Imports

How To: Find Your Way In Import, and understanding our Import Engines
Introduction If you've not uploaded data in a while, or are new to uploading data, we recognize it can be a little bit confusing what version to use w...
Fri, 28 Jan, 2022 at 11:20 AM
Revenue Upload
In order to fully utilize the Account Success features, you need to include revenue data for each customer. You can upload revenue information in two dif...
Tue, 7 Sep, 2021 at 3:23 PM
Import Data - Transactional Data (incl video)
You can import data directly into CustomerGauge using the Imports feature, which you can find in the menu under Data -> Imports . Click on t...
Wed, 26 May, 2021 at 4:09 PM
Import Data FAQ
  Where can I find Data Import?   Navigation Menu -> Data-> Import   What format should the data be in?   Data can be uploaded in CSV,...
Wed, 26 May, 2021 at 4:10 PM