Overview
Torii integrates with your ClientSuccess account and syncs the users' names, emails, statuses, licenses statuses, and roles.
Connect ClientSuccess Integration
- Go to the Integrations page and click the ClientSuccess tile
- Click Connect
- Enter your ClientSuccess credentials and click Connect.
- Once the integration is connected and synced, it will display a green checkbox.
Q&A
Q: What should I enter in the "Account Name" field?
A: The Account Name field lets you connect multiple ClientSuccess accounts to Torii. The value can be anything you choose — it is only used to distinguish between your connected accounts. Make sure to use a unique Account Name for each account: connecting a different account with an Account Name that is already in use will overwrite the existing account's data, so choosing distinct names is your responsibility.