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Hi Folks,

 

Trying to shuffle our CSM’s patches and use a CSV to data load owner changes in Gainsight NXT. Ideally, my operation would look like this:

  1. Use CSV report from Company object to modify Gainsight Owner ID to new owner
  2. Load data in Gainsight using GSID as my key
  3. Ownership for company would change once load is complete

Any help here is appreciated!

Hi @alexm 
If you are using an external analysis to update the values in GS, you can do the update via rules engine. 

1_Export a report from Company including Company GSID and all fields that you need to do your analysis.
2_In that file, add another column, “NEW CSM GSID” and fill with the CSM GSID that will take ownership of the account. Export as CSV and upload to your S3 bucket (leaving connection instructions here just in case you don’t have it set up yet)
3_Create a rule, in the data setup select as source Amazon S3 and select your csv. If any GSID you need has been loaded as String data type, update to GSID

Dataset source: Amazon S3



4_Select as source Company, add the GSID and any field that can help you be sure your data is ok. Do a merge with the other dataset using the Company GSID Cyou can skip this step, but I’m inclined to a better safe than sorry approach. If you did any mistake with your file, having this merge will help troubleshoot down the road and have a “snapshot” as reference if you revisit the executions logs later]
5_Go to actions, in the merge (or the S3 dataset) add your action, “Load to Company”
6_As operation select “Update”, use the Company GSID as identifier, and use your New CSM GSID to Target the CSM field.
7_ Test, if your output is expected, run the rule.

 

Load to Company - Update operation

Hope this helps

Awesome walkthrough, @romihache! Legend! 

Probably safe to mark that as a best answer here, but I don’t have enough experience around rules to make that call. 🤣

Edit: Bookmarking this (@revathimenon, do you know if that might a potential community feature, similar to “likes” so we could save our favorite walkthroughs to our profiles?) so I can use this in the future when I start diving into the Rules Engine.

@romihache Thanks for the thorough and easy to follow instructions!

No worries, you’ll get there @dayn.johnson ! There are several ways to get from point A to point B, and there is always something we can learn and something we can teach 😊

You are welcome @alexm, please don’t hesitate to ask if you have any doubts or issues.  

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