Question

Add Record Via CSV option is not appearing

  • 25 April 2023
  • 1 reply
  • 49 views
G

We mainly use the Salesforce connector to ingest new Company records, however, we have a new subsidiary that is not yet in Salesforce, so I need to add via CSV. In #3, when IO click Add Record, there is no option to Upload CSV File.

  1. Navigate to Administration > Data Management.
  2. Click the name of the required object and click the Data tab. 
  3. Click Add Record and select Upload CSV file. 
  4. In case of high volume custom objects, click Add Record via CSV. 
  5. In the Add Record via CSV file slide-out panel, you can either drag and drop the file, or click browse to select the required file from your computer. The maximum permissible file size is 1 MB. 

    Note: Gainsight recommends that you first download the Sample CSV f

1 reply

romihache
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Userlevel 5
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Hi!
The documentation states above what you copypasted:

Add Multiple Records Using a CSV file 

Admins can add multiple records in low volume and high volume objects by uploading a CSV file.

 


Only referencing Low and High volume objects, and Company is a Standard object, that’s why the CSV option is not available there.
It’s also a little more clear below that paragraph:


Add Records

Admins can add records to objects in Gainsight. 

Note: You cannot add records into Person, Company Person, and Relationship Person objects.

To add records: 

  1. Navigate to Administration > Data Management.
  2. Click the name of the required object and click the Data tab. 
  3. Based on the object type, you can add records into the object by the following methods:
    • Add Record Manually: Applicable only for low volume data custom objects and Company and Relationship objects
    • Upload CSV file: Applicable for high and low volume custom object
       


Hope this helps!

Continuous improvement is better than delayed perfection

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