Bulk Add Sponsor Tracking

Praneet,

In response to Christine, does this mean if we reach out to Gainsight support or our account manager they can help us bulk add in sponsor tracking?

Praneet,

What would my client need to provide you with in order to be able to do bulk? Is that an integration with the contacts object in SFDC or an upload from a CSV file? If the latter, what kind of fields should be included?
Trying to better understand what's the level of prep work needed... Thanks!

Irit

Hi Brittany - yes, if you get in touch with your Gainsight CSM they can direct you to the right resource.

You would need to provide the filter criteria that identifies the right list of Salesforce contacts you would want to be loaded (i.e., contact role = sponsor). Gainsight will also need access to full login credentials to run the query.

Thanks Marie!

Update: If you would like for Gainsight to help you track your sponsors in bulk, please submit a request to your Gainsight account rep. Each bulk sponsor tracking request is unique and will need to be scoped out and a paid services engagement will be required.

Where is this at on the roadmap?  As others have stated, having to do it one by one is a pain.  And the fact that we can't have it done for us without paying for services engagement is more of a pain. 

We have a field on the Contact record in Salesforce for a linked in URL. Is there a way we can use that to link to the Sponsor?

So this appears to be a dated post -- Is this something that Gainsight still offering? 

I would also like to bulk delete all current sponsor tracking and upload new sponsor tracking based on whether or not a contact has a non-null customer role field on the contact object.  Is this still available?

Hi Dan & Emily,

I'm checking with support to see if this service is still available. The ability for admins to bulk upload contacts to sponsor tracking was not implemented in the product.