The insales connector allows you to synchronize data from your insales system into your knowledge base.
Authentication
OAuth or API Key — authenticate with your insales account. Required scopes or permissions depend on the specific operations you need:
- Data read access
- Document retrieval permissions
Configuration
| Field | Type | Required | Description |
|---|---|---|---|
| Connection | Selector | Yes | Select or create a new connection to insales |
| Data Type | Dropdown | Yes | Choose which data to sync |
| Max Records | Input | No | Limit the number of records per sync |
| Filters | Input | No | Apply filters to narrow sync scope |
| Include Metadata | Switch | No | Capture metadata and timestamps |
How It Works
- Authentication — Validates your insales credentials
- Data Fetch — Retrieves data from insales API with pagination
- Content Conversion — Converts structured data to plain-text document format
- Storage — Stores documents in your knowledge base for search and retrieval
Document Format
Each synced record becomes a searchable document:
Record ID: value
Created: timestamp
Last Updated: timestamp
Title: extracted or configured field
Content: formatted data fieldsMetadata Tags
| Tag | Type | Description |
|---|---|---|
| Source System | Text | insales |
| Record ID | Text | Unique identifier from source |
| Date Created | Date | Creation timestamp |
| Date Updated | Date | Last modification timestamp |
| Data Type | Text | Category of synced data |
Limitations
- Rate limiting varies by insales plan
- Maximum records per sync depends on API quotas
- Some fields may not be available in lower tier plans
- Sync frequency depends on your AACFlow subscription
Common Issues
If sync fails, check:
- Connection credentials are still valid
- Required scopes are granted in insales
- Rate limits haven't been exceeded
- Network connectivity to insales services