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Documentation Index

Fetch the complete documentation index at: https://help.statisfy.com/llms.txt

Use this file to discover all available pages before exploring further.

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Gainsight Integration Steps

A linear walkthrough for connecting your Gainsight tenant to Statisfy and configuring which objects to sync. For a comprehensive reference of every wizard knob, see Gainsight Integration.

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Prerequisites

  • Admin access to both Gainsight and Statisfy.
  • Salesforce or HubSpot already connected in Statisfy as your primary CRM. Gainsight cannot be configured as a primary CRM — it runs as a secondary source layered on top of an existing CRM.
  • A Gainsight API key generated from your tenant’s Connectors 2.0 admin and the tenant’s base URL (e.g. https://your-tenant.gainsightcloud.com).

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Step 1: Generate a Gainsight API key

  1. In Gainsight, go to Administration → Connectors 2.0.
  2. Create a new connection of type Gainsight API (or open an existing one).
  3. Copy the API key. It’s typically shown once — store it securely.
  4. Note your tenant’s base URL from the browser address bar (e.g. https://your-tenant.gainsightcloud.com).
The API key needs read access to the objects you plan to sync: Company, activity_timeline, your survey response object(s), and your product usage object. If your Gainsight admin uses scoped keys, make sure the key covers all four.

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Step 2: Connect Gainsight in Statisfy

  1. Navigate to Integrations → Admin Apps → Gainsight → Connect in Statisfy.
  2. Paste the Gainsight base URL and API key.
  3. Click Connect. The connector status flips to Connected on success.

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Step 3: Validate the connection

  1. Open Integrations → Gainsight → Settings.
  2. In the Connection Status card, click Validate connection.
  3. On success, a green chip shows the discovered object count and the base URL Statisfy is calling. If the chip is red, the API key or base URL is wrong — go back to Step 1.

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Step 4: Configure objects in the wizard

The wizard has five accordion sections. Open each one you want to enable and toggle it on.

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Common (always set)

Pick the Salesforce Account field that stores each account’s Gainsight GSID from the dropdown. This is how Statisfy matches Gainsight records back to customers when Gainsight’s GsCompanyId isn’t a direct match.

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Account / Company

Toggle Enable account pull to schedule daily Gainsight company ingestion. Salesforce / HubSpot remains the source of truth for the account record itself; this only adds Gainsight-specific company fields on top.

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Activity

Toggle Enable activity pull, then in the ReportingCategory → ActivityType mapping editor:
  1. Wait for the live category sample to load (sampled from the last 1000 activities in your tenant’s activity_timeline).
  2. The editor pre-seeds with sensible defaults (email → EMAIL, meeting → MEETING, etc.).
  3. Click the ? icon to see what each ActivityType means.
  4. For any custom categories your tenant uses, click the chip below the mapping editor to add a row, then pick the matching ActivityType.

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Surveys

Toggle Enable survey pull, then choose:
  • Single object — one Gainsight object holds all responses. Pick the object from the dropdown (defaults to survey_response if left blank).
  • Multiple objects — separate objects for NPS / CSAT / etc. Add a row per object; pin the survey_type so each row is forced to the right type.
Set Lookback days (capped at 30) and Response limit based on your tenant’s volume. The defaults (30 days, 500 records per run) work for most tenants.

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Product Usage

Toggle Enable product usage pull, then:
  1. Pick the Product usage object (e.g. Scorecard_Data__gc) from the dropdown.
  2. If your usage data is stored as flat rows that need to be grouped per account, enable Aggregate settings and:
    • Pick the Aggregate key (typically AccountId).
    • Pick the Metric name field and Metric value field.
    • Optionally pick a Dimension key field and add Additional value fields.

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Step 5: Save and run

  1. Click Save Configuration at the bottom of the wizard.
  2. The Object sync status banner at the top now shows one row per object you enabled.
  3. Click Run all sync jobs (N) to kick off an immediate sync, or wait for the next scheduled run.
  4. Each row’s status flips from Running to Completed as the cloud job finishes. Refresh status auto-updates every 30 seconds.

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What’s next

  • Review the AI Timeline for any customer to confirm Gainsight activities and survey responses are flowing in.
  • For per-object schedule overrides or custom field mappings the wizard doesn’t expose, contact support@statisfy.com.

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Support

Need help? Contact support@statisfy.com or reach out to your Customer Success Manager.