We mainly use the Salesforce connector to ingest new Company records, however, we have a new subsidiary that is not yet in Salesforce, so I need to add via CSV. In #3, when IO click Add Record, there is no option to Upload CSV File.
- Navigate to Administration > Data Management.
- Click the name of the required object and click the Data tab.
- Click Add Record and select Upload CSV file.
- In case of high volume custom objects, click Add Record via CSV.
- In the Add Record via CSV file slide-out panel, you can either drag and drop the file, or click browse to select the required file from your computer. The maximum permissible file size is 1 MB.
Note: Gainsight recommends that you first download the Sample CSV f