Solved

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

  • 25 July 2019
  • 1 reply
  • 67 views
jason_hoe
Rank
Userlevel 5
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?

icon

Best answer by kunal_bhat 23 August 2019, 12:22

View original

1 reply

kunal_bhat
Rank
Userlevel 4
Hi Jason,

This is already possible via bionic rules using the S3 dataset task + the Load to People action.

Here's some documenation on setting up the S3 dataset in bionic rules:

https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type#Create_Rule

And here's some documentation on the Load to People action:

https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type#Create_Rule



Basically you'll load your file to the S3 bucket, add the columns from the CSV that you need in to the dataset, then select the Load to People action, select the "Update" operation, and then map fields like you would do in the S3 connector.

Let me know if you need more information.

Thanks,

Kunal

Reply


Terms & ConditionsCookie settings