Data Management & Integrations

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

  • 329 Posts
  • 899 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...
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What accounting system does your company use for billing?

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spencer_engel
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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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329 Posts

john_gallinagh
john_gallinaghRegistered User
asked in Data Management & Integrations

Gainsight Zendesk App

Anyone else seeing this error message? Error message manifests within Zendesk on the Gainsight App. For one reason or another just today, the Gainsight App stopped working in our instance of Zendesk. Causing headaches since we are just ramping up and cannot link accounts in an adhoc fashion. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170106-16834-1svjtzx-Screen_Shot_2017-01-05_at_4-59-18_PM_inline.png[/img]

2
john_gallinagh
6 years ago
roja_kode
Shoshin
roja_kodeShoshin
published in Data Management & Integrations

Best Practices for S3 project setup

[b]Administration > Connectors > S3 Connector[/b]; [b]+ Data Ingest Job[/b] [b]1) Data Ingest Job Setup[/b] [i][u]Source CSV File[/u] [list] [*]AVOID having file name with leading spaces [*]"Source CSV File" should match exactly with "File name" that will be pushed into S3 bucket[/list] [u][i]File Properties[/u] [list] [*] Ensure source CSV file properties matches with properties defined in Project Setup like Char Encoding, Quote Char, Separator,Header Line, Escape Char [*]Do not send Char Encoding “UTF-8 WITH BOM”[/list] [i][u]Data Load Operation [/u] [list] [*]UPSERT - Ensure you have right keys in place to identify unique records   [*]AVOID changing UPSERT KEYS once data loaded into MDA object [*]Utilize "Administration > Operations > Data Management > [i][Click on an existing object] > Update Keys - BETA" feature, to select UPDATE keys at object level. This will allow not to accidentally make changes to the keys in S3 ingest job and en

1231
ashok_dugaputi
6 years ago
veronica_moore
veronica_mooreRegistered User
asked in Data Management & Integrations

Milestone Dates

When adding a milestone, the drop-down year field only goes back to 2015. In order to add a date prior to 2015, we must select 'January' from the month field, '2015' from the year field and then press the arrow to the left of the month in order to get the previous year. The drop-down year column does not immediately update accordingly. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161209-15323-1ce6q8y-GS-milestone_calendar_inline.png[/img] When I exit the milestone creation and go back in, I can see the last year that I navigated to via the arrow. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161209-14181-1wiyov6-GS-calendar-update_inline.png[/img] However, the cached years do not stay accessible for the customer when exiting and returning to the C360 screen nor are the years available for any other customer. So in essence, in essence, we'll need to finagle the year list each time we add a milestone. While

4
darkknight
Grand Slammer
6 years ago
lane_h
Gainsight Employee: MVP
lane_hGainsight Employee: MVP
asked in Data Management & Integrations

Data Spaces and Survey Answers

I'm trying to pull a report of customers and their responses to a specific customer. I'm using Data Spaces and the Survey Allowed Answers object. I'm able to add in the information I want, but when I go to report on it, the fields I need info from (account object fields) are showing up as not having any. Any one else having issues with this? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161003-18399-1hc2vyc-Reporting_2_0___Salesforce_-_Enterprise_Edition_inline.png[/img]

2
lila_meyer
Gainsight Employee: Grand Slammer
6 years ago
phanindra_sambaraju
Gainsight Employee: Rookie
phanindra_sambarajuGainsight Employee: Rookie
asked in Data Management & Integrations

Data type conversion should either be disabled or handled once an object is created

Currently we are allowing users to change data type of a field through COM if there is no data in the object. But this change is happening only in Mongo and not in the redshift table. Because of this, there are lot of errors through out S3 and data load API connectors. I believe that this should either be disabled or handled properly. Once the redshift table is created, we should disable data type conversion even if there is no data. Or when the data type conversion is made through COM, we should automatically create a new column with same name and the required data type, and then delete the older field. Or we should have a flag that shows if there is any mismatch between data types between Mongo and Redshift tables.

2
phanindra_sambaraju
Gainsight Employee: Rookie
6 years ago
cristina_postolache
cristina_postolacheRegistered User
asked in Data Management & Integrations

Where is the Generate cURL button from Data Load Configuration?

I have created a new table to store a file with some daily usage data, and I would like for the file to be uploaded automatically to this table. When Gainsight was implemented in my company a cURL was given to the Product Analytics department to be able upload data automatically into MDA. But now I don't know where the cURL is. Has something changed? Before: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161017-12445-alqhve-before_inline.jpg[/img] After: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161017-100367-1554xv8-After_inline.jpg[/img]

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

Data Spaces: Documentation has incorrect navigation to get to Data Spaces

This is relatively minor but thought I'd point out that GS documentation incorrectly states that Data Spaces is located under Administration -> Analytics, when it appears under Administration -> Operations (at least in my org) [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160923-59509-1i5144x-Screenshot_from_2016-09-23_11_42_24_inline.png[/img] [url=https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Data_Spaces/Data_Space_Creation_and_Consumption]https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Data_Spaces/Data_Space_Creation_and_Consumption[/url] [url=https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Data_Spaces/Tutorial%3A_Create_and_Report_on_a_Data_Space]https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Data_Spaces/Tut...[/url]

2
lila_meyer
Gainsight Employee: Grand Slammer
6 years ago
cristina_postolache
cristina_postolacheRegistered User
asked in Data Management & Integrations

Special characters when creating new object in Data Management from .csv

I have created a new object in MDA to store a series of contacts, but the Swedish special characters show some errors: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160920-35789-ewn7p6-Special_characters_inline.jpg[/img] Could this be fixed?

1
ashok_dugaputi
6 years ago
aurelia_wollen
aurelia_wollenRegistered User
asked in Data Management & Integrations

FinancialForce and Gainsight Collaboration

I am wondering if anyone has integrated FinancialForce data with Gainsight in any way? We are looking to learn from others' experiences to gather best practices around doing this. Thanks!

1
marie
Gainsight Employee: Champion
6 years ago
aviv_caspi
aviv_caspiRegistered User
asked in Data Management & Integrations

Assign a CTA to CSM when Using MDA Table

I have MDA table to store usage data. I'm doing some calculations based on this table and when I see a drop in one of the usage elements I want to create a CTA and assign it to the CSM of the account. I did a join between the MDA to the Account object but when joining the tables the CSM field is not a lookup anymore and I can't use it to assign the CTA. Does anyone know a workaround for this problem? Thanks, Aviv.

5
joseph_siudzinski
Shoshin
6 years ago
sam_leonard
sam_leonardRegistered User
asked in Data Management & Integrations

ZenDesk Assignee not showing up in Gainsight Reporting options

I am exploring the linkage possible between ZenDesk and Gainsight and I can't find the "Assignee" field in the report creation section of Gainsight. Am I missing something or could the answer be that the Assignee field isn't being synced properly? If the latter is true, how do I go about resolving that issue?  Any help would be greatly appreciated!

6
dstokowski
Gainsight Employee: ACE
6 years ago
aviv_caspi
aviv_caspiRegistered User
asked in Data Management & Integrations

Identifier fields in MDA object

Hi, I created a new MDA table to store product usage data and I want to be able to configure fields as identifiers of the table. I want 'Account ID' and 'Date' to be the identifiers of the table. How can I do that? When creating the table I didn't see an option for that. Also, Data Load Configuration is used to push data to MDA object? If I'm using the Rules Engine in order to store data to my MDA on a daily basis, do I need to use the data load configuration as well? Thanks, Aviv.

1
ashok_dugaputi
6 years ago
adam_bambrough
adam_bambroughRegistered User
asked in Data Management & Integrations

Ready for Zendesk auto-linking - where should we store the unique ID

We're just configuring our Zendesk-SFDC feed, and It looks like 'ZD-org to SFDC-Account' linking is currently manual, with the help center suggesting auto-linking is a roadmap item. To future proof & be ready for auto-linking, there is a specific field in zendesk where we should be populating the Unique ID we use to match SFDC, platform etc to a Gainsight record? 

6
adam_bambrough
6 years ago
candace_jones
candace_jonesRegistered User
asked in Data Management & Integrations

desk.com integration

Does anyone have experience setting up a desk.com integration to pull support ticket information into gainsight? My understanding is that the desk data needs to be integrated into Salesforce, and then from Salesforce to Gainsight. Any insights are greatly appreciated. Thanks!

4
smorrisgainsightcom
Shoshin
6 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Enable MDA Joins

I raised this issue to support, but figured I'd come to the community as well in case I get a quicker response. I want to enable an MDA table to use joins, but do not seem to have the capability on a particular table. This document [url=https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_In_Gainsight/MDA_Joins]https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_I...[/url] says "Note: Currently, we support creation of lookup relation only on MDA objects for which joins are allowed." But it does not tell me how to enable joins on an MDA table where Allow Joins is set to false.  I cannot seem to find this explained anywhere else either.  Hopefully I have just overlooked it. See attached image.  Support Health Scorecard table shows Joins Allowed = true, but Predictive Health Scorecard shows Joins Allowed = false.  Any guidance? [img]https://d1qy7qyune0vt1.cloudfront.ne

7
darkknight
Grand Slammer
7 years ago
jeffrey_coleman
Shoshin
jeffrey_colemanShoshin
asked in Data Management & Integrations

The week starts on different days between Usage/Rules Engine and MDA

I just came across an odd situation. I was loading some data into MDA ([url=https://community.gainsight.com/gainsight/topics/a-date-axis-should-show-all-marks-not-just-those-when-data-exists]creating zeros so the time series charts look right[/url]) and selected "first day of last week" as the date value. When I checked the file, the "first day of last week" according to the rules engine was 2/27/16, which is right because my Time Granularity under Usage Configuration is set so the week starts on Saturday. (Why Saturday? No idea... That's just what we did back when! :-) But when I group the data by week in the MDA report I get the week starting on 2/29/16. It's easy enough to fix in this use case, but it could through some people off so I thought it'd be worth highlighting.

1
steve_davis
Gainsight Employee: MVP
7 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Special permissions needed for new MDA Calculated Field (formula) feature?

I was eager to try out the calculated field/formula feature in MDA that was just released, but for some reason when I create a Number field on an object in my sandbox, the Calculated Field appears but it is not selectable and I cannot click Create Formula. Anyone else encounter this or just me?

3
manu_mittal
Gainsight Employee: ACE
7 years ago
cristina_postolache
cristina_postolacheRegistered User
asked in Data Management & Integrations

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.

1
ashok_dugaputi
7 years ago
ray_r
ray_rRegistered User
asked in Data Management & Integrations

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.

2
abhilash_thaduka
7 years ago
candace_jones
candace_jonesRegistered User
asked in Data Management & Integrations

engagement snapshot

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!

1
dstokowski
Gainsight Employee: ACE
7 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

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?

7
giri_babu_golla
Gainsight Employee: Shoshin
7 years ago
david_packard
david_packardRegistered User
asked in Data Management & Integrations

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.

2
sumesh
Shoshin
7 years ago
naquiyah_cash
naquiyah_cashRegistered User
asked in Data Management & Integrations

Upgrading to the SFDC Lightning platform

Hi  I have been told we are looking at upgrading our SFDC to the lightning platform within our company in the month of January.  Any things we should be looking out for as admins with GS?  Thanks Naquiyah

3
lila_meyer
Gainsight Employee: Grand Slammer
7 years ago
brandon
brandonRegistered User
asked in Data Management & Integrations

News widget

Has anyone integrated a latest news widget into the C360?  I had a request come in and I think it's a great idea but not sure what's out there.  I'm sure I could use InsideView somehow but we don't have a license on it and I don't quite like the layout.  Any other tips?

1
marie
Gainsight Employee: Champion
7 years ago
matthew_lind
All Star
matthew_lindAll Star
asked in Data Management & Integrations

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?

3
matthew_lind
All Star
7 years ago

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