Setting up Gladly as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources.

Gladly Access: You do not need to be an Admin in Gladly to connect Gladly as a Source.

Setting up Gladly as a Source

1. Go to Manage > Sources in the Guru web app.
2. Select Gladly from the list of available Source integrations.
3. Enter your Gladly subdomain when prompted.
4. Authorize Guru to access your Gladly account by signing in with your Gladly credentials.
5. Select the Guru Groups that should have access to this Source's content.
6. Optionally, assign a Source Owner who will manage this connection.
7. Click Connect Source to start syncing.

Objects synced from Gladly

Guru syncs the following Gladly objects:

• Conversations
• Tasks
• Customers
• Agents
• Teams
• Inboxes
• Comments
• Notes