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Gainsight Inc.

Import Historical Enrollment Data into Salesforce

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Overview

By default, the Gainsight CE–Salesforce integration only syncs enrollment data generated after the integration is installed. If you would like historical enrollment data available in Salesforce, you can export it from Gainsight CE and import it manually using Salesforce tools. This process is optional and does not affect ongoing data sync behavior.

Important: Enrollment records are linked to Contacts by email address. During import, Salesforce attempts to match each enrollment to an existing Contact using the learner’s email. If no matching Contact is found, the enrollment record is still created in Salesforce as an Unlinked Enrollment. This is expected behavior and does not indicate a failed import. 

You can view these records using the Unlinked Enrollments list view on the Enrollments object:

You can view these records using the Unlinked Enrollments list view on the Enrollments object
 

To begin, export your historical enrollment data from Gainsight Customer Education.

Exporting Historical Enrollment Data from Gainsight CE

  1. Log in to https://app.northpass.com/login as a Northpass administrator.
  2. Click Apps tab and select Integrations.
  3. Select Salesforce from the list.
  4. Scroll down to Data Export and click Email CSV. 

If successful, you will receive an email at the address associated with your account containing a link to download a ZIP file. The ZIP file includes a CSV containing all historical enrollment data. This CSV is used during the Salesforce import process.
 

The ZIP file includes a CSV containing all historical enrollment data.
 

Import Historical Enrollment Data into Salesforce

You can import the exported CSV into Salesforce using the Salesforce Data Import Wizard or Data Loader. The Data Import Wizard supports imports of up to 50,000 records at a time. For larger datasets, split the CSV file or use Salesforce’s Data Loader.

To import using the Data Import Wizard:

  1. There are two ways to access the import wizard:

  • Option 1: In Salesforce Setup, enter & select Data Import Wizard in the Quick Find Box
  • Option 2: Click the Import button on the Enrollments tab list view
  1. Click the Launch Wizard button
  2. Select the Custom Objects tab & click the Enrollments custom object
  3. Select Add new and update existing records, and select External id (External ID) as the Match by field
  4. Click CSV & then click Choose File & select the CSV you would like to upload & click Next
    Note: The CSV file used here should be the CSV obtained from your data export.
  5. To automatically map the CSV field to the Salesforce custom fields, the CSV column headers will need to be named exactly as the custom fields. If not, manual mapping will be required. After mapping, click Next.
  6. Click Start Import

After the import completes, Salesforce will display the number of records created or updated.