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jason_hoe
jason_hoe
Contributor ⭐️⭐️⭐️
July 25, 2019
Solved

Unable to S3 bulk upload contact information in NXT's Company Person

  • July 25, 2019
  • 1 reply
  • 105 views
We were previously able to upload our contacts in a CSV with custom fields and bulk upload changes via S3 to the contacts object on the Gainsight SFDC standalone enivronment. Since migrating to the NXT platform, Support confirmed that there is no ability to bulk upload changes to contacts in Company Person and therefore manually applying the changes via the UI with specific data changes is extremely cumbersome. Refer to #82945 for more details.

Can we please raise an enhancement to this problem?

    Best answer by kunal_bhat
    Hi Jason,

    This is already possible via bionic rules using the S3 dataset task + the Load to People action.

    Here's some documenation on setting up the S3 dataset in bionic rules:

    https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type#Create_Rule

    And here's some documentation on the Load to People action:

    https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type#Create_Rule



    Basically you'll load your file to the S3 bucket, add the columns from the CSV that you need in to the dataset, then select the Load to People action, select the "Update" operation, and then map fields like you would do in the S3 connector.

    Let me know if you need more information.

    Thanks,

    Kunal

    1 reply

    kunal_bhat
    kunal_bhatAnswer
    Helper ⭐️⭐️⭐️
    August 23, 2019
    Hi Jason,

    This is already possible via bionic rules using the S3 dataset task + the Load to People action.

    Here's some documenation on setting up the S3 dataset in bionic rules:

    https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type#Create_Rule

    And here's some documentation on the Load to People action:

    https://support.gainsight.com/Rules_Engine/Admin_Guides/Load_to_Person_Model_using_Rules_Engine_Action_Type#Create_Rule



    Basically you'll load your file to the S3 bucket, add the columns from the CSV that you need in to the dataset, then select the Load to People action, select the "Update" operation, and then map fields like you would do in the S3 connector.

    Let me know if you need more information.

    Thanks,

    Kunal

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