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Manually editing custom values in Accounts Explorer

  • 26 February 2020
  • 3 replies
  • 118 views

Working with the “Accounts Explorer” – I want to be able to filter “non-productive” accounts as they skew my statistics. In order to do that – I’ve added a custom attribute called “Paying Customer”.

Now – I have no problem going over all the existing accounts in my system and entering this manually (at least until we add this to the JS snippet), but I can’t find a place to edit the accounts manually to enter this information.

What am I missing? (I saw a similar question raised as an idea in the community three months ago)

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Best answer by dileepnalla 27 February 2020, 19:07

Hi @YarivZur ,

 

Thanks for posting your query on the gainsight community.

For the question you have asked, I understood that you have a custom attribute on the account and you are looking for loading the data into that field to all the existing account records in PX Accounts Explorer.

So, one way is adding this in the code snippet and ingesting data into the PX system, the other way using via REST API’s.

As you said there is no way to edit the records manually in PX, its absolutely true and you can’t do that from UI.

 

Now, what is the way you can achieve this?

Gainsight PX provides you the ability of data loader, please refer to the below document.
https://support.gainsight.com/PX/API/08Gainsight_PX_Data_Loader
 

I think this will be handy for your use case.

 

A small video recording that will assist you on achieving your ask

https://share.vidyard.com/watch/PfYHPDWGb9VjGzDUaSPEm8?

 

A quick video on how to configure your PX data loader.

https://community.gainsight.com/px-discussions-22/px-data-loader-a-quick-how-to-use-video-36001

 

Let us know if you need any further assistance, feel free to reach out us on pxsupport@gainsight.com or on this community. we are happy to assist you

 

Thanks

Dileep Nalla

 

 

 

 

 

 

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3 replies

Userlevel 4
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Hi @YarivZur,

how can I use this to update the existing records -- You have the ability to export the data from accounts explorer (refer the below screenshot)

 

Do I need to first extract the existing accounts to a CSV, update it offline and then upload? --
Yes, you can do this using the data loader.
https://support.gainsight.com/PX/API/08Gainsight_PX_Data_Loader
 

 I already have lots of accounts populated and I dont want to delete them, just update a certain field -

Never bother about deleting the data, you can update the certain field using the csv with Id as identifier using the dataloader.

Any Resources?

A small video recording that will assist you on achieving your ask

https://share.vidyard.com/watch/PfYHPDWGb9VjGzDUaSPEm8?

 

A quick video on how to configure your PX data loader.

https://community.gainsight.com/px-discussions-22/px-data-loader-a-quick-how-to-use-video-36001

 

Thanks

Dileep Nalla

 

This looks great!

The question is - how can I use this to update the existing records… Do I need to first extract the existing accounts to a CSV, update it offline and then upload? I already have lots of accounts populated and I dont want to delete them, just update a certain field…

 

Yariv

Userlevel 4
Badge

Hi @YarivZur ,

 

Thanks for posting your query on the gainsight community.

For the question you have asked, I understood that you have a custom attribute on the account and you are looking for loading the data into that field to all the existing account records in PX Accounts Explorer.

So, one way is adding this in the code snippet and ingesting data into the PX system, the other way using via REST API’s.

As you said there is no way to edit the records manually in PX, its absolutely true and you can’t do that from UI.

 

Now, what is the way you can achieve this?

Gainsight PX provides you the ability of data loader, please refer to the below document.
https://support.gainsight.com/PX/API/08Gainsight_PX_Data_Loader
 

I think this will be handy for your use case.

 

A small video recording that will assist you on achieving your ask

https://share.vidyard.com/watch/PfYHPDWGb9VjGzDUaSPEm8?

 

A quick video on how to configure your PX data loader.

https://community.gainsight.com/px-discussions-22/px-data-loader-a-quick-how-to-use-video-36001

 

Let us know if you need any further assistance, feel free to reach out us on pxsupport@gainsight.com or on this community. we are happy to assist you

 

Thanks

Dileep Nalla

 

 

 

 

 

 

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