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.

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Access required

You must be a Guru Admin to connect Sources.

Admins can assign Source Owners to manage access. Source Owners can add Viewers, add Owners, or delete the Source.

Aha

What you'll needObjects we sync
Your team domainComments, Features, Products, Tasks, Users

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

What you'll needObjects we sync
An Azure Personal Access Token Workitem, Project, Comment, Member, Team

Azure DevOps Wiki

What you'll needObjects we sync
Azure DevOps Wiki CredentialsSelected Provisioned and Code Wikis

Basecamp

What you'll needObjects we sync
Your Basecamp subdomainTickets, Comments, Users, and Collections

Bitbucket

What you'll needObjects we sync
Your workspace IDIssue, Repository, Comment, Member

Box

What you'll need/Objects we sync
See Setting up Box as a Source

Confluence

What you'll need/Objects we sync
See Setting up Confluence as a Source

Clickup

What you'll need/Objects we sync
See Setting up ClickUp as a Source

Dixa

What you'll needObjects we sync
Dixa API KeyConversation, Message, Agent, Note

Dropbox

What you'll need/Objects we sync
See Setting up Dropbox as a Source

File Upload

What you'll needObjects we sync
FIle(s) stored locallyMost common file types supported

Freshdesk

What you'll needObjects we sync
Your Freshdesk subdomainAgents, Companies, Conversations, Tickets, Replies, Notes

Freshservice

What you'll needObjects we sync
Your Freshservice credentialsTicket, Conversation, Agent

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

What you'll needObjects we sync
Your Gitlab credentialsIssues, Projects, Comments, Users, Groups, Notes

GitLab Repository

What you'll needObjects we sync
Your Gitlab credentialsCode Repositories

Gladly

What you'll needObjects we sync
Your Gladly subdomainConversations, Tasks, Customers, Agents, Teams, Inboxes, Comments, Notes

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 needObjects we sync
Your Gorgias subdomainTickets, Messages, Users, Teams

Gong

What you'll needObjects we sync
Gong credentialsGong Transcripts

Guru's Help Center

What you'll needObjects we sync
N/AArticles from Guru's Help Center

Help Juice

What you'll needObjects we sync
Helpjuice API key and Helpjuice subdomainpublic and/or internal articles

Helpscout

What you'll needObjects we sync
Help Scout credentialsConversations, Mailboxes, Threads, Users, Teams, Members

Hive

What you'll needObjects we sync
Hive API KeyTask, 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 needObjects we sync
Ironclad domainWorkflows, Users

Jira

What you'll needObjects we sync
Jira domainProjects, Issues, Users, Comments

Jira Service Management

What you'll needObjects we sync
Jira subdomainProjects, Issues, Comments, Users

Kustomer

What you'll needObjects we sync
API KeyConversations, Users, Companies, Notes, Messages

Kustomer Knowledge Base

What you'll needObjects we syncNotes
Kustomer credentialsArticlesInstall 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

Miro

What you'll needObjects we syncNotes
Miro's Free, Starter, or Business subscriptionUser-selected Boards within the Miro Team that the authenticating user has access toMust be permissioned in Guru

Miro Enterprise

What you'll needObjects we syncNotes
Miro's Enterprise subscriptionAll Boards within the Miro Team that the authenticating user has access toUses native permissions from Miro

Monday (monday.com)

Source Integration Credentials: What you'll needSource Objects we syncNotes
monday.com credentialsBoards and Groups that you specifySearch will index the name of the Task, not the updates made to the Task.

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

Pivotal Tracker

What you'll needObjects we sync
Pivotal API TokenStory, Project, Comment, Users, Epics, Memberships

Rally

What you'll needObjects we sync
Rally API keyArtifact, Project, Conversation, Users, Iterations, Releases, Milestones

ReadMe Docs

What you'll needObjects we syncNotes
ReadMe API keyArticles from your ReadMe GuideDoes not include API Reference docs. Please use File Upload to load your Swagger/OpenAPI spec

Re:Amaze

What you'll needObjects we sync
Re:amaze subdomainConversations, 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 needObjects we sync
ServiceNow subdomainTasks, Customer Accounts, Journals, Users, Incidents, Cases, Requests, Problem

Sharepoint

What you'll need / Objects we sync
See Setting Up Sharepoint as a Source

Shortcut

What you'll needObjects we sync
Shortcut API KeyEpics, Stories, Workflows, Iterations, Projects, Groups

Slack

What you'll need/Objects we sync
See Setting up Slack as a Source

Smartsheet

What you'll needObjects we sync
Smartsheet credentialsDesignated table - you’ll be prompted to select the title column

Spotdraft

What you'll needObjects we sync
Client id & Secret (from Spotdraft’s team)Contracts, Notes, Users

Teamwork

What you'll needObjects we sync
Teamwork subdomainTasks, Projects, Comments, People, Task Lists

Trello

What you'll needObjects we sync
Trello credentialsCards, 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 = β€˜Draft to Effective Lifecycle’ AND Status = β€˜Effective’

OR

Lifecycle = β€˜Draft to Approved Lifecycle’ AND Status = β€˜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 needObjects we sync
Zoho credentialsBugs, Projects, Comments, Users, Bugs

Zoho Desk

What you'll needObjects we sync
Zoho credentials, Org IDTickets, 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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