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ClientSuccess Integration

Noga Tubi
Noga Tubi

Overview

Torii integrates with your ClientSuccess account and syncs the users' names, emails, statuses, licenses statuses, and roles.

Connect ClientSuccess Integration

  1. Go to the Integrations page and click the ClientSuccess tile
  2. Click Connect
  3. Enter your ClientSuccess credentials and click Connect.
  4. Once the integration is connected and synced, it will display a green checkbox.

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