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?
Solved
Unable to S3 bulk upload contact information in NXT's Company Person
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
View originalThis 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 person likes this
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
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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