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
  • 879 Replies
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Rank
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...
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What accounting system does your company use for billing?

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spencer_engel
Rank
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...
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312 Posts

andreammelde
ACE
andreammeldeACE
asked in Data Management & Integrations

SFDC Access to MDA Objects

We want to trigger a process in SFDC where CSMs add a record to a low volume object, and then a ticket for a different team is generated from the MDA record in SFDC.  Is it possible to have SFDC trigger off of this directly from GS? We do not want to recreate the object in SFDC and create the admin overhead of multiple custom objects and rules

1
andreammelde
ACE
2 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Special characters in a STRING field in Data table?

Attempting to upload data into a String field that contains (<5TB) but it’s getting truncated after the ( Is that because it sees the < as a special character?  I tried escaping with a backslash but that didn’t work either.   Should I be able to use < in a field?

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darkknight
Grand Slammer
3 years ago
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SrideviRegistered User
asked in Data Management & Integrations

API documentation for Gainsight NXT Bulk and Event APIs

Hi All,   We are working on an application which uses Gainsight NXT APIs. We were able to find API documentation for Costumer, person and custom object APIs but not for Bulk and event APIs. Can someone help us pointing to the right API documentation. Below is the link which we are referring to get the API details, here we don’t find Bulk and Event API details. https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Bulk_API/Gainsight_Bulk_API   Regards, Sridevi

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pratap_kumar_challa
Shoshin
2 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Created By and Created Date fields in Data Management

Would be great to have Created By and Created Date fields added to the tables in Data Management for custom fields. I ran into a situation today where Migration created a field that already existed on the table, but I could not tell which one was the newly created one.

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pgeorge
Gainsight Employee: Rookie
3 years ago
P
Gainsight Employee: Veteran Rookie
phaneendhar_lingamGainsight Employee: Veteran Rookie
posted in Data Management & Integrations

Ability to clone MDA objects

Sometimes we need to clone MDA objects - to create similar objects with minor changes.Ex: Weekly and Monthly data capture objects - same structure and same metrics at a different granularity. If we export fields with headers and try to create fields with that list - we are running incorrect datatype issue. If a field has null values, datatype can’t be determined. If a field has only 0s and 1s it’d shown as a boolean. Similarly URL fields can be shown as strings and percentage fields as numbers.  Hence, it’s better to have a clone object facility. 

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sai_ram
Grand Slammer
2 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Data Management & Integrations

Register for Adoption Explorer Webinar on Sept. 18!

Our product management team is hosting a webinar to [b]introduce the new Adoption Explorer feature[/b] that's included in the CS application. [url=https://register.gotowebinar.com/register/4153046034665267467]Register here[/url] for a [b]Sept. 18 session at 9am PT[/b]!   Adoption Explorer is Gainsight's new "Fit for Purpose" module for any and all time-series based data - e.g customer usage. Our vision for this is to build a one-stop-shop for handling all of your usage data needs.   Join our Adoption Explorer Product Manager, Sailaja Marasanapalle Kalle, as she explains why we built Adoption Explorer, provides a quick introduction to Adoption Explorer, shares the roadmap for Adoption Explorer and holds a Q&A and brainstorm with attendees to hear about their time-series data use-cases.   [b]Not sure if this session is right for you? Check out the below benefits of Adoption Explorer[/b] (there are a lot)!   What are the efficiencies Adoption Explorer offer

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lila_meyer
Gainsight Employee: Grand Slammer
3 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Multi-Currency Impact in Gainsight

Admins can configure multiple currency codes, including one primary Corporate Currency code in Gainsight. All of the currency codes can be configured with a conversion rate with respect to the Corporate Currency code. This feature allows the currency data to be shown in the original currency code (as ingested into Gainsight) across Gainsight. A standard field, Currency ISO Code is created in all of the Gainsight objects to identify a currency code for all the currency values in every record.Business Use cases:For Multinational companies, CSMs work with customers across different regions. For each region, currency conversions are often in the local currency. Once Multi-Currency enabled, currencies are displayed in the local currency code. Targets for CSMs and sales are often set in their local currencies and hence the aggregated data is best understood if it’s presented in the local currency. Admins can ingest data from any CRM system with the original currency codes.You can also refer

401
sai_ram
Grand Slammer
2 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Data Management & Integrations

What accounting system does your company use for billing?

We’re doing some product and integrations research, and would appreciate your input. It will only take a second to respond to the poll below, so thank you in advance!  

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lila_meyer
Gainsight Employee: Grand Slammer
2 years ago
montez
montezRegistered User
asked in Data Management & Integrations

Gainsight into SFDC Einstein Analytics

Does anyone currently push data into SFDC Einstein Analytics tools? Does Gainsight have any plans to build an Einstein Analytics package? Any tips?

1
sai_ram
Grand Slammer
3 years ago
shane_mccoy
Shoshin
shane_mccoyShoshin
asked in Data Management & Integrations

Import a file from S3 into a bionic rule as well as a MDA.

Is it possible to have one file in a S3 bucket be sent to a both the MDA and trigger a S3 rule? I want the dataset to be imported and cause an action within the platform but i also want to store the dataset in a Gainsight Data Object. What’s the best way to do this? Have the S3 rule get triggered once the file lands in the S3 bucket and then export it back out to the same S3 bucket with a different filename where it then can be imported into the MDA? 

1
spencer_engel
Golden Ruler
3 years ago
PerryRogers19
PerryRogers19Registered User
posted in Data Management & Integrations

Make search "sticky" within standard NXT data management reports

All the data management reports within Gainsight NXT need to have the ability to be “sticky”. I am referring to the User Management and Company-->Data Operations pages at least (They seem to be using the same reporting/code structure). In both pages, the search is not sticky so anytime you refresh the page or go into a record to edit it, the page resets completely and you lose all your filters, search results, or place within the search results. This makes it very difficult to manage records when you dont want to create a rule to change the values for only a few records.

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sai_ram
Grand Slammer
2 years ago
HollySimmons
All Star
HollySimmonsAll Star
asked in Data Management & Integrations

Calculated Field using IF statements - and related object (Roll-Up Summary)

Is it possible to use IF statements in a calculated field, and reference a related object? We have an object for Provisioned Services (which are basically professional service hours, purchased by the client) which are related to a Company. These have different departments, and also different Status’ (Provisioned, Fulfilled, Expired).  Is there a way to get a roll-up summary with different slices such as;  Customer Success Hours - Provisioned Customer Success Hours - Fulfilled  On the Company level?  I am currently doing it via Rules Engine every 2 hours, using a number of transformation/pivot tasks, which seems very cumbersome. 

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jean.nairon
All Star
2 years ago
K
Shoshin
kytpowellShoshin
asked in Data Management & Integrations

Creating relationships manually without a rule

Hello - There are a few customers that we need to create a relationship for in Gainsight that cannot be created with our existing rule. I thought I could create a relationship record manually by adding it to the relationship MDA in Data Operation but that did not work.  Is there a way I can create these relationships without running it through a rule?

1
nithya_yarlagadda
3 years ago
R
Gainsight Employee: Veteran Rookie
rvinnyGainsight Employee: Veteran Rookie
asked in Data Management & Integrations

Changing the name and adding description to slack Avatar table

Hi team,   We had one of our customers finding it hard to find the Slack Avatar table for pulling some data. The table has been renamed as “Companyname”_User.  So they were having a hard time identifying the object as the name doesn’t really say much and there is no description available. So would it be possible to Change the name of the table to something that says it is related to Slack? And also to add a description? Let me know your thoughts.

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darkknight
Grand Slammer
2 years ago
imran1184
Shoshin
imran1184Shoshin
asked in Data Management & Integrations

Is there a way to track zendesk interactions in gainsight at the relationship level? Or can be implemented?

I am working with a customer in which he wanted to track zendesk interactions in gainsight at the relationship level. Is there a way by which it can be achieved or can be implemented? Thanks  

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dan_ahrens
ACE
3 years ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
asked in Data Management & Integrations

Alphabetize Dropdown lists in MDA

Customer is using COVID assets from Solution Marketplace. One of the dropdown asset is ‘Vertical’. Verticals listed in this list should be alphabetized. You can argue that you can upload an alphabetized list. But what happens when they add more verticals?   The list will get out of order. It is a simple ask from the customer and will greatly improve their experience.

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vijay_kumar_perlakota
2 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

GS Analyzer: Make reports under the Configuration Home drilldowns larger

I love GS Analyzer so much. Could we enlarge the reports on all the Config Home drilldowns so that you can see more records without having to scroll as much? There's a lot of white space there. Thank you! Example - Rules Analyzer; Bionic - Active: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190809at9-27-57AM-ea9c551d-3cbb-4322-a586-3747e4adc3e1-1375646899.png[/img]

1
phanindra_sambaraju
Gainsight Employee: Rookie
3 years ago
jason_hoe
Shoshin
jason_hoeShoshin
asked in Data Management & Integrations

Unable to S3 bulk upload contact information in NXT's Company Person

We were previously able to upload our contacts in a CSV with custom fields and bulk upload changes via S3 to the contacts object on the Gainsight SFDC standalone enivronment. Since migrating to the NXT platform, Support confirmed that there is no ability to bulk upload changes to contacts in Company Person and therefore manually applying the changes via the UI with specific data changes is extremely cumbersome. Refer to #82945 for more details. Can we please raise an enhancement to this problem?

1
kunal_bhat
Shoshin
3 years ago
spencer_engel
Golden Ruler
spencer_engelGolden Ruler
published in Data Management & Integrations

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 [url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer]thorough documentation[/url] on the ever-expanding capabilities Analyzer provides. What I'm here to do is provide three quick tips for common scenarios that can give you a chance to get your feet wet with Gainsight Analyzer. ​ [video]https://player.vimeo.com/video/361158035[/video]​ [b]Scenario 1 - [/b][url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/Admin_Guides/01Rules_Analyzer_Admin_Guide][b]Rules Analyzer[/b][/url]: How do I know how many rules are scheduled within my instance? It can be hard to figure this out from just looking in the UI of the Rules Engine. Luckily, the Rule Analyzer makes this easy to find out and also dig deeper into the execution summary if needed. [b]Scenario 2 - [/b][url=https://support.gainsight.com/View_More_Categories/Gainsight_Analyzer/A

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sai_ram
Grand Slammer
3 years ago
justin_bills
justin_billsRegistered User
asked in Data Management & Integrations

Zendesk/Gainsight integration - "Form" field or ticket forms

Hello -   We have a field in our zendesk labeled “Form” it’s a standard field built off the template forms.  We use this to track product type for our core products.  Is this field part of the standard integration?  I don’t see it in any reporting choices.

1
P
Shoshin
2 years ago
sakumar
Team Captain
sakumarTeam Captain
posted in Data Management & Integrations

Connectors 2.0 Horizon Experience

We have redesigned Connectors 2.0, powered by Gainsight Horizon experience. We will soon migrate existing tenants to the Connectors 2.0 (Horizon Experience) which is more intuitive and simple to use. If you want to upgrade your tenant earlier to the Connectors 2.0 (Horizon Experience), please contact Gainsight support.Note: By default, all the new tenants will have Connectors 2.0 (Horizon Experience).The following are the advantages of Connectors 2.0 (Horizon Experience):Merge Data: Merge data from the two source objects and then sync with Gainsight. Merge data option is available for BigQuery, Pipedrive, Zendesk, Jira, Freshdesk, Intercom, Zoho and Zuora connectors. Create Jobs: Easily drag and drop source objects to create a job and sync data with Gainsight in the Jobs Preparation page. Job Chains Page: Simplify the process of scheduling a group of dependent Jobs that you need to run in a particular sequence. For more information on the Connectors 2.0  with Horizon Experience, refer

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sai_ram
Grand Slammer
2 years ago
rajasekhar_parasu
Gainsight Employee: Rookie
rajasekhar_parasuGainsight Employee: Rookie
asked in Data Management & Integrations

Allow "(double quotes) in drop down item names

Allow "(double quotes) in dropdown item names   HubSpot allowing double quote in picklist names, So customers facing the issues while syncing the data to Gainsight Ex:  

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pgeorge
Gainsight Employee: Rookie
2 years ago
M
manik.narulaRegistered User
asked in Data Management & Integrations

Fields are not available for mapping in salesforce connector job

Dear Team, I am trying to create a connector job for fetching the details of a salesforce custom object, but most of the fields are not available for mapping the fields. Could you please let me know what could be the possible reason behind this. I am observing the same behavior in the rules engine, when I am trying to create a rule using salesforce connection. Also I can see there are other custom objects for which all of the fields are available.  Request you to please help on this.  ThanksManik 

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heather_hansen
Grand Slammer
2 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Gainsight Introduces Data Management APIs

Admins can now fetch metadata of Gainsight Objects and Fields using Rest APIs. Customers who have the development resources can use these APIs to build tighter and more customized integrations between Gainsight and their systems/applications. For more information on how to use these APIs, refer to the Data Management APIs article.Business Use Case: When a customer wants to integrate their application with Gainsight. The customer would want to understand how the data is stored in Gainsight, that is the structure of metadata in a Gainsight Object. Such customers can use these APIs to fetch the metadata and get an understanding of it, without logging into the Gainsight application.

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sai_ram
Grand Slammer
2 years ago
S
Gainsight Employee: Rookie
shivaniGainsight Employee: Rookie
published in Data Management & Integrations

Difference between Unified Scorecard Fact and Company

Hello Gainsight Admin community,In this post let us understand what is the difference between Company and Unified Scorecard Fact- Company objects in Gainsight by discussing a couple of use cases. Company: This is a Gainisight Standard object that stores data of the Companies in MDA. This object is used in Scorecards 2.0, Surveys 2.0, and Journey Orchestrator modules as a lookup to tie records at individual level.Unified Scorecard Fact-Company: Multiple Scorecards can be assigned to each Company. Every scorecard has multiple Measures which are assigned with individual scores. Records of each score for the respective measure for a specific company inherited from a specific Scorecard is stored in this object. Points to remember: Unified Scorecard fact -Company object holds data at the scorecard level. So for a given account, multiple scorecards might be applied at different stages and hence this object holds all the details of corresponding scorecards. Whereas Company object holds data

1571
sai_ram
Grand Slammer
2 years ago

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