Connecting Guru as an external knowledge source

<body>
<p id="docs-hc-snippet" style="display: none;">You can connect Guru to your Zendesk account to make the content availablewherever external content is used. When you connect Guru as an external knowledge source, you can ingest content from published cards within the Collections you specify during setup.</p>
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<p id="docs-ai-summary-content">You can connect Guru as an external knowledge source to sync published content from specified Collections. Manage connections by setting viewer permissions, manually resyncing content, or removing connections. Syncs update content every 24 hours, reflecting changes in your workflows. This integration requires admin permissions and uses email and API tokens for secure access to authorized content only.</p>
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<div class="body">

<p class="p">You can connect Guru to your Zendesk account to make the content available <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9822956298010#topic_cwq_c2s_ygc" target="_blank">wherever external content is used</a>. When you
connect Guru as an external knowledge source, you can ingest content from published
cards within the Collections you specify during setup. </p>
<p class="p">You must be a Knowledge admin to set up and manage external content connections in
Zendesk. You must be a Guru admin to create the API key necessary for authoring synced
content within Guru. The Guru connector is authenticated with your email and API key,
which ensures that you can only sync content that you have access to within Guru.</p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_c3s_fft_wgc__ul_kbk_dsh_xgc">
<li class="li"><a class="xref" href="#topic_ftg_xjt_wgc">Setting up a Guru connection</a></li>
<li class="li"><a class="xref" href="#topic_t1w_vps_ygc">Adding or removing content from your Guru connection</a></li>
<li class="li"><a class="xref" href="#topic_xm5_zpf_k3c">Managing Guru sites connected to your Zendesk account</a></li>
</ul>
</div>
<div class="p">
<strong class="ph b">Related articles</strong>:<ul class="ul" id="topic_c3s_fft_wgc__ul_npx_2r1_xgc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9822956298010" target="_blank">About connecting external content to Zendesk
for use across knowledge experiences</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831783962" target="_blank">Knowledge product limits for your help
center</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_ftg_xjt_wgc">
<h2 class="title topictitle2" id="ariaid-title2">Setting up a Guru connection</h2>
<div class="body">
<p class="p">You can set up a Guru connection to connect and sync content from your Guru
Collections. After you connect a Guru Collection, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9822956298010#topic_opg_phs_ygc" target="_blank">configure workflows to use this external
content</a>. When you sync a Guru Collection, published cards with content
are automatically synced. </p>
<div class="p">
<strong class="ph b">To set up a SharePoint connection</strong><ol class="ol" id="topic_ftg_xjt_wgc__ol_ik3_ckt_wgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9041943683354#topic_b5q_nwn_s2c" target="_blank">Knowledge admin</a>, click <strong class="ph b">Manage articles</strong>
(<img class="image" id="topic_ftg_xjt_wgc__d8e24" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/guide_icon_manage_articles.png">) in the sidebar.</span></li>
<li class="li">Click <strong class="ph b">External content &gt; Connections</strong>.<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_x2y_pz5_z3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-extcontent-menu.png" width="200"></p>
</li>
<li class="li">Under the Available sources section, click <strong class="ph b">Connect</strong> on the Guru
card.<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_y2y_pz5_z3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/KNW-guru-card.png" width="250"></p>
</li>
<li class="li">Click <strong class="ph b">Continue</strong>.<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_s2p_bcl_y3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-sync-modal-guru.png" width="400"></p>
</li>
<li class="li">On the <strong class="ph b">Authenticate</strong> tab, enter the following credentials to connect
to Guru, then click <strong class="ph b">Continue</strong>:<ul class="ul" id="topic_ftg_xjt_wgc__ul_gqc_gvt_djc">
<li class="li">
<strong class="ph b">Email</strong>: Email address used to access your Guru account. You
must be a Guru admin to create a connection, and can only sync
content that you have permission to access in Guru.</li>
<li class="li">
<strong class="ph b">API token</strong>: User token associated with your email address in
Guru. The user token provides read and write access in Guru based on
your existing account permissions. Click <strong class="ph b">Manage &gt; API Access</strong>
above this field to access the page in Guru where you can generate
the user token. For more information, see <a class="xref" href="https://help.getguru.com/docs/gurus-api" target="_blank">Leveraging Guru's API</a> in Guru's help
center.</li>
</ul>
<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_wxp_y35_wgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ConnectGuruToSyncContent.png" width="600"></p>
</li>
<li class="li">On the <strong class="ph b">Define scope</strong> tab, in the <strong class="ph b">Collection</strong> field, select the
Guru collection that contains the published content you want to sync, then
click <strong class="ph b">Sync</strong>.<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_lxy_qz1_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ConnectGuruToSyncStep2.png" width="600"></p>
</li>
<li class="li">
<p class="p">Guru is added to your Connections page and your site begins syncing.</p>
<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_ptk_j1b_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-gurucontentsynced-grid.png" width="700"></p>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_t1w_vps_ygc">
<h2 class="title topictitle2" id="ariaid-title3">Adding or removing content from your Guru connection</h2>
<div class="body">
<p class="p">When you set up your Guru connection, you specify the Collections you want to
connect. You can create multiple Guru connections, but each connection contains a
single Collection. All published cards with content within the Collection are synced
to the connection. </p>
<div class="p">To add or remove content from a Guru Collection, you can add or delete the content
from your Guru site, then either wait for an automatic sync, or manually resync your
site. The new content item will be reflected in the Items number for the Guru
connection on your Connections page.<div class="note" id="topic_t1w_vps_ygc__note_w52_v1b_2jc">
<span class="notetitle">Note:</span> Syncs (manual or
automatic) can take up to 24 hours to complete.</div>
</div>
<p class="p"><img class="image" id="topic_t1w_vps_ygc__image_dgd_n3b_cjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-guru-connections-page.png" width="700"></p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_xm5_zpf_k3c">
<h2 class="title topictitle2" id="ariaid-title4">Managing Guru sites connected to your Zendesk account</h2>
<div class="body">
<p class="p">Once you've created a Guru connection, you can view information about the connection,
set viewer permissions for content, and manually resync or remove the connection. </p>
<div class="p">This section contains the following topics:<ul class="ul" id="topic_xm5_zpf_k3c__ul_srg_2lb_xgc">
<li class="li"><a class="xref" href="#topic_cvp_glb_xgc">Viewing Guru connection details</a></li>
<li class="li"><a class="xref" href="#topic_z5f_xts_ygc">Managing viewer permissions for Guru content</a></li>
<li class="li"><a class="xref" href="#topic_x2c_xlb_xgc">Manually resyncing Guru content</a></li>
<li class="li"><a class="xref" href="#topic_c5b_bmb_xgc">Disconnecting a Guru connection</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_cvp_glb_xgc">
<h3 class="title topictitle3" id="ariaid-title5">Viewing Guru connection details</h3>
<div class="body">
<p class="p">You can use the information panel to view information about the Guru connection,
when it was created and by whom, and when it was last synced. </p>
<div class="p">
<strong class="ph b">To view Guru connection details</strong><ol class="ol" id="topic_cvp_glb_xgc__ol_gbz_kwb_xgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9041943683354#topic_b5q_nwn_s2c" target="_blank">Knowledge admin</a>, click <strong class="ph b">Manage articles</strong>
(<img class="image" id="topic_cvp_glb_xgc__d8e24" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/guide_icon_manage_articles.png">) in the sidebar.</span></li>
<li class="li">Click <strong class="ph b">External content &gt; Connections</strong>.<p class="p"><img class="image" id="topic_cvp_glb_xgc__image_g1t_zhb_cjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-extcontent-menu.png" width="225"></p>
</li>
<li class="li">Click the options menu (<img class="image" id="topic_cvp_glb_xgc__image_jbz_kwb_xgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) on the row for the connection you want to
manage, then select <strong class="ph b">Manage</strong>.<p class="p"><img class="image" id="topic_cvp_glb_xgc__image_kbz_kwb_xgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-guru-Manage-menu.png" width="700"></p>
</li>
<li class="li">View details about the connection:<ul class="ul" id="topic_cvp_glb_xgc__ul_qbb_gyb_xgc">
<li class="li">
<strong class="ph b">Created</strong>: When the connection was created</li>
<li class="li">
<strong class="ph b">Connected by</strong>: Name of the Knowledge admin who created the
connection</li>
<li class="li">
<strong class="ph b">Items</strong>: Number of connected pages in the site</li>
<li class="li">
<strong class="ph b">Status</strong>: Sync status</li>
<li class="li">
<strong class="ph b">Last synced</strong>: When the last sync occurred. Syncs are
automatically performed every 24 hours, though they can also be
<a class="xref" href="#topic_x2c_xlb_xgc">initiated
manually</a>
</li>
</ul>
<p class="p"><img class="image" id="topic_cvp_glb_xgc__image_adk_syb_xgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-sharepoint-mng-panel.png" width="275"></p>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_z5f_xts_ygc">
<h3 class="title topictitle3" id="ariaid-title6">Managing viewer permissions for Guru content</h3>
<div class="body">
<p class="p" dir="ltr">You can set the viewer permissions for who can view connected Guru
content in your Zendesk workflows.</p>
<div class="p" dir="ltr">
<strong class="ph b">To manage viewer permissions for Guru content</strong><ol class="ol" id="topic_z5f_xts_ygc__ol_csl_zts_ygc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9041943683354#topic_b5q_nwn_s2c" target="_blank">Knowledge admin</a>, click <strong class="ph b">Manage articles</strong>
(<img class="image" id="topic_z5f_xts_ygc__d8e24" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/guide_icon_manage_articles.png">) in the sidebar.</span></li>
<li class="li">Click <strong class="ph b">External content &gt; Connections</strong>.<p class="p"><img class="image" id="topic_z5f_xts_ygc__image_xst_lbb_2jc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-extcontent-menu.png" width="225"></p>
</li>
<li class="li">Click the options menu (<img class="image" id="topic_z5f_xts_ygc__image_jnn_15s_ygc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) on the row for the connection you want to
manage, then select <strong class="ph b">Manage</strong>.</li>
<li class="li">Under <strong class="ph b">Viewing permissions</strong>, select one of the following options to
determine which <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408837707290" target="_blank">user segments</a> can view content
from this space:<ul class="ul" id="topic_z5f_xts_ygc__ul_kng_tct_pbc">
<li class="li">
<strong class="ph b">Only visible to selected user segments</strong>: Select a user
segment from the following. On Enterprise plans, you can select
up to 10:<ul class="ul" id="topic_z5f_xts_ygc__ul_lng_tct_pbc">
<li class="li">
<strong class="ph b">Signed-in users</strong>: Includes internal and external
users who create an account and sign in to your help
center. </li>
<li class="li">
<strong class="ph b">Agents and admins</strong>: Includes team members only, so
that you can create content that is internal-only. <div class="note" id="topic_z5f_xts_ygc__note_mng_tct_pbc">
<span class="notetitle">Note:</span> Light agents are included in
this segment. For a list of light agent permissions,
see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846501402" target="_blank">Understanding and
setting light agent
permissions</a>.</div>
</li>
<li class="li">
<strong class="ph b">Custom user segment</strong>: Allows you to restrict
viewing access to specific users based on tags,
organizations, or groups by applying user segments. See
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408837707290" target="_blank">Creating user
segments to restrict access</a>.</li>
</ul>
</li>
<li class="li">
<strong class="ph b">Visible to everyone</strong>: Includes anyone who visits your help
center and doesn't require sign in.</li>
</ul>
<p class="p"><img class="image" id="topic_z5f_xts_ygc__image_dks_y5l_y3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-norton-viewingpermissions-0416.png" width="400"></p>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_x2c_xlb_xgc">
<h3 class="title topictitle3" id="ariaid-title7">Manually resyncing Guru content</h3>
<div class="body">
<p class="p">When you connect Guru as an external content source, a sync process runs every 24
hours to update new or changed content within the site. You can manually resync
at any time to initiate another sync, which can take up to 24 hours to
complete.</p>
<div class="p">
<strong class="ph b">To manually resync Guru content</strong><ol class="ol" id="topic_x2c_xlb_xgc__ol_lxk_5d5_wgc">
<li class="li">On the Connections page, click the options menu (<img class="image" id="topic_x2c_xlb_xgc__image_z13_4lb_q3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) for the connection you want to
sync.<p class="p"><img class="image" id="topic_x2c_xlb_xgc__image_p4z_4l5_wgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-guru-syncagain-menu.png" width="550"></p>
</li>
<li class="li">Select <strong class="ph b">Sync again</strong>.<p class="p">The Guru connection syncs immediately, and
the Last synced column is updated with the most recent sync
time.</p>
</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_c5b_bmb_xgc">
<h3 class="title topictitle3" id="ariaid-title8">Disconnecting a Guru connection</h3>
<div class="body">
<p class="p">You can remove the connection to Guru if you no longer want to sync its content.
If you remove a connection, all site content within that connection will be
removed. </p>
<p class="p">When you remove a connection, the related content is no longer available <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9822956298010" target="_blank">wherever external content is used</a>. </p>
<div class="p">
<strong class="ph b">To disconnect a Guru connection</strong><ol class="ol" id="topic_c5b_bmb_xgc__ol_avd_g25_wgc">
<li class="li">On the Connections page, click the options menu (<img class="image" id="topic_c5b_bmb_xgc__image_ugj_qlb_q3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) for the Guru connection you want to
disconnect.<p class="p"><img class="image" id="topic_c5b_bmb_xgc__image_jz1_zl5_wgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-guru-remove-connection-menu.png" width="550"></p>
</li>
<li class="li">Select<strong class="ph b"> Remove connection</strong>.</li>
<li class="li">Review the message, then click <strong class="ph b">Remove connection</strong>.<p class="p"><img class="image" id="topic_c5b_bmb_xgc__image_fcm_czg_xgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-guru-remove-cxs-modal.png" width="500"></p>
The Guru connection is
removed from the Connection list and unavailable as an external content
source.</li>
</ol>
</div>
</div>
</div>
</div>
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