The ClientBase connector synchronizes data from crm into your knowledge base. Russian client management and CRM system
Autenticación
Api Key — Se requiere autenticación con clave API
Configuración
| Campo | Tipo | Requerido | Descripción |
|---|---|---|---|
| API Key / Token | Input | Sí | Your API key from ClientBase |
| Sync Interval | Dropdown | No | Frequency of data synchronization |
| Fields to Sync | Multi-select | No | Specific fields to include in documents |
Cómo funciona
- Verificación de autenticación — Validates your credentials with ClientBase
- Obtención de datos — Retrieves data from the crm platform
- Procesamiento de documentos — Converts data to plain-text documents
- Finalización de sincronización — Stores documents in your knowledge base with metadata
Formato de documento
Each synced document contains:
Field1: value1
Field2: value2
...Etiquetas de metadatos
| Tag | Type | Description |
|---|---|---|
| Source | String | ClientBase |
| Sync Date | Date | When the document was synchronized |
Paginación
Pagination uses offset-based cursor format for incremental updates.
Limitaciones
- API rate limits apply
- All ClientBase data must be accessible with your authentication credentials
- Large datasets may take time to sync initially