Access Requirements for ResolveSx Integrations

Introduction

ResolveSx integrates seamlessly with various knowledge systems by leveraging its advanced connectors. Below is a detailed guide to the data requirements for each supported platform to ensure successful integration.

Salesforce Knowledge

To access Salesforce Knowledge, provide the following:

• Username: A user with API access enabled and permissions to access all Knowledge objects and fields.

• Password

• API Token

• List of API Names for Objects and Fields:

  • Navigate to: Setup -> Objects and Fields -> Object Manager -> Knowledge -> Fields & Relationships.

  • Copy and paste the table of fields into a spreadsheet.

Zendesk Articles

To access Zendesk articles, provide:

• Username

• Password

Steps to Generate a User:

• Refer to Zendesk’s documentation for managing API access.

Freshdesk Articles

To access Freshdesk articles, provide:

• API Key

• Instance Domain

How to Find the API Key:

• Follow Freshdesk’s guide on locating your API key.

Confluence/Jira

To access Confluence or Jira, provide:

• Username: A user with access to all relevant Spaces (Confluence) or Projects (Jira).

• API Token

• Subdomain of the instance

• List of Acronyms for Spaces (Confluence) or Projects (Jira)

How to Create a User:

• Refer to Atlassian’s documentation for adding and inviting users.

How to Generate an API Token:

• Follow Atlassian’s guide for managing API tokens.

CXOne/Mindtouch

To access Mindtouch, provide:

• Client ID

• Client Secret

• Instance URL

Steps to Retrieve These:

1. Log into NICE CXOne.

2. Navigate to Dashboard -> Integrations -> API Token Management.

3. Open Server API Tokens.

4. Generate the client key and client secret, then store them securely.

KnowledgeOwl

To access KnowledgeOwl, provide:

• API Key

• Project ID

How to Generate an API Key:

1. Log into KnowledgeOwl.

2. Go to Your Account -> API.

3. Create a new API key or use an existing one.

4. Set permissions (GET, PUT, POST, DELETE) and copy the key.

GetGuru

To access GetGuru, provide:

• Username

• User Token

How to Retrieve These:

1. Log into Guru.

2. Go to Team Settings -> Users and Collections to find your username.

3. Navigate to Apps and Integrations -> API Access.

4. Generate and copy the user token.

Doc360

To access Doc360, provide:

• API Token

How to Retrieve:

• Refer to Doc360’s knowledge base documentation.

Notion

To access Notion, provide:

• API Token

How to Retrieve:

• Refer to Notion’s API integration documentation.

Paligo

To access Paligo, provide:

• Username

• API Token

How to Retrieve:

• Refer to Paligo’s API setup guide.

HigherLogic

To access HigherLogic, provide:

• Key

• Password

• Community Names

How to Retrieve:

• Follow HigherLogic’s integration documentation.