Data Management & Integrations

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

  • 328 Posts
  • 895 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
Rank
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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328 Posts

ssamarth
Gainsight Employee: Rookie
ssamarthGainsight Employee: Rookie
posted in Data Management & Integrations

Customer Feedback on Dependencies & Object Graph

Hi All,I am a Product manager for Data management in Gainsight.We are planning to revamp following tabs  in Data Management -Dependencies  Object GraphCould you pls help in providing with following feedback - What data do you look for  / the most common usecases for which you visit Dependencies & Object Graph? How often do you see data on Dependencies & Object Graph? How can we improve your experience for viewing data on Dependencies & Object Graph? What are the pain points you find on Dependencies & Object Graph?Thank youSamarth

3
alizee
MVP
1 year ago
ricardo
ricardoRegistered User
asked in Data Management & Integrations

Duplicated data when importing from CSV file to a MDA object

My goal is to have an MDA object being upserted, but I can not tell GainSight which field should be updated and which one should be created. As you can see in the image below I sent twice the same file with 3 records and they duplicated. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180621-75912-6c39rq-1_inline.jpg[/img] Here is the MDA object Keys [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180621-3293-13kf1ht-2_inline.jpg[/img] So, how can i set these Keys to upsert this MDA object with my CSV file?

3
kunal_bhat
Shoshin
4 years ago
shane_mccoy
Shoshin
shane_mccoyShoshin
asked in Data Management & Integrations

Import a file from S3 into a bionic rule as well as a MDA.

Is it possible to have one file in a S3 bucket be sent to a both the MDA and trigger a S3 rule? I want the dataset to be imported and cause an action within the platform but i also want to store the dataset in a Gainsight Data Object. What’s the best way to do this? Have the S3 rule get triggered once the file lands in the S3 bucket and then export it back out to the same S3 bucket with a different filename where it then can be imported into the MDA? 

1
spencer_engel
Golden Ruler
3 years ago
J
Shoshin
Janine MarlattShoshin
posted in Data Management & Integrations

Database schema with primary and secondary keys to build external to Gainsight product universe for reporting

Greetings Gainsight Community, I am looking for a database schema with primary and secondary keys.  I need this to be able to build from the 18 or 19 exported Gainsight tables.  I am building a product universe for reporting and increased dashboarding with other company data outside of the Gainsight environment. Thanks for reviewing my post.  All contributions are very welcome as it will be more than I had today when I posted this question.Hope your day is filled with joy and fun!  

6
J
Shoshin
1 year ago
J
Shoshin
JyothsnaShoshin
posted in Data Management & Integrations

How to pull data in Rules Engine based on quarters

In Rules Engine we do not have date filters in terms of quarters as in report builder, here I came with the workaround on how to do that. Let us see some use cases that need Quarter as the date filters: Pull the number of unique logins happened in last quarter and create CTA if usage drops Number of meetings CSM had with the customer  in the quarter and draw insights about Engagement Number of support tickets raised by the customer in the last quarter and decide the support score based on that.  To solve these use cases, we should be able to filter based on quarters. But since we do not have that we tend to use last 90 days data but might not give the same data unless you are running the rule on the first day of the current quarter.So, there is simple work around to pick data quarter-wise: i) To pull the data of previous  quarter:  From the data set where pull the date fields, do not apply any data filter. Just pull in the date field into the show section. In the next transformat

1
sai_ram
Grand Slammer
1 year ago
N
NiqnaqRegistered User
asked in Data Management & Integrations

Sharing Success Plan to external users

Hi AllI am trying to share a success plan externally and have followed all the instructions provided by Gainsight articles and the community page advice however it does not seem to be working for me. Any advice?Here are the steps taken: First Step: Followed instructions laid out by GiansightEnsure Success Plan sharing external is enabled Add person if they do not already exist. Give it 24 hours, since adding a person, to share the plan.This did not work Second Step: Option 1:When a Person is added, their data is automatically added as a user in Gainsight; however, their "license type" is not updated.When trying to update the user license type from "unlicensed" to "viewer," the "Update" button will not highlight to allow me to update that setting. This did not work! Option 2: Create a Permission Bundle that allows SP sharing externally and add users in that bundle.This did not work   

2
sai_ram
Grand Slammer
2 years ago
jason_metzler
Shoshin
jason_metzlerShoshin
asked in Data Management & Integrations

Woopra usage data in GS

We have Woopra tracking usage data, and are looking for the best way to pull that data into Gainsight for usage & reporting. Woopra has a webhook feature that allows us to run an HTTP POST anytime a user performs a specific action on our platform. [u][url=https://www.woopra.com/docs/manual/creating-triggers/#Option_3_Webhook_Configuration]https://www.woopra.com/docs/manual/creating-triggers/#Option_3_Webhook_Configuration[/url] [/u] My question is, what would be the best way to get this data into Gainsight? Should we use webhooks to post to our S3? Should I post to our Matrix Data?

6
kendra_mcclanahan
Gainsight Employee: Team Captain
5 years ago
K
Shoshin
kytpowellShoshin
asked in Data Management & Integrations

Customizing Fields on the Relationship Contact

Hi! We are exploring using the Relationship Contact object to drive outreach for our contacts instead of relying on messy Salesforce data. I am struggling to find where I can even edit the fields on this object as I do not see it in Data Management. There is an object for Relationship Person but not for Relationship Contact.    I would like to be able to customize the Role field to be a dropdown rather than a text string. Is there a way I can customize the fields on this object to make it work for our needs and drive outreach from it?

3
pele
Veteran Rookie
3 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Why is Connectors 2.0 area so unstable?

Connectors area in Gainsight seems to be unstable.  More often than should be acceptable I come into Connectors area and it refuses to load… What can be done so that this is more stable/reliable?  I’ve already moved Company Person syncs out of Connectors… guess I’m gonna have to move them all out.

1
ramanujan_gopalakrishnan_anandan
Gainsight Employee: Shoshin
6 months ago
john_apple
Golden Ruler
john_appleGolden Ruler
posted in Data Management & Integrations

Schedule Analyzer in Gainsight Analyzer

Thanks for adding Schedule Analyzer to the Gainsight Analyzer function. Very nice to see the a timeline of all Rules and Ingests and their execution time.

1
anil_v_k_babu
4 years ago
hardik_mota
Champion
hardik_motaChampion
posted in Data Management & Integrations

Improving UI logs error messages of Dynamic connectors

Hi Team,  We have a customer who is asking to provide an exact error message in the dynamic connector logs , when the  jobs are failing. Current reason showin in UI: Job failed with Error code: Extraction Failure. Please contact Gainsight support.  Expected reason to show in UI : Example: The refresh token has expired due to inactivity for 90 days Reason for change: To understand the root cause and fix it from UI iteself.  Best, Hardik

0
hardik_mota
Champion
3 years ago
C
caitlin_mclaughlinRegistered User
asked in Data Management & Integrations

What are common processes sponsor tracking is used for?

My organization is wanting to implement sponsor tracking. I understand that sponsor tracking allows us to receive notifications, CTAs, and create reports on activities of these sponsors, such as moving roles or companies, but what other ways can we utilize sponsor tracking? For example, will sponsor tracking integrate with the new org. chart feature? Are there other ways your company is using sponsor tracking?

5
kunal_bhat
Shoshin
3 years ago
ben
Shoshin
benShoshin
asked in Data Management & Integrations

Can you download the object schema for an MDA object (specifically, Account Scorecard History)?

Hello! I am working with our Business Intelligence team to import our historical customer health data into our data warehouse to be paired up with a variety of other datasets . We have done this with other MDA tables (NPS specifically), but have recently had some staff turnover leaving us without the knowledge on how-to do that. Our BI team says they just need the API names of the object and fields to make the connection. Is there an easy way to download the schema? Thank you!

2
W
Shoshin
2 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Problem with Copilot and Data Spaces

I was trying to create a CoPilot power list using Data Spaces, but but it gives me an error "No account reference found in 'OPS: Tasks and Actions'.Create a account lookup to Salesforce Account object to proceed." [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161102-49902-1by3nnz-image_inline.png[/img] I opened a support ticket and was told "This is already a known issue. Our Product team has prioritized this issue and plan to make the fix available in the December Patch release."

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Ravinder Singh
Gainsight Employee: Rookie
2 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
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?

3
phanindra_sambaraju
Gainsight Employee: Rookie
4 years ago
dale_parent
dale_parentRegistered User
asked in Data Management & Integrations

MDA Object List Export

Adding an export function to the Matrix Data - Objects > All Objects page would be a nice feature.  Is it possible to build a report or some other method for simply exporting the list of objects and optional metadata fields?

1
dstokowski
Gainsight Employee: ACE
4 years ago
elisa_pelegrina
elisa_pelegrinaRegistered User
asked in Data Management & Integrations

Salesforce Instance Updating: Next Steps for Gainsight

Hi there - Our Salesfoce intance is undergoing an org migration and will be moved to a new instance. Are their any next steps that I should be aware of to reconnect Gainsight or ensure that is continues to run smoothly?

3
sai_ram
Grand Slammer
3 years ago
jason_hoe
Shoshin
jason_hoeShoshin
asked in Data Management & Integrations

Unable to S3 bulk upload contact information in NXT's Company Person

We were previously able to upload our contacts in a CSV with custom fields and bulk upload changes via S3 to the contacts object on the Gainsight SFDC standalone enivronment. Since migrating to the NXT platform, Support confirmed that there is no ability to bulk upload changes to contacts in Company Person and therefore manually applying the changes via the UI with specific data changes is extremely cumbersome. Refer to #82945 for more details. Can we please raise an enhancement to this problem?

1
kunal_bhat
Shoshin
3 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
amasica1217
amasica1217Registered User
asked in Data Management & Integrations

Gainsight CS < > Insided Integration

Apologies if this lives elsewhere, I couldn’t find a straight answer. In what release can we expect the updates to the CS &lt;&gt; Insided integration? We are going live soon with Insided and was looking to see if it is worth just waiting for the new integration or setting it up as is currently.

2
BVirodhula
Gainsight Employee: Rookie
1 month ago
V
vkasturiRegistered User
asked in Data Management & Integrations

Trying to load Company Person, getting a blank dialog box (see below)

Trying to follow the document listed on the FAQ [url=https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type]https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Types#Setup_Load_to_Company_Person_Action_Type[/url] I am trying to create a rule to select a few contacts from SFDC and load it into Gainsight. The setup rule works just fine but when I go to the Setup Action click on + Action and select &quot;Load to Company Person&quot; I get a beautiful dialog box something I have never seen before [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190412at12-52-33PM-c3d5175e-73b8-4536-b1d2-d4585592522e-333016736.png[/img] It is completely blank but has an OK button on it. If I click OK it does not take me to the mapping box instead I get [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenSh

4
sai_ram
Grand Slammer
4 years ago
andreammelde
ACE
andreammeldeACE
asked in Data Management & Integrations

Opt-Out Email Object - Be able to remove or add records via API

We want to set up a stand alone Customer Preference landing page that multiple email senders will use (Marketo and GS). Right now, the way of editing Preference Management is manual via the email validator. Has anyone implemented a similar solution using APIs to update the Opt-Out Emails object to manager customers preferences?

1
jparker
Veteran Rookie
10 months ago
dale_parent
dale_parentRegistered User
asked in Data Management & Integrations

Handling nulls in MDA calculated fields

I have a use case to treat nulls as zero on a calculated field in MDA.  It's simply A-B=C and in 25% of cases B is null.  In those cases I would like to end up with C=A but there doesn't seem to be an option to treat null as zero in MDA calculated fields.  Is this feature on a roadmap by any chance? It's also worth mentioning in this data set the nulls in B need to stay null for downstream logic.

3
dale_parent
4 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&nbsp;error occurred."). Could this be modified to be shown as "No data found" or something more appropriate?

3
sai_ram
Grand Slammer
4 years ago

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