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.
Customer data is collected and stored in various data stores in any organization. It could be resident in CRM / ERP systems or it might reside in internal IT systems. In some scenarios, there could be third party aggregators/tools that collect the information, based on customer usage of the product. Given the varied sources and mechanisms through which customer data is collected and stored, it becomes increasingly complex to view the related information in one single system, in a unified view.
The Gainsight Data Platform offers a mechanism through which you can manage all of this data in the matrix data model, and transform this data to derive business metrics through the tools offered by the Platform - Rules engine, Aggregation, CTA's, Reporting etc.
Connectors are integrations that are offered out of the box for you to connect the varied data sources and sync up information into Gainsight. In this section, you'll find instructions for configuring various integrations with Gainsight.
If your system does not offer a direct integration, you can export your data as comma/tab separated files and export it to Amazon S3, which can be ingested into the Gainsight Data Platform. Alternatively, the Bulk API feature can be used to ingest data into Gainsight Data Platform directly from a CSV file.
Integration information is categorized accordingly:
- File-Based Integration and (e.g. CSV) S3 Dataset Task in Rules Engine / Setup Rule Action Types
- Gainsight Bulk API
- Usage Data Connectors: Using Segment and Mixpanel Integration
There are two Gainsight admin pages through which you can configure various integrations with Gainsight:
- Connectors 2.0
In the Connectors Admin page, you can integrate S3 Connector with Gainsight.
In the Connectors 2.0 Admin page, you can configure the following integrations with Gainsight:
- Gainsight Bulk API
- AWS S3: In this Connector, you can just configure a new connection for any S3 bucket in Gainsight.