attribute. You can leave any attribute unselected (don't map); if it's not present in the CSV, it will not get updated.

  • Click on the Next button to proceed.

  • Review the mapping and click on Save & Upload button. 

  • Once the import gets completed, you’ll be able to see a log of the Import Data homepage. 

This log has the uploaded file name, the number of records updated in Customersuccessbox, and the number of records that failed to upload. In addition, you can download the error file to review the errors encountered by the failed records.


FAQs

Q. What if I upload the wrong data while importing?

It is very important that you check the data before importing, If wrong data is uploaded, it results in data mess.

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You can always:

  1.  Initiate a chat directly from within your CustomerSuccessBox. Use the Chat option from the Chat icon in the left-side navigation bar.

  2. Create a conversation from here.

  3. Send an email to the Support team.


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  1. Anu Dudhat

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