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!
🎉
🗄 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.