Data Management & Integrations
Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.
- 280 Posts
- 806 Replies
Hi, I created a new MDA table to store product usage data and I want to be able to configure fields as identifiers of the table. I want 'Account ID' and 'Date' to be the identifiers of the table. How can I do that? When creating the table I didn't see an option for that. Also, Data Load Configuration is used to push data to MDA object? If I'm using the Rules Engine in order to store data to my MDA on a daily basis, do I need to use the data load configuration as well? Thanks, Aviv.
I have a use case in which I would like to be join together two MDA tables based on a "Date" Field. For context, I am capturing things like "Daily tickets created, Resolution, Bugs, etc." at both the Micro (customer level) and the Macro (org level) as a snapshot in the MDA. While my Micro table has an account ID the Macro table shouldn't, which is by design. My thought process here was that I could Join Macro -> Micro on "Date" which is the common field in both tables. The use case here would be that I could create one singular report and overlay (for example) the specific customers daily "Average Overall Resolution" time vs. our overall customer bases "Average Overall Resolution" time is. I can do this in two reports today, would just rather have it in one singular report.
I just came across an odd situation. I was loading some data into MDA ([url=https://community.gainsight.com/gainsight/topics/a-date-axis-should-show-all-marks-not-just-those-when-data-exists]creating zeros so the time series charts look right[/url]) and selected "first day of last week" as the date value. When I checked the file, the "first day of last week" according to the rules engine was 2/27/16, which is right because my Time Granularity under Usage Configuration is set so the week starts on Saturday. (Why Saturday? No idea... That's just what we did back when! :-) But when I group the data by week in the MDA report I get the week starting on 2/29/16. It's easy enough to fix in this use case, but it could through some people off so I thought it'd be worth highlighting.
I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried case when (X < Y and X is not null) then 0 else (X > Y and X < Z) then 50 else (X > Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible. Any feedback?
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?
I am trying to reload some usage data for our product into an object located in the [b]Data Management[/b] [b]section[/b] (the data loaded before had errors), and then I am running the aggregation step from the [b]Integration section[/b]. But I have noticed really big differences in the time it takes for the integration to end, although I have a similar number of lines that are aggregated. It can take from several minutes to several hours, and I don't understand why. It's really hindering my work, because I don't know what I can count on.
Announcing our new instructions to integrate Point of Reference's ReferenceEdge product with Gainsight! Customer Success and Customer Advocacy are closely related and now, through the integration of Gainsight and ReferenceEdge, data interactions and activity management is made seamless. ReferenceEdge provides a single source for customer advocate information and customer content, and automates key customer reference processes such as reference requests. Visit our [url=https://support.gainsight.com/hc/en-us/articles/223439548-ReferenceEdge-Integration-Overview]support article[/url] for more details on the integration overview. The instructions cover four use cases: [url=https://gainsight.zendesk.com/hc/en-us/articles/223349147]Use Case #1: Create a Gainsight Health Score based on the ReferenceEdge Reference Status[/url] [url=https://gainsight.zendesk.com/hc/en-us/articles/223349247]Use Case #2: Update Referenceability based on Renewal Stage[/url] [url=https://ga
[b]Administration > Connectors > S3 Connector[/b]; [b]+ Data Ingest Job[/b] [b]1) Data Ingest Job Setup[/b] [i][u]Source CSV File[/u] [list] [*]AVOID having file name with leading spaces [*]"Source CSV File" should match exactly with "File name" that will be pushed into S3 bucket[/list] [u][i]File Properties[/u] [list] [*] Ensure source CSV file properties matches with properties defined in Project Setup like Char Encoding, Quote Char, Separator,Header Line, Escape Char [*]Do not send Char Encoding “UTF-8 WITH BOM”[/list] [i][u]Data Load Operation [/u] [list] [*]UPSERT - Ensure you have right keys in place to identify unique records [*]AVOID changing UPSERT KEYS once data loaded into MDA object [*]Utilize "Administration > Operations > Data Management > [i][Click on an existing object] > Update Keys - BETA" feature, to select UPDATE keys at object level. This will allow not to accidentally make changes to the keys in S3 ingest job and en
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!
I ́m updating a MDA Object thru Bulk API from a CSV file, but i need to compare the old data and the new, how can i do that? For example: Send my CSV file containing: Client: Dell Available licences: 50 Used licences: 20 Then, a month later i send my CSV file again: Client: Dell Available licenses: 50 Used licenses: 15 It ́s important for us to be aware of this decrease when updating the object, is that possible?
Can ́t "fetch mappings" of a data job which insert data into a MDA Object from a CSV file with semic
When i ́m creating a job i have two options of separator: Comma and semicolon, but i can only fetch the mappings with a CSV file using comma. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-8065-nx4ay1-comma_inline.jpg[/img] If i try to use a CSV file with semicolon that ́s what happens: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-27341-eulsdf-result_inline.jpg[/img] Here ́s my CSV file with semicolon [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-53118-tou7ui-csv_file_inline.jpg[/img] If i replace the semicolons with comma it Works fine That ́s really a bug or i ́m doing something wrong?
One leading indicator of customer churn is the loss of a key customer contact. Gainsight's Sponsor Tracking feature allows you to track contacts listed in SFDC and monitor for anychanges to the contact’s title, location or company. Here’s how you can set up Sponsor Tracking in 3 easy steps: [b]Step 1: Enable Sponsor Tracking[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/304913/1/rendered/fc2a0a01-40ae-4d2a-925e-c2dd9d459293_display.png[/img][/url] [list] [*]Go to Administration [*]CS360 sections [*]Click edit next to “Sponsor Tracking” and ensure the box next to “Show in Customer 360” is checked[/list] This will enable sponsor tracking to show up in your 360 view. [b] [/b] [b]Step 2: Setup Rule to run Sponsor Tracking[/b] [list] [*]Go to Administration [*]Rules [*]Edit the “Standard Sponsor Tracking” Rule. Edit the “Setup Action” tab per
Does anyone know if the "Load Snapshot to Engagement every month" works retroactively? We have usage info from previous months and are exploring using this Engagement feature soon to track score history. Any idea is it will show us previous months' scores or just the most recent, previous month? Thanks!
As s Gainsight Admin I'm not able to view and check the current Gainsight Users Under the User Management feature. I've been told by Gainsight support that We need to have SFDC admin permissions. As Gainsight admin, we should be at-least able to view the Gainsight Licensed Users under the User List. Has anyone else observed this? Thanks! ~Lokesh
I am looking for the process to follow and what potential risks are to changing the "Start of the Week" day in Usage Configuration. When I first changed the day, all usage data disappeared from under Adoption pane. If day is changed, is it simply a matter of rerunning load to usage rules to repopulate data under new start of the week labels? Thank you for any advice and recommendations.
I have created a new object in MDA to store a series of contacts, but the Swedish special characters show some errors: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160920-35789-ewn7p6-Special_characters_inline.jpg[/img] Could this be fixed?
Good Morning- This is a related question from another thread I have running ([url=https://community.gainsight.com/gainsight/topics/rules-engine-struggle-issues-writing-to-sfdc]https://community.gainsight.com/gainsight/topics/rules-engine-struggle-issues-writing-to-sfdc[/url]), however the information I'm seeking is different enough that it may warrant a different thread. I've traced the issue in the above link to a missing/inactive/broken data ingest. We're not updating our Opportunity Close Date with the close date from the newest/future open opportunity. Before I dive into adding this ingest, is it possible to see when this specific field was last ingested into Gainsight (i.e. when the Opportunity Close Date cell in the MDA for, example, client "Company X" was last updated)? I want to confirm that this field [b][i][u]is not currently being updated[/u][/b][i][u][/u][u][/u] before adding the ingest. Also, our CCO mentioned that last time the previous a
I could be missing how to do this in the documentation, but struggling to see how to load to the person object through a rule. My end goal is to actually load to the company person object, but from everything I can see, the Person ID is required to do that. I don't see a rule action or ability through S3 to load to the person object. Documentation seems to make it sound possible but I'm not seeing the ability in the load to company person object. Any help would be appreciated! [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180227-107454-uaqltr-Screen_Shot_2018-02-26_at_6-14-54_PM_inline.png[/img]
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.