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This guide takes you from an empty workspace to health scores on your accounts. If you’re the person setting GainTrace up for your team, start here. Most of the work is quick. The longest part is usually waiting for your first data sync to finish, and that runs in the background while you get on with other things.

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Before you start

You’ll connect a few of the tools you already use, so it helps to have admin access in each one (your CRM, your billing tool, your product analytics). Connecting uses OAuth or an API key from each service, so there’s nothing to prepare beyond being able to sign in.
1

Create your workspace

The first time you sign in, GainTrace walks you through creating a workspace and naming it after your company. A workspace holds all of your customer data and keeps it separate from any other team’s.
2

Connect your first data source

Open Integrations and pick the tool you want to start with. Most teams begin with their CRM, since that’s where accounts and owners live. Connecting is quick: authorize GainTrace, choose what to sync, and let the first sync run.Not sure where to begin? HubSpot or Salesforce for accounts, Stripe for revenue, and your product analytics (Segment, PostHog, Mixpanel, and others) for usage.
3

Check your data model

Once data starts flowing, open Data > Data Model to see the objects GainTrace built for you. New workspaces come with a ready-made set, so in most cases there’s nothing to configure. It’s a good moment to confirm your Companies and People look the way you expect.
4

Let health scores fill in

You don’t set health up by hand. Once your data is flowing, GainTrace works out a health score for each company and shows it on the Companies list and on the company’s own page. Health lands in one of three states, healthy, at risk, or churning, so you can scan a list and know where to look.
5

Invite your team

In Settings > Members, invite your CSMs and set their roles. Everyone lands in the same workspace with the data already in place, so there’s no per-person setup to worry about.

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What good looks like

You’re set up when you can open Companies, see health scores on your accounts, and open Triage to a queue worth working through. That’s the point where GainTrace starts earning its keep.

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Next

Bring your CSMs up to speed

The day-to-day path for the people working accounts.
Last modified on July 6, 2026