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
New data management view is eating up too much space
The recent update has made the look and functionality poorer than what it was in previous version. I noticed that the names also changed. Object names changed from schema to fields and Data to Data operations. https://share.getcloudapp.com/2NumknLD and https://share.getcloudapp.com/9ZuoGbZE. Also, it is no longer possible to sort on any fields (acct name, email etc.). The space consumed horizontally and vertically, by each field is too much and thus we can’t see maximum records at any given time and requires too much scrolling.
Connector Error Log header labels
Hello -We are experiencing issues when viewing the Error Log from the Connector jobs. We’re seeing that the file would contain header labels that are shown with System Internal Names rather than logical field labels that we explicitly define in Data Management. This creates extra steps for the end user when attempting to do any type of troubleshooting as the Internal Names are not helpful if a sync failed. Instead of field labels, it contains a code with prefix 'gsd'. There is not a way for us to make any sense of this log to troubleshoot. User would have to navigate away to Data Management and then look for the Internal Name id to match it and then find the corresponding Field label - this is poor user experience.Any idea why the headers don't reflect naming similar to Field Names? It's not good user experience to keep having to reference Data Management to find and match names with the ids.
Is data that lives in a Salesforce custom object editable from within Gainsight? Can a record on the object be created within Gainsight?
I have a team that works in Gainsight and another that works in Salesforce, and they both manage a piece of customer data. The data currently lives in Salesforce, but we want both teams to be able to edit it. Is it possible to edit or create a record on the SFDC custom object from within Gainsight?
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
Amazon Athena Connector
Has anyone successfully connected their Tableau instance to their Gainsight S3 bucket using the Athena connector? I have searched for the error message I’m receiving and it could be a number of different things including an incorrect domain. I used the same settings that I use to successfully connect via Cyberduck. [Simba][JDBC](10100) Connection Refused: [Simba][JDBC](11640) Required Connection Key(s): AwsRegion; [Simba][JDBC](11480) Optional Connection Key(s): AwsCredentialsProviderArguments, AwsCredentialsProviderClass, BinaryColumnLength, ComplexTypeColumnLength, ConnectTimeout, EndpointOverride, MaxCatalogNameLength, MaxColumnNameLength, MaxErrorRetry, MaxQueryExecutionPollingInterval, MaxSchemaNameLength, MaxStreamErrorRetry, MaxTableNameLength, MinQueryExecutionPollingInterval, ProxyHost, ProxyPort, ProxyPWD, ProxyUID, QueryExecutionPollingIntervalMultiplier, RowsToFetchPerBlock, S3OutputEncOption, S3OutputLocation, Schema, SocketTimeout, StreamingEndpointOverride, StringColumnL
New integration into Gainsight
Hi Gainsight Team, My name is Braden Evans and I lead technology and strategic partnerships at Transcend. I was instructed to post a thread here about our team building a new integration with Gainsight by your API support team. For context, we’re a privacy platform and our mutual customers have been requesting an integration between Gainsight and Transcend in order to automate privacy requests in accordance with privacy laws like GDPR, CCPA, CPRA, etc. Can someone please reach out to me to have a discussion on getting developer access for our team to spec and build? Happy to add more context here, or email me directly at email@example.com. Best, Braden EvansHead of partnerships
Gainsight Assist Error
Hello,When I try to use Gainsight Assist in my Outlook app, it shows me an error under the “Log Email to Timeline” option that says “Something went wrong! Please try again.”This is the New Outlook app on Mac. Any ideas?I’ve tried to remove and reinstall the ass in as well as close and reopen the Outlook app.
we want to build an integration with gainsight. is there any way i can access the sandbox?
Hi,This is Nitin from SurveySparrow and we’re looking to build a native integration with Gainsight.Can I get access to a sandbox from where I can explore the Customer Success product? Just wanted to know a few things about integrating our app with Gainsight.
confirming in connectors 2.0: Adding Jobs to Job Chains takes them out of the jobs list?
I had not noticed the Job Chains tab in Connectors 2.0 until recently. I created my first chain with a bunch of Snowflake connector jobs. After adding the jobs to the chain, I went back to the Jobs tab to turn off the schedule for each of the jobs - but the jobs are not on that tab anymore. Can I assume that was intentional so we don’t maintain schedules for these jobs in 2 places?Also - will deleting a job from a job chain move it back to the jobs list (mainly so I can edit it if needed)?I just want to make sure I understand if that is by design so that I can maintain these jobs. Thanks!
Bring back inline search in Data Management Horizon
In Data Management HA everything requires more clicks. Searching for objects and fields within an object is now behind filters. Some default filters are propped in the banner, but not all. It is so much easier to search for objects and fields in the non HA version with inline search for all data attributes. In addition, data editability and schema editability are not even attributes you can see about a field or object in the new version. In the new version, how do you find what actions are allowed on a particular field? At a glance, how do you know if you can delete a field or which fields are editable in an object? Finding dependencies is really difficult in the new version. In the old version, I can start typing a field name and possible results will appear. In the new version you have to type the exact field name to get results. I wish there is an option to permanently disable the banner. Edit object/fields are displayed even for system objects where nothing can be edited or deleted
New Version of Data Management is available now!
Gainsight is delighted to announce that the Data Management Horizon Experience is available. Gainsight recommend using the new version as it’s simplified and has better user experience with the following newly added features:Summary Ribbon: Displays the total number of Standard, Custom, and Low Volume objects, as well as the total data size, on the Data Management homepage. Custom Views: To better organize objects, create custom views that group them into functional groups. Seamless object and dropdown creation flow: While creating objects or dropdowns, you can create, add, or delete fields. Review Changes: When you edit fields information of an object, you can review all the changes made before saving the information. Dependencies: View Object or Object’s fields dependency from all the application areas in a single page with minimal mouse clicks.IMPORTANT:You can access both old and new versions of Data Management in your tenant. Any metadata changes to one version will be reflected i
Real-time sync for Salesforce (BETA)
Admins can now sync data in real-time from Salesforce to Gainsight for the Account, Contact and Case objects. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects).IMPORTANT: To enable Real-time sync (BETA) for your Salesforce connector, please raise a support ticket. In the case of high demand, we will coordinate scheduling it for your Gainsight instance appropriately to ensure that we can closely monitor and gather your feedback. You will hear from our Product team once the feature is enabled.Business Use Case: The real-time sync feature ensures that when a record is updated in Salesforce, it pushes the updates to Gainsight immediately. For example, if the opt out attribute for a Contact is updated in Salesforce, this change will reflect in real-time for the Gainsight Person record. This helps users avoid sending any accidental emails due to a sync delay.For more information on how to create real-time sync jobs, refer to the Sal
Data Management Beta - Can't change Field type on Field Creation
When creating a new custom object using the Data Management console, I can change the field types if Gainsight picked up on the wrong format from the CSV file. In the Data Management Beta - when I try to change the field type that was picked up from the CSV file, it creates a new field in on the object which I then have to name (something other than the field I was trying to change). Is that by design? I tried to change the sample CSV to match the field types I wanted, but the beta was picking up string for some of my data fields - but I could not change field types in the beta.Wondering if this is as intended and I should just be creating objects/fields manually rather than trying to use the CSV sample file (once the current Data Management console goes away)
New Data Management Beta - fields not refreshing?
I tried to use the new Data Management Beta today - added a few custom fields to a custom object. When I saved it - the schema does not show the new fields I added in the beta. When I switched to the current Data Management UI - the fields I created under beta are showing here. Is there a trick to having the field list refresh in the beta?
Unable to add/update standard USER object (GsUser) using API which was working earlier
Hi,I was able to add / update standard USER object using API calls few weeks back but now it is throwing errors.APIs:POST - ADD API - https://domainname/v1/data/objects/GsUserPUT - UPDATE API - https://domainname/v1/data/objects/GsUser?keys=EmailError:"errorCode": "GSOBJ_1056","errorDesc": "Wrong api called, Transactional Data Load not supported for this object. Please check Gainsight Documentation." Can you please advise why this is happening now ? Also what is alternate way to “INSERT, UPDATE” GsUser object using Rules or API ? Thanks,Lidwin
SnowFlake Connector (Horizion Experience) - Does Scheduled Job Import All Data or only Last Modified?
Within a SCHEDULED job in the SnowFlake connector, is ALL DATA fetched by default? Or is only data updated since the last job run date fetched?I don’t see anywhere to specify which to retrieve when configuring a SCHEDULED job.That option is only presented if I run a Job On Demand. We’re required to specify the Primary Key and Reference for last modified date when creating the job, so I’m guessing that a scheduled job only fetches modified records, but I’ve not seen this expressly documented one way or another. Thanks!JJ
Triggering a Qualtrics survey via Gainsight?
Hi All, I am looking at a way to integrate Gainsight and Qualtrics. I know there is no connection today and I understand Gainsight has a survey tool. Unfortunately, our company has decided the only surveys sent from our org will be from Qualtrics. CSMs want to trigger a survey based on an action or CTA within Gainsight and pass basic contact information. My question for all of you folks is has anyone done much with the Gainsight API? Does this sound like something that can be done? Anyone have any thoughts or suggestions. And we cannot switch surveys to Gainsight :) Thanks,Mike
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
Snowflake Connector getting wrong field type?
In the Snowflake Schema - CLOSE_DATE, CREATED_DATE, & MODIFIED_DATE_LAST are all DATE FormatWhen I query in Snowflake – I am receiving DATE-formatted data, ie. 2021-01-28When I add this OBJECT in the SNOWFLAKE CONNECTOR – those 3 fields are showing a data type of “date-time”I have tried to ingest that data into a destination of an MDA Object with the fields formatted as DATE on the MDA object and no values come over for these fields and then formatted as DATE-TIME on the MDA Object, no values come over for these fields.It appears I cannot change the field type on the object when I add it to the snowflake connector.Has anyone seen anything similar and/or have any guidance?
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