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
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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356 Posts

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Team Captain
aparimalaTeam Captain
posted in Data Management & Integrations

Adoption Explorer Date field identifier

We have data that gets updated daily - and sometimes certain usage data is upserted.Is there a way to use two filters for upserting the data in AE vs Global filter.Example: count of a particular telemetry in history can change based on modified date and hence needs to be pulled into GS based on this field.However, the usage metric needs to use a different field (say created date) for timebased usage count. Has anyone encountered or solved a similar criteria? AE doesn’t seem to honor two different fields.

3
A
Team Captain
2 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Multi-currency Support and impact (video)

Hi All,We're super excited to announce that the new Multi-currency Support video is now officially live! Thanks to all my reviewers for the support. This is just the beginning... More videos are on the way!!Please reach out to me (sakumar@gainsight.com) if you have any suggestions or recommendations. Your feedback is always important to us.Note: We'll be launching a Dialog engagement on the My Profile page by 19-03-2021 to promote and for better feature adoption.Thanks!FYI @neelam_mukherjee@minh_phan 

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sakumar
Team Captain
2 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Multi-Currency Impact in Gainsight

Admins can configure multiple currency codes, including one primary Corporate Currency code in Gainsight. All of the currency codes can be configured with a conversion rate with respect to the Corporate Currency code. This feature allows the currency data to be shown in the original currency code (as ingested into Gainsight) across Gainsight. A standard field, Currency ISO Code is created in all of the Gainsight objects to identify a currency code for all the currency values in every record.Business Use cases:For Multinational companies, CSMs work with customers across different regions. For each region, currency conversions are often in the local currency. Once Multi-Currency enabled, currencies are displayed in the local currency code. Targets for CSMs and sales are often set in their local currencies and hence the aggregated data is best understood if it’s presented in the local currency. Admins can ingest data from any CRM system with the original currency codes.You can also refer

461
sai_ram
Grand Slammer
2 years ago
phaneendhar_lingam
Veteran Rookie
phaneendhar_lingamVeteran Rookie
posted in Data Management & Integrations

Ability to clone MDA objects

Sometimes we need to clone MDA objects - to create similar objects with minor changes.Ex: Weekly and Monthly data capture objects - same structure and same metrics at a different granularity. If we export fields with headers and try to create fields with that list - we are running incorrect datatype issue. If a field has null values, datatype can’t be determined. If a field has only 0s and 1s it’d shown as a boolean. Similarly URL fields can be shown as strings and percentage fields as numbers.  Hence, it’s better to have a clone object facility. 

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sai_ram
Grand Slammer
2 years ago
J
Veteran Rookie
jochleVeteran Rookie
asked in Data Management & Integrations

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)? 

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gunjanm
ACE
2 years ago
andreammelde
ACE
andreammeldeACE
asked in Data Management & Integrations

SFDC Access to MDA Objects

We want to trigger a process in SFDC where CSMs add a record to a low volume object, and then a ticket for a different team is generated from the MDA record in SFDC.  Is it possible to have SFDC trigger off of this directly from GS? We do not want to recreate the object in SFDC and create the admin overhead of multiple custom objects and rules

1
andreammelde
ACE
2 years ago
S
Gainsight Employee: Rookie
shivaniGainsight Employee: Rookie
published in Data Management & Integrations

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

2031
sai_ram
Grand Slammer
2 years ago
K
Shoshin
kytpowellShoshin
asked in Data Management & Integrations

Best Practice for Improving Data Anomolies

I am trying to understand the best practice around limiting the number of Data Anomolies we have, specifically with the number of accounts with no customer info value. I know that it can occur with validation rule errors that impact Gainsight from updating the CustomerInfo field, but it is happening on a large number of accounts and then impacting the creating of new Relationships.Besides going in and manually fixing each record is there a best practice around getting to the root of the problem so it lessens?

2
gopal_rao_kallepu
Shoshin
2 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Gainsight Introduces Data Management APIs

Admins can now fetch metadata of Gainsight Objects and Fields using Rest APIs. Customers who have the development resources can use these APIs to build tighter and more customized integrations between Gainsight and their systems/applications. For more information on how to use these APIs, refer to the Data Management APIs article.Business Use Case: When a customer wants to integrate their application with Gainsight. The customer would want to understand how the data is stored in Gainsight, that is the structure of metadata in a Gainsight Object. Such customers can use these APIs to fetch the metadata and get an understanding of it, without logging into the Gainsight application.

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sai_ram
Grand Slammer
2 years ago
M
manik.narulaRegistered User
asked in Data Management & Integrations

Fields are not available for mapping in salesforce connector job

Dear Team, I am trying to create a connector job for fetching the details of a salesforce custom object, but most of the fields are not available for mapping the fields. Could you please let me know what could be the possible reason behind this. I am observing the same behavior in the rules engine, when I am trying to create a rule using salesforce connection. Also I can see there are other custom objects for which all of the fields are available.  Request you to please help on this.  ThanksManik 

1
heather_hansen
Grand Slammer
2 years ago
alex_legay
Team Captain
alex_legayTeam Captain
asked in Data Management & Integrations

Data Designer opy into refreshed sandbox

Currently in Gainsight NXT when you refresh your sandbox from prod, the data desginer designs do not copy over from prod. While Gainsight can do this with the help of our TechOps team, the request is that this be done automatically to make the refresh process more streamlined.

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rakesh
Gainsight Employee: ACE
2 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Auto Populate Company/Relationship Fields in Low Volume Object

While CSMs are creating a new record in a Low Volume custom object from C360/R360 > Related List (Report on Low Volume object), other fields having lookup to standard fields from Company or Relationship are populated automatically.Business Use case: If the Industry Type string field in the Low volume object looks up to a standard field in the Company object (other than Name and GSID), while adding a new record in the Low Volume object, the Industry Type field is populated automatically.Notes: Low Volume Object fields having lookup to a custom field in a Company or Relationship fields are not populated automatically. Previously, fields which look up to Name and GSID in the Company object were already auto populated.This enhancement is also applicable while adding a new record from the Data Operations page by Admins. For more information, refer to the Data Operations article. For more information, refer to the Overview of Customer 360 Details article. 

490
sakumar
Team Captain
2 years ago
Jef Vanlaer
All Star
Jef VanlaerAll Star
asked in Data Management & Integrations

How to convert epoch time to date?

I'm ingesting data from S3, which contains dates in epoch format (unix timestamp). I was planning to use the DATE_ADD function to convert this to an actual date, but that only seems to function on a Date attribute with a fixed interval, while I have the opposite situation (fixed date: 1970-01-01, interval attribute, being the epoch time). Does anyone know how I can make this conversion, either in Rules Engine or via a Calculated Field on the object I write the data to? 

2
Jef Vanlaer
All Star
2 years ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Basic and Advanced Operatios in Data Management

If you want to know or need help with all the Basic and Advanced operations, which you can perform in the Data Management, then refer to Basic and Advanced articles.

180
sakumar
Team Captain
2 years ago
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
Golden Ruler
1 year ago
kcsp
Team Captain
kcsp
asked in Data Management & Integrations

Create URL for Timeline Activity for Export

Is there a way to create a custom URL for Timeline activities that can be exported out?The hyperlinks in Gainsight are great, but they do not export out. We have some external reporting, and there are some pieces of data we can’t export (per company policy); it would be helpful to be able to export the Activity hyperlinks so users with permissions can be re-directed to Gainsight to drill into details where necessary.

11
spencer_engel
ACE
5 months ago
sakumar
Team Captain
sakumarTeam Captain
published in Data Management & Integrations

Available CRM Intregrations with Gainsight: Salesforce, Dynamics, HubSpot, PipeDrive and Zoho

Admins can Integrate their Salesforce, Dynamics, HubSpot, PipeDrive and Zoho CRMs with Gainsight to have a complete 360-degree view into their customer health right on the account form. For more information, refer to the CRM Integrations guide.

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sakumar
Team Captain
2 years ago
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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T
2 years ago
rajasekhar_parasu
Gainsight Employee: Rookie
rajasekhar_parasuGainsight Employee: Rookie
asked in Data Management & Integrations

turn off the email notification sent to admins when access is granted

Cusotmer would like to turn off the email notification sent to admins when access is granted

5
rajasekhar_parasu
Gainsight Employee: Rookie
2 years ago
M
manik.narulaRegistered User
asked in Data Management & Integrations

Population of NPS on Company object

Hey All,  Can anybody please let me know how the value of NPS is being populated on Company object’s NPS field.  ThanksManik

3
sekhar_dutta
Gainsight Employee: Rookie
2 years ago
sakumar
Team Captain
sakumarTeam Captain
posted in Data Management & Integrations

Connectors 2.0 Horizon Experience

We have redesigned Connectors 2.0, powered by Gainsight Horizon experience. We will soon migrate existing tenants to the Connectors 2.0 (Horizon Experience) which is more intuitive and simple to use. If you want to upgrade your tenant earlier to the Connectors 2.0 (Horizon Experience), please contact Gainsight support.Note: By default, all the new tenants will have Connectors 2.0 (Horizon Experience).The following are the advantages of Connectors 2.0 (Horizon Experience):Merge Data: Merge data from the two source objects and then sync with Gainsight. Merge data option is available for BigQuery, Pipedrive, Zendesk, Jira, Freshdesk, Intercom, Zoho and Zuora connectors. Create Jobs: Easily drag and drop source objects to create a job and sync data with Gainsight in the Jobs Preparation page. Job Chains Page: Simplify the process of scheduling a group of dependent Jobs that you need to run in a particular sequence. For more information on the Connectors 2.0  with Horizon Experience, refer

1
sai_ram
Grand Slammer
2 years ago
andorfuhrer
Team Captain
andorfuhrerTeam Captain
asked in Data Management & Integrations

Low Volume MDA does not auto populate Relationship ID in R360

Hi Party PeopleHas any tried to embed a low volume MDA to the R360?  We notice when doing so, the relationship ID does not auto-populate and the user is supposed to copy/paste the Relationship ID from the url of that account. (yuck)This is not the same behavior when the low volume MDA table is embedded in the C360. When embedded in the C360, the Account ID is auto-populated.Is there a trick to this that I am missing.  Its very clunky to expect users to copy/paste the RID from the URL, especially when the account ID populates automatically when the low volume MDA is embedded in the C360.  Has anyone else experienced this?  

3
ssamarth
Gainsight Employee: Rookie
2 years 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
PerryRogers19
PerryRogers19Registered User
posted in Data Management & Integrations

Make search "sticky" within standard NXT data management reports

All the data management reports within Gainsight NXT need to have the ability to be “sticky”. I am referring to the User Management and Company-->Data Operations pages at least (They seem to be using the same reporting/code structure). In both pages, the search is not sticky so anytime you refresh the page or go into a record to edit it, the page resets completely and you lose all your filters, search results, or place within the search results. This makes it very difficult to manage records when you dont want to create a rule to change the values for only a few records.

1
sai_ram
Grand Slammer
2 years ago
andreammelde
ACE
andreammeldeACE
asked in Data Management & Integrations

Upsert from timeline entry to richtext field?

We are wanting to aggregate timeline entries associated with a CTA to an aggregated richtext field. Is there a way to combine or append without overriding the previous data?

3
sai_ram
Grand Slammer
3 years ago

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