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Gainsight Integration Guide [LEGACY]

As of April 1, 2024 this guide has been replaced by the General API Integration Guide.

How it works

After Gainsight has been integrated with Magnify, the data ingestion process will begin. After a short period of time, any selected Gainsight objects will be available for use within Magnify, providing you the ability to create targeted customer segments for journey creation throughout the customer lifecycle and/or implement rules and actions based on that data.

The integration is bilateral, so Magnify can also send information and perform actions in Gainsight, such as creating Calls to Action (CTA) and Timeline Events.

Requirements

  • Identify which fields map to the universal and unique account and user identifiers (for Gainsight this will typically be the Salesforce Account ID and Contact ID)
  • Identify any custom objects that should be ingested
  • Access to administrator email in the event identity verification is required during setup
  • Gainsight account with the appropriate permissions
Magnify recommends that you establish a new user account specifically for integration use in order to allow for audit tracking upon changes or modifications to your systems and data (e.g. magnify-gs@example.com).
In order to trigger events in Gainsight from Magnify, you must first Register as a Publisher. Once you’ve registered as a publisher, you will need to provide your sharedSecret key and tenantId with Magnify.

Required Permissions

Gainsight Object Permissions
1 Activity Timeline Read, Create
2 Company Person Read
3 Person Read
4 User Read
5 Call to Action Read, Create
6 Company Read
7 Playbook Read
8 Opportunities Read
9 Custom Objects (as needed) Read

 

Video Tutorial

Integration Walkthrough

  1. Login to your Magnify instance and navigate to the Integrations menu.

    1. To begin, on the integration dashboard, locate Gainsight and click Connect.

  1. Name your authentication and provide the Gainsight Access Key and Instance URL, then click Create.
Gainsight admins can generate an API Access Key through the Administration settings in Gainsight. If you need additional assistance generating a Gainsight API Access Key please refer to their documentation, which provides step by step instructions. The Instance URL should be the full URL of the Gainsight instance you are integrating with Magnify.

 

 

  1. Now that we’ve connected our Gainsight account to Magnify, we must specify the fields that map to unique Account and User IDs. This is the field that is used within your organization to uniquely and universally identify an account and/or user. To do this, click the drop down menu to select the appropriate field.

If you have custom objects that you would like to bring into Magnify, you can connect them now using the “Add Object to Sync” button. However in this example, we will not be linking any custom objects. Now that we’ve identified the fields for Account and User IDs, we will click Finish.

 

  1. If done correctly, you should see a message appear in the lower left portion of your screen stating that your integration has been successfully established. 

We can verify this by navigating back to our integration menu in the navigation pane on the left hand side of the screen. Here we can see that we have successfully connected Gainsight to our Magnify instance.

 

Updated