Setting up Pylon as a Source
Connecting Pylon to Guru makes your customer support data searchable across your workspace. Learn how to sync Pylon Issues to Guru so your team can quickly find relevant case information, customer conversations, and support history.
Access RequiredGuru Access: You must be an Admin, Source Creator, or relevant custom role to set up Sources.
Pylon Access: The authenticating user must have Admin access in Pylon to generate API tokens.
Setting up Pylon as a Source
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose Pylon from the list of integrations.
- Add a display name for your Pylon source.
- Select Add new Connection.
- Enter your Pylon API token:
- Log in to Pylon with an Admin account
- Go to your account settings
- Navigate to API settings
- Create a new API token
- Copy and paste the token into Guru.
Objects synced from Pylon
Primary objects are the objects used to generate the search record.
| Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|
| Issue | Issues and tickets | • URL • Title • Body • Number • State • Source • Created at • Updated at • Requester name • Requester email • Assignee name • Team ID • Team name • Account ID • Account name • Tags |
Permissions
The Pylon Issues source will inherit permissions. If the authenticating user selects to inherit permissions from Pylon, they will first define the scope of content that will be synced based on what they have access to, and others access within that will be respected. Guru recommends authenticating with a service user to ensure that the desired content is synced in.
Updated about 4 hours ago