Upload data via CSV

Who can use this feature?

  • Admins

Your Totango activation team may rely on CSV upload for initial data import. Use the following to identify the recommended and required data points.

Accounts

  • Customer Status (used to determine active vs churned)
  • Revenue (e.g., Contract Value)
  • Renewal Date
  • Churn Date
  • Customer Segment (e.g., Enterprise, MidMarket, SMB). Used to define the tiers within Unison.
  • Domain

Contacts

  • Email
  • CRM ID
  • (optional) First Name
  • (optional) Last Name
  • (optional) Full Name
  • (optional) Contact Type

Support Tickets

  • ID
  • Subject
  • Description
  • Status (additionally identify which status value identifies tickets that are "done")
  • Priority

Calls

  • ID
  • Title
  • Date
  • Call Type
  • Source
  • CallURL

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