> ## 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.

# Gainsight Integration Steps

> Step-by-step first-time setup for connecting Gainsight to Statisfy.

# 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](/integrations/gainsight).

## 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`).

## 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`).

<Note>
  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.
</Note>

## 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.

## 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.

## Step 4: Configure objects in the wizard

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

### 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.

### 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.

### 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.

### 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.

### 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**.

## 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.

## 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](mailto:support@statisfy.com).

## Support

Need help? Contact [support@statisfy.com](mailto:support@statisfy.com)
or reach out to your Customer Success Manager.