Connectors

Documentation Index

Fetch the complete documentation index at: https://docs.prisme.ai/llms.txt

Use this file to discover all available pages before exploring further.

Connectors let you automatically sync documents from external platforms. Instead of manually uploading files, connect to the source and let Knowledges keep your knowledge base up to date.

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Available Connectors

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The Connectors Page

Open Knowledges and go to Connectors to see:

• Active connections - Currently configured syncs
• Available connectors - Connectors you can set up
• Sync status - When each connection last synced

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Setting Up a Connector

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1. Choose a Connector

1. Go to Connectors
2. Click Add Connection
3. Select the connector type

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2. Authenticate

Most connectors require authentication. Depending on your organization’s setup, you’ll see one of two modes: For personal authentication:

1. Click Connect
2. Sign in to the external service
3. Grant permissions when prompted
4. Return to Knowledges

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3. Select Content

Choose what to sync:

1. Browse available sites, folders, or spaces
2. Select the content you want
3. Choose or create a knowledge base as the destination

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4. Configure Sync Settings

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5. Start Sync

Click Start Sync to begin the initial synchronization. This may take time depending on how much content you’re syncing.

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Managing Connections

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Viewing Status

Each connection shows:

• Status - Connected, syncing, error, or disconnected
• Last Sync - When it last ran
• Documents - How many files are synced
• Errors - Any files that failed to sync

During a sync, you’ll see real-time progress: Recent sync runs are stored in history so you can review past syncs and identify patterns.

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Triggering Manual Sync

To sync immediately instead of waiting for the schedule:

1. Find the connection
2. Click Sync Now
3. Wait for completion

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Updating Configuration

To change what’s synced:

1. Click the connection
2. Modify the selection or settings
3. Save changes
4. Run a sync to apply changes

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Disconnecting

To remove a connection:

1. Click the connection
2. Click Disconnect
3. Confirm

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SharePoint Connector

The SharePoint connector supports:

• Sites - Team sites and communication sites
• Document Libraries - Files stored in SharePoint
• Lists - List attachments (if enabled)
• Pages - SharePoint pages (as HTML)

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Permissions Required

The connector needs:

• Sites.Read.All - Read site content
• Files.Read.All - Read file content

Your admin may need to approve these permissions in Microsoft Entra.

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Configuring SharePoint

1. Connect with your Microsoft account
2. Browse available sites
3. Select document libraries to sync
4. Configure filters:
   • File Types - Include/exclude by extension
   • Modified Since - Only sync recent files
   • Path Patterns - Include/exclude by folder path

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Handling Large Libraries

For large SharePoint libraries:

• Use filters to sync only relevant content
• Consider multiple connections for different topics
• Start with a subset and expand gradually

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Google Drive Connector

The Google Drive connector supports:

• Folders - Any folder in Drive
• Shared Drives - Team drives (Google Workspace)
• Files - Individual files (Google Docs, Sheets, etc.)

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Permissions Required

• drive.readonly - Read access to Drive files

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Configuring Google Drive

1. Connect with your Google account
2. Browse My Drive, Shared Drives, or Shared with Me
3. Select folders to sync
4. Configure options

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Google Docs/Sheets/Slides

Native Google formats are automatically converted:

• Google Docs - Exported as text/HTML
• Google Sheets - Exported as CSV
• Google Slides - Exported as text

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Sync Behavior

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Incremental Sync

After the initial sync, connectors only process changed files:

• New files are added
• Modified files are updated
• Deleted files are removed (optional)

This makes scheduled syncs fast.

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Handling Deletions

By default, when a file is deleted from the source:

• It’s removed from the knowledge base too
• This keeps content current

You can disable deletion sync if you want to preserve content even after it’s removed from the source.

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Conflict Resolution

If the same file is synced from multiple sources:

• The most recently modified version is used
• Consider using separate knowledge bases to avoid conflicts

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Troubleshooting

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Connection Errors

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Sync Errors

Click View Errors on a connection to see details about failed files.

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Stuck Syncs

If a sync seems stuck:

1. Check the connection status
2. Click Cancel Sync if available
3. Try Sync Now to restart

For persistent issues, disconnect and reconnect.

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Best Practices

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Next Steps