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Welcome to our Help Center

How to Connect Your First Data Source

Hugo Richard
  • Updated

Learn how to connect your first data source to Faqify and start generating AI-powered articles from your support tickets.

Prerequisites

Account Requirements

  • Active Faqify account
  • Admin or Owner role permissions
  • Access to your ticketing system

Ticketing System Requirements

  • Admin access to your ticketing platform
  • API credentials or OAuth permissions
  • Network access to your ticketing system's API endpoints

Step-by-Step Connection

Step 1: Access Data Sources

  1. Log into your Faqify account
  2. Navigate to "Data Sources" in the sidebar
  3. Click "Connect Source" button

[SCREENSHOT: Data Sources page]

Step 2: Select Your Platform

  1. Choose your ticketing system from the list
  2. Click on the platform you want to connect
  3. Review the platform information
  4. Click "Connect" to proceed

[SCREENSHOT: Platform selection]

Step 3: Authenticate

The authentication process varies by platform:

OAuth Authentication (Recommended)

  1. Click "Connect with [Platform]"
  2. You'll be redirected to your platform's login page
  3. Log in with your platform credentials
  4. Authorize Faqify to access your data
  5. You'll be redirected back to Faqify

API Token Authentication

  1. Enter your API token or credentials
  2. Provide your subdomain (if required)
  3. Test the connection
  4. Save the connection

[SCREENSHOT: Authentication form]

Step 4: Complete Setup

  1. Review your configuration
  2. Click "Save and Connect"
  3. Wait for initial sync to complete (this can take a couple of hours)
  4. Monitor connection status

Platform-Specific Instructions

Zendesk

  1. Requirements: Zendesk Admin role, API token
  2. Authentication: API token or OAuth
  3. Configuration: Subdomain, email, API token

Jira

  1. Requirements: Jira Admin permissions
  2. Authentication: API token or OAuth
  3. Configuration: Server URL, username, API token

Intercom

  1. Requirements: Intercom Admin access
  2. Authentication: OAuth app
  3. Configuration: App ID, access token

ServiceNow

  1. Requirements: ServiceNow Admin role
  2. Authentication: API credentials
  3. Configuration: Instance URL, username, password

 

Troubleshooting

Common Issues

Authentication Failures

  • Check Credentials: Verify username and password
  • Verify Permissions: Ensure admin access
  • Test API Access: Try API calls directly
  • Contact Support: Get help if needed

Sync Problems

  • Network Issues: Check internet connectivity
  • Firewall Settings: Allow API access
  • Rate Limits: Check API rate limits
  • Data Volume: Large datasets may take time

Data Discrepancies

  • Sync Settings: Review sync configuration
  • Data Filters: Check filter settings
  • Time Ranges: Verify date ranges
  • Permissions: Ensure proper data access

Getting Help

  • Documentation: Review platform-specific guides
  • Support: Contact support for assistance
  • Community: Join user community
  • Training: Attend training sessions