**A:** Submit a request via [PLACEHOLDER: IT Service Portal]. See [Access & Setup](#access--setup).
**Q:** Who can approve my access?
**A:** Your manager or designated project lead.
### Usage
**Q:** What file types are supported?
**A:** CSV, XLSX, PDF, DOCX, PPTX, PNG, JPG.
**Q:** How do I organize my files?
**A:** Use the four main folders and approved naming conventions. See [File Organization](#2-file-organization).
**Q:** Can I share files with external partners?
**A:** No, unless explicitly approved by Legal/IT.
### Data
**Q:** What is contact enrichment?
**A:** Adding/updating contact info from external sources. See [Core Concepts](#core-concepts).
**Q:** Is contact enrichment allowed?
**A:** Only with explicit, documented consent and approved sources.
**Q:** How do I handle sensitive data?
**A:** Store only in approved, access-controlled folders.
### Troubleshooting
**Q:** What should I do if I can’t log in?
**A:** Confirm access approval; contact IT if needed.
**Q:** What if my import fails?
**A:** Check file format, required fields, and deduplication.
**Q:** Who do I contact for support?
**A:** [PLACEHOLDER: RevOps/IT support email]
### Governance
**Q:** What are my main obligations?
**A:** No unauthorized enrichment, comply with GDPR, use human review, follow Syensqo policies.
**Q:** Where can I find the Syensqo AI Tools Policy?
**A:** [SYENSQO Policy on usage of AI Tools](https://docs.google.com/document/d/1GWz8DRXd0nsbxFMmc4qUgXZSGgn0rDLaGGZ5z1gpUDc/edit?tab=t.0)
**Q:** What happens if I violate the terms?
**A:** Possible loss of access and disciplinary action.
---
## Troubleshooting & Known Issues
| Symptom | Likely Cause | Resolution |
|---------|--------------|------------|
| Cannot log in | Account not provisioned | Confirm approval, contact IT |
| Import fails | Wrong format, missing fields | Use template, check columns |
| Duplicate records | No deduplication | Run dedupe tool before import |
| Permission denied | Role not assigned | Request update from Admin |
| Access revoked | Policy violation | Contact Product Owner/IT |
**Escalation Path**
- **First:** [PLACEHOLDER: RevOps/IT support email]
- **Second:** [PLACEHOLDER: Product Owner]
- **Third:** [sco-privacy@syensqo.com](mailto:sco-privacy@syensqo.com) (for compliance/privacy issues)
#### Key takeaways
- Most issues are resolved by checking permissions, formats, or contacting support.
- Escalate unresolved issues promptly.
---
## Appendices
### Templates
- [PLACEHOLDER: Link to workflow checklist template]
- [PLACEHOLDER: Access request form fields]
- [PLACEHOLDER: Sample CSV template]
### Change Log
| Date | Version | Description | Author |
|------|---------|-------------|--------|
| [YYYY-MM-DD] | v1.0 | Initial release | [Product Owner] |
### References / Source List
- Syensqo Clay Terms of Use (internal)
- Clay Organization Guide for File Management
- SYENSQO Policy on usage of AI Tools
- [PLACEHOLDER: Additional internal policies or guides]
---
## Clarifying Questions & Assumptions
### Open Questions
- Who are the official primary and backup owners for Clay at Syensqo?
- What are the approved enrichment sources, if any?
- What are the required and optional fields for contact records?
- What is the recommended batch size for imports/exports?
- What is the official CRM/system of record for customer data?
- Are there any additional internal policies or links to be included?
- Confirm the jurisdiction for the governing law clause.
- Finalize placeholders for support contacts, legal, RevOps, IT, and distribution lists.
- Are there any exceptions to the contact enrichment prohibition?
- Should any additional training or onboarding steps be referenced?
### Assumptions
- All users have access to internal Syensqo policies and support channels.
- No external enrichment sources are approved unless explicitly stated.
- Placeholders will be replaced with Syensqo-specific details before publication.
---
## Before You Export to CRM Checklist
> Note: This section is referenced above and should be finalized before publication.
- Confirm data is validated and deduplicated.
- Confirm required fields are mapped correctly.
- Confirm the CRM/system of record requirements are met.
- Confirm permissions and compliance requirements are satisfied (GDPR, Syensqo policies).
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