> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cora.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync Gainsight health scores and customer CTAs with Cora

> Pull health scores, CTAs, and usage analytics from Gainsight into Cora using an API key. Setup takes 10–15 minutes and requires a Gainsight Administrator.

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.

## Overview

| Detail               | Value                       |
| -------------------- | --------------------------- |
| **Integration type** | API Key, Organization-Level |
| **Setup time**       | 10–15 minutes               |
| **Required role**    | Gainsight Administrator     |

## 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

## Required credentials

You will need two values from Gainsight:

| Credential       | Description                                                                       |
| ---------------- | --------------------------------------------------------------------------------- |
| **Access Key**   | API authentication token                                                          |
| **Instance URL** | Your organization's Gainsight domain (e.g., `https://your-company.gainsight.com`) |

## Obtain your Gainsight API credentials

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

### Step 1: Access Gainsight administration

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

### 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**.

<Warning>
  Copy the Access Key immediately — it will only be shown once. Store it in a secure location before closing this screen.
</Warning>

### 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`).

## Set up the integration in Cora.ai

<Steps>
  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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

## Important notes

<Note>
  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.
</Note>