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Data Management & Integrations

Data Management & Integrations

Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.

327 Posts
895 Replies

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shivani

started this topic

A Data Designer Use case

Hello Gainsight Admin Community! Having the option to see percentages across an entire customer base in reports or combining multiple data s...

What accounting system does your company use for billing?

spencer_engel

started this topic

3 Quick Tips for when to use Gainsight Analyzer

Gainsight's Analyzer tool is a powerful tool that all Gainsight Admins should get familiar with. We have thorough documentation on the...

327 Posts

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kunal_bhatShoshin

published in Data Management & Integrations

Write from Gainsight Person to Salesforce Contacts

Hi, [url=https://vimeo.com/339553987]Here's[/url] a quick walkthrough of how to write data from the Gainsight Person model to Salesforce Contacts. This will be helpful to create new Contacts as well as syncing over changes made to existing contacts. [url=https://vimeo.com/339553987]https://vimeo.com/339553987[/url] Hope this helps! Thanks, Kunal

1301

3 years ago

ankur_bhatRegistered User

asked in Data Management & Integrations

Viewing Data in MDA Objects

Posting this on behalf of a Customer. Would it be possible for us to show a certain/minimum number of records (lets say 1000) in Data Management when clicking on 'data'?

4 years ago

lakshmi_chaitanyaRegistered User

asked in Data Management & Integrations

What product would you like to be included in Gainsight Analyzer next?

[list=1] [*]Advanced Outreach Analyzer [*]Cockpit Analyzer [*]Success Plan Analyzer [*]Other[/list]Your response is hight valuable to us, Do checkout Gainsight analyzer to gain insights about your org and to get recommendations to improve it further

4 years ago

vkasturiRegistered User

asked in Data Management & Integrations

Trying to load Company Person, getting a blank dialog box (see below)

Trying to follow the document listed on the FAQ [url=https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type]https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type[/url] I am trying to create a rule to select a few contacts from SFDC and load it into Gainsight. The setup rule works just fine but when I go to the Setup Action click on + Action and select "Load to Company Person" I get a beautiful dialog box something I have never seen before [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190412at12-52-33PM-c3d5175e-73b8-4536-b1d2-d4585592522e-333016736.png[/img] It is completely blank but has an OK button on it. If I click OK it does not take me to the mapping box instead I get [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenSh

4 years ago

john_appleGolden Ruler

posted in Data Management & Integrations

Schedule Analyzer in Gainsight Analyzer

Thanks for adding Schedule Analyzer to the Gainsight Analyzer function. Very nice to see the a timeline of all Rules and Ingests and their execution time.

4 years ago

john_gallinaghRegistered User

asked in Data Management & Integrations

Report Showing Active Accounts Not Linked with Zendesk

Is there a way to write a report that will show me all Active accounts in Gainsight that are not currently linked with a Zendesk account?

4 years ago

oscarheroRegistered User

asked in Data Management & Integrations

adam_bambroughRegistered User

asked in Data Management & Integrations

Has anyone configured a freshdesk integration?

Without a native connector per Zendesk, I'm looking for any help with a light or zero dev solution to getting FD tickets into Gainsight daily, either via API or drop to the S3 connector.  It appears that the FD/SDFC integration (which we do have live) is pretty limited, and only shows an iframe type ticket view, so I assume can't be accessed by rules engine. We also just tested flatly.io as a3rd party approach, but it only allows a single datapoint to be scheduled/sent. Any advice or help appreciated!

4 years ago

lila_meyerGainsight Employee: Grand Slammer

published in Data Management & Integrations

New API Documentation Available!

I'm happy to share our new [url=https://support.gainsight.com/API_and_Developer_Docs]API documentation[/url] on Gainsight Go! Gainsight offers REST APIs to integrate your applications or services with the Gainsight platform. Gainsight API documentation is intended to address developers who need to understand the Gainsight APIs before integrating applications and services with the Gainsight platform. Using these APIs, you can insert or update data into the Gainsight applications from external systems. Data which is upserted into Gainsight applications is stored in various objects in Gainsight’s Matrix Data Platform (MDA). Using these REST APIs, you can manipulate objects (Read/Write/Upsert/Delete) and insert or update upto 50 records in a single API call. If you want to perform bulk loading (inserting more than 50 records), you can use [url=https://support.gainsight.com/API_and_Developer_Docs/API_Integration/Gainsight_Bulk_API]Gainsight Bulk API[/url]. Gainsight offers documentat

2313

4 years ago

katerina_nemcovaTeam Captain

asked in Data Management & Integrations

Map users - email to SFDC Account ID - via Person object

Hi, Now we have Person Object part of every C360 and R360, our CSMs add new users and assign them to various accounts where relationships exist. So one user (email address) can be part of multiple C360s as well as R360s. We have several other objects where we store users data using their email address e.g. product usage stats and webinars. Historically, we would always load SFDC Account ID as part of every object – this field would come prepopulated via our data lake and the mapping would have been done either before in enters the data lake or in the data lake so it would be already available in the dataset when it comes to Gainsight. But now, we manage users mapping via Person object, I’d like to switch the “email -> SFDC Account ID” mapping to reflect the one in Company Person/Relationship Person. In other words, if a contact is associated with 5 different C360s and they attend a webinar, I would like this information to appear in all 5 C360s (multiplied), without

4 years ago

brittinie_n_harperRegistered User

asked in Data Management & Integrations

Are Sandboxes important when working with Gainsight?

Hello, I am reaching out to see if there is any value on getting set up in Sandbox before Production. Just want to see if others utilized the Sandbox after the launch to Production. If you do have Sandbox, have you found it valuable to assist in your Gainsight process? Thank you for your help in advance.

4 years ago

sagan_sherlinChampion in Training

asked in Data Management & Integrations

Idea. Change the Quick Filter (Search) Section in the S3 Connector to Default to Contains, rather than Equals.

In other areas when you're doing a quick search using the area in the red box (in the image), it defaults to a 'Contains' search. But in the S3 it defaults to an 'Equals' search. Is it possible to change this search to a 'Contains' to match the other areas? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/S3ConnectorSearchFeature-6bd776a8-e898-4112-899e-c115b19b1264-2096334340.png[/img]

4 years ago

darkknightGrand Slammer

asked in Data Management & Integrations

Gainsight Analyzer - Rule Dates not sorting chronologically

Gainsight Analyzer appears to be doing similar to [url=https://community.gainsight.com/conversations/s3-execution-history-is-sorting-as-if-it-is-a-number-not-appreciating-time-5bc73e16e4b04588aaf868b8]this[/url] when sorting rule execution dates: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190121at11-59-32AM-abda48af-4584-40cf-a435-2b7e99190e77-1883082175.png[/img] Is sorting chronologically something we have to ask for as an enhancement every time or can we just assume moving forward that any date/time sorting should be chronological when the feature is developed?

4 years ago

anna_miotelloRegistered User

asked in Data Management & Integrations

issues tracking users with Sponsor Tracking feature

I am currently having issues with the Sponsor Tracking feature. It works only intermittently so for some users within certain accounts I am unable to select a profile and track the sponsor. This is the procedure I follow: Go into the account > sponsor tracking tab > no sponsor is tracked, therefore I click on + Sponsor > choose the user > click on track (under action column) > a pop up window opens and it keeps on loading > after a while it says "Unable to process request at this moment, please try later." > if I input the linkedin URL I am unable to click on search. I have tried for multiple days in a row and every day the same error message appears. What can I do to make sure the sponsor is tracked?

4 years ago

marieGainsight Employee: Champion

asked in Data Management & Integrations

WalkMe Integration?

Hi Community! We are gauging interest in a WalkMe Integration with Gainsight. Please vote for this post if you'd like to see a WalkMe Integration and provide details in the comments for what you'd like to see! Currently we are looking at pulling in interaction data with WalkMe Guides/Messages into Gainsight. Any additional use caes?

4 years ago

dan_wiegertGainsight Employee: Champion

asked in Data Management & Integrations

Can you link zendesk account to Gainsight via the widget before tickets come in?

Creating this on behalf of a customer - he wanted to see if it was possible to preemptively create zendesk accounts prior to receiving tickets and link that new account to Zendesk --> here is his ask: I was wondering if there was a way to integrate a Zendesk organization to Gainsight before a ticket comes in? See below screenshot of where I'd hope it'd be possible, which is the Zendesk organization page. Please note that the integration is already installed between our Zendesk and Gainsight instances, and we are able to manually link organizations between the two applications after a ticket has been submitted by that client organization in Zendesk. My sole question here is can the link be made before a ticket is submitted, at the Zendesk organization level. I checked the app configuration for Gainsight on the Zendesk side and see nothing that would pertain to this. The answer may very well be "We don't support that", but I want to confirm. The reason I'm asking is because if a tic

4 years ago

john_appleGolden Ruler

asked in Data Management & Integrations

Gainsight Analyzer is reporting The filter "Apply to Gainsight customer" is missing - but it is chec

When scanning a rule from Gainsight Analyzer, the results show that "The filter "Apply to Gainsight customer" is missing." But examining the Rule Query shows that the box for "Apply to Gainsight customers only" is checked.

4 years ago

sarah_postRegistered User

asked in Data Management & Integrations

Zendesk Mappings - Support More Options

Because of SFDC concerns/cycles adding Zendesk mappings to the Account object is not always possible (depending on the customer), so the only option is to periodically upload mappings via a .csv into Connectors. This is not a scalable process & requires manual effort to maintain, as well as they could easily miss a new customer since Zendesk/GS/SFDC aren't directly integrated. There is a way to send the Salesforce Account Id through the Zendesk connector but since we have to have the Account Id in Mappings first or tickets are mapped as UNKNOWN with account Id 9999999999, this is not a workable solution. Can we look at other ways to support mapping Zendesk Org Ids/Names in the future? Thanks!

4 years ago

john_appleGolden Ruler

asked in Data Management & Integrations

Object Not Found reported by Gainsight Analyzer - Is there any easy to find where this object is loc

I scanned a rule using Gainsight Analyzer. One the alerts was that an object was not found. I can see in the results that it is a MDA type object and the object name is something machine readable but gives me little to go on to understand where this object is located and why it might be missing. Is there an easy way to query by object name within Data Management?

4 years ago

dale_parentRegistered User

asked in Data Management & Integrations

Handling nulls in MDA calculated fields

I have a use case to treat nulls as zero on a calculated field in MDA. It's simply A-B=C and in 25% of cases B is null. In those cases I would like to end up with C=A but there doesn't seem to be an option to treat null as zero in MDA calculated fields. Is this feature on a roadmap by any chance? It's also worth mentioning in this data set the nulls in B need to stay null for downstream logic.

4 years ago

anthonysabatoVeteran Rookie

asked in Data Management & Integrations

A new Rule has an email for failure but in Audit it says No failure email is configured.

I happen to notice something as I'm updating our old Custom rules to Bionic rules. I have included my email in the 'on failure' in the schedule for a rule created today but the analyzer says none has been configured. I like that it mentions it hasn't failed in the last 7 days but could it check for the email before then? I.e. a new rule that runs daily and someone doesn't add their email for failure, it can be failing for a week before anyone notices. Not sure what the total expectation is or maybe this could be converted to an idea. Thanks!

4 years ago

jeffshurtliffRegistered User

asked in Data Management & Integrations

Sending Slack notifications for S3 ingest jobs

Has anyone managed to successfully set up an S3 ingest job so that it notifies you via Slack when it completes?  I've been trying to set it up on the Schedule page of the Ingest Job and have tried several variations (With headers, without headers, with HTTPS, with HTTP, etc.) but always end up with the "Test Failed. Please check the URL." message. I have Slack notifications set up just fine in my other systems, so I know the URL is correct. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20181001-4838-15rnp7m-gainsight_slack_config_inline.png[/img] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20181001-117424-6g3ot5-gainsight_slack_testFailed_inline.png[/img]

4 years ago

GameChangerAdminGainsight Employee: Shoshin

published in Data Management & Integrations

Gainsight Analyzer Webinar Recording & Docs

The Gainsight Analyzer is a new tool for Admins that scans your instance for configuration errors and inefficiencies, and helps you optimize your org's performance! There are analyzers for reports, scorecards, rules, objects, and ingest jobs, and we're building more!   Watch this 30-min. [url=https://vimeo.com/300806493]webinar recording[/url] for an intro to the tool, and check out our [url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/About/Gainsight_Analyzer_Overview?mt-learningpath=gainsightanalyzer]documentation[/url] for guided assistance.   Please post your questions and feedback in the Gainsight Analyzer Topic on the Community.

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4 years ago

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