CustomerGauge -> Gainsight CS
This is a guide to how you can integrate CustomerGauge to feed NPS® survey results into Gainsight CS.
There are two viable patterns—native Survey import (CSV) and object/API ingestion (real-time or near real-time)—and how to wire them up.
1) Quickest path: “Survey-native” CSV imports
If you’re happy with batch (e.g., hourly/daily), Gainsight lets admins import third-party NPS responses into its Surveys module via CSV. Responses then flow into NPS Analytics out-of-the-box.
Pros: fastest to stand up, auto-lands in the right analytics. Cons: not event-driven, limited automation metadata.
How to do it
From CustomerGauge, generate a CSV export with columns Gainsight expects (e.g., Company, Email/Person, Score, Comment, Survey Name/ID, Response Date, Language, Channel).
Admin uploads via Import NPS® in Gainsight Surveys (can be operationalized with a job).
2) Robust & real-time: “Object/API-native” ingestion
For automation, CTAs, Timeline, and Health Score updates, push responses via Gainsight’s REST APIs.
2A. Data model & identity
Company alignment: ensure your CustomerGauge Account ID maps to Gainsight’s Company (use external identifiers; upsert via Company API).
Person alignment: upsert contact emails into Person/Company Person as needed.
Response storage: create a Low-Volume Custom Object (e.g., CG_NPS_Response__lv) with fields like:
companyId (lookup → Company), personEmail, surveyId, responseId (your idempotency key), score, comment, channel, touchpoint, responseDatetime, country, product, segment, caseLink.
Ingest via Custom Object API (low-volume) or Bulk REST API for batches.
2B. Event logging & actionability
Log a Timeline Activity per response (e.g., “NPS Response 2 (Passive) from Jane Doe – ‘…’”), relating it to the Company/Relationship. This gives CSMs context in their 360 view.
Use Gainsight Rules/Horizon Rules to:
Create/Update CTAs for detractors/passives.
Update Health Score contributors from rolling NPS.
(These sit on top of the objects you just populated; docs reference object usage and Timeline behavior.)
2C. Authentication & headers
Gainsight supports an Access Key (static) and M2M OAuth. With Access Key, send accesskey: <YOUR_KEY> in headers for all API calls. (Key is generated under Administration → Integrations → Connectors 2.0 → Gainsight API.)
2D. Minimal payload examples (illustrative)
Upsert Company (ensure target exists for lookups): Company API (body contains external identifiers & attributes).
Insert NPS response (custom object): Custom Object API with your responseId as an upsert key to keep it idempotent.
Create Timeline Activity: Timeline API with activity type “Survey Response” (or your custom type), body text, sentiment, and references to Company/Relationship.
Bulk: for larger hourly drops, use Bulk REST APIs (observe rate limits) to load many records in one job, then poll job status.
Recommended field mapping (core)
CustomerGauge field | Gainsight target |
---|---|
Account External ID / CRM ID | Company external key (via Company API) |
Contact Email | Person / Company Person (People API) |
NPS Score (0–10) | score (integer) in custom object |
Verbatim Comment | comment (string) in custom object & Timeline body |
Response Date/Time (UTC) | responseDatetime (datetime) |
Survey / Program / Touchpoint | surveyId / touchpoint (string) |
Channel (email/web/in-app) | channel (enum/string) |
Response ID (CG GUID) | responseId (string, upsert key) |
Operational playbook
One-time setup
Create the custom object & lookups; define the upsert key.
Generate API credentials (Access Key or M2M OAuth).
Define a Timeline activity type (optional, but nice for reporting).
Initial backfill
Use Bulk REST API to load historical NPS responses in chunks; monitor job status.
Ongoing sync
Real-time: webhook from CustomerGauge → small integration service → Gainsight APIs (Company upsert → Person upsert → Response insert → Timeline create).
Or scheduled: hourly batch to Bulk API.
Drive action
Rules to open CTAs for detractors, post passives, and to set Health Score contributors.
Reports/NPS Analytics continue to work (if you also use Survey import) or build reports off your custom object.
When to choose which path
Need it now, minimal engineering → CSV Survey import.
Need automation, CTAs, real-time visibility, Timeline, Health → Object/API-native route.
Notes & caveats
Rate limits: Bulk REST APIs have hourly/daily limits—plan batch sizes accordingly.
Idempotency: always upsert by a stable responseId to avoid duplicates.
PII/GDPR: keep comments and emails within your DPA scope; mask if needed.
PX vs CS: Gainsight PX has its own API/auth if you ever send in-app NPS there; here we’re targeting Gainsight CS.
[Contributed by AD 6 Oct 2025]