Gainsight

🏃‍♀️ Getting started
This guide shows you how to use Census to connect your Gainsight account to your data warehouse and create your first sync.
Prerequisites
Before you begin, you'll need the following:
Census account: If you don't have this already, start with a free trial.
Gainsight account: You need your Gainsight domain as well as an API Access Key for the Gainsight API
Credentials for your data warehouse: For details, see the guide for your specific technology.
​Databricks​
​Elasticsearch​
​Google BigQuery​
​Google Sheets​
​MySQL​
​Postgres​
​Redshift​
​Rockset​
​Snowflake​
​SQL Server​
Step 1: Generate Access Token 🔑
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Within Gainsight, click on the Sidebar > Administration > Integrations > Connectors 2.0
Click this and click on the Create Connection button in the top right, then select the Gainsight API
Do not select the GS Bulk API, select the Gainsight API
Copy the Access Key after hitting Edit Connection
Great, now navigate back to the Connections page in Census
Step 2: Connect Gainsight as a Service Connection
Click Add Service and select Gainsight. Then paste your Access Key for the Gainsight API. Also, paste in the domain for your Gainsight account
Click Save Connection and ensure that Gainsight passes the connectivity test
With a ✅
, we are good to move on to the data!
Step 3: Create a Model
Now navigate to the Model section of our Dashboard.​‌
Here you will have to write SQL queries to select the data you want to see in Gainsight. Here are some ideas of data you should select‌.
New user sign-ups
Product usage data for customers
CSAT scores
Contract values
Make sure you have an identifier for Gainsight in your data source
Once you have created your model, click Save.‌
Step 4: Create your first Sync
Now head to the Sync page and click the Add Sync button‌.
In the " What data do you want to sync?" section‌
For the Source, select the model you created in step 3
Or you can select a Table or View from your Warehouse
Next up is the "Where do you want to sync data to?" section‌
Pick Gainsight from step 2 as the Connection
For Object, pick the table you want to sync data to
For the " How should changes to the source be synced?" section‌
Select your preferred behavior. Update only is a great place to start if the object already exists in Gainsight. Update or Create is great for sending data from the warehouse into Gainsight that might not already be there (like all users from your warehouse to the Gainsight Person object).
Finally, select the fields you want to update in the Mapper in the "Which Fields should be updated?" section‌.
The end result should look something like this:
Confirm the mappings and click Next in the bottom right corner. On the next page, click the run a sync now checkbox and click on Create Sync
That's it, in 4 steps you have connected your Data Source to Gainsight! 🎉
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🗄 Supported Objects
Object Name
Supported?
Identifiers
Person
✅
Email
Company
✅
Name
Company Person
✅
UniqueId for Census. Company Name and Person Email are required
Relationship Person
✅
UniqueId for Census. Company Name, Person Email, and Relationship Name are required
Custom Object*
✅
Available Update Keys that are not a lookup
*The Custom Object must be configured like below for Census to be able to edit it. You can access this on your Administration > Customer Data > Data Management path on the lefthand sidebar.
​Contact us if you want Census to support more objects for Gainsight.
🔄 Supported Sync Behaviors
Learn more about all of our sync behaviors on our Core Concept page.
Behaviors
Supported?
Objects?
Update or Create
✅
All
Update Only
✅
Company, Custom Objects*
🚑 Need help connecting to Gainsight?
​Contact us via [email protected] or start a conversation with us via the in-app chat.