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Getting Started Guide - Developers

This section enables the Developers to start sending useful data to CustomerSuccessBox, once the business requirements have been finalised.

  • Getting Started Guide for Developers

    Overview This article will help you get started with pushing data to CustomerSuccessBox as quickly as possible. This is crucial for your customer success/account management teams to start leveraging t...

  • Creating Accounts and Users in CustomerSuccessBox

    Overview This document details out the options available to create Accounts and Users in CustomerSuccessBox.  What is an Account?  An account in CustomerSuccessBox is equivalent of a customer’s tenant...

  • Sending and managing data in CustomerSuccessBox

    Objective  This article will detail out the multiple options available for you to get the relevant data into CustomerSuccessBox.   What data is pushed/pulled to CustomerSuccessBox ? Once you have fina...

  • How to import data via CSV ?

    Import Data To get started , you need to get your data to be available in customersuccessbox. There are several ways to achieve this however this article will help you in uploading your data through a...