ClientSuccess

Overview

This document provides instructions on how to use Zilla Universal Sync (ZUS) to import data (accounts, integrations and settings) from this application into your instance of Zilla.

In this guide, you will:

1. Launch your application from inside Zilla

2. Activate the ZUS browser extension while logged into your application as an admin

3. Send your data securely to Zilla.

Don’t have the ZUS Browser Extension? Download and install here.

Step-by-Step Instructions

• Log into Zilla and click Add Application on the top right.

Open

• A window with a search bar appears, type in clientsuccess in the search bar. An application entry will appear at the top of the list, click Add to Applications button to the right.

Open

• Fill in the form with appropriate details and then click Add to Applications button.

Open

• Navigate to your ClientSuccess application instance in your library. Click Sync now in the top right.

Open

• This popup should appear, click the slider below Zilla Universal Sync (ZUS) to enable it and enter the URL for your ClientSuccess Users page.

Open

• Click Next/Sync Now.

• This popup will appear, read the instructions and then click Launch ClientSuccess.

Open

• After clicking Launch ClientSuccess you may be redirected to login page if you are not already logged in.

• Navigate to Users page and load the users to be synced.

• Click on Zilla’s Browser Extension icon located in the upper right of the window, and click Send to synchronize ClientSuccess users.

Open

• A preview dialog will appear. Review the list and click Send.

Open

• On Zilla, click Done.

Open

• Click Close.

Open

When you have finished with all the steps above, return to Zilla and review the information that was synced.

Having trouble? Try our Troubleshooting articles or contact support@zillasecurity.com.