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mzamzam
Contributor ⭐️
January 10, 2023
Question

Success Plan migration from relationship 360 level to customer 360

  • January 10, 2023
  • 1 reply
  • 62 views

Hello,

 

Any idea for an automated procedure to move already existing Success Plan from relationship 360 level to customer 360 level? without the need to move each one manually.

 

note that I’m a success manager using Gainsight not an administrator for the tool.

 

Thanks!

1 reply

john_apple
john_apple
Expert ⭐️
January 10, 2023

Howdy - @mzamzam - as an end user, there isn’t a way to mass update Success Plans within the application. There is an API for Success Plans that an admin might be able to make updates to existing Success Plans. Not sure if the entity can be changed from Relationship to Company. Here’s the API documentation: https://support.gainsight.com/Gainsight_NXT/API_and_Developer_Docs/Success_Plan_APIs/Success_Plan_APIs

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