Data Management & Integrations

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

  • 356 Posts
  • 973 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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356 Posts

sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

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.

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2 years ago
dan_wiegert
Gainsight Employee: Champion
dan_wiegertGainsight Employee: Champion
posted in Data Management & Integrations

NXT Sandbox Management - Best Practices from Support

So I have been getting quite a few requests in the past month or so regarding how to setup and maintain a Gainsight NXT sandbox and I have noticed that the associated documentation is rather lacking. One thing that isn’t discussed at all is that you do NOT have to refresh the gainsight sandbox if you do a SFDC refresh. If you have a bunch of assets in your current Gainsight sandbox tenant I suggest performing a “tenant repoint” where you refresh your SFDC sandbox and then log into your NXT sandbox tenant and simply reauthorize the SFDC connection (it will connect to the newly refreshed org id).  Anyway, here’s a rough draft of accumulated best practices hopefully they’re helpful:Hit “Add Sandbox” --> this kicks off a Prod -> SB tenant copy Whoever kicks off this job will be the only user who can directly access the new NXT SB tenant initially Once you access the SB tenant directly, you need to go into Administration/Connectors 2.0/ Salesforce Connector and edit the connection det

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dan_wiegert
Gainsight Employee: Champion
9 months ago
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Shoshin
Janine MarlattShoshin
asked in Data Management & Integrations

business intelligence universe for gainsight aws specification data

Hello Gainsight Community,We are building a universe (business intelligence/business objects) from the export of the Gainsight AWS bucket files as per the Gainsight AWS specification online.I seek your knowledge on the architectural design of the universe.  The simple joins by account id, identifier id, as well as also in master data engagement id and master data feature id… is not enough.That design gets us one path to list the account, user, ..engagements, or list the features, or list the external events for a product.In one universe, I am looking for pulling all tenant, all product, engagements, features, events, surveys, etc. into one business objects report.  Or even if I go into Power BI, the same thing. or even if I go into Access.  Has anyone combined data in one universe, etc. to allow overall reporting of Gainsight data for the company?Thanks for your help.Janine

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Shoshin
2 years ago
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Veteran Rookie
KateVeteran Rookie
asked in Data Management & Integrations

Integration with Docebo

Has anyone set up an integration with a LMS? We use Docebo, so it would be great if anyone else has specifically worked with this tool. However, I’d be interested to hear from anyone who has set up any LMS at all.   I’m looking to get some help with the architecture of this integration and curious to see how others have set this up.   Thanks!

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CurtisValentine
Veteran Rookie
3 years ago
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thamolaRegistered User
asked in Data Management & Integrations

JIRA integration authorization error

Hi all,I deleted a previous JIRA integration to test environment but when I tied to add the connection for the production JIRA i got this error:“Error occurred while saving connection. You have already created maximum number of allowed connections.”Has anyone encountered such on Gainsight, how can it be resolved?Thanks

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Shoshin
2 years ago
Stuart
Team Captain
StuartTeam Captain
asked in Data Management & Integrations

SFDC Chatter to Timeline

Hey Folks, A recent discussion with a colleague centered around breaking down data silos for CSMs; specifically where conversations are held both in SFDC chatter, and in Timeline. Is it possible to ingest Chatter Data from the Account/Contact level from SFDC and show this in the relevant timeline in CS? I’ve taken a look in the support documentation, and in the community without success - hoping I’ve missed somethin. Thanks!

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Veteran Rookie
3 months ago
P
Shoshin
pete.farrellShoshin
asked in Data Management & Integrations

I am getting failures of Connector 2.0 jobs, Need details on the failure

I am getting failures of all my Connector 2.0 jobs. The only error message I can see is “Time limit exceeded while polling for batch status”. Is there a more detailed error log I can access?There are 3 jobs in the rule chain - Company Sync, User Sync and Picklist Sync. The Company and User syncs show in their logs that they are failing. This message appears “Job failed - The job cannot be processed as the dependent job failed in job chain”.  For the Picklist Sync, the logs show this error: “Job failed -”. I am assuming the picklist is the dependent job that is failing the other jobs since it is the first one in the chain. How can I get more detailed information on the Picklist Sync failure?I am using SFDC Edition

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Shoshin
1 month ago
ml2019
Veteran Rookie
ml2019Veteran Rookie
asked in Data Management & Integrations

relationship person

How do you remove Relationship Person if your source of truth object is salesforce contacts? We have checkboxes on salesforce contacts that indicate relationship. My question is how do other companies maintain this? My concern is having to rely on CSMs to remember to uncheck the boxes on contact when they have a contact leave.

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jean.nairon
All Star
3 years ago
jenniferpa
Team Captain
jenniferpaTeam Captain
asked in Data Management & Integrations

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.  

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matthew_lind
MVP
3 years ago
alizee
Golden Ruler
alizeeGolden Ruler
asked in Data Management & Integrations

Can Gainsight fetch data from an SQL server to write to MDA?

Is it possible for Gainsight to get data from an SQL server to write to MDA (custom object), i.e. with a custom connector or external actions? Has anyone done this and would be willing to tell us how they did it?

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Ritesh Sharma
Shoshin
1 year ago
simonechen
Shoshin
simonechenShoshin
asked in Data Management & Integrations

How to deactivate Gainsight Users based on deactivation in SFDC?

Hi all - hoping to get some ideas on how to best automate / streamline license management.Currently, our User sync (via the Integration) is setup to ingest any SFDC users where Active = TRUE.However, we don’t have a mechanism for detecting and disassociating GS licenses when a User becomes inactive in SFDC. Wondering how people have set this up.Thanks!

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simonechen
Shoshin
10 months ago
J
Shoshin
josh.bergerShoshin
asked in Data Management & Integrations

Square Brackets in URL Field

Can anyone confirm if square brackets are allowable in a URL field? I am trying to load data via a rule into a URL field and it is failing with the message “Invalid URL at row number x”I suspect this is because the URL contains square brackets and this is often not allowable unless encoded behind the scenes. 

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sai_ram
Grand Slammer
3 years ago
sierra_evans
Team Captain
sierra_evansTeam Captain
asked in Data Management & Integrations

Boolean SFDC Mapping to MDA

Hello, please forgive me if this is a silly question, but in attempting to sync a boolean field from SFDC into MDA Company table, and creating a new field name in Data Management, there is no SFDC sync option for a boolean type field. The subsequent sync in Connectors 2.0 is failing. What would be the reason to not allow SFDC mapping for boolean field types?    

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sierra_evans
Team Captain
3 years ago
alizee
Golden Ruler
alizeeGolden Ruler
posted in Data Management & Integrations

Multi-select picklist design issues

The multi-select feature is poorly designed throughout. In rules engine/query builder, we have to build overly convoluted queries to be able to track NULL values and combine them with (OR condition) includes/excludes. It is also extremely difficult to leverage in any reporting considering the things we can or can’t do with it (can’t group by). It’s impossible to write to it without convoluted formulas to not override what’s already there. Everything about this feature is terrible. It needs an overhaul to start making sense and to stop requiring convoluted 20 steps approaches to get anywhere with it. 

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alizee
Golden Ruler
6 months ago
L
Leanne MonterRegistered User
asked in Data Management & Integrations

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?

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katerina_nemcova
Team Captain
3 years ago
phil_hart
phil_hartRegistered User
asked in Data Management & Integrations

Upsert to an MDA object via CSV

I'm looking to upsert records into an MDA object from a CSV via the "Import Data" function. However, you are only able to perform [b]insert [/b]operations here. Does anyone have a good workaround to upsert from a CSV into an MDA object? Would I have to upload to our S3 bucket?

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phanindra_sambaraju
Gainsight Employee: Rookie
5 years ago
ky_powell
ky_powellRegistered User
asked in Data Management & Integrations

Trying to find a way to readjust how the usage graph's default Y axis is values.

I am trying to find a way to readjust how the usage graph's Y axis is set. It seems to change automatically change the default Y axis values depending on the usage it finds but it typically does not represent the data very well. Is there a way to change this?[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170208-48960-1ccwbjq-Screen_Shot_2017-02-08_at_9-12-28_AM_inline.png[/img]

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lisa.mirth
Gainsight Employee: Team Captain
6 years ago
marie
Gainsight Employee: Champion
marieGainsight Employee: Champion
asked in Data Management & Integrations

More Control over Scorecard Measures on the Usage Data Object

There is very little control the end-user has over how Scorecard Measures are created and display on the Usage Data object. For example, we can't control through the Admin UI if a Scorecard Measure is available for display in the Usage Graph or change any of it's field names after it's created. It's particularly troublesome if a Scorecard Measure name is similar to the name of an actual Usage Measure. There's no way to distinguish between the two in the Rules Engine and it is a common pitfall.

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sai_ram
Grand Slammer
6 years ago
leslie_diephuis
leslie_diephuisRegistered User
asked in Data Management & Integrations

Has anyone integrated Amplitude Analytics with Gainsight?

I'm looking to see if anyone has connected Amplitude Analytics with Gainsight.  From what I understand they already store their usage data in Amazon Redshift.

3
E
1 month ago
aalok_shah
aalok_shahRegistered User
asked in Data Management & Integrations

Clearing and Reloading Data without triggering CTAs or removing visualizations

Hi.  I am a new admin wanting to clean out the data in our gainsight platform.  How do I clear and reload data while not triggering CTAs or ruining any existing visualizations?

3
lila_meyer
Gainsight Employee: Grand Slammer
5 years ago
ankur_bhat
ankur_bhatRegistered User
asked in Data Management & Integrations

Error message in Data Management

While trying to fetch data for a MDA object in Data Management for which there is no data, incorrect error message is thrown ("Server error occurred."). Could this be modified to be shown as "No data found" or something more appropriate?

3
sai_ram
Grand Slammer
5 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
kate_green
Team Captain
kate_greenTeam Captain
asked in Data Management & Integrations

Gainsight Connect For Contacts

We are beginning to move over our Account Master Join table to the Company (standard) table that can be populated by Gainsight Connect.  We were wondering if there are any plans to add a Contact standard table to the list, so that we can align our contact records in Gainsight without using a rule to populate our custom Contact MDA.  

3
kate_green
Team Captain
6 years ago
steve_margulis_1f2f88
steve_margulis_1f2f88Registered User
asked in Data Management & Integrations

Is anyone integrating data from UserVoice into Gainsight?

Our VP of Product just asked if we could pull UserVoice feature requests into Gainsight to provide more information about our customers on the C360. Does anyone have experience doing this?

3
n.ladeur
1 year ago
marie
Gainsight Employee: Champion
marieGainsight Employee: Champion
asked in Data Management & Integrations

WalkMe Integration?

Hi Community! We are gauging interest in a WalkMe Integration with Gainsight. Please vote for this post if you'd like to see a WalkMe Integration and provide details in the comments for what you'd like to see! Currently we are looking at pulling in interaction data with WalkMe Guides/Messages into Gainsight. Any additional use caes?

3
elizabeth_04d7d9
Shoshin
4 years ago

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