Integrations overview

Integrations in the sidebar is where an institution connects the systems that feed Unifuse: document sources for the knowledge base, and the student information, CRM and service-desk systems that feed student and applicant records.

Before you start

Opening the screen needs manage institution; adding, syncing, changing and disconnecting sources needs manage connectors.
Have the credentials for the system you are connecting. The connector catalogue lists what each one asks for.

Add a source

Select Add Source.
Choose the Connector. Connectors that sign in with OAuth are marked.
Enter a Name that will identify this source, for example “Admissions Drive”.
Fill in the connector’s fields. Required fields are marked. Secret fields are entered as passwords and stored encrypted, separately from the rest of the configuration.
Select Create Source.

For an OAuth connector, the browser then goes to the provider’s consent screen and returns to Integrations with a success or failure notice. Other connectors are connected as soon as they are created.

The source cards

Each source is a card showing its status (Connected, Syncing, Disconnected or Error), the connector, the last sync time and a health line: healthy with the last check time, a failed check with the reason, or “not supported” for connectors that have no health probe.

Select a card to open the connector drawer, which shows the status, connection details, last sync and last error, the configuration (editable, with Name and the connector’s fields), and the actions:

Connect: complete authorisation for an OAuth source that needs it.
Test: run the health check now.
Sync: run a sync now.
Disconnect: remove the source. For a document source this also purges every document and embedding it contributed to the knowledge base.

When sources sync

Document sources are re-synced on a schedule, by default every 24 hours; the Web Crawl connector has its own Recrawl every setting.
Record sources (SIS and CRM connectors) sync when you select Sync. The nightly SIS and LMS extract over SFTP runs on its own schedule; see SIS and LMS data.
Health checks run hourly.

Sensitivity

Most connectors have a Sensitivity field, default internal. It becomes a tag on every document from that source. Only sources set to public can be used to answer anonymous visitors through the web chat widget or the SMS line.

View this page as Markdown for use with an AI assistant, or read the whole site at /llms.txt.