Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 330 Posts
- 903 Replies
Suggestions for Person Admin
Hello everyone!Hope everyone's safe and doing well.I've recently joined the tribe of Gainsight as a Product Manager for the Person model, Sponsor Tracking and People Maps and I'm super excited to get working on my first project, revamp of the Person Admin section that would entail:- Person Upload config C360-Person Config Sponsor Tracking Config screen Rules Engine: Load to People actions You can guide or nudge me by:- Suggesting enhancements Share pain points UX improvements Technical or functional gaps Any other feedback I'm all in for this project and ready to read every bit of info, so please attach relevant images of screens where you'd like UX improvements/links to support tickets/ customer conversation(that can be shared) or any other artefact supported on this platform. You can even write a song🙂Waiting to hear from you soon and I know you are generous.Thank you,Shilpa
Are Sandboxes important when working with Gainsight?
Hello, I am reaching out to see if there is any value on getting set up in Sandbox before Production. Just want to see if others utilized the Sandbox after the launch to Production. If you do have Sandbox, have you found it valuable to assist in your Gainsight process? Thank you for your help in advance.
SFDC Connector 2.0 Versus Rules Engine for Loading Accounts
We are looking into moving away from Gainsight Connect as it is pulling non-customer and inactive accounts into our Company object. Is there an advantage to using SFDC Connector 2.0 versus creating a rule to populate the object? Also, we found in the SFDC Edition documentation that if any data which was previously inserted into Gainsight from Salesforce, is modified in Salesforce, corresponding data in Gainsight NXT is updated. Is anyone using the SFDC Edition and can confirm SFDC record changes are pushed into Gainsight or if NXT is indeed required? Thanks.
Connectors within Gainsight to SQL Servers
We are currently able to access different reports/pivot tables in Excel that are connected directly to our data warehouse allowing us to simply 'refresh' as needed. Being able to replicate this same functionality within Gainsight would allow us to create the rules and reports that are more easily 'real time' indicators of customer behaviors. Is something like this on the roadmap or is a capability today?
Deleting Data from Data Management
Yesterday we had usage data loaded into a custom object twice which has caused inflated usage. I read the article that indicates I can delete data from Data Management if I apply a filter that only shows the data I need to delete but I’m running into an issue where I can filter to the DATE but not to the exact TIME of the duplicate data entries. Has anyone been able to work around this?
Company Person Merge Duplication
Our back office team merged a bunch of SFDC accounts. Contacts etc have been merged into the “master” accounts and those details brought into Gainsight under the master record. However, we still have all of these duplicate accounts I am trying to merge into the new “master” in Gainsight. As a part of the merge process, the system requires that you check the box for merge company person data. The issue, is that since SFDC already pulled in the merged data, merging in Gainsight seems to me duplicating the old company person records under the master - even though they were already brought in through the merge in SFDC and subsequent push to Gainsight.Is there a way around this? Do I really have to choose between losing customer information in Gainsight (not merging in GS) and duplicating a ton of company person records (merging in GS)?
Integrate your Jira, Zendesk, Freshdesk or Servicenow org with Gainsight to get more
You can integrate your Support systems (like Jira, Zendesk, Freshdesk or Servicenow) with Gainsight to see the full picture of Customer Success.Coordinate across Customer Success and Support Teams by creating and linking Call to Actions (CTA) to support tickets. Sync data like tickets created along with their status and priority, which is crucial for understanding the health of your customers in Gainsight.For more information on how to integrate your support systems with Gainsight, refer to the Support systems guide.
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
Office 365 Suite Integration with Gainsight
Hi Team, One of our customers is looking for integration of Office 365 suite apps with Gainsight, specifically PowerBI and Sharepoint, but others will likely be close behind. Do we have this planned currently in the roadmap for NXT tenant with Office 365? Best, Hardik
The problem I’d like to solve is getting visibility into Github for our Account Execs (sales people) Some details: Our sales team uses Gainsight Team View in SFDC We are almost done setting up the Gainsight / Zendesk integration The team would really like to see Github tickets open for customers as well We use Github for two things: Engineering escalations from Support Customer Requested Enhancements Has anyone integrated Gainsight with Github?
Want ability to view MDA Usage Data in Engagement Tab and "Usage" section of C360
Currently, you can only view SalesForce and Gainsight Data within the "Engagement Tab" and "Usage Section" of c360. We would like to marry this data to our MDA Data. For example, we would like to see if certain CTAs close, does this raise our product adoption. Currently, the Engagement Tab and Usage chicklet in 360 provide little value with our use case.
Mass Update Account Attributes
I have taken over a new portfolio of our business and I need to associate myself with several accounts. We utilize a field called team manager on the Customer Info object which I can manually select myself but have to do this individually. I would like to be able to update these fields in mass. What are my options?
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!
Best Practice for conact versus person
We are new to GS and just went live last week. Any recommendations on best practices on synching Contacts/persons between SF/Gainsight.When a person/contact is missing is it best to just have that contact record created in SF and have it push over to GS or go ahead and create the person in GS and write a rule to write back to SF. Is there benefit to one way or another?
Integrate Gainsight Data with DOMO
Anybody ever been frustrated with external reporting when it comes to your Gainsight instance? If you’re like me, you always have executives reaching out asking for new dashboards, reports, or exporting Gainsight data to another system such as Salesforce or Snowflake. Talk about frustrating!!Using Gainsight’s API, I created a data integration service that can pull in GS objects such as company, person, and CTA into a business intelligence tool called DOMO. No more worrying about S3 bucket exports, this tool is extremely easy to use and only requires an API key (you can generate this in admin on the Connectors 2.0 page). If you’d like to give the integration a test drive, you can sign up for a free trial of Domo here: https://www.domo.com/start/partners (if you are already an existing Domo customer, this connector is free and can be found in the AppStore). Here’s a walkthrough on how to get the connector set up: .If you have any questions, feel free to reach out to me on the Global Gain
Adoption Explorer Setup
Hi! I'm trying to get a project setup with Adoption Explorer tool but have some questions/confusion on the process. First, if we already have usage data from our platform stored in the MDA, what does adoption explorer offer? Is it a more powerful reporting tool with better insights? Reading throught the overview article, it doesn't seem to be much different than reports I've already built out. Secondly, regarding the creation of the project - we have an S3 connection to our platform usage, which is stored in custom MDA tables. Should I be using the S3 bucket as the source or the MDA tables? The biggest issue it seems for this setup is that an 'Account ID' is not provided in the usage datafeed and I have to load that from Salesforce into the MDA which is required by the project setup. Can I get some tips/tricks or recommendations on how to best set up Adoption Explorer? Thanks!
I need help to intergrate the Fresh Desk ticket data into Gainsight. The intergration idea was to use a SFDC and get the information into Gainsight that way. However using the SFDC app only works when you are using SFDC in classic and we have all moved to lighting. Has anyone integrated FreshDesk data with a SFDC lightining instance
Merge 2 dataset without join condition
Hi,I have one dataset with my company data and the standard deviation of one of these fields. I want to merge it with another dataset where I have only one record with the Average for the same field but for the whole population.If I merge them keeping the record with both dataset, I get one line with the average of the population but all the other fields blank and the other lines with all the fields filled in but the average of the population.Now, what I am trying to achieve, is to compare the average of the whole population with the value of the field per line. So what I need to do is to have that value repeated for each line.Any idea how can I achieve it?
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
Zendesk and gainsight
We would like to know if it’s technically possible to build an integration to push data from Gainsight into zendesk. We are trying to keep our team in Gainsight as much as possible and recently rolled out zendesk for some of our internal teams, and would like for our CSM’s to enter data into Gainsight that then creates the tickets in zendesk. Not Sure if anyone has done this or if it’s possible but curious for thoughts!
Is anyone using Salesforce Einstein with Gainsight?
Hi Success Superstars- I’m curious learn more about if/how you’re using Gainsight and Salesforce Einstein together. A couple of scenarios we’ve heard about so far: Triggering actions in Gainsight based on Einstein predictions Improving Einstein predictions by including customer engagement data/insights stored in Gainsight. If you’re using Gainsight & Salesforce Einstein together, I’d love to learn more about what you’re doing. Please let me know in the comments below.
Looking for some insights into how people are using Google Analytics with Gainsight
We use Google Analytics for our high level product analytics and had this set up to come into Gainsight. It stopped working some time back and I understand that there were some wider issues with Google that Gainsight we’re working on (that are still in progress). Was looking to see from the community how other people are using Google Analytics with Gainsight and what insights and tips etc they could share.
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