Step 1
Login to Staircase, click 'settings' and open the integrations section. Click to open the Gainsight card.
Step 2
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 https://staircase.gainsightcloud.com/v1/ui/home, then the subdomain will be staircase. Click the “Connect” button.
Step 3
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.
You can select to 'sync all accounts' from Gainsight CS or you can apply filters to select a specific set of customer accounts you wish to onboard onto Staircase AI.
When you are finished, click the "Save" button.
Step 4
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 > fields.
Note: Once the Gainsight-Staircase integration is configured, all user management for Staircase AI will be governed in the Gainsight CS Admin area. User data and permissions will be synced directly from Gainsight into Staircase. For details on managing permissions and user roles within Staircase via Gainsight, please refer to this support article.