The ClientBase connector synchronizes data from crm into your knowledge base. Russian client management and CRM system
Authentifizierung
Api Key — API-Schlüssel-Authentifizierung erforderlich
Konfiguration
| Feld | Typ | Erforderlich | Beschreibung |
|---|---|---|---|
| API Key / Token | Input | Ja | Your API key from ClientBase |
| Sync Interval | Dropdown | Nein | Frequency of data synchronization |
| Fields to Sync | Multi-select | Nein | Specific fields to include in documents |
Funktionsweise
- Authentifizierungsprüfung — Validates your credentials with ClientBase
- Datenabruf — Retrieves data from the crm platform
- Dokumentverarbeitung — Converts data to plain-text documents
- Sync-Abschluss — Stores documents in your knowledge base with metadata
Dokumentformat
Each synced document contains:
Field1: value1
Field2: value2
...Metadaten-Tags
| Tag | Type | Description |
|---|---|---|
| Source | String | ClientBase |
| Sync Date | Date | When the document was synchronized |
Paginierung
Pagination uses offset-based cursor format for incremental updates.
Einschränkungen
- API rate limits apply
- All ClientBase data must be accessible with your authentication credentials
- Large datasets may take time to sync initially