Connecting Notion as an external knowledge source

You can connect Notion to your Zendesk account to make the content availablewherever external content is used. You must be a Knowledge admin to set up and manage external content connections.


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Summary: ◀▼
You can connect Notion as an external knowledge source to sync content from your Notion Teamspace for use in your workflows. Only one Notion connection is allowed per account, syncing top-level pages and subpages with content. You can manage connection details, viewer permissions, manually resync content, or disconnect the Teamspace when needed. Adding new top-level pages requires reconnecting.




You can connect Notion to your Zendesk account to make the content available wherever external content is used. You must
be a Knowledge admin to set up and manage external content connections.
This article contains the following topics:
Setting up a Notion connection
Adding or removing content from your Notion connection
Managing Notion Teamspaces connected to your Zendesk account



Related articles:
About connecting external content to Zendesk
for use across knowledge experiences
Knowledge product limits for your help
center




Setting up a Notion connection

You can set up a Notion connection to connect and sync content from your Notion
Teamspace. After you connect a Notion Teamspace, you can configure workflows to use this external
content.
Important: Due to limitations
with Notion, you can set up only a single Notion connection in your Zendesk
account. To add or remove content from this connection, see Adding or removing content from your Notion connection.


To set up a Notion connection
In Knowledge admin, click Manage articles
( ) in the sidebar.
Click External content > Connections.

Under the Available sources section, click Connect on the source that
you want to connect.

Click Continue.

Select your Notion Workspace from the drop-down list in the upper right,
then click Select pages.

Select the pages within your Teamspace that you want to sync, then click
Allow access.
Note: For pages to be synced
to your Zendesk account, they must have content within the body of the
page.

When the sync is
complete, the page shows a green Synced status for each synced
Teamspace. The number of Items reflects the top level pages that you
synced and all sub pages beneath the top level pages.







Adding or removing content from your Notion connection

Due to limitations with Notion, you can only set up a single Notion connection. When
you set up your Notion connection, you specify the Teamspace you want to connect and
the top level pages within that Teamspace that you want to sync. All subpages with
content underneath the top level pages you selected are synced during each manual or
automatic sync.
When you add one or more subpages beneath a synced top level page in Notion, those
pages are automatically ingested to Knowledge during the next sync. However, if you
want to add a new top level page to your existing Notion connection, you must remove the connection entirely
and set up a new
connection.



Managing Notion Teamspaces connected to your Zendesk account

Once you've created a Notion connection, you can view information about the
connection, set viewer permissions for content, and manually resync or remove the
connection.
This section contains the following topics:
Viewing Notion connection details
Managing viewer permissions for Notion content
Manually resyncing Notion content
Disconnecting a Notion Teamspace




Viewing Notion connection details

You can use the information panel to view information about the Notion
connection, when it was created and by whom, and when it was last synced.

To view Notion connection details
In Knowledge admin, click Manage articles
( ) in the sidebar.
Click External content > Connections.

Click the options menu ( ) on the row for the connection you want to
manage, then select Manage.

View details about the connection:

Created: When the connection was created

Connected by: Name of the Knowledge admin who created the
connection

Items: Number of connected pages in the Teamspace

Status: Sync status

Last synced: When the last sync occurred. Syncs are
automatically performed every 24 hours, though they can also be
triggered
manually









Managing viewer permissions for Notion content

You can set the viewer permissions for who can view connected Notion
content in your Zendesk workflows.

To manage viewer permissions for Notion content
In Knowledge admin, click Manage articles
( ) in the sidebar.
Click External content > Connections.

Click the options menu ( ) on the row for the connection you want to
manage, then select Manage.
Under Viewing permissions, select one of the following options to
determine which user segments can view content
from this space:

Only visible to selected user segments: Select up to 10
user segments from any of the following (an Enterprise plan is
required to select multiple user segments):

Signed-in users: Includes internal and external
users who create an account and sign in to your help
center.

Agents and admins: Includes team members only, so
that you can create content that is internal-only.
Note: Light agents are included in
this segment. For a list of light agent permissions,
see Understanding and
setting light agent
permissions.


Custom user segment: Allows you to restrict
viewing access to specific users based on tags,
organizations, or groups by applying user segments. See
Creating user
segments to restrict access.



Visible to everyone: Includes anyone who visits your help
center and does not require sign in.



Click Save.





Manually resyncing Notion content

When you connect Notion as an external content source, a sync process runs every
24 hours to update new or changed content within the top level pages and their
subpages that you connected.
Note: When you add one or
more subpages beneath a synced top level page in Notion, those pages are
automatically ingested to Knowledge during the next automatic or manual
sync. However, if you want to add a top level page to your existing Notion
connection, you must remove
the connection entirely and set up a new connection.


To manually resync Notion content
On the Connections page, click the options menu ( ) for the connection you want to
sync.

Select Sync again. The Notion connection syncs immediately, and
the Last synced column is updated with the most recent sync
time.






Disconnecting a Notion Teamspace

You can remove the connection to Notion if you no longer want to sync its
content. If you remove a connection, all Teamspace content within that
connection will be removed.
When you remove a connection, the related content is no longer available wherever external content is used.

To disconnect a Notion site
On the Connections page, click the options menu ( ) for the Teamspace you want to
disconnect.

Select Remove connection.
Review the message, then click Remove.
The Teamspace is removed
from the Connection list, and is no longer available as an external
content source.





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