Data Management & Integrations

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

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  • 958 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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345 Posts

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
7 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
7 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
7 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
7 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
7 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

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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
anjanette_hillmendoza
anjanette_hillmendozaRegistered User
asked in Data Management & Integrations

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[/

2
becky_thomas
7 years ago
melissa_allen
melissa_allenRegistered User
asked in Data Management & Integrations

co-pilot details

Do we have an email limit to send through Gainsight? Will there be a copy of the sent email stored somewhere once it is sent, such as on  SFDC account as an acitivity?

4
oz_merchant
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Data Management & Integrations

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

471
meenal_shukla
Gainsight Employee: MVP
8 years ago
emily_mcdaniel_629a86
Gainsight Employee: Champion
emily_mcdaniel_629a86Gainsight Employee: Champion
published in Data Management & Integrations

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/

330
emily_mcdaniel_629a86
Gainsight Employee: Champion
8 years ago

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