How do I populate the Manager field in the User standard object?

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What's the best way to populate the Manager field in the User standard MDA object?  It's a GSID field type so I can't just populate it with the manager's SFDC ID.

I was thinking of using a bionic rule to merge the manager's GSID with the CSM's GSID... is there a better way?  
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Kate Green, Champion

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Posted 8 months ago

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Kunal Bhat, Employee

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Hi Kate,


The Manager field is a Self Lookup Enabled field. When a field has "Enable Self Lookup" checked, it allows you to populate GSID from another record by looking up to one or more fields in the same standard object. This helpful to create hierarchies like in the case of User->Manager.

To ingest data into fields with which are Self Lookup Enabled, you can use the Data Import functionality with type as "Self".

You can find instructions to setup Data Import Lookup with type as Self in the following document under "Data Import Lookup in User Management". https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Managing_Data_In_Gainsight/Data_Import_Lookup

You can use Gainsight Connect to update your User records with values for the Manager field.

At a high level here's an example of how you could ingest data into Manager using the steps outlined in the above document:

1. You need to decide some condition to decide if a User is the Manager of another User. Say you decide that you'll make this decision based on the email of the Manager. This would be the values in the Email field of you'll need to add a custom field in the User object where you'll ingest the email of that User's Manager.

Say you name this custom field as "ManagerEmail". For a given user Kate whose Manager is Alice, your data would look like:

Name Email                                ManagerEmail 
Kate    kate@example.com         alice@example.com
Alice   alice@example.com         <Email ID of Alice's Manager if applicable>

You can add upto 6 such criteria, and each criteria will need to have corresponding 6 custom fields.

2. You will now need to ingest data into the ManagerEmail field. In the update scenario, this can be done either via Gainsight Connect or the the Load to User action in bionic rules.

3. You will also need to map the Manager field in GSConnect using Data Import Lookup with type as Self as outlined in the document above. In the match by criteria for the data import lookup setup, you would give options as ManagerEmail and match it to Email.

4. If you use Gainsight Connect to load data into ManagerEmail and mapped Manager field at the same, it'll resolve the GSIDs to be ingested into the Manager within the same ingest job. You do not need to populate the ManagerEmail field and then the Manager field separately. 


Thanks,
Kunal
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Kate Green, Champion

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I also used this approach to map the field CSM through a Direct lookup in Gainsight Connect for Company.  This is my configuration:

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Kunal Bhat, Employee

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Hi Kate,

Both of your configurations look good! 
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Jeff Kirkpatrick, Champion

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Kunal - apologies but I'm still struggling with this one.  My setup looks similar to Kate's but when I go to add a Derived Field Mapping it's telling me I need to add fields of datatype GSID.

I created a Manager SFDC ID field in my MDA User table with type SFDCID - should it have been a GSID data type instead?  Looking at Kate's example, hers appears to be an SFDCID sfdcid also.  What am I missing?
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Jeff Kirkpatrick, Champion

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Kunal - apologies but I'm still struggling with this one.  My setup looks similar to Kate's but when I go to add a Derived Field Mapping it's telling me I need to add fields of datatype GSID.

I created a Manager SFDC ID field in my MDA User table with type SFDCID - should it have been a GSID data type instead?  Looking at Kate's example, hers appears to be an SFDCID sfdcid also.  What am I missing?
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Kunal Bhat, Employee

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Hi Jeff,


You're getting that error since the Manager field is already mapped in the direct mappings section, there's no more GSID fields left to add.

You ned to unmap the Manager field from the Direct Mappings section which will allow you to add the Derived Mapping for Manager.


To unmap the Manager field you need to set the source field as "None" as below.




Once you've done that, you can configure your import lookup for Manager pretty much like what Kate has done.


Thanks,
Kunal
(Edited)
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Neeraj Kumar, Employee

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Hi Kate,

In Gainsight,there is  separate page for user management ,where you can either manually enter user details or upload data through csv.
Please go through this documentation once.
https://support.gainsight.com/Product_Documentation/Data_Management_and_Integrations/Gainsight_Stand...
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Kate Green, Champion

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HI Neeraj - I'm using Gainsight Connect to import user data so no need to do the User Management steps here.  Thanks for providing the documentation though!