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Connectors

The Connectors tab in Knowledge Base Settings allows you to connect and sync data from third-party applications and databases. Connectors automatically fetch and sync content from external sources into your knowledge base.

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Overview

Connectors enable integration with:
  • Cloud Storage - Google Drive, SharePoint
  • Documentation Platforms - Confluence, Zoomin
  • Databases - MySQL, Microsoft SQL Server, Oracle, Generic SQL
  • Business Systems - Odoo

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Accessing Connectors

  1. Navigate to Knowledge Base in the sidebar
  2. Go to the KB Data section
  3. Click the Settings icon (gear icon)
  4. Select the Connectors tab

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Available Connectors

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Google Drive

Connect your Google Drive account to sync files and folders. Features:
  • Sync files and folders from Google Drive
  • Automatic updates when files change
  • Support for Google Docs, Sheets, Slides, PDFs, and more
  • Folder-level sync configuration

Google Drive Connector

Learn how to set up Google Drive connector

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SharePoint

Connect your SharePoint site to sync documents and files. Features:
  • Sync documents from SharePoint sites
  • Support for Office documents
  • Automatic sync on schedule
  • Site-level and folder-level configuration

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Confluence

Connect your Confluence workspace to sync pages and spaces. Features:
  • Sync Confluence pages and spaces
  • Support for Confluence Cloud and On-Premise
  • Automatic updates when pages change
  • Space-level sync configuration

Confluence Connector

Learn how to set up Confluence connector

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Zoomin

Connect your Zoomin documentation site to sync content. Features:
  • Sync documentation from Zoomin
  • Automatic content updates
  • Support for Zoomin documentation structure

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Odoo

Connect your Odoo instance to sync business data and documents. Features:
  • Sync documents from Odoo
  • Support for Odoo modules
  • Automatic sync configuration

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MySQL

Connect your MySQL database to sync data and documents. Features:
  • Query and sync data from MySQL databases
  • Support for custom SQL queries
  • Automatic sync on schedule
  • Table-level configuration

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Microsoft SQL Server

Connect your SQL Server database to sync data and documents. Features:
  • Query and sync data from SQL Server
  • Support for custom SQL queries
  • Automatic sync configuration
  • Database and table-level access

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Oracle

Connect your Oracle database to sync data and documents. Features:
  • Query and sync data from Oracle databases
  • Support for custom SQL queries
  • Automatic sync configuration
  • Schema-level access

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Generic SQL

Connect any SQL-compatible database to sync data. Features:
  • Support for any SQL-compatible database
  • Custom connection configuration
  • Flexible query support
  • Automatic sync on schedule

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Managing Connectors

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Adding a Connector

  1. Go to the Connectors tab
  2. Find the connector you want to add
  3. Click Connect or Add Connection
  4. Follow the authentication flow
  5. Configure sync settings
  6. Save the connection

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Viewing Connected Connectors

Connected connectors are displayed with:
  • Connection name or account
  • Last sync time
  • Sync status
  • Connection type

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Editing Connector Settings

  1. Find the connected connector
  2. Click Settings or Configure
  3. Update sync configuration
  4. Modify sync schedule if needed
  5. Save changes

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Disconnecting a Connector

  1. Find the connected connector
  2. Click Disconnect or Remove
  3. Confirm the disconnection
  4. Connection is removed and syncing stops
Disconnecting a connector will stop syncing and may remove synced content from your knowledge base.

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Sync Configuration

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Manual Sync

Manually trigger a sync for a specific connector:
  1. Find the connector
  2. Click Sync Now or Manual Sync
  3. Wait for sync to complete
  4. Check sync status

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Automatic Sync

Configure automatic syncing:
  1. Go to Sync & Schedule tab
  2. Configure sync schedule for connectors
  3. Set sync frequency
  4. Save schedule

Sync & Schedule

Learn about sync scheduling

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Best Practices

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Connector Setup

  1. Use Specific Folders - Connect specific folders rather than entire accounts
  2. Set Appropriate Schedules - Balance freshness with system load
  3. Monitor Sync Status - Regularly check sync success/failures
  4. Test Connections - Verify connections work before relying on them

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Security

  1. Use Service Accounts - Prefer service accounts over personal accounts
  2. Limit Permissions - Grant only necessary permissions
  3. Regular Audits - Review connected accounts periodically
  4. Secure Credentials - Never share connection credentials

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Performance

  1. Selective Sync - Sync only necessary content
  2. Schedule Wisely - Avoid peak usage times
  3. Monitor Resources - Watch for performance impacts
  4. Optimize Queries - For database connectors, use efficient queries

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Troubleshooting

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Connection Failures

Problem: Connector fails to connect Solutions:
  1. Verify credentials are correct
  2. Check network connectivity
  3. Ensure permissions are granted
  4. Review connector-specific requirements

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Sync Failures

Problem: Content not syncing Solutions:
  1. Check sync schedule configuration
  2. Verify connector is still connected
  3. Review sync logs for errors
  4. Try manual sync to test connection

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Missing Content

Problem: Expected content not appearing Solutions:
  1. Verify sync completed successfully
  2. Check folder/query configuration
  3. Ensure content matches sync criteria
  4. Review sync filters and settings
  • Settings - Configure chunking and processing
  • Crawlers - Automatically fetch web content
  • Sync & Schedule - Manage sync schedules

Settings

Learn about knowledge base settings

Crawlers

Learn about web crawlers

Sync & Schedule

Learn about sync scheduling