Sync data from Microsoft Excel to ClientSuccess

There are several options to sync data between sources. You can manually build and maintain a data pipeline, use a point-to-point solution such as Zapier, or you can manually upload CSVs.

With Hightouch, you get:

• Automation: You do not need to build and maintain custom data pipelines and you do not have to have your team do manual work
• Simplicity: You avoid a complex web of integrations caused by point-to-point solutions by syncing data from your source
• Speed: You can get set up in quickly - the average Hightouch customer starts syncing data in 23 minutes
• Control: companies of all sizes have access to enterprise-level controls including observability, dbt integrations, and version control
• Security: Hightouch never stores your data and is HIPAA, GDPR, CCPA, and SOC-2 compliant

90% of all Hightouch syncs complete in 30 seconds or less, and the platform enables non-technical users to self-serve.

With Hightouch, you can sync data as frequently as it changes within your Microsoft Excel. You can trigger data syncs manually or schedule them to run at an interval or custom recurrence as often as once per minute.

Hightouch offers a basic mapper or advanced mapper that allows you to visually match columns from your Microsoft Excel to fields in ClientSuccess.