Gainsight Data Management

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Gainsight NXT

This article explains Gainsight Data Management and how an admin can create and manage Gainsight Objects directly from the Data Management page.

Overview

As an analogy, a Gainsight Object and its field(s) can be thought of as a database table and its columns. Data Management can be accessed from Administration > Data Management.

Training Resources

If you're new to Gainsight administration, we strongly encourage you to complete our free web-based training, and then to sign-up for live instructor-led sessions. In the live sessions, you'll have opportunities to hear best practices, tips and tricks for troubleshooting, and to complete practice exercises in a training org.

Limitations

All the objects, including standard objects, custom objects, and application objects are displayed in the data management page.
Object fields have a maximum limit of 250 characters.

View Objects/Schema/Data Columns

From the Data Management page, you have access to the All Objects section to see all of the Standard, Application, and Custom objects. For more information on these objects, refer to the Gainsight Objects article in the Additional Resources section at the end of this article.

You can select the columns that you would like to see while viewing an object or schema using the Plus icon as shown in the image below.

Dropdown List and Multi Select Dropdown List

Dropdown list and multi select dropdown list are the data types in Gainsight which allow you to create a custom dropdown list or multi select dropdown list. Multi select dropdown list is used when a user wants to store multiple values for the same record, whereas dropdown list is used to store a single value for a record.

For detailed information on dropdown list and multi select dropdown list, refer to the Dropdown List article in the Additional Resources section at the end of this article.

Activity

This section helps you view all changes made to the Gainsight Object. To view the activity log, navigate to Administration > Data Management > Activity Log. The Activity Log tab displays log details of each object. In addition, you can click the Details link to get detailed log information of the object for an operation.

Basic Operations in Data Management

For more information on basic operations in Gainsight Data management, refer to the Basic Operations in Data Management article in the Additional Resources section at the end of this article, which contains the following information:

Gainsight Standard Objects
Create a Gainsight Object Manually
Create a Low Volume Object Manually
Add Custom Fields in an Object
Supported Data Types
Create a Gainsight Object Automatically
Create an Object Automatically Using a CSV
Edit a Gainsight Object
Update/Upsert Gainsight Object using Update Keys
Load data into the Gainsight Object
Delete data from a Gainsight Object
Delete an Object and its Fields

Advanced Operations in Data Management

For more information on advanced operations in Gainsight Data management, refer to the Advanced Operations in Data Management article in the Additional Resources section at the end of this article, which contains the following information:

Check Dependencies on the Gainsight Object
Create Calculated Fields on the Gainsight Object
String Functions
Date functions
Create Calculated Field with String Function
Create Calculated Field with Date Function
Object Graph in the Gainsight Objects
Currency Management

Additional Resources

For more information on managing data in Gainsight, refer to the following articles:

​Overview