Data Management & Integrations

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

  • 346 Posts
  • 958 Replies
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Rank
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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346 Posts

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Shoshin
pchoeShoshin
asked in Data Management & Integrations

Newly added value to Custom Dropdown will not show up

Hello,I added a new value (Intelligence) to the dropdown and made it active but it has yet to show up as an option when I try to add an objective to a Success Plan. Do I have to refresh the data or do anything else to have this value appear?Newly Added Value = Intelligence, when I go to check to see if it’s an option for a new Success Plan it still doesn’t show up. 

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P
Shoshin
9 days ago
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OlyaRegistered User
asked in Data Management & Integrations

Restrict editing low volume objects

We have low volume object but only full admins should be able to edit it. It’s low volume so we able to join it with our other low volume object. Is it possible to restrict editing custom low volume objects?

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O
10 days ago
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LizetteAkkerRegistered User
asked in Data Management & Integrations

Zendesk Explore data ingestion for SLA info

We are trying to bring Zendesk Explore fields relating to SLAs on our tickets into Gainsight, but it seems that Zendesk only allows us to schedule an email with CSV attachment - ie. cannot ge the file into the S3 bucket in an automated way. Has anyone ever experienced this issue and found a suitable work around?

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L
11 days ago
M
Shoshin
ManoelShoshin
asked in Data Management & Integrations

Connector

Folks,  I am trying to delete a connection that is no longer used, but apparently, it has some field dependencies to it. So, it won’t be deleted.This is the error message as follows:Error occurred while deleting connection. Connection have one or more projects associated with it.Would anyone know a workaround to delete the connection?Thank you in advance!

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matthew_lind
All Star
18 days ago
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Shoshin
indraneelpampatiptcShoshin
asked in Data Management & Integrations

Picklist field sunc missing in connectors.

Hi Team,We had picklist sync job in connectors 1.0 that made our life easy but with connectors 2.0. I don’t see that option to sync newly added picklist values from SFDC to Gainsight. Could you suggest best approach to handle this situation of syncing new values added in SFDC to be synced to GAinsight.

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matthew_lind
All Star
18 days ago
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RossDRegistered User
asked in Data Management & Integrations

API work

Hello Everyone,We're on the hunt for a consultant to join our Customer Success Operations team. Our mission? To connect our product with the Gainsight API using user-friendly tools (think Zapier, etc.).Here's the lowdown:- We want to harness feature usage and KPI data to validate outcomes and pull data from our product via our API and post into Gainsight using the API. - This is a 3-month contract.- Our dream candidate is someone who can guide us on tool selection and build, do the API work, coach our team, and handle data transformation.Any recommendations or shared experiences? Thanks in advance! 🚀

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R
24 days ago
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Veteran Rookie
Harika SingadiVeteran Rookie
asked in Data Management & Integrations

Convert Multi select drop down to string type

Hi,Any clue about converting a multi-select drop-down to a string?An attempt to convert resulted in a code result.Filed 1 = Multi-select dropdownField 2 (formulae field of type string)= concat (Field1, 0)Is it expected?

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liam_nicholls
Shoshin
24 days ago
john.cowles
Veteran Rookie
john.cowlesVeteran Rookie
asked in Data Management & Integrations

Google Big Query Connector Improvements

First off, it was great to see more data designer like functionality being put into this connector.  Hopefully one day we will just have one tool to pull data in and transform it.  While we really like the new transform capability in this connector, it would be great to have more of the data designer like capability.  This includes doing group by, previews, and numeric expression derived fields.   Are there plans to continue to enhance this connector with more of this capability? 

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jrich
Shoshin
25 days ago
garg.kartik789
Shoshin
garg.kartik789Shoshin
asked in Data Management & Integrations

Merge on the basis on 'contains' operator

Currently, the data designer offers merge only on the basis of equal to operator. I want to merge on the basis on ‘contains’ operator. Since this functionality is not yet available, is there a workaround available?For example, Field1 in Object1 has values V1,V2. I want to merge it with Object2 based on Field2 with value V1. How do I achieve this?

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spencer_engel
Golden Ruler
26 days ago
M
Shoshin
ManoelShoshin
asked in Data Management & Integrations

Formulas on boolean fields.

Dear folks,My question today is in regard of a request where i’d automate a few boolean fields to become true if a certain condition is met, not through a rule, but rather using a formula on the field itself. Ends up I don’t believe it to be possible to have formulas on boolean fields as we have on strings, numbers and date field types, for instance.Is there a way to have a formula work on boolean fields, or perhaps, a workaround? Thank you!

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bradley
Grand Slammer
1 month ago
simonechen
Shoshin
simonechenShoshin
asked in Data Management & Integrations

How to make sure Deleted Opps in SFDC are also Deleted in Gainsight

I saw a solution for Renewal Center; however, the question is how do we make sure deleted Opportunities in SFDC are also removed from GS Opportunities if we don’t have Renewal Center?

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M
Shoshin
1 month ago
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jbuxtonRegistered User
asked in Data Management & Integrations

Custome date field

Hi,I am trying to create a calculated field that will take today’s date and then calculate the difference between that and the renewal date (in the future) that is held against the opportunity in SFDC (is already pulled into GS).i.e. if the renewal date was  02/08/2023, it would calculate that this is 31 days in the future and populate the field with “31”. Has anyone set this, or something similar, up before?I will be putting this against the “Overview” section of a Success Plan.Cheers!

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bradley
Grand Slammer
1 month 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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W
Veteran Rookie
1 month ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain
asked in Data Management & Integrations

Do we have a good workaround or direct connector like G- Connector?

Hi There, Is there a way to move data from Gainsight into either a Google Sheet or Excel? I'm imagining something like what G-Connector does in Google Sheets where it automatically updates Google Sheets based off of a report in SFDC

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ankitify
Shoshin
1 month ago
J
JillBriggsRegistered User
asked in Data Management & Integrations

Customer Advocacy Points Tracking

Our Customer Advocacy teams would like to implement a points tracking system where customers can earn points by providing a reference or case study, but also redeem points for custom training or swag. Has any one implemented anything similar to this using Gainsight? I am thinking about creating a custom object for this where a record is created for each new points addition/subtraction. Then using reporting to get a sum of current points for each customer. I am just concerned that this might be too manual and trying to figure out what sort of automation can be added. Would appreciate any thoughts or advice. Thanks! 

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alizee
Golden Ruler
1 month ago
M
Shoshin
mattjay98Shoshin
asked in Data Management & Integrations

Portfolio Transfer

Hello,Is there an easy way to transfer one CSM’s portfolio to another CSM?Someone in our team is leaving, so her portfolio is being transferred to a new starter, but there are 900+ accounts in her name, so doing this manually is not feasible.  How can I do this in bulk? It isn’t particularly made very clear. Thank you!

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M
Shoshin
1 month ago
kelly
All Star
kellyAll Star
posted in Data Management & Integrations

What is the long term strategy/roadmap around dataset creation?

I feel like many posts throughout the community have shown a significant interest in having a ‘query library’ in that you could create datasets in a single location and then reference them throughout the platform. This has been highlighted as a need in Program development, having to create all Queries in Rules Engine for troubleshooting, and then building a second time in Programs (which has since been solved for with execution history but it’s duplicative if an existing Rule is exactly what is needed in a Program). It’s been highlighted as a need within Programs and the ability to duplicate a query as a second participant source within a program. It’s been highlighted as a need for reporting.    Data Designer -sort of- solves for this - but it’s not in replacement of, it’s in addition to. And now we have Segments. So you can reference Data Spaces, Rules Engine, Data Designs, Query Builder, and Segments. For Programs, data designer present the issue of the design refreshing indepe

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rakesh
Gainsight Employee: ACE
1 month ago
ElleShutty
Gainsight Employee: Shoshin
ElleShuttyGainsight Employee: Shoshin
posted in Data Management & Integrations

Large Data Volume Strategy: Splitting an Object

In my last post, I discussed how to handle usage data and the large volume of data it entails. In this post I’ll walk through how and why to split an object if it has grown too large.Typically when we think about large objects we think about them having too many rows. A less common scenario is having many rows and also many columns. Having a very wide table can make reporting on that object slower than it would be based on the high number of rows alone.One solution in this scenario is to split the object into two.  When is this necessary?If an object gets too large, you may see that:Rules are timing out and thus failing. (Note that this could be due to an issue with a rule, not the volume of the object) Reporting is slow or times out.What is the goal?The goal is to break up an object into two separate objects. You can split up an object by rows or by columns.Why split an object by rows?You have a high number of rows, and the rows can be logically dividedORYour object contains a subset

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ElleShutty
Gainsight Employee: Shoshin
1 month ago
Justin Bills
Veteran Rookie
Justin BillsVeteran Rookie
asked in Data Management & Integrations

Snowflake Connector all numbers come in with a decimal point

Hello - I’m having an issue with the snowflake connector. We set up a test for the snowflake integration, and it’s working as designed so far.  The issue I’m running into is that all numbers are coming in with a decimal point, and a zero at the end.  We’ve tried changing the data in Snowflake, but it doesn’t matter.  I don’t have the option to fix this this like I would have in a rules engine with an S3 file.  The only “transform” i can do is with case expressions.  Any ideas? Example: 1234567 is coming in as 1234567.0. We are loading into a string field as well, to prevent any commas in our numbers.

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Justin Bills
Veteran Rookie
1 month ago
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swadgeRegistered User
asked in Data Management & Integrations

Unable to see MDA object in rule engine

I am not able to see Matrix Data custom objects while creating rule action.I did go to ‘Rule Settings”, but it only gives me an option to see Salesforce objects, but not custom Gainsight objects. 

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sdrostgainsightcom
2 months ago
O
ov10mechRegistered User
asked in Data Management & Integrations

C360 - Possible to import tasks from XLS or another way?

Hello,We are migrating to C360 and have a lot of tasks that need to be imported from our old solution in Microsoft Lists.  Is is possible to import these if they were in some kind of CSV or XML format?   Thank you!

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O
2 months ago
ElleShutty
Gainsight Employee: Shoshin
ElleShuttyGainsight Employee: Shoshin
posted in Data Management & Integrations

Too Much of a Good Thing: Strategies for Large Data Volumes

 Bringing data into Gainsight is a critical component of our CS product. Without data, you wouldn’t be able to inform the CS motions that Gainsight CS drives. Because data is such a good thing, you might think the mindset is the more the better! However there should be a qualifier to that statement. The more insightful and actionable data the better.There are a few circumstances where it’s not uncommon for clients to grapple with very large data volumes.Usage Data (Discussed below) Object with too many columns, too many rows, or both (Coming soon in a future post!)Usage DataUsage data can refer to any data that tracks how your clients are using your product. It is a type of time series data, meaning that it is created steadily as time goes on. The exact format of usage data will vary based on the company’s products. It may be as simple as a count of licenses assigned per customer per week, or as complex as tracking every click each end user makes on a website.In its raw form, usage dat

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ElleShutty
Gainsight Employee: Shoshin
2 months ago
C
charleskarenRegistered User
asked in Data Management & Integrations

Breaking Down Data Silos: Ensuring Data Accessibility across Departments with Gainsight

Hi everyone,I wanted to start a discussion around an important issue many organizations face when it comes to data management: data silos and the challenge of ensuring data accessibility across different departments. In particular, I'd like to explore how Gainsight can help address this issue.Data silos occur when information is stored and managed in isolated systems or departments, making it difficult for teams to access and share data effectively. This can lead to fragmented insights, duplicated efforts, and missed opportunities for collaboration.Gainsight, as a powerful customer success platform, offers a range of data management features that can help break down these silos and promote cross-functional collaboration. Here are a few points to consider: Centralized Data Repository: Gainsight provides a unified platform where all customer-related data can be stored and accessed by different departments. This eliminates the need for multiple systems and promotes a single source of trut

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C
2 months ago
aurelia_wollen
aurelia_wollenRegistered User
asked in Data Management & Integrations

FinancialForce and Gainsight Collaboration

I am wondering if anyone has integrated FinancialForce data with Gainsight in any way? We are looking to learn from others' experiences to gather best practices around doing this. Thanks!

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Wihoward
Shoshin
2 months 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.

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spencer_engel
Golden Ruler
3 months ago

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