Skip to main content
The G2 logo

​
Overview

The G2 integration imports reviews of the G2 products you choose, along with each review’s star rating and reviewer details. It connects with an access token from the G2 Developer Portal. Each product you select becomes a dataset. A workspace admin creates the G2 source once for the whole workspace, and channels then add its products. Learn more about Sources →

​
Before you start

​
In Dovetail

  • A workspace admin creates the source. Other users can request it.
  • The credentials you connect with are shared by the whole workspace. See Shared credentials for how to choose an account.

​
In G2

  • A G2 plan that includes API access. Dovetail reads products and reviews through the G2 API.
  • An access token from the G2 Developer Portal, generated with the products.reviews.read permission. G2 tokens expire a year after they’re created.

​
Create the G2 source

1

Open Sources and select G2

In the sidebar, select Sources, then select G2.
2

Connect G2

In Access token, paste the token you created in the G2 Developer Portal, then select Connect.
3

Choose products and an import period

In Select products to import reviews from, search for each product by name and select it. There’s no All products option. Then choose an Import period. See Import period.
4

Choose who can use the source

Choose who can use the source, then select Next. See Create a source.
5

Create the source

Choose whether to auto-redact sensitive information in the source’s data, then select Create source. The first import starts right away. See Redact data from sources.

​
Authentication and permissions

The G2 source connects to the G2 API with an access token from the G2 Developer Portal. The token needs the products.reviews.read permission. Dovetail only reads products and their reviews. It doesn’t change anything in G2. G2 access tokens expire a year after they’re created. When the token expires or is revoked, the source stops syncing until it’s reconnected with a new token. The access token is stored once for the whole workspace. To change the account or credentials, see Reconnect a source.

​
Datasets

Each G2 product you select becomes a dataset and syncs on its own. The product picker lists the G2 products your access token can see. To add more products later, open the source and select Add product. See Add datasets.

​
What gets imported

Each G2 review becomes one data point. Its text is the reviewer’s written answers to G2’s review questions, and this is the text Dovetail analyzes.

​
Always imported

​
Imported when present

To rename these fields or change their types, see Rename fields and change field types.

​
Not imported

  • The question text for each answer. The data point holds the answers only.
  • The reviewer’s company, job title, industry, and company segment.
  • Reviewer email addresses, so G2 data points aren’t linked to contacts.

​
Sync behavior

The first import starts when the source is created. After that, the source syncs about every hour. See Manage a source. The import period applies to when a review was last updated in G2, not when it was submitted. The first import can therefore include older reviews that were updated during the period.

​
Troubleshooting

Dovetail doesn’t accept the access token. Check that you copied the whole token, that it hasn’t expired, and that it was generated with the products.reviews.read permission. A product isn’t in the picker. The picker lists only the products your access token can see in G2. Type part of the product’s name to search for it. If the product still doesn’t appear, the token can’t see it in G2. The source stopped syncing, and the token is about a year old. G2 access tokens expire a year after they’re created. Create a new token with the products.reviews.read permission in the G2 Developer Portal, then reconnect the source with it. See Reconnect a source. The source shows “Dovetail can’t read reviews for some G2 products.” The token may be missing the products.reviews.read permission, or your G2 plan may no longer include API access. Check both in the G2 Developer Portal, then select Sync now. See Source statuses. G2 isn’t available when I set up a channel. See Troubleshoot sources.

​
Revoke access in G2

To revoke Dovetail’s access on the G2 side, revoke the access token in the G2 Developer Portal. The source then can’t sync until it’s reconnected with a new token. Reviews already imported stay in Dovetail. To pause or delete the source in Dovetail, see Manage a source. To take its data out of one channel, see Channel setup.

Sources

What a source is, and how its data reaches channels.

Channel setup

Create a channel from your sources and choose its datasets.

Manage a source

Check a source’s status, sync it, pause it, reconnect it, or add datasets.

Voice of customer

Centralize feedback, make sense of it, and close the loop.