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nitisha_rathi
Expert ⭐️⭐️
Jun 5, 2017 10:39 AM UTC
Question

Importing notes in timeline


Hi,

We are working on enabling the capability to import notes from external systems in timeline. Few external systems from which there is a need to import notes are - 

  1. Salesforce objects (SF activities, GS Call To Action, etc)
  2. Evernote
  3. Onenote
What are the other external systems from which you would like to import notes?

Thanks,

Nitisha

5 replies

lauren_tallerico
Contributor ⭐️⭐️
Jun 5, 2017 3:24 PM UTC
Including an integration to notes with Evernote would be massively helpful. 
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scott_schoenknecht
Contributor ⭐️⭐️
Mar 6, 2018 10:12 PM UTC
Our team works in Microsoft OneNote quite a bit and it would be a huge win to be able to import that information into Gainsight CTAs or activities.  We have created a custom object in SFDC to allow us to map specific activities/events in one spot.  We've found that the "To Do" object gets over used by various applications (i.e. Pardot) and thus filled with noise.  Ideal state would be the ability to integration from OneNote into Gainsight and then map Gainsight to our custom SFDC objects.
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Agnes Gierulski
Contributor ⭐️⭐️
Dec 10, 2024 2:54 PM UTC

hi ​@nitisha_rathi,

was there any update on this?
I’d like to import attendance to a webinar into a timeline activity, is this possible?
Best

 

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romihache
VIP ⭐️⭐️⭐️⭐️⭐️
Dec 10, 2024 4:31 PM UTC

Hi ​@Agnes Gierulski 
I’m no expert but you can create timeline entries using the Timeline API: https://support.gainsight.com/gainsight_nxt/API_and_Developer_Docs/Timeline_API/Timeline_APIs

Hope this helps :) 

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Continuous improvement is better than delayed perfection
Agnes Gierulski
Contributor ⭐️⭐️
Dec 11, 2024 8:31 AM UTC

thanks ​@romihache! 

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