Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 312 Posts
- 878 Replies
Improve tooltip in Gainsight Connect > Import options
Customers are confused by the wording of the tooltip below and the difference between Import Now and Import From Date: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/16060-1jt0mwz_inline.png[/img] This support [url=https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Gainsight_Connect#Scheduling_Data_Import]article[/url] provides more info on the two options.
Integrating Gainsight Database with Periscope
Is it possible to integrate Periscope with Gainsight? Our organization integrates Periscope with SFDC so that we can join tables between SalesForce and our internal database. It would be nice to have the same access to the Gainsight MDA so that we can also join/aggregate on items that are native to gainsight, such as activity or journey orchestrator/survey information.
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
Gainsight connect shows "Success" when records failed
This seems like a problem. Thousands of records failed, yet the job status shows it completed successfully. I'm on the 5.17 release. [img]https://d2r1vs3d9006ap.cloudfront.net/s3_images/1748406/RackMultipart20180827-24207-jdwooy-Screen_Shot_2018-08-27_at_1.03.51_PM_inline.png?1535393273[/img]
Person Object and Relationships
We have just launched the Person object - very excited about this and more features coming soon! Is there currently a way to be able to assign multiple relationships to each contact? We also have Relationships live in each C360 and I would like our CSMs to be able to assign different relationships to each contact. For example: Customer ABC has three R360s - Blue, Green and Red John works for ABC but he is only involved in Blue and Green, never Red. Is it possible to add a field in Person section in C360 that would allow to select the two relationships and assign them to John? Our R360s refresh on daily basis so aren't a static list, at the same time we have over 500 relationships so I would like to be able to have a drop-down list for CSM to use, rather than typing the actual names/relationship IDs directly. The main objectives of this are: - ability to see which contacts belong to which relationships - something we don't have yet - direct various datasets
Gainsight Connect - Internal Problems
I'm having a lot of trouble getting my internal IT team to agree to enable permissions for GS Connect. Wondering if anyone ran into the same and how they were able to convince their team to enable. Happy to expand more on where the concern is coming from. I've already attempted unsuccessfully to lay out the problems we are running into without it enabled. Hoping someone may have some additional suggestions.
Compare old/new data when updating a MDA Object
I ́m updating a MDA Object thru Bulk API from a CSV file, but i need to compare the old data and the new, how can i do that? For example: Send my CSV file containing: Client: Dell Available licences: 50 Used licences: 20 Then, a month later i send my CSV file again: Client: Dell Available licenses: 50 Used licenses: 15 It ́s important for us to be aware of this decrease when updating the object, is that possible?
Error message *Unable to process the request*
Hello All, One of our Customer Success managers reported the attached error message when viewing an IC/Relationship record in Gainsight production. I’m not aware of what this error is referring to, seems pretty vague to me, so I was wondering if you can help me figure this out. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180703-39832-1gsgd0c-dc3e1824db07d70038a33220ad9619fb_inline.jpg[/img]
Can ́t "fetch mappings" of a data job which insert data into a MDA Object from a CSV file with semic
When i ́m creating a job i have two options of separator: Comma and semicolon, but i can only fetch the mappings with a CSV file using comma. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-8065-nx4ay1-comma_inline.jpg[/img] If i try to use a CSV file with semicolon that ́s what happens: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-27341-eulsdf-result_inline.jpg[/img] Here ́s my CSV file with semicolon [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-53118-tou7ui-csv_file_inline.jpg[/img] If i replace the semicolons with comma it Works fine That ́s really a bug or i ́m doing something wrong?
Duplicated data when importing from CSV file to a MDA object
My goal is to have an MDA object being upserted, but I can not tell GainSight which field should be updated and which one should be created. As you can see in the image below I sent twice the same file with 3 records and they duplicated. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180621-75912-6c39rq-1_inline.jpg[/img] Here is the MDA object Keys [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180621-3293-13kf1ht-2_inline.jpg[/img] So, how can i set these Keys to upsert this MDA object with my CSV file?
Is it possible to view when a specific field was updated?
Good Morning- This is a related question from another thread I have running ([url=https://community.gainsight.com/gainsight/topics/rules-engine-struggle-issues-writing-to-sfdc]https://community.gainsight.com/gainsight/topics/rules-engine-struggle-issues-writing-to-sfdc[/url]), however the information I'm seeking is different enough that it may warrant a different thread. I've traced the issue in the above link to a missing/inactive/broken data ingest. We're not updating our Opportunity Close Date with the close date from the newest/future open opportunity. Before I dive into adding this ingest, is it possible to see when this specific field was last ingested into Gainsight (i.e. when the Opportunity Close Date cell in the MDA for, example, client "Company X" was last updated)? I want to confirm that this field [b][i][u]is not currently being updated[/u][/b][i][u][/u][u][/u] before adding the ingest. Also, our CCO mentioned that last time the previous a
Gainsight Data - Connect to Domo
Has anyone been able to push their Gainsight data into Domo? Our team has an ongoing initiative to push our data into Domo for dashboards/reporting, but Domo does not yet offer a Gainsight connector. I've been told it's possible to do it through a Bionic rule that pushes the data into the S3 connector and then into Domo. If anyone has done this before, your input would be greatly appreciated! Thanks for your help!
Upsert to an MDA object via CSV
I'm looking to upsert records into an MDA object from a CSV via the "Import Data" function. However, you are only able to perform [b]insert [/b]operations here. Does anyone have a good workaround to upsert from a CSV into an MDA object? Would I have to upload to our S3 bucket?
Multiple case statements in Advanced Formula?
I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried case when (X < Y and X is not null) then 0 else (X > Y and X < Z) then 50 else (X > Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible. Any feedback?
How to load to the Person Object
I could be missing how to do this in the documentation, but struggling to see how to load to the person object through a rule. My end goal is to actually load to the company person object, but from everything I can see, the Person ID is required to do that. I don't see a rule action or ability through S3 to load to the person object. Documentation seems to make it sound possible but I'm not seeing the ability in the load to company person object. Any help would be appreciated! [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180227-107454-uaqltr-Screen_Shot_2018-02-26_at_6-14-54_PM_inline.png[/img]
For the S3 Connector, is the ability to ingest compressed files, like GZip, coming?
Interested to know (after talking with some data engineers getting ready to push data to a connected S3 bucket): Does Gainsight have plans to add some common file compression/decompression options? In this case, allowing an encrypted GZIP file to be uncompressed after decrypting? Just passing the question/suggestion from a newer Gainsight customer that I couldn't answer - thanks!
Join MDA Tables On Date Field
I have a use case in which I would like to be join together two MDA tables based on a "Date" Field. For context, I am capturing things like "Daily tickets created, Resolution, Bugs, etc." at both the Micro (customer level) and the Macro (org level) as a snapshot in the MDA. While my Micro table has an account ID the Macro table shouldn't, which is by design. My thought process here was that I could Join Macro -> Micro on "Date" which is the common field in both tables. The use case here would be that I could create one singular report and overlay (for example) the specific customers daily "Average Overall Resolution" time vs. our overall customer bases "Average Overall Resolution" time is. I can do this in two reports today, would just rather have it in one singular report.
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!
Changing the Start of the Week Day in Usage Configuration
I am looking for the process to follow and what potential risks are to changing the "Start of the Week" day in Usage Configuration. When I first changed the day, all usage data disappeared from under Adoption pane. If day is changed, is it simply a matter of rerunning load to usage rules to repopulate data under new start of the week labels? Thank you for any advice and recommendations.
How do I populate the Manager field in the User standard object?
What's the best way to populate the Manager field in the User standard MDA object? It's a GSID field type so I can't just populate it with the manager's SFDC ID. I was thinking of using a bionic rule to merge the manager's GSID with the CSM's GSID... is there a better way?
Not able to view data under User list under User management as a Gainsight admin
As s Gainsight Admin I'm not able to view and check the current Gainsight Users Under the User Management feature. I've been told by Gainsight support that We need to have SFDC admin permissions. As Gainsight admin, we should be at-least able to view the Gainsight Licensed Users under the User List. Has anyone else observed this? Thanks! ~Lokesh
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