Create Timeline entries via CSV
None
It would be interesting if we could allow users to create new Timeline entries via CSV upload. One use case for this would be to import email communications from another tool, and track end to end conversations in Timeline between CSMs and customers.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
In this example, we could support the CSV data by having the admin upload the CSV file to their Gainsight provided Amazon S3 location and then use a rule to ingest the data from that CSV by using S3 as a source.
Would this work for the use case you have in mind?
Just wanted to follow up on where this lies on the road map, since I don’t see the functionality available yet. Updating Timeline entries via Rules Engine or CSV would be very helpful.
You still can only load to Timeline Milestones via Rule Activities. However, a workaround is to use API to load to timeline for all other types.