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Documentation/Destinations/Client success
ht
Documentation

ClientSuccess

Table of Contents
Overview
ClientSuccess brings all of your customer success information into one place so your entire company has all of the information they need to manage customers

Overview

This integration allows you to sync Clients, Contacts and Subscriptions from your warehouse to ClientSuccess.

Setup

To enable syncing with ClientSuccess first you need a username and a password for a user to perform the API calls on your behalf.Then copy these values, and create a new Destination in Hightouch, selecting Client Success as the destination type. Lastly, paste the values into the configuration form. Save the destination and it's ready to start syncing data.

Syncing to Client Success

When creating a sync, first you need to select the type of object you want your data data to be transformed into. Following that, you could define the ID column and the rest of the mappings.If you have custom-defined fields in your account, they will appear as mappings, with the appropiated data type.