Create Timeline entries via CSV

Forum|Forum|8 years ago
June 14, 2018
7 replies
322 views

It would be interesting if we could allow users to create new Timeline entries via CSV upload. One use case for this would be to import email communications from another tool, and track end to end conversations in Timeline between CSMs and customers.

dan_ahrens

Expert ⭐️⭐️⭐️

Hi Tom, we have currently in the roadmap plan to allow creation of Timeline entries via the rules engine.

In this example, we could support the CSV data by having the admin upload the CSV file to their Gainsight provided Amazon S3 location and then use a rule to ingest the data from that CSV by using S3 as a source.

Would this work for the use case you have in mind?

VP of Customer Success at Forcepoint

tom_gerthAuthor

Gainsight Employee ⭐️⭐️

Yup, that would definitely do the trick!

Enterprise Support Manager, Gainsight

sagan_sherlin

Helper ⭐️⭐️

I didn't think I needed this feature until just a few moments ago. Would this also include the ability to backdate?

sai_ram

Expert ⭐️⭐️

Hi Sagan, Yes,it will be possible with Rules engine. Updating via rules engine is in our short term road-map.

K

kayeyoon

Contributor ⭐️⭐️

Just wanted to follow up on where this lies on the road map, since I don’t see the functionality available yet. Updating Timeline entries via Rules Engine or CSV would be very helpful.