Manually editing custom values in Accounts Explorer
Working with the “Accounts Explorer” – I want to be able to filter “non-productive” accounts as they skew my statistics. In order to do that – I’ve added a custom attribute called “Paying Customer”.
Now – I have no problem going over all the existing accounts in my system and entering this manually (at least until we add this to the JS snippet), but I can’t find a place to edit the accounts manually to enter this information.
What am I missing? (I saw a similar question raised as an idea in the community three months ago)
Page 1 / 1
Hi @YarivZur ,
Thanks for posting your query on the gainsight community.
For the question you have asked, I understood that you have a custom attribute on the account and you are looking for loading the data into that field to all the existing account records in PX Accounts Explorer.
So, one way is adding this in the code snippet and ingesting data into the PX system, the other way using via REST API’s.
As you said there is no way to edit the records manually in PX, its absolutely true and you can’t do that from UI.
Let us know if you need any further assistance, feel free to reach out us on pxsupport@gainsight.com or on this community. we are happy to assist you
Thanks
Dileep Nalla
This looks great!
The question is - how can I use this to update the existing records… Do I need to first extract the existing accounts to a CSV, update it offline and then upload? I already have lots of accounts populated and I dont want to delete them, just update a certain field…
Yariv
Hi @YarivZur,
how can I use this to update the existing records -- You have the ability to export the data from accounts explorer (refer the below screenshot)
If you ever had a profile with us, there's no need to create another one. Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
