Steps for data push/pull between Gainsight and Staircase AI

Written by Omri Hecht
Updated over a week ago

Step 1

Follow the steps outlined here to generate a new access key for the Staircase AI integration. If you already have an access key in your Gainsight account, you can use it.

Note: to add a new access key or acquire its value, Gainsight admin access may be required.

Step 2

Login to Staircase, click 'settings' and open the integrations section. Click of the Gainsight card.

Step 3

Fill out the Gainsight integration form with the required data. You can find the subdomain value in the browser's address bar while on the Gainsight tab.

For instance, if the address is, then the subdomain will be staircase. Click the “Connect” button.

Step 4

Once you have completed the authentication process, you can configure the import of your Gainsight data into Staircase AI. This includes setting up data filters (which accounts to sync into Staircase AI), status mapping (which accounts should labeled as "Churned" or "Prospect"), retention policy, etc.

When you are finished, click the "Save" button.

Step 5

The final step involves configuring the mapping of the account/stakeholder fields. You can do this by navigating to the account/stakeholder fields page under settings > configurations.

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