Gainsight
This page describes how to use Census with Gainsight.

πŸƒβ€β™€οΈ 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:

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
βœ…
, we are good to move on to the data!

Step 3: Create a Model

Now navigate to the Model section of our Dashboard.β€‹β€Œ
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 selectβ€Œ.
  • 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.β€Œ

Step 4: Create your first Sync

Now head to the Sync page and click the Add Sync buttonβ€Œ.
In the " What data do you want to sync?" sectionβ€Œ
  • 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?" sectionβ€Œ
  • 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?" sectionβ€Œ
  • 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?" sectionβ€Œ.
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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πŸ—„ Supported Objects

Object Name
Supported?
Identifiers
Person
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Email
Company
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Name
Company Person
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UniqueId for Census. Company Name and Person Email are required
Relationship Person
βœ…
UniqueId for Census. Company Name, Person Email, and Relationship Name are required
Custom Object
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​Contact us if you want Census to support more objects for Gainsight.

πŸ”„ Supported Sync Behaviors

Learn more about all of our sync behaviors on our Core Concept page.
Behaviors
Supported?
Objects?
Update or Create
βœ…
All
Update Only
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Company

πŸš‘ Need help connecting to Gainsight?

​Contact us via [email protected] or start a conversation with us via the in-app chat.
Last modified 8d ago