Gainsight Customer Success Setup Guide
Follow our setup guide to connect Gainsight Customer Success to Fivetran.
Prerequisites
To connect Gainsight Customer Success to Fivetran, you need an active Gainsight account.
Setup instructions
Find subdomain
Find your subdomain in your Gainsight URL. For example, if your URL is https://fivetran.gainsightcloud.com, then your subdomain is fivetran.
Select authentication method
Fivetran offers two ways to authenticate your Gainsight Customer Success connection: OAuth 2.0 and API key. Expand the section for the method you want to use and follow the steps.
OAuth 2.0 authentication
Gainsight OAuth applications are tied to the Gainsight account that created them. You must create and use your own OAuth application. You cannot reuse an OAuth application created in a different Gainsight organization.
Log in to your Gainsight account.
On the navigation menu, click Administration > Users and Permissions > User Management.
Click Authentication tab.
Click OAuth Applications and then click Add Application.
Enter the application details:
- Application Name: Enter a name for your application.
- Scope: Select Read.
- Callback URLs: Enter
https://fivetran.com/integrations/gainsight_customer_success/oauth2/returnas your callback URL. - Enable PKCE (Proof Key for Code Exchange): Keep the toggle disabled. Fivetran's Gainsight Customer Success connector does not currently support PKCE.
Save the application. Gainsight immediately displays the Client Secret once, in a pop-up window. Make note of it. You will need it to configure Fivetran.
Close the pop-up window. You are taken to the application's Details tab, where you can view the Client ID. Make note of it. You will need it to configure Fivetran.
API key authentication
Log in to your Gainsight account.
On the navigation menu, go to Administration > Integrations > Connectors 2.0.
Click Create Connection.
In the Connector drop-down menu, select Gainsight API.
Click Generate Access Key. Make a note of the access key. You will need it to configure Fivetran.
If you already have a connection access key, click Edit Connection. Make a note of the access key. You will need it to configure Fivetran.
Finish Fivetran configuration
In the connection setup form, enter your Destination schema name.
Enter the Sub-Domain you found.
Depending on the authentication method you want to use for the connection, do one of the following:
OAuth 2.0: Enter the Client ID and Client secret you created.
- Click Authorize to authenticate with your Gainsight account. You will be redirected to the Gainsight Customer Success login page to authorize Fivetran’s access. Log in to your Gainsight Customer Success. Once you complete the authorization, you will be redirected back to Fivetran.
API Key: Enter the Access key you generated.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.
Click Save & Test. Fivetran will take it from here and sync your Gainsight Customer Success data.