Gainsight NXTGainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.
This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.
If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.
Not sure what your team is using? Click here.
This article explains how admins can sync data from Gainsight PX to Gainsight CS, how to enable PX usage data in an Adoption Explorer project and the impact of this enablement in an Adoption Explorer project.
Before you enable PX data in an Adoption Explorer project, you must first establish a connection between Gainsight PX and Gainsight CS, using PX Connector. For a detailed procedure on how to configure the PX connector, refer Configure PX Connector.
Enable PX Data in Adoption Explorer Project
Adoption Explorer has an out of the box integration to connect with Gainsight PX and pull pre-aggregated Feature usage data and Engagement data to provide quick insights via out of the box metrics and layouts.
Once you successfully establish a connection between Gainsight PX and Gainsight CS via PX Connector, you can now enable Bring Data from PX ? checkbox in an Adoption Explorer project.
To get PX Data into an Adoption Explorer project:
- Navigate to Administration > Adoption Explorer > Administration.
- Click + Project to create a new project (or) you can use the existing project, if you wish to. For more information on how to configure an Adoption Explorer project, refer Configure Projects in Adoption Explorer.
- Enter the Project Name as required.
- Enable Bring Data from PX ? checkbox to pull data from PX to Adoption Explorer project. Once you enable this checkbox, you will see that the checkboxes of the Company/Person level usage data for Daily and Weekly also gets enabled.
Note: If you select the Instance level data checkbox, you will see that the checkbox for Bring Data from PX ? gets disabled.
- Enter all other details in the Project Settings page, as required. For more information on Project Settings details, refer Project Settings.
- Click Create to save the project.
Now, navigate to the LOGS page, and you will see that GPX Boot action has been already started, once this action is successful, you will see that this particular Adoption Explorer project gets configured with the out of the box Sources, Derived metrics and Layouts. If required, you can further edit the sources and add the required custom fields to the data set, create derived fields and layouts.
- Usage data from Gainsight PX will be ingested into Adoption Explorer objects daily or typically at the end of the business day. If you are running the project for the first time, it may take anything between 2-24 hours depending on the volume of the usage data.
- For historical runs, you can schedule the project until the last six months.
- For more information on how to configure/edit the Sources, refer to Configure Adoption Explorer Objects article.
- For more information on how to create Derived Fields, refer to Configure Derived Fields article.
- For more information on how to create Layouts, refer to Create Layouts article.
- For more information on how to manually execute a job, refer to Logs article.