Identifying details to set up specific Sources
The flow for setting up a Source is generally the same, but there are some nuanced differences depending on what type of tool you are looking to connect. As you follow the setup instructions, see here for any additional details about the specific source you want to integrate.
Access requiredYou must be a Guru Admin, Source Creator, or relevant custom role to connect Sources.
Admins, Source Creators, and relevant custom roles can assign Source Owners or relevant custom roles to manage access.
Affinity
| What you'll need/ Objects we sync |
|---|
| See Setting up Affinity as a Source |
Aha
| What you'll need/Objects we sync |
|---|
| See Setting up Aha! as Source |
Airtable
| What you'll need/Objects we sync |
|---|
| See Setting up Airtable as a Source |
Asana
| What you'll need/Objects we sync |
|---|
| See Setting up Asana as a Source |
Azure DevOps Work Items
| What you'll need/Objects We Sync |
|---|
| See Setting up Azure Dev Ops as a Source |
Azure DevOps Wiki
| What you'll need/Objects We Sync |
|---|
| See Setting up Azure Dev Ops as a Source |
Basecamp
| What you'll need/Objects we sync |
|---|
| See Setting up Basecamp as a Source |
Bitbucket
| What you'll need/Objects we sync |
|---|
| See Setting up Bitbucket |
Box
| What you'll need/Objects we sync |
|---|
| See Setting up Box as a Source |
Clickup
| What you'll need/Objects we sync |
|---|
| See Setting up ClickUp as a Source |
Coda Pages
| What you'll need/Objects we sync |
|---|
| See Setting up Coda Pages as a source |
Confluence
| What you'll need/Objects we sync |
|---|
| See Setting up Confluence as a Source |
Dixa
| What you'll need/Objects we sync |
|---|
| See Setting up Dixa as a Source |
Dropbox
| What you'll need/Objects we sync |
|---|
| See Setting up Dropbox as a Source |
File Upload
| What you'll need/Objects we sync |
|---|
| See Setting up a File Upload as a Source |
Freshdesk
| What you'll need/Objects we sync |
|---|
| See Setting up Freshdesk as a Source |
Freshservice
| What you'll need/Objects we sync |
|---|
| See Setting up Freshservice as a Source |
Front
| What you'll need/Objects we sync |
|---|
| See Setting up Front as a Source |
Github Discussions
| What you'll need/Objects we Sync |
|---|
| See Setting up Github Discussions as a Source |
GitHub Issues
| What you'll need/Objects we Sync |
|---|
| See Setting up Github Issues as a Source |
Github Repository
| What you'll need/Objects we Sync |
|---|
| See Setting up Github Repository as a Source |
Github Wiki
| What you'll need/Objects we Sync |
|---|
| See Setting up Github Wiki a Source |
Gitlab Issues
| What you'll need/Objects we sync |
|---|
| See Setting up Gitlab Issues as a Source |
GitLab Repository
| What you'll need |
|---|
| See Setting up Gitlab Repository as a Source |
Gladly
| What you'll need/Objects we sync |
|---|
| See Setting up Gladly as a Source |
Gong
| What you'll need/Objects we sync |
|---|
| See Setting up Gong as a Source |
Google Drive
| What you'll need/Objects we sync |
|---|
| See Setting up Google Drive as a Source |
Google Sheets
| What you'll need/Objects we sync |
|---|
| See Setting up Google Sheets as a Source |
Gorgias
| What you'll need/Object we sync |
|---|
| See Setting up Gorgias as a Source |
Guru's Help Center
| What you'll need | Objects we sync |
|---|---|
| N/A - this is included on everyone's account | Articles from Guru's Help Center |
Help Juice
| What you'll need | Objects we sync |
|---|---|
| Helpjuice API key and Helpjuice subdomain | public and/or internal articles |
Helpscout
| What you'll need | Objects we sync |
|---|---|
| Help Scout credentials | Conversations, Mailboxes, Threads, Users, Teams, Members |
Hive
| What you'll need | Objects we sync |
|---|---|
| Hive API Key | Task, List, Activity, User, Group |
Hubspot
| What you'll need/Objects we sync |
|---|
| See Setting up Hubspot as a Source |
Hubspot Ticketing (Service Hub)
| What you'll need/Objects we sync |
|---|
| See Setting Up Hubspot Ticketing as a Source |
Intercom
| What you'll need/Objects we sync |
|---|
| See Setting Up Intercom as a Source |
Intercom Articles
| What you'll need/Objects we sync |
|---|
| See Setting Up Intercom Articles as a Source |
Ironclad
| What you'll need | Objects we sync |
|---|---|
| Ironclad domain | Workflows, Users |
Jira
| What you'll need/Object's we sync |
|---|
| See Setting up Jira as a Source |
Jira Service Management
| What you'll need |
|---|
| See Setting up Jira Service Management as a Source |
Keap
| What you'll need | Objects we sync |
|---|---|
| Your team domain, Admin credentials | Company, Deal, Note, Stage, Task, User |
Kustomer
| What you'll need | Objects we sync |
|---|---|
| API Key | Conversations, Users, Companies, Notes, Messages |
Kustomer Knowledge Base
| What you'll need | Objects we sync | Notes |
|---|---|---|
| Kustomer credentials | Articles | Install the Guru app within Kustomer instance before connecting Kustomer Knowledge Base |
Linear
| What you'll need/Objects we sync |
|---|
| See Setting up Linear as a Source |
Microsoft Dynamics 365 Sales
| What you'll need | Objects we sync |
|---|---|
| Your team domain, Admin credentials | Account, Opportunity, Note (Annotation), Sales Stage, Task, User |
Miro
| What you'll need | Objects we sync | Notes |
|---|---|---|
| Miro's Free, Starter, or Business subscription | User-selected Boards within the Miro Team that the authenticating user has access to | Must be permissioned in Guru |
Miro Enterprise
| What you'll need | Objects we sync | Notes |
|---|---|---|
| Miro's Enterprise subscription | All Boards within the Miro Team that the authenticating user has access to | Uses native permissions from Miro |
Monday (monday.com)
| What you'll need/Objects we'll sync |
|---|
| See Setting up Monday.com as a Source |
Notion
| What you'll need/Objects we sync |
|---|
| See Setting up Notion as a Source |
OneDrive
| What you'll need/Objects we sync |
|---|
| See Setting up OneDrive as a Source |
Pipedrive
| What you'll need | Objects we sync |
|---|---|
| Your team domain, Admin credentials | Organization, Deal, Note, Stage, Activity, User |
Pivotal Tracker
| What you'll need | Objects we sync |
|---|---|
| Pivotal API Token | Story, Project, Comment, Users, Epics, Memberships |
Rally
| What you'll need | Objects we sync |
|---|---|
| Rally API key | Artifact, Project, Conversation, Users, Iterations, Releases, Milestones |
ReadMe Docs
| What you'll need | Objects we sync | Notes |
|---|---|---|
| ReadMe API key | Articles from your ReadMe Guide | Does not include API Reference docs. Please use File Upload to load your Swagger/OpenAPI spec |
Re:Amaze
| What you'll need | Objects we sync |
|---|---|
| Re:amaze subdomain | Conversations, Messages |
Salesforce
| What you'll need/Objects we sync |
|---|
| See Setting up Salesforce as a Source |
Salesforce Service Cloud
| What you'll need/Objects we sync |
|---|
| See Setting up Salesforce Service Cloud as a Source |
ServiceNow
| What you'll need | Objects we sync |
|---|---|
| ServiceNow subdomain | Tasks, Customer Accounts, Journals, Users, Incidents, Cases, Requests, Problem |
Sharefile
| What you'll need/Objects we sync |
|---|
| See Setting up Sharefile as a Source |
Sharepoint
| What you'll need / Objects we sync |
|---|
| See Setting Up Sharepoint as a Source |
Shortcut
| What you'll need | Objects we sync |
|---|---|
| Shortcut API Key | Epics, Stories, Workflows, Iterations, Projects, Groups |
Slack
| What you'll need/Objects we sync |
|---|
| See Setting up Slack as a Source |
Smartsheet
| What you'll need | Objects we sync |
|---|---|
| Smartsheet credentials | Designated table - you’ll be prompted to select the title column |
Spotdraft
| What you'll need | Objects we sync |
|---|---|
| Client id & Secret (from Spotdraft’s team) | Contracts, Notes, Users |
Teamwork
| What you'll need | Objects we sync |
|---|---|
| Teamwork subdomain | Tasks, Projects, Comments, People, Task Lists |
Trello
| What you'll need | Objects we sync |
|---|---|
| Trello credentials | Cards, Comments, Boards, Members, Organizations |
Veeva Vault Quality Docs
What you'll need | Objects we sync |
|---|---|
Username, password, and domain | Veeva Vault QualityDocs that meet the following criteria: Lifecycle = ‘Draft to Effective Lifecycle’ AND Status = ‘Effective’ OR Lifecycle = ‘Draft to Approved Lifecycle’ AND Status = ‘Approved’ |
Wrike
| What you'll need |
|---|
| See Setting up Wrike as a Source |
Zendesk
| What you'll need/Objects we sync |
|---|
| See Setting up Zendesk as a Source |
Zendesk Guide
| What you'll need/Objects we sync |
|---|
| See Setting up Zendesk Guide as a Source |
Zoho Bug Tracker
| What you'll need | Objects we sync |
|---|---|
| Zoho credentials | Bugs, Projects, Comments, Users, Bugs |
Zoho CRM
| What you'll need | Objects we sync |
|---|---|
| Your team domain, Admin credentials | Account, Deal, Note, Stage, Task, User |
Zoho Desk
| What you'll need | Objects we sync |
|---|---|
| Zoho credentials, Org ID | Tickets, Accounts, Comments, Agents, Teams, Conversations, Threads |
Initial Sync Timing
There are several factors that impact how quickly a source is established, including rate limits, time to sync the content, and the time required to index the content for search. Utilizing the Selective Sync functionality when available and focusing your sync to content that is relevant to your team will improve initial sync time and lead to a more focused search experience.
Rate Limits
Rate limiting helps keep things running smoothly by managing how many requests a client can send in a certain time. This ensures fair access for everyone and helps maintain consistent, reliable performance.
The different tools Guru connects with have different rate limits,
- Ticketing: On average, 50 API calls are needed to process 1,000 ticket records.
- File Storage: The initial sync typically requires 1 API call per record, with 2 API calls for each updated record.
- CRMs: Depending on the tool, for example Hubspot requires 40 API calls per hour, and Salesforce requires approximately 1 API call per hour.
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Updated about 20 hours ago