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The Gainsight integration gives Cora access to your customer success data — including health scores, Calls to Action (CTAs), and usage analytics — so that Cora agents, dashboards, and workflows reflect the full picture of account health.

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Overview

DetailValue
Integration typeAPI Key, Organization-Level
Setup time10–15 minutes
Required roleGainsight Administrator

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Prerequisites

Before you begin, confirm you have:
  • An active Gainsight subscription (CS, PX, or combined)
  • Administrator access in Gainsight
  • Organization administrator access in Cora.ai
  • The ability to generate a Gainsight API Access Key

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Required credentials

You will need two values from Gainsight:
CredentialDescription
Access KeyAPI authentication token
Instance URLYour organization’s Gainsight domain (e.g., https://your-company.gainsight.com)

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Obtain your Gainsight API credentials

Follow these three steps in Gainsight before switching to Cora.ai.

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Step 1: Access Gainsight administration

  1. Log into Gainsight as an Administrator.
  2. Navigate to Administration > Connectors 2.0.

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Step 2: Generate an Access Key

  1. Click Create Connection.
  2. From the Connector dropdown, select Gainsight API.
  3. Provide a descriptive name — for example, Cora.ai Integration.
  4. Under Authentication Type, select Access Key.
  5. Click Generate Access Key.
Copy the Access Key immediately — it will only be shown once. Store it in a secure location before closing this screen.

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Step 3: Note your Instance URL

  1. Your Instance URL is the domain you use to access Gainsight.
  2. It follows the format https://[your-company].gainsight.com.
  3. Do not append any path after the domain (for example, do not add /v2/accounts).

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Set up the integration in Cora.ai

1

Initiate the connection

  1. Log into Cora.ai as an organization administrator.
  2. Navigate to Settings → Organization Settings → Integrations.
  3. Locate the Gainsight integration card.
  4. Click Connect.
2

Enter your credentials

A credential input form will appear. Fill in both fields:
  • Instance URL — your Gainsight domain (e.g., https://your-company.gainsight.com)
  • Access Key — the API access key you generated in Gainsight
Click Test Connection if the option is available.
3

Validate and save

Cora.ai will validate your credentials against Gainsight’s API.
  • If validation succeeds, click Save or Connect.
  • If validation fails, check the following:
    • The Access Key is copied exactly, with no leading or trailing spaces.
    • The Instance URL format is correct and contains no trailing path.
    • The Access Key has not expired.
4

Confirm the connection

The Gainsight integration card will update to show Connected status, along with:
  • Connected by: the administrator who completed setup
  • Connected on: the date of connection
  • Instance: your Gainsight domain

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Configuration options

After connecting Gainsight, you can configure the following settings:
  • Data sync settings — select which Gainsight objects to sync, such as CTAs and Health Scores
  • Sync frequency — configure how often Cora refreshes data from Gainsight
  • Custom fields — map custom Gainsight fields to the corresponding fields in Cora.ai

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Important notes

Gainsight uses API key authentication rather than OAuth 2.0. Access keys may have expiration policies set by your organization. If a key expires, generate a new one in Gainsight and update the credentials in Cora.ai. API rate limits apply based on your Gainsight subscription tier.