Understand how to enable and configure the Gainsight CS integration.
With a Northpass + Gainsight CS integration, customer learning data can now be used as an automated input that gets incorporated into a customer's overall health score. Data points like course completion rates and course progress can now be used.
Using the Northpass + Gainsight CS integration, you can:
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Evaluate course progress within a Gainsight custom object
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Measure the impact of training on overall customer health and satisfaction
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Leverage learning data in Gainsight rule creation to trigger internal and external actions
Requirements:
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You are an Admin in both Northpass and Gainsight CS
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You are on a premium Northpass plan or higher plan
Getting Started:
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Log in as a Northpass Admin
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Go to your Apps section
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Click on the Gainsight App
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Click Get Started
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Toggle the integration to ON.
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After generating/obtaining API Access Key in Gainsight, enter the Access Key into the corresponding Northpass field.
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Obtain the Sub Domain from Gainsight, enter the Sub Domain into the corresponding Northpass field.
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Create a custom object in Gainsight.
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Add the following fields to the custom object:
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Name (This will be where the learner's name is populated.)
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Course Name
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Course Progress
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Learner ID
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Activity Completed At
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Activity Name
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Take the table name set up for the Gainsight custom object and enter it into the corresponding Northpass field.
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Click the Save button.
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A Connected status confirms that Northpass was able to authenticate with Gainsight using the Access Key & Sub Domain provided.
🚨If the custom object field is not set up as instructed in Step 9, Northpass will not be able to pass data into Gainsight.🚨