Connecting Notion as an external knowledge source

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<p id="docs-hc-snippet" style="display: none;">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.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">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.</p>
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<p class="p">You can connect Notion 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>. You must
be a Knowledge admin to set up and manage external content connections. </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 Notion connection</a></li>
<li class="li"><a class="xref" href="#topic_t1w_vps_ygc">Adding or removing content from your Notion connection</a></li>
<li class="li"><a class="xref" href="#topic_xm5_zpf_k3c">Managing Notion Teamspaces 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 Notion connection</h2>
<div class="body">
<div class="p">You can set up a Notion connection to connect and sync content from your Notion
Teamspace. After you connect a Notion Teamspace, 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>.<div class="note important" id="topic_ftg_xjt_wgc__note_ksk_1ll_y3c">
<span class="importanttitle">Important:</span> 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 <a class="xref" href="#topic_t1w_vps_ygc">Adding or removing content from your Notion connection</a>.</div>
</div>
<div class="p">
<strong class="ph b">To set up a Notion 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/guide-confcnct-extcontent-connect.png" width="225"></p>
</li>
<li class="li">Under the Available sources section, click <strong class="ph b">Connect</strong> on the source that
you want to connect.<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-notion-connect-card.png" width="200"></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-notion-authenticate-041626.png" width="300"></p>
</li>
<li class="li">Select your Notion Workspace from the drop-down list in the upper right,
then click <strong class="ph b">Select pages</strong>.<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/knw-notion-auth-perm-041626.png" width="300"></p>
</li>
<li class="li">Select the pages within your Teamspace that you want to sync, then click
<strong class="ph b">Allow access</strong>.<div class="note" id="topic_ftg_xjt_wgc__note_z2w_ckl_y3c">
<span class="notetitle">Note:</span> For pages to be synced
to your Zendesk account, they must have content within the body of the
page. </div>
<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_bxh_shl_y3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-notion-select-pages-auth-041626.png" width="300"></p>
<p class="p">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.</p>
<p class="p"><img class="image" id="topic_ftg_xjt_wgc__image_qbc_sk5_wgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/knw-notion-connect-n-sync.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 Notion connection</h2>
<div class="body">
<p class="p">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. </p>
<p class="p">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 <a class="xref" href="#topic_c5b_bmb_xgc">remove the connection entirely</a>
and <a class="xref" href="#topic_ftg_xjt_wgc">set up a new
connection</a>.</p>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_xm5_zpf_k3c">
<h2 class="title topictitle2" id="ariaid-title4">Managing Notion Teamspaces connected to your Zendesk account</h2>
<div class="body">
<p class="p">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. </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 Notion connection details</a></li>
<li class="li"><a class="xref" href="#topic_z5f_xts_ygc">Managing viewer permissions for Notion content</a></li>
<li class="li"><a class="xref" href="#topic_x2c_xlb_xgc">Manually resyncing Notion content</a></li>
<li class="li"><a class="xref" href="#topic_c5b_bmb_xgc">Disconnecting a Notion Teamspace</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 Notion connection details</h3>
<div class="body">
<p class="p">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. </p>
<div class="p">
<strong class="ph b">To view Notion 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_ibz_kwb_xgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/guide-confcnct-extcontent-connect.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-notion-mng-connection-041626.png" width="600"></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 Teamspace</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">triggered
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-notion-viewdetails-0416.png" width="350"></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 Notion content</h3>
<div class="body">
<p class="p" dir="ltr">You can set the viewer permissions for who can view connected Notion
content in your Zendesk workflows.</p>
<div class="p" dir="ltr">
<strong class="ph b">To manage viewer permissions for Notion 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_inn_15s_ygc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/guide-confcnct-extcontent-connect.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 up to 10
user segments from any of the following (an Enterprise plan is
required to select multiple user segments):<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 does not 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 Notion content</h3>
<div class="body">
<div class="p">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. <div class="note" id="topic_x2c_xlb_xgc__note_h54_knv_z3c">
<span class="notetitle">Note:</span> 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 <a class="xref" href="#topic_c5b_bmb_xgc">remove
the connection entirely</a> and <a class="xref" href="#topic_ftg_xjt_wgc">set up a new connection</a>.</div>
</div>
<div class="p">
<strong class="ph b">To manually resync Notion 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-notion-resync-041626.png" width="700"></p>
</li>
<li class="li">Select <strong class="ph b">Sync again</strong>.<p class="p">The Notion 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 Notion Teamspace</h3>
<div class="body">
<p class="p">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. </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 Notion site</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 Teamspace 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-notion-remove-041626.png" width="700"></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</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/guide-confcnt-removecnct-conf.png" width="375"></p>
The Teamspace is removed
from the Connection list, and is no longer available as an external
content source.</li>
</ol>
</div>
</div>
</div>
</div>
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