This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
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IMPORTANT - Articles Impacted due to 6.34 October NXT Release
Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.
For more information about the latest UI changes, click here.
IMPORTANT NOTE: Gainsight is upgrading Connectors 2.0 with Horizon Experience. This article applies to tenants which have been upgraded to the Horizon Experience for Connectors 2.0. If you are using Connectors 2.0 with the previous version, you can find the documentation here.
This article explains how to create a connection from your Gainsight org to your S3 bucket.
Amazon S3 bucket is a database used to store CSV/TSV data files. When a connection to your S3 bucket is established from your Gainsight org, you can fetch data from these files into Gainsight objects, using Rules Engine, Data Designer, and Adoption Explorer.
Note: Gainsight does not have any storage limit for S3 bucket, but there is a file size limit of max 500 MB. For example, the S3 connector displays errors if file size is more than 500 MB.
Create an S3 Connection
This section describes procedural steps involved in creating a connection from a Gainsight org to your S3 bucket.
To create an S3 connection from Gainsight to your S3 bucket:
- Navigate to Administration > Connectors 2.0 > CONNECTIONS.
- Click Create Connection. Create Connection dialog appears.
- From the Connector dropdown menu, select S3.
- In Name of the Connection, enter name of the connection.
- Enter Bucket Name, Access Key, and Security Token of the S3 bucket.
- (Optional) Click TEST CONNECTION to validate the S3 connection. If the credentials of your S3 bucket are correct and valid, it displays the success message, Connection Successful. If not, it displays an error message, Connection failed.
- Click CREATE. A connection to your S3 bucket is established successfully.
Note: After a S3 connection is established, Gainsight does not allow to do any changes to the Gainsight managed S3 bucket due to security and maintenance reasons.
Sync S3 Data into Gainsight
After S3 Connection is established, Admins can sync data into Gainsight objects, using Rules Engine, Data Designer, and Adoption Explorer as explained below:
- Rules Engine: Admins can create a dataset by fetching data from a csv/tsv file in any S3 bucket configured in Connectors 2.0 or Gainsight management. These csv/tsv files can be uploaded manually into the S3 bucket or exported into the S3 bucket from another Rules Engine task. This task allows Admins to compose a dataset task from a csv/tsv. Once the dataset is created, Admins can apply other tasks and set up actions on it. For more information on the S3 Dataset configuration, refer to the S3 Dataset Task in Rules Engine article.
- Data Designer: You can create a dataset in Data Designer by fetching data from a csv/tsv file in any S3 bucket (either Gainsight Managed or Custom buckets). For more information on the S3 Dataset configuration, refer to the S3 Dataset Task in Rules Engine and Use Data from Amazon S3 in Data Designer article
- Adoption Explorer: Admins can setup the S3 connection to ingest usage data from external sources into the Adoption Explorer objects. For more information on the Adoption Explorer configuration on S3 connection, refer to the Configure Adoption Explorer Objects article.
Upload CSV/TSV files through Cyberduck
You can upload CSV/TSV files into either Gainsight managed bucket or custom S3 bucket using tools such as Cyberduck. Files uploaded to S3 bucket can be consumed by the following Gainsight features:
- S3 Connector
- Rules Engine: Create S3 Dataset Task
- Data Designer: Use Data from Amazon S3 to Create Dataspaces
- Adoption Explorer: Configure Adoption Explorer Objects to create Usage Reports
For more information on how to use Cyberduck tool to upload files, refer to the Upload CSV/TSV Files into S3 Bucket article.