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
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Integrations: Data Load Configuration - how long does the aggregation step take?
I am trying to reload some usage data for our product into an object located in the [b]Data Management[/b] [b]section[/b] (the data loaded before had errors), and then I am running the aggregation step from the [b]Integration section[/b]. But I have noticed really big differences in the time it takes for the integration to end, although I have a similar number of lines that are aggregated. It can take from several minutes to several hours, and I don't understand why. It's really hindering my work, because I don't know what I can count on.
Zendesk ticket URL's no longer working
I think this just changed with the recent update, but in my Zendesk ticket object in C360 the ticket numbers are no longer URL's. Was this done on purpose? It was very helpful to be able to click on a ticket number that automatically opens the ticket in Zendesk so we could we could update the ticket. Can we get this functionality back? Taking the URL away seems like a step in the wrong direction as far as convenience goes.
Does anyone know if the "Load Snapshot to Engagement every month" works retroactively? We have usage info from previous months and are exploring using this Engagement feature soon to track score history. Any idea is it will show us previous months' scores or just the most recent, previous month? Thanks!
Data Management Beta: "Please wait while we are loading the schema"
I know Data Management is in beta, but does anyone else have this problem? When I click on one of the object names, i.e. Email Logs (which only has a little over 2000 records) I get the "Please wait while we are loading the schema..." message - and nothing ever loads. Ever. It just stays on that spinner indefinitely and doesn't even time out. Until I finally get irritated and kill Chrome. We have not rolled in the January 7th release yes, so still running on the last update. Maybe this issue will go away once we update?
MDA Export API returns CSV with unquoted strings
The Matrix Data Architecture Export API returns CSV containing unquoted string values, even when the field delimiter is present in the string values. This is a problem because it makes reliably parsing the returned CSV very difficult, and perhaps impossible in some cases. This just isn't good behavior from the perspective of an Export API user/consumer.
Has anyone integrated Absorb LMS as a data source?
Has anyone successfully integrated Absorb (a Learning Management System) as a data source for Gainsight? We know when we run analytics that users who complete the Certification programs we have built are more engaged and better adopters of our platform. The request is arriving for me to integrate Absorb as a Gainsight data source. Thus, we could spot Opportunities (we're seeing a high number of certified users, so our Sales team should be prepping to sell more seats) or Risks (a customer completely stops enrolling its users in Certification, often a sign of a competitor). Thus far, I've successfully integrated with SegmentIO, but this Absorb request is another beast entirely. Any ideas from the crowd?
Dollar Values within Gainsight_Over the Thousands
There are two places within Gainsight where our roll-up dollar values are showing inconsistently or where it's confusing when you look at the numbers. For instance, in the Customers tab, my total revenue is $252M and yet in the summary tab it is showing as $252,809K. Additionally, in the Customer 360 our AUM (Assets under Management) for our customers which can and often does go in to the billions for Financial services firms, the totals also show as a 'K' rather than either the true number or with a 'B'. Notice that the AUM to the side in the Summary shows the true number where the roll up of AUM in green on screenshot #1 shows the 'K'. I've attached both screen shots here for your review. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20151001-32355-1k8t1xf-Gainsight_AUM_inline.png[/img][img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20151001-24495-1rvvwp7-Customer_Tab_AUM_Gainsight_inline.png[/
Tip of the Week: Use Sponsor Tracking to Reduce Churn
One leading indicator of customer churn is the loss of a key customer contact. Gainsight's Sponsor Tracking feature allows you to track contacts listed in SFDC and monitor for anychanges to the contact’s title, location or company. Here’s how you can set up Sponsor Tracking in 3 easy steps: [b]Step 1: Enable Sponsor Tracking[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293_display.png[/img][/url] [list] [*]Go to Administration [*]CS360 sections [*]Click edit next to “Sponsor Tracking” and ensure the box next to “Show in Customer 360” is checked[/list] This will enable sponsor tracking to show up in your 360 view. [b] [/b] [b]Step 2: Setup Rule to run Sponsor Tracking[/b] [list] [*]Go to Administration [*]Rules [*]Edit the “Standard Sponsor Tracking” Rule. Edit the “Setup Action” tab per
Tip of the Week: Build Reports on Sponsor Tracking
If you and your team have started using Sponsor Tracking, it would be helpful to set up different reports and views to display information about sponsors across customers. This is especially helpful to ensure sponsors are being tracked for each of your customers, identify gaps of sponsors in key accounts and drive action. Follow these simple steps to set up one such report: [b]Step 1:[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/312469/2/rendered/3441e4ef-1162-4a3c-8aee-ef1a53df7684.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/312469/2/rendered/3441e4ef-1162-4a3c-8aee-ef1a53df7684_display.png[/img][/url] Go into “Report Builder” and select “Sponsor Tracking” from the data source. In the “Show me” field include the Contact Name and in the “By” field, include Account Name, CSM Name and other relevant data. [b]Step 2:[/b] Run and save your report. You can also add this report into a [url=https://support.gainsight.com/hc/en-us/
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