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Gainsight Inc.

Jobs List Page

Gainsight NXT

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.

Not sure what your team is using? 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 about available features and UI elements in Jobs List page.

Overview

Connectors support integrations to the source systems and some of them are offered out of the box for you to connect the varied data sources and sync up information into Gainsight. For general information on Connectors, refer to the Data Platform and Connectors in the Additional Resource section at the end of this article.

The Connectors offers to create a connection that facilitates syncing of data by creating Jobs. Gainsight offers out of the box Jobs for a few Connectors, and Gainsight Admins can create custom Jobs as well. Configuration of these Jobs allows you to sync data from the source system to the Gainsight org.

Data Jobs in a Connection facilitates syncing required data from the external system to the Gainsight org. Gainsight Admins can see the list of Jobs in the Jobs page. This article walks you through the Jobs in a Connection, how to create a Job, and other actions that can be performed on a Job.

To access the Jobs Page, navigate to Administration > Connectors 2.0 > Jobs.

Jobs Page

After navigating to the Jobs Page, the page displays information on the Jobs, as shown in the image below.

Search Options.png

In the Jobs list, you can see that single or multiple jobs are associated with a connection. You can find a specific Job either by using the Search text box or by using Connections text box to search Jobs by Connection Name.

The Jobs page provides the following details of each job:

 

Column

Description

Job name

This shows the name of the Job.

Connection name

The Connection name created in the Connections Page.

Source

The System from which data is being fetched.

Destination

Refers to the target Gainsight object.

Last Run Status

Indicates the status of the executed Jobs as Success, Partial Success, or Failed in the last run.

Last Run On

Indicates timestamp and the date on which the Job was last run.

Schedule Type

Indicates the schedule type of Data Sync Jobs as Scheduled Execution or On Demand. For more information on Schedule Type, refer to the Configuration Job or Job Chain in the Additional Resource section at the end of this article.

 

The Jobs page also allows you to create new Jobs. To create a new Job, click Create Job. The Job Preparation page appears.

You can perform the following actions:

  1. Prepare the Dataset.
  2. Add Destination.
  3. Job Scheduling.

For more information on the Job preparation, refer to the Preparation of Connector Jobs in the Additional Resource section at the end of this article.

Context Menu

From the Context menu of a Connection, perform different actions.

Context Menu.png

Select one of the following options to perform the respective actions:

  • Edit Job: Use this option to edit a job. For more information, refer to the Preparation of Connector Jobs in the Additional Resource section at the end of this article.
  • Delete Job: Use this option to delete the selected Job.
  • Run Job: Use this option to execute the job with one of the data sync options:
    • Data modified since last Sync Date and Time
    • Data modified within a specified Time and Date.
    • All Data.

Run Job.png

For more information on Run Job options, refer to the Configuration of Job or Job Chain in the Additional Resource section at the end of this article.

Additional Resources 

For more information about Connectors, refer to the following articles:

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