Data Import Lookup is a feature that enables Admins to lookup to a MDA standard object and fetch Gainsight IDs (GSIDs) to the target MDA object while importing data into GSID data type field. This feature is available while data importing through ingest channels like S3 Connector, Gainsight Bulk API, and Gainsight Connect. The purpose of this feature is to populate values of GSID type fields from another MDA standard object while importing data.
When you apply a data import lookup, you lookup to another MDA standard object, match other fields from source (CSV headers or Object) to lookup object, and fetch the correct GSID record into the field. For example, when you select the Account::Owner ID as field name and you want the GSID of the Standard Object to be matched, you need to Lookup into the User object and match it by the SFDC User id field, then populate GSID.
Admins can match to a maximum of six fields between the source (CSV file/object) and target object to import correct GSID into a standard object. SFDC ID, GSID, String, Email, and Dropdown list data type fields can be matched in data import lookup functionality.
Data Import Lookup in S3 Connector
To check the data import lookup functionality while importing data through S3 Connector, you will:
- Navigate to Administration > Connectors > S3 Connector. For detailed process on data loading through S3 Connector, refer to Gainsight S3 Connector.
- In the Data Ingest Job Setup section, select an object (Example: Company here) into which you want to import data from CSV file. Upload source CSV file into S3 bucket. Field names and records used in this section are just for reference only. Following image shows the record from CSV file to be uploaded into Company object.
- In the Field mapping section, map the fields between CSV file and target object. If you want to import a value into GSID type field, select the field (Example: CSM here) on the left pane and click Show import lookup icon. Data import lookup configuration dialog appears.
Note: Depending on the type of field, you can import data into it through either normal mapping or derived mapping but not through both the mappings.
- Select Lookup in object (Example: User here) and target field as CSM. Match by Uname and email in CSV file with Name and Email in User object respectively and Populate GSID. Click + to add multiple fields to match. You can match a maximum of six fields to import correct GSID into the target field.
- When you have multiple matches or when no match is found, you can select from the given options as needed. Refer the following image. Click Apply and run the job.
- Navigate to Administration > Data Management > [Company object]. Following image shows that GSID from User object is imported into CSM field through Data Import Lookup functionality.
Data Import Lookup in Gainsight Bulk API
To check the Data Import Lookup functionality in Gainsight Bulk API:
- Navigate to Administration > Connectors 2.0 > Gainsight Bulk API. For detailed process on data loading through Gainsight Bulk API, refer to Gainsight Bulk API.
- Go to Field Mappings section > Derived Mappings. Click +ADD FIELDS. Data import lookup configuration dialog appears. The functionality from here is exactly same as explained in Data Import Lookup in S3 Connector.
Data Import Lookup in Gainsight Connect
To check data import lookup in Gainsight Connect:
- Navigate to Administration > Operations > Gainsight Connect. For detailed process on data loading through Gainsight Connect, refer to Gainsight Connect.
- Click the Edit icon on the object (Example: Company here) to import data from SFDC objects. Records used in this section are just for reference only.
- In the Field mappings section, match the fields between the Company object and SFDC objects as required. In the Derived field mappings section, click the Data Import Lookup icon. Data import lookup configuration dialog appears.
- Select Lookup in object (Example: User here) and target field as Company::CSM. Match by SFDC object Account::Owner Id with SFDC User Id in User object and Populate GSID. You can match a maximum of six fields to import correct GSID into the target field.
- When you import data with the above configuration, GSID is populated in Company::CSM field from the User object as shown in the following image: